[ Referral module ]

Your network brings clients. ark.plan computes the commissions.

// Commission plans

Base + volume + SPIFFs, composable.

Define multiple plans: base rate (e.g. 20% of net), volume tiers on annual revenue (up to 50k: +2%, above: +5%), SPIFFs for one-off bonifying periods (e.g. +10% on December sales). Each user has their own commission profile with assigned plan, optional custom rate, contract dates, annual commission cap, and contractual notes.

  • Base rate: %, fixed amount or hybrid
  • Volume tiers with bonus %
  • SPIFFs: conditional bonuses with dates
  • Annual cap and clawback on unpaid invoices
arkplan commission plans with base rate, volume tiers and SPIFFs
arkplan commission plans with base rate, volume tiers and SPIFFs
// Automatic calculation

Estimated on quote, consolidated on payment.

As soon as a quote is issued for a client coming from a referrer, ark.plan computes an estimated commission. When the corresponding invoice is paid, the commission moves to realized. Commissions flow through pending → paid → clawed_back (if the invoice becomes overdue or is cancelled), with a full status change history.

  • Estimated on quote, realized on paid invoice
  • Statuses: pending, paid, clawed_back
  • Payout history per referrer
  • Dashboard per referrer: prospects, conversion, commissions
arkplan referrer dashboard with estimated and paid commissions
arkplan referrer dashboard with estimated and paid commissions
// ArkAV & Odoo

Sync with ArkAV, export to Odoo.

If you manage your referral network on the central ArkAV platform, ark.plan syncs automatically: prospects, referrers, stage changes. Computed commissions can then be exported to Odoo for your accountant, with their amounts and statuses.

  • Bidirectional ArkAV sync
  • Commission export to Odoo
  • Email notifications on commission events
// Which plan?

Referral network

This module is included only in the Business plan.

T01 not included
Starter
19 / CHF / month
T02 not included
Pro
39 / CHF / month
T03 included
Business
79 / CHF / month
View all pricing
§ 08

Frequently asked questions

2 frequently asked questions. Can’t find an answer? Write to us — we reply within 24 h.

  • Can a referrer access ark.plan?
    Yes. A referrer can have their own limited access to their dashboard (their prospects, their estimated commissions, their payouts). They only see their own data, not other referrers or global finance.
  • Which plan includes the Referral module?
    The Referral module is included only in the Business plan (79 CHF/mo). It includes commission plans, SPIFFs, automatic calculation, per-referrer dashboard, ArkAV sync and Odoo export.
§ 09 // Swiss-made · hosted in Switzerland ready to deploy
arkplan init --trial 14d

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