Aperture Sales Tools Overview

Aperture Sales Tools Overview  April 29, 2026, 2:35 p.m.

Aperture includes a sales module for managing representatives, organizations, and commission tracking. This article covers the core concepts, configuration options, permissions, and reporting available to sales users.

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Overview

The sales module is built around three entities: Organizations, Representatives, and Commission Rules. Together these define who is responsible for which facilities and how commissions are calculated.

• Organization - a sales team or agency grouping one or more representatives
• Representative - an individual sales person, optionally linked to a user account
• Commission Rule - a record that connects a representative to a facility and defines how commissions are calculated

Facilities drive the structure. Every commission rule is tied to a specific facility, and all reporting flows from that relationship.

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Roles and Permissions

There are two sales roles in Aperture.

Sales Representative

A sales rep has access to their own data only. From the sales dashboard they can see:

• Open, total, and resulted requisition counts for their assigned facilities
• A 30-day rolling chart of requisition creation and finalization activity
• A 24-week rolling chart of their own commission amounts by week

A rep only sees requisitions from facilities where they have an active commission rule. Facilities they are not assigned to do not appear in their view.

Sales Manager

A sales manager is a representative with manager status. In addition to their own data, a manager can see:

• Aggregated commission totals across all representatives in their organization
• Requisitions from all facilities covered by any member of their organization

Sales managers are distinguished by two things: the manager flag on their representative record, and membership in an organization. A representative without organization membership does not gain manager-level visibility even if the manager flag is set.

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Commission Structures

Each facility has a sales configuration that determines how commission rules work for that location. There are two options.

Association

In association mode, commission rules link a representative to a facility without any monetary calculation. This is useful when you want to track which rep is responsible for a facility without computing a commission amount.

Commission Based

In commission-based mode, each rule requires a structure and a value. There are two structure types:

Structure Description Flat Rate A fixed dollar amount per commission event Percentage A percentage of a calculated base amount

The structure and value are defined on the commission rule, not on the representative. The same representative can have a flat rate rule at one facility and a percentage rule at another.

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Organizations

Organizations group representatives into a named sales unit. Each organization has a name, phone number, optional fax, and a primary contact person.

To manage organizations, a user needs the appropriate view, add, change, or delete permissions on the organization record. Representatives can be added to or removed from an organization at any time.

A facility's view shows all organizations that have active commission rules at that location.

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Representatives

A representative record stores the rep's name, phone, and email. Optionally, a representative can be linked to a user account. Linking to an account allows that user to log into Aperture and see the sales dashboard for their assigned facilities.

Representatives can belong to one or more organizations. They can also hold commission rules at facilities independent of any organization.

To manage representatives, the same view/add/change/delete permissions apply at the representative level.

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Commission Rules

A commission rule connects one representative to one facility. In commission-based mode, it also specifies the structure (flat or percentage) and the value.

Rules are managed from the facility record. When creating a rule, you select the organization and representative, then set the commission structure if the facility is configured for commission-based tracking.

A representative can have multiple rules across different facilities. Each rule is independent; changing one does not affect others.

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Reporting

Sales Dashboard

The sales dashboard is the primary view for sales users. It displays:

• Requisition counts (open, total, resulted) broken down by facility
• A 30-day activity chart showing requisitions created and finalized
• A 24-week commission chart showing weekly earned commission amounts

Sales managers also see a combined commission total chart across all members of their organization.

Requisitions by Representative and Facility

A detailed report is available that shows requisition counts grouped by representative and facility over a selected date range. The report includes subtotals per representative and per facility.

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Facility Configuration

Sales configuration is set at the facility level. The laboratory administrator sets each facility to either association or commission-based mode when the facility is created or modified. This setting controls which fields are required on commission rules and what is visible in reporting.

If a facility's configuration changes, existing commission rules for that facility are not automatically updated. Rules should be reviewed when a facility's sales configuration is changed.