Attainment and Kickers
You can give your sales rep an attainment commission kicker. The attainment kicker is based on the total contract value sold in a year or month or the total value of issues sales in a year or month. Once a rep sells enough to reach that goal, they will get the bonus amount the last day of the commission period where they achieved the goal. You can view the Sales Rep Attainment Report to track your reps’ progress.
Choose your commission attainment kicker basis under Settings > System Configurations – Organization – Commissions.
You can choose either contract sales or invoices sales for this configuration. Contract sales will include any amount tied to a contract. Invoiced sales will include invoiced line items. If you choose invoiced sales, make sure to set your invoice period in the Commission Attainment Invoice Period configuration.
Once you have your attainment selected, go under Settings > Users > Commission Kickers to set the goal and the kicker amounts. To access this page, you need the User Permission 'Commission Kickers'.
Attainment Kickers
To create a new Attainment Kicker, click the +Add Attainment Kicker in the upper right corner of the Attainment Kicker tab.
In the popup, there are a few required and optional fields to fill out.
You must select which year the kicker will be used for, and decide if it is a monthly or yearly kicker.
Tip
Monthly and yearly kickers can be used in combination with each other.
A yearly kicker means the rep will need to meet the threshold over the course of the year selected in order to receive the kicker. They will only get this particular kicker once in that year.
If a monthly kicker is used, you will also need to select which months of the year the kicker will be eligible in. In this case, the rep will receive the kicker for any months specified as long as they meet the threshold within that month.
If using a monthly kicker, you can also select specific users that can receive the kicker. When set, only those users can receive the kicker even if other users achieve the threshold.
Next, you need to specify the threshold amount. This is the amount that the rep needs to achieve to receive the kicker. The threshold will either look at the contract sales or invoices sales, depending on how you set your Commission Kicker Attainment Basis system configuration.
Finally, you will need to enter the kicker amount as either a dollar amount or a percentage. This is the extra amount in commissions that the rep will receive if they meet the threshold.
The Kicker $ field is a flat rate option. Whatever value you enter here is what the rep will receive as their kicker.
The Kicker % field will give the rep different amounts depending on their commissionable sales in the period. For example, if the commissionable sales were $15,000 in the period, and the Kicker % was set to 4%, then the kicker would be $600, or 4% of $15,000.
You can view the reps progress under the Sales Rep Attainment Report.
In the report, you will see the reps, the goal, and how close they are to achieving the goal. Once the rep makes the goal, they will receive the kicker in the period they meet the threshold.
If there are monthly kickers set, click the 'Show Monthly Details' button at the top of the table to display the monthly kicker data.
The commission kicker will be eligible on the last day of the commission period in which the rep reached the attainment. This is shown on the Sales Rep Commission Report.
Updated 12/5/2025