[ 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

ArkAV synchronization.

If you manage referrers in ArkAV, ark.plan can retrieve prospects, referrers and stage changes.

  • Bidirectional ArkAV sync
  • Tracking calculated commissions
  • Email notifications on commission events

// Scope by quote

Referral network

The scope is defined around the selected functions, your organisation and the required connections.

  • Selected functions
  • Organisation and roles
  • Data migration and connections
Request a quote
§ 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.
  • How is the Referral module scoped?
    The quote specifies commission plans, SPIFFs, per-referrer views and the selected ArkAV connection.
§ 09// ark.plan[ On request ]

Ready to review your needs?

Describe your workflows, data to migrate and useful modules. We then prepare your quote.

  • §01/03Needs selected
  • §02/03Context specified
  • §03/03Contact arranged