- Templates
- Partner program guide: tiers and commission
Partner program guide: tiers and commission
Explain referral commission, partner tiers and progress toward the next tier in one guide.
- Industry
- B2B SaaS and Technology Vendors
- Team
- Sales, Client services
- Use case
- CRM and sales, Client portals
- Tags
- Partner program
- Includes
- 1 app
Template preview
1 / 2
Included items
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Dashboards
App · Embedded views: c-commission, c-gold · Requires sign-in
Overview
What this template supports
A guide to the RelayWorks referral partner program. It explains when commission is earned and paid, how tiers work, what each tier adds and how Northgate's won referrals and certifications count toward its next tier. Worked commission lines show the status of partner earnings.
- Commission event and payment sequence
- Tier requirements and benefits
- Partner progress toward Gold
- Worked earnings status
How to use this template
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Confirm program terms
Replace sample rates, tiers and eligibility rules with approved terms.
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Assign reviewers
Name who reviews referrals, approves commission and confirms signed value.
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Check partner access
Verify which earnings and embedded views a partner may see.
Frequently asked questions
How do tiers and commission differ?
Tiers define partner requirements and benefits; commission is reviewed for an eligible referral that becomes a signed customer order.
Who uses this page?
Referral partners and vendor partner managers.
Where can a partner check progress toward the next tier?
The guide shows the current tier and progress toward the next tier's requirements, including certification.
When does a referral produce commission?
The guide ties commission to a won referral and a signed customer order, then separates approval from payment.
What should be reviewed before using it?
Replace sample rates, tiers and eligibility rules with approved terms. Name who reviews referrals, approves commission and confirms signed value.
Who can see the page and its embedded views?
The guide is partner-visible; earnings and embedded app views follow their own permissions.