Commission Tracker V3: Complete Setup & Usage Guide

Install Commission Tracker V3 in your own Google Workspace. No external services, no monthly fees — everything runs inside Google Apps Script against a spreadsheet you own. Turn your Google Sheet into a robust identity-resolution engine that maps Stripe and Whop payments to your sales reps.

What You Need

Note on Zapier/Make: Setting up third-party automation tools like Zapier requires using your own Stripe, Whop, or FanBasis credentials. This setup is managed inside your own Zapier account. If you need our team to build and maintain these webhooks for you, please contact us for a Custom+ engagement.

Step 1: Create the Spreadsheet

1. Open Google Sheets and create a blank spreadsheet.
2. Name it something memorable, e.g., Commission Tracker.

On first run, the script auto-creates 17 tabs for you — you don't need to manually set up any columns.

Step 2: Open Apps Script

In your spreadsheet's top menu bar, click Extensions → Apps Script.

A new browser tab will open with a default Code.gs file. Keep it open — you will replace its contents in the next step.

Step 3: Paste the Code

Your download includes the backend scripts and UI files.

Step 4: Deploy as a Web App

1. In the top-right corner, click Deploy → New Deployment.
2. Click the gear icon next to "Select type" and choose Web app.
3. Configure the deployment:
   • Description: Commission Tracker V3
   • Execute as: Me
   • Who has access: Anyone (Note: This access allows Zapier to reach your webhook. The data is secured by your webhook secret.)
4. Click Deploy. Google will ask for authorisation — approve it.
5. Copy the Web app URL. This URL acts as both your admin dashboard portal and your webhook endpoint for Zapier.

Step 5: First-Time Initialisation

1. Go back to your Google Spreadsheet tab.
2. Reload the page (Cmd/Ctrl + R). A new menu "⚡ Commission V3" will appear in the top menu bar.
3. Click Commission V3 → Initial Setup. This automatically builds all 17 tabs, applies cell-level protections, installs an onEdit trigger, and generates a default webhook secret.
4. Click Commission V3 → Configuration Wizard. In the setup modal, define:
   • Company name: For UI display purposes.
   • Default commission rate: Fallback rate used when no specific Commission Rule matches (e.g., 0.15 for 15%).
   • Default currency: USD, EUR, GBP, or TRY.
   • Slack webhook URL: (Optional) Leave empty to skip batch setup notifications.
   • Webhook secret: Auto-generated. Change it only if you want a custom value. Save this securely.

The wizard's top banner will display your Web app URL again — keep it handy for Zapier.

Step 6: Configure Zapier (Webhook)

Create a Zap per payment platform to push sales into your Commission Tracker.

A. New Charge Trigger

• Trigger app: Stripe, Whop, FanBasis, Gumroad, etc.
• Event: New Charge or New Successful Payment

B. Webhook Action

• Action app: Webhooks by Zapier
• Event: POST (or Custom Request)
• URL: YOUR_WEB_APP_URL?key=YOUR_WEBHOOK_SECRET (Paste the URL and secret from Step 5)
• Payload type: JSON

Map these essential fields in the Zap:

Run the Zap's test. A new row should instantly appear in your Raw Transactions tab with the status pending.

(To handle refunds/clawbacks, create a similar Zap using the New Refund trigger, sending type: "refund", the original platform_txn_id, and the refund_amount.)

Daily Workflow

1. Populate: Raw Transactions fills up automatically from Zapier.
2. Match: Open your Web app URL in a browser and click Run Batch Match. The AI engine scores every pending transaction against your customer alias registry.
3. Review Categories:
   • AUTO_MATCH: One clear winner. Safe to register.
   • PARTIAL: Multiple plausible candidates (e.g., same name, different emails). Choose manually.
   • NEW: No existing customer found. Ready to be mapped to a new rep.
   • NO_MATCH: Unusual case requiring manual attention.
4. Register: For each transaction, click Review → Register and assign the right rep/customer.
5. Pay: The Commission Ledger calculates exactly who earned what. Export the data at payroll time.

Want to share transparent stats with your reps? Click Commission V3 → Generate Rep Portal Links in the spreadsheet menu. Each rep gets a secure, tokenised URL where they can view only their own sales and commissions.

Frequently Asked Questions

Q. Can a team member break the ledger by editing a cell?
No. Protected sheets (Commission Ledger, Alias Registry, Raw Transactions, etc.) show a stern Google warning to anyone trying to edit them manually. Only the admin who installed the script can force writes directly to the cells.

Q. A customer paid from a second email address. How does the system handle this?
When registering the payment, check the "Learn alias" box in the review dialog. Future payments from that new email will automatically link to the existing profile. The system actively learns payment behaviors.

Q. Where is the data stored? Are you tracking my sales?
Everything lives inside your spreadsheet. Nothing leaves Google's infrastructure. The script runs under your account — we have absolutely zero access to your data, your customers, or your revenue figures.

Q. Do I need a Google Workspace account?
No, a free @gmail.com account works flawlessly. Google Workspace is only necessary if you want to restrict the spreadsheet sharing exclusively within a custom domain.

Q. I need a direct API connection to our internal ERP instead of Zapier.
We can build that. Our Custom+ tier is designed for businesses needing bespoke integrations, direct API pipelines, or multi-currency ledger expansions. Contact us to discuss architecture.