Your Incentive Program

During your free trial, we will setup 1 incentive plan for you, free of charge. Help us configure your automation by documenting your commissions. We'll only ask you for something if it's important.


Your Commissions

What is your email address?
required
Who calculates your sales commissions today?
ex: our accounting department
How many hours do you spend managing commissions?
hours / month
How accurate are your calculations?
any errors or adjustments?
How many payees do you have?
our solution works best with 4+ payees

Your Data

Where do you track commissionable sales events?
ex: SalesForce
Which type of event do you primarily pay commissions on?
ex: invoices
Does each sales event have a unique ID?
learn more about unique IDs

Your Incentive Plans


Click below to start documenting your commissions.


























Don't Forget To Save!

Click below to save your changes (we'll email you a copy).




Describe Your Plan


Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.
 

Basic Plan Structure

What is this plan's name (required)?
ex: quarterly bonus plan
Who is this plan for?
ex: account executives
How frequently are commissions paid?
ex: monthly payout
How do you set sales performance targets for this plan?
ex: sales quotas
Does this plan have attainment tiers - how do they work?
learn more about tiers
Special Situations

Can commissions be split between reps?
ex: split between 2 reps
Do some reps receive a guaranteed minimum commission?
learn more about draws
Do you declare but withhold commissions until you get paid?
learn more about withholding
Qualified Sales Events

Should this plan only process specific records?
ex: only paid invoices
Which data field specifies each record's effective date?
ex: payment date field
Which data field identifies the rep (or territory) to credit?
ex: opportunity owner field
Do you have recurring sales events which pay commissions?
how are they represented?
How should refunds / returns / cancellations be handled?
learn more about claw backs
Detailed Description

Please provide a very detailed example showing how you would calculate commissions for this plan. We can't automate your commissions unless we understand exactly how they work. We recommend walking us through a sample calculation.