Sales teams often struggle when they can’t see the invoicing data that determines their commissions. Many sales organizations base commissions on actual invoicing to ensure that sales are tied directly to revenue. However, when this data is locked in Netsuite and not accessible in CRMs like HubSpot or Salesforce, it creates challenges.
Why Sales Teams Use Invoicing as the Basis for Commissions
Using invoicing data for sales commissions ensures that payouts are linked to actual revenue, not just deals marked as closed. This approach prevents discrepancies, motivates sales reps to follow through on deals, and encourages them to maximize invoicing opportunities, such as securing multi-year deals or upfront payments, which boosts cash flow and aligns sales efforts with company revenue goals. Many B2B companies, particularly in SaaS and services, have adopted this model to maintain accuracy, financial accountability, and stronger cash flow.
How to Integrate Netsuite, HubSpot, and Salesforce for Commission Tracking
To bring invoicing data into your CRM, integration is key. Tools like Dear Lucy offer seamless integration with Netsuite, HubSpot, and Salesforce. This integration allows businesses to build dashboards that combine Netsuite’s invoicing and sales order data with the sales opportunity and pipeline data of HubSpot and Salesforce. With Dear Lucy, the setup is straightforward, and data updates are automated, ensuring that sales teams always have the latest information.
View Invoicing Data Directly Inside Your CRM
Imagine your sales reps viewing each customer's invoicing history, invoicing details, and commission status directly in HubSpot or Salesforce. Dear Lucy’s dashboards make this possible, giving sales teams full visibility into financial data without leaving their CRM. This view includes invoicing per customer, total revenue generated, and individual commission breakdowns, making it easier for sales reps to stay on top of their goals.
Track Invoicing in Real Time to Boost Sales
Real-time access to invoicing data means sales reps can see their commissions grow, track progress towards targets, and stay motivated. It also helps managers monitor team performance, address shortfalls quickly, and adjust strategies as needed. With Dear Lucy, tracking invoicing in real time is simple, boosting transparency and driving sales performance.
With Dear Lucy's dashboards, you can:
Track sales goals in real-time
Monitor invoicing data for accurate commission tracking
Report and forecast sales using combined sales pipeline and revenue data
No more silos, spreadsheets or confusion. Just clear, actionable insights from lead to invoice.
Interested in learning more?
Let’s talk about how Dear Lucy can transform your Salesforce, HubSpot and Oracle NetSuite data into a revenue-generating powerhouse. Book a call with our expert today!