Review commission statements and payments

As a HubSpot Solutions Partner, you can review your commission statements and payments, as well as a forecast of predicted future commission earnings. You can then export commission statements to CSV or PDF for your records or to share with others in your organization. 

View commission statements

1. In your HubSpot account, navigate to Partner > Commission.
2. Click the statement you would like to review. 
3. To export your statement, click the Export dropdown menu and select Export to CSV.
4. To save the statement as a PDF, click the Export dropdown menu and select Print/Save as PDF. 

View commission payments

1. In your HubSpot account, navigate to Partner > Commission. 
2. Click the Payments tab. 
3. Review the payments HubSpot has made to your organization. 

View commission forecasting

1. In your HubSpot account, navigate to Partner > Commission.
2. Click the Forecasting tab. 
3. Click the From dropdown menu and select the starting month of the forecasting range. 
4. Click the To dropdown menu and select the ending month of the forecasting range. 
5. Review the commission forecasting data in the reports, including: 
   • Total Projected Commission: projected commission across all clients for the date range specified. 
   • Clients: number of clients generating commissions in the date range specified. 
   • Commission Line Items: projected products generating commissions across all clients for the date range specified. 
   • Monthly Commission: commission earned each month for a specific client. 
   • Commissions: total separate products generating commissions for a specific client. To view more information about a client's commissions, click the down arrow next to the client name. 
   • Projected Total: projected commission for a specific client for the date range specified. 
   • Status: whether the commission is still active or will be expiring during the next period.