Sales incentive claims managed through email or informal spreadsheets give finance and sales management teams an inconsistent record of what performance was achieved, what bonus amount is being claimed, and whether the claim has been reviewed and authorized. Performance metrics — new clients acquired, contracts closed, revenue generated, and percentage of target achieved — are described informally or not captured at all. Supporting sales reports and client feedback arrive as separate email attachments. Approval decisions are made verbally or by email reply without a signed, structured record. Without a centralized, structured claims process, verifying and approving incentive claims accurately and maintaining an auditable trail of what was authorized requires more effort than it should.
The Sales Incentive Claim template for SharePoint, built with Infowise Ultimate Forms, provides a structured claim form that captures the employee's details, the incentive type and period, six performance metric columns, the bonus amount claimed, additional achievements, sales report and client feedback uploads, additional document uploads, and a manager approval section with comments and sign-off. Every claim is stored as a complete, auditable record in SharePoint.
How it works
Employee and incentive details
The form captures the employee name, employee ID, department, manager's name, email address, and optionally phone number alongside the incentive type and the incentive period start and end dates. Capturing the incentive type and period in structured columns ensures every claim is clearly attributed to the correct scheme and reporting period, enabling the finance and HR teams to reconcile claims against the applicable incentive plan without ambiguity.
Performance metrics
The form captures six performance metric columns: whether the sales target was achieved, the total sales amount, the bonus amount claimed, the number of new clients acquired, the number of contracts closed, the revenue generated, and the percentage of target achieved. Capturing all metrics in structured columns within the same claim record gives the approving manager and finance team a complete, verifiable performance picture alongside the bonus claim, without requiring separate reports to be cross-referenced before a decision can be made.
Other achievements and supporting documentation
An other achievements column gives the employee the space to document any additional performance or contributions not captured by the structured metrics. Two file upload columns allow the employee to attach sales reports and client feedback directly to the claim record. An additional documents column captures any other supporting materials. Storing all evidence linked to the claim in a single SharePoint record ensures the approving manager has everything needed to make a fully informed decision without requesting additional files.
Manager approval and sign-off
An approval section captures the approving manager's name, their comments on the claim, the approval decision, and their e-signature. Documenting the authorization within the same SharePoint record as the performance metrics and supporting evidence creates a complete, auditable claims record — from submission through approval — that supports both payroll processing and any subsequent audit or dispute resolution.
What you get
- A structured sales incentive claim form capturing employee details, incentive type, and incentive period
- Six performance metric columns covering target achievement, total sales, bonus amount, new clients, contracts closed, revenue generated, and percentage of target
- Other achievements column for performance not captured by the structured metrics
- Sales report, client feedback, and additional document uploads linked directly to the claim record
- Manager approval section capturing approver name, comments, decision, and e-signature
- Every claim stored as a complete, auditable record in a standard SharePoint list
- Extendable with automated submission notifications and approval workflows using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Sales Incentive Claim system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All claim records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
