A dated record for a change in commission rate
Download a rate-change CSV recording old and new percentages, effective dates, affected periods, evidence and a same-basis dollar comparison.
A rate change has two separate questions: when does the new instruction apply, and what does it change on the same sales basis? This log records both. Keep one row per person and category so a service change does not silently replace a retail setting.
The useful part
Compare old and new rates on identical sales, then check the effective date against the source period. The comparison does not authorise the change.
Your working files
Download blank templateCSV · Column headings only. Add your own records to a copy.Download fictional exampleCSV · Completed sample records in AUD. Use for practice, not a live close.Keep the instruction separate from the estimate
Record the supplied effective date and evidence first. The comparison columns are an illustration of the dollar effect, not a historical correction or a forecast of future earnings. Retain the previous rate record so a completed period can still be explained. Do not overwrite older working files with a new percentage and call the difference an error.
Fill a row for each changed category
| Field | What to enter |
|---|---|
| Change ID / Staff ID / Staff name | Local change reference and stable person identifier. |
| Category | Service or retail; use separate rows when both change. |
| Old rate % / New rate % | Percentage values, such as 40 and 45. |
| Effective date | First applicable source date according to the supplied instruction. |
| Affected period start / Affected period end | The period requiring a check. |
| Comparison basis AUD | Identical supplied sales basis used for both calculations. |
| Old commission AUD / New commission AUD | Basis multiplied by the respective rate, rounded consistently. |
| Difference AUD | New commission minus old commission. |
| Evidence reference / Recorded by / Status | Supporting instruction, reviewer and confirmation state. |
Two changes, one controlled comparison
The fictional service row compares 40% with 45% on a $1,000.00 basis: $400.00 becomes $450.00, a $50.00 increase. A separate retail row compares 10% with 12% on $300.00: $30.00 becomes $36.00, a $6.00 increase. Together the same sample bases move from $430.00 to $486.00.
| Category | Basis | Old | New | Difference |
|---|---|---|---|---|
| Service | 1,000.00 | 400.00 | 450.00 | 50.00 |
| Retail | 300.00 | 30.00 | 36.00 | 6.00 |
| Combined | 1,300.00 | 430.00 | 486.00 | 56.00 |
Inspect a period that crosses the date
This CSV is a register, not an automatic rate import. Verify the actual application behaviour before relying on the file to select a historical rate.
- Confirm which source date determines the applicable instruction.
- Identify lines before and on or after the effective date.
- Check whether the application supports that dated treatment directly.
- If separate calculations are needed, preserve the source ranges and avoid counting a line twice.
Avoid misleading percentage comparisons
The move from 40% to 45% is five percentage points; on the same basis it increases commission by 12.5%. Use dollar amounts when handing over the example so those two descriptions cannot be confused. A negative or zero sales basis needs its own explanation. Keep the supplied decision and the arithmetic comparison together, with unresolved effective-date questions still visible.
Put it to work.
Use the same sales basis for both rates.
Compare the dollar effect