Keeping your sales team motivated just got easier. The Spiffs Report tracks special incentives in one place, so managers can reward performance and reps can claim their wins in seconds. It helps you track, manage, and claim special sales incentives — making it easier to reward performance and keep your team energized.
📍 Accessing the Report
Go to the sidebar and click Reports
Under Management Tools, select Spiffs
From here, you’ll see a full list of orders made by your salespeople.
🔍 Using Filters
Narrow down the report with these filters:
Salesperson
Date
Brand
👉 Need a clean slate? Just hit Reset Filter.
📤 Exporting the Report
Need to analyze or share the data?
Click Export
Choose between PDF, Excel, or CSV
⚠️ Note: The export reflects the filters you’ve currently applied.
📑 Two Tabs: Unclaimed & Claimed
The Spiffs Report is divided into two sections:
Unclaimed → Shows all available spiffs before they’ve been claimed
Claimed → Displays spiffs that have already been processed
🏆 How to Claim Spiffs
There are two ways to claim:
1️⃣ Bulk Claim
Select the checkboxes next to the spiffs you want
Or, tick the top checkbox to select them all at once
Click Move to Claimed to transfer them in bulk
2️⃣ Single Claim
Click the green arrow at the far right of a spiff
That spiff will instantly move to the Claimed tab
🎉 You’re Ready!
With filters, exports, and quick claim options, the Spiffs Report makes it simple to track incentives and keep your sales team motivated.