Agent Channel Department System
A team managing the company's network of agents and distributors with monthly targets, commissions, and renewals.
The agent network in one system: activation, monthly targets, calculated commissions, and performance reviewed before every renewal.
No credit card required — your project is set up with the full system in under a minute
This is the system board as you'll receive it: workflow columns and starter cards showing the first steps
How does work flow in this system?
Every prospective agent or distributor enters as a card in the “Agent” column with their territory, commercial record, and expected capacity; after signing, they move to “Activation” to be equipped with everything needed to start: tools, training, initial stock, and price lists. A “Monthly Target” is set for each agent on their card in negotiation with them, and the sales they achieve convert into a “Commission” calculated and owed per the agreement. Agent performance is read in aggregate in “Performance” to compare them and spot strugglers early, and before each agreement ends the card moves to “Renewal” with a decision built on the full performance record — not on impressions.
Chat is the agents' internal channel: a stock availability question, a request for campaign support, or an objection to a deduction — it reaches the coordinator instantly and is settled in time. Agreements and official numbers, though, belong on the cards and in Dues, not in fleeting messages.
Dues manages agent commissions in strict privacy: what each agent has earned, what's been paid, and what remains — reconciled against their reported sales before every payout. The channel manager reviews performance monthly and decides whether to promote a strong agent, fix a struggling one, or open a new territory — with every decision documented on the agent's card.
Who does what?
The operational roles in this system and each role's responsibility in daily work — assign them to your team as-is or adapt them to your reality.
Channel Manager
Selects agents, signs agreements, and sets monthly targets; decides renewal or termination based on the documented performance record.
Agent Coordinators
Each coordinator looks after their agents: activation, daily support, and clearing selling obstacles — documenting every significant interaction on the agent's card.
Commissions Officer
Calculates agent commissions from their reported sales and records them in Dues, reconciles payouts, and resolves disputes on the authority of the numbers.
What's prepared for you from day one?
System units
- Tasks — A kanban board with workflow columns and execution cards
- Chat — The team's fast daily coordination channel
- Dues — Internal money with strict privacy — dues, advances, and expenses
Systems similar to this one
Ready? Your first project is two minutes away
Create your free workspace now, and invite your team before the day is over.