Rule Types Overview
ReportFlow supports three primary rule types: percentage, fixed, and tiered. Understanding when to use each type helps you design a commission structure that motivates performance and fairly compensates your team.
Percentage
A flat percentage of revenue, e.g., 10% of agency cut.
Fixed
A fixed dollar amount per clockout or per model.
Tiered
Different rates at different revenue thresholds.
Percentage rules
The most common rule type. A percentage rule applies a fixed rate to the revenue generated during a clockout. For example, "10% commission on agency cut" means if the agency cut from a shift is $500, the chatter earns $50 in commission.
You can scope percentage rules to specific models, transaction types (purchases, subscriptions, tips), or apply them globally as a catch-all default.
Fixed rules
Fixed rules pay a set dollar amount regardless of revenue. These are useful for bonuses—for example, a $25 bonus for every shift worked, or a $100 bonus when a chatter closes their first $1,000 day.
Fixed rules can be combined with percentage rules. ReportFlow evaluates rules in priority order; you can set a fixed bonus as a high-priority rule that triggers first, then let a fallback percentage rule handle the remaining calculation.
Tiered rules
Tiered rules define different rates at different thresholds. For instance:
- $0–$500 revenue → 8% commission
- $501–$1,000 revenue → 10% commission
- $1,001+ revenue → 12% commission
Each tier applies only to the revenue within that bracket (marginal calculation), similar to income tax brackets. This rewards high performers while keeping costs predictable for smaller shifts.
Priority and rule matching
When a clockout is processed, ReportFlow evaluates rules from highest priority to lowest. The first matching rule wins. This lets you create specific overrides (e.g., a model-specific bonus) that take precedence over generic catch-all rules.
Always include a low-priority default rule so every clockout receives a commission even if no specific conditions are met.
Next steps
- Create rules using natural language in AI Rule Creation.
- Understand fraud checks in Fraud Prevention.
- Test before going live in Testing Your Rules.