vimiSales

Track individual sales performance, apply a commission formula, and pay out the reward into vimiBank automatically.

What is it?

vimiSales is the personal sales tracker inside vimigo. Each employee is enrolled in one or more vimiSales settings that define what they sell, how achievement is measured (RM amount, quantity, or days), and which milestones earn a reward.

When a sale is submitted - by the employee, by their manager, or by your CRM through the SalesQueue integration - vimiSales compares the running total against the milestone tiers and, when the cycle closes, credits the earned commission straight into the employee's vimiBank wallet (or Diamonds, if you use the Diamond formula).

Use vimiSales when the thing being tracked is a clear, per-person number: an RM total, a quantity of items sold, or attendance days. Use vimiGoal instead when you need to track multiple weighted KPI items together, or vimiTeam when the whole team's collective sales drive a shared reward. An SME with a sales department usually runs vimiSales and vimiGoal side by side - vimiSales for commission, vimiGoal for the behaviours that drive that commission.

Quick Start

1. Open the vimiSales Settings page.
2. Click "Add Product / Commission".
3. Name the setting, pick a "Formula" and "Period" (Monthly is usual), and set a "Start Date".
4. Pick "Target Type" ($, QTY, or DAY) and "Reward Type" (%, $, Multiply, or Diamond).
5. Fill at least one mission tier in the commission table, assign employees, then click "Publish".

You now have a live setting. Every sale pushed to it updates the employee's running total and earns commission when it crosses a tier.

For Admins (Employer / HR / Manager)

How to create a vimiSales setting

1. Open the vimiSales Settings page.
2. Click "Add Product / Commission". A modal opens.
3. Type a name - e.g. Monthly Retail Commission.
4. Pick a "Formula" (see the Formulas section below - "vimigo Commission" is the safe default).
5. Fill in the cycle fields:
   • "Period" - most teams use "Monthly".
   • "Start Date" - first day of the cycle.
   • "Repetition" - how many cycles to run (e.g. 12 for a full year).
6. Pick "Target Type": "$" (RM), "QTY" (quantity of items), or "DAY" (days worked).
7. Pick "Reward Type": "%", "$" (fixed RM), "Multiply", or "Diamond".
8. Set "Method Type":
   • "Update All" replaces the running total each time.
   • "Accumulative" adds each new sale on top.
9. Set "Require Approval" if you want managers to review each submission before it counts.
10. Fill the mission tiers - up to 10 rows (M1–M10). Each row has a "Label", "Target", and "Reward".
11. In the employee assignment area, search and select who this setting applies to.
12. Click "Publish" to activate, or "Save as Draft" to finish later.

Tip: If you want the same employees to run two different commission structures at once (e.g. premium cakes vs. standard bread), create two separate settings. You need the Multiple Sales module enabled - ask your account manager if it isn't on yet.

How to update sales amounts

Managers usually update sales on behalf of their team.

1. Navigate to "Update vimiSales" inside the relevant vimiTeam Set.
2. Find the employee row and the setting.
3. Enter the new amount. If "Method Type" is "Update All", the number replaces what was there. If "Accumulative", it adds on top.
4. Add a remark by clicking the speech-bubble icon in the Remark column - you can type a note and attach a receipt, photo, PDF, or Word file.
5. Save.

If approval is required, the submission goes to Pending and the manager must approve it before it counts.

How to approve or reject sale requests

1. Go to "Update Requests" in the vimiTeam Set.
2. Status tabs at the top filter to All / Pending / Approved / Rejected / Cancelled. Start on "Pending".
3. Review each row: Submitted By, Submitted Amount, Target Type.
4. Click the green tick icon to approve. If needed, enter a different Transaction Amount in the field that appears (the approved amount can differ from what was submitted).
5. Click the red cross icon to reject. Enter a Remark - the employee will see this reason.

For bulk actions:

1. Click "Bulk Update" to show row checkboxes.
2. Tick the rows to act on.
3. Click "Approve" or "Reject". Confirm in the popup.

Warning: Bulk approve uses the submitted amount as-is. If you need to change the amount, approve that row individually.

How to bulk-upload sales via Excel

At month-end, when you have a spreadsheet full of sales, skip the manual entry.

1. Go to "Update vimiSales" for the team.
2. Click "Bulk Upload vimiSales". A modal opens.
3. Download the pre-filled template - it comes with each employee's name already listed.
4. Fill in the sales amounts. Do not change the employee names - the system matches by name.
5. Save as .xlsx (not .xls) and upload it back through the modal.

If the Bulk Upload button isn't visible to you, your role doesn't have the upload permission - ask your admin.

How to set up CRM integration (SalesQueue)

If your POS or CRM pushes sales automatically, link it once and forget it.

1. Go to Settings → vimiSales Integration. You see three tabs: "View Sales Queue", "Link Sales Person", "Link vimiSales".
2. On "Link Sales Person", map each CRM sales-person name to the matching vimigo employee. Names must be exact.
3. On "Link vimiSales", link a CRM tag number to the right vimiSales setting.
4. Give your IT team or CRM vendor the API details (your account manager can provide an API key).
5. Monitor the "View Sales Queue" tab - records are colour-coded:
   • Yellow = captured, awaiting processing
   • Grey = queued
   • Green = processed successfully
   • Red = failed (usually a name mismatch)

Failed records almost always mean the CRM's sales_person_name doesn't match vimigo exactly. Fix the mapping on the "Link Sales Person" tab.

For Employees

How to view your vimiSales progress

1. Open the vimigo mobile app or dashboard.
2. Look at the vimiSales widget on your home screen. It shows:
   • Current Mission - the tier you're on.
   • Reward Amount - what you've earned so far this cycle.
   • A progress bar to the next mission.
3. Tap the widget to see your full history.

How to submit a sale

Your company may or may not let you self-submit. If it does:

1. Go to your profile or the vimiSales section.
2. Enter your sale amount in the Update Amount field.
3. Click submit.
4. If approval is required, the submission sits in "Pending" until your manager approves. You'll get a push notification once it's approved or rejected.

How to attach evidence

1. Click the speech-bubble icon in the Remark column of your entry.
2. Type a note in the text field.
3. Use the attachment area to add a file - images, PDFs, Word documents, videos, or ZIP files all work.
4. Save.

How to handle a rejection

1. You'll get a push notification when a submission is rejected.
2. Go to "Update Requests" and filter by "Rejected".
3. Click the remark icon to see the reason your manager gave.
4. Discuss it with your manager if you disagree - they can reverse a rejection, or you can re-submit with corrected information.

Commission Formulas

vimiSales supports six formulas. Pick one from the "Formula" dropdown when creating or editing a setting. The right choice depends on whether you want employees rewarded at each threshold, proportionally to their total, or stacked across tiers.

Formula 1 - vimigo Commission (standard)

Rewards are based on the mission the employee hits. If sales land between M1 and M2, they get M1's reward. If they exceed the highest mission, the reward is: total sales × the highest mission's rate.

Supports: target $, QTY, DAY. Reward % or $.

Tiers:           M1 - RM 3,000 target → RM 150
                 M2 - RM 5,000 target → RM 300
                 M3 - RM 8,000 target → RM 500

Ahmad hits RM 4,200 → reaches M1 → earns RM 150.
Aisha hits RM 8,500 → reaches M3 → earns RM 500.

Formula 2 - Traditional Commission

For % rewards: total sales × the rate for the tier the employee is in. For fixed $: proportional to the achieved amount.

Supports: target $, QTY, DAY. Reward % or $.

Tiers:           M1 - RM 2,000 → 2%
                 M2 - RM 5,000 → 4%
                 M3 - RM 10,000 → 6%

Ahmad hits RM 6,000 → in M2 tier → earns 4% × RM 6,000 = RM 240.
Aisha hits RM 12,000 → in M3 tier → earns 6% × RM 12,000 = RM 720.

Formula 3 - Accumulative Commission

Each tier the employee crosses stacks on the ones below. Only works with % rewards.

Tiers:           M1 - RM 2,000 → 1%
                 M2 - RM 5,000 → 2%
                 M3 - RM 9,000 → 3%

Wei hits RM 6,000 → crosses M2
  (1% × 2,000) + (2% × (6,000 − 2,000)) = RM 20 + RM 80 = RM 100

Wei hits RM 10,000 → crosses M3
  (1% × 2,000) + (2% × 3,000) + (3% × (10,000 − 5,000))
  = RM 20 + RM 60 + RM 150 = RM 230

Formula 5 - vimigo Reverse Commission

Same calculation as Formula 1, but tiers are listed in reverse (M1 is the highest target). Fixed $ rewards only.

Formula 6 - Traditional Reverse Commission

Same calculation as Formula 2, with reversed tier order. Supports % or $ rewards.

Formula 7 - Diamond Formula

Same logic as Formula 1, but rewards are paid in Diamonds instead of RM. Diamond amounts must be whole numbers.

Tiers:           M1 - RM 5,000 → 50 Diamonds
                 M2 - RM 10,000 → 120 Diamonds
                 M3 - RM 20,000 → 300 Diamonds

Ahmad hits RM 11,000 → reaches M2 → earns 120 Diamonds.

Target Type

Target Type	Display	What it measures
"$"	RM amount	Sales total in ringgit
"QTY"	Quantity	Number of items sold
"DAY"	Day(s)	Working days with sales activity

Reward Type

Reward Type	Display	Result
"%"	Percentage	Commission as a percentage of sales amount
"$"	Fixed RM	A specific RM amount per tier
"Multiply"	Multiplier	Sales amount × a multiplier factor
"Diamond"	Diamonds	In-app points (Formula 7 only)

Settings & Configuration

Setting	What it does	Default	Where
"Formula"	Which of the six commission formulas to use	vimigo Commission	Setting modal
"Period"	How long one cycle runs - Daily, Weekly, Monthly, Quarterly, Biannual, Yearly, or Custom	Monthly	Setting modal
"Start Date" / "End Date"	When the cycle runs. End is calculated from Start + Repetition × Period	-	Setting modal
"Repetition"	How many cycles in a row	1	Setting modal
"Target Type"	What the mission targets measure: $, QTY, DAY	$	Setting modal
"Reward Type"	How the reward is calculated	%	Setting modal
"Method Type"	How sale updates work: Update All (replace) or Accumulative (add)	Update All	Setting modal
"Require Approval"	No approval, Department-level, or Custom	No approval	Setting modal
"Apply Holidays & Off days"	Only count sales on working days (requires Workday module)	Off	Setting modal
"Has Sales Collection"	Adds a separate "Collection Amount" column for payment tracking	Off	Setting modal
"Manual Closing"	Admin closes the cycle manually instead of auto-close	Off	Setting modal
Allow Staff to Update Sales	Lets employees submit their own amounts	Off	Company Settings
Show Sales Amount to Employees	Makes the company-wide total visible to all staff	Off	Company Settings
Company Sales Target	Overall company-level target shown in dashboard widget	-	Company Settings → Update Company Sales Target

Sale record states

Status	Meaning
Draft	Setting created, not yet published - no sales accumulate
Active	Live; employees are accumulating sales
Closed	Period ended, payouts processed, no more updates
Pending Payment	Transitional: period closed, payout processing
Cancelled	Period closed with zero achieved - auto-cancelled
Disqualified	Employee removed before period ended

For individual sale transactions: Pending → Approved or Rejected (or Cancelled if withdrawn).

FAQ

Q: An employee's sales amount was updated but the commission tier didn't change.

A: If approval is required, the amount only counts after a manager approves it. Check the "Update Requests" tab. If it's approved, verify the tier thresholds in the setting - it's easy to mistype a target.

Q: A CRM record shows "Fail" in the Sales Queue.

A: Almost always a name mismatch - the CRM sent a name that doesn't exactly match vimigo (case, spaces, special characters matter). Fix the mapping on Settings → vimiSales Integration → Link Sales Person.

Q: I uploaded a bulk Excel file and nothing happened.

A: Check the file is .xlsx, not .xls. Confirm employee names match vimigo exactly - the system matches by name, not employee ID.

Q: I can't see the Bulk Upload button.

A: It only shows for users with the bulk upload permission. Ask your admin to check your role.

Q: The End Date looks wrong.

A: It's calculated from Start Date + Repetition × Period. Adjust Repetition and the End Date recalculates. If you see a spinning indicator next to it, it's still computing - wait a moment.

Q: I published a setting but employees aren't seeing it yet.

A: After publishing, a background job creates records for everyone assigned. It usually takes a few minutes. If the setting card shows a progress indicator, the job is still running.

Q: Can I edit a setting after publishing?

A: Yes, but with limits. You can adjust future periods freely. Changes to the current period only affect this cycle. Structural changes like Formula or Target Type are blocked once the setting is live - if you need that, create a new setting.

Q: What happens when I delete a setting?

A: It's permanent - the setting and all its employee records are gone. If you just want to stop new periods, close the setting or let it expire instead.

Q: A record is stuck in "Pending Payment".

A: This is the brief transitional state while the cycle closes and payouts process. If it's there for more than 24 hours, contact support.

Q: An employee left the company but still appears in vimiSales.

A: Historical records stay for reporting. Their commission for completed periods is still processed normally.

Related Guides

• vimiGoal - track KPI items (calls, demos, visits) alongside the sales revenue vimiSales tracks.
• vimiTeam - aggregate every team member's vimiSales into a collective tier reward.
• vimichallenge - short, competitive sales dares with a fixed deadline and single winner.
• vimireview - customer review scores that can influence performance alongside sales.
• Diamond - Recognize sales wins with diamonds.
• vimiBank - Commission math and payout records.
• vimiBadge - Celebrate top sellers publicly.