Rate commission
AvailableA rate per sale from a table keyed on product, customer, territory, role or seat.
RULE CATALOGUE
Plans are built from 26 building blocks, set up in the plan builder and run by one engine. Each rule below says whether it is available today, how it works and any limit.
THE QUESTIONS BUYERS ASK
| Rule | Status | How it works | Limits |
|---|---|---|---|
| Marginal or retroactive tiers | Available | Tiered commission has two methods. Marginal pays each band’s rate on the part of the value inside that band. Whole value (retroactive) pays the rate of the band reached on the whole value. SaaS bookings can fill band slices that a later loss unwinds. | Bands run on one measure per rate table. |
| Cumulative periods (year to date) | Available | A measure reads the pay period, the year to date or a rolling window. A year-to-date tier pays the year’s amount less what it already paid in earlier periods (a true-up). Caps run per period, per year or over the life of the plan. | — |
| Multi-dimensional tiers | Available | Rate tables key on product, customer, territory, role or seat, plus one range, so each product line or role can have its own ladder. Scorecards weight several measures, each on its own payout curve. Modifiers multiply the result by a second factor. | One grid that crosses two measures (for example attainment × margin) is Planned; today it is built as a tier plus a modifier. |
| Recoverable draws | Available | A seat earning less than its draw is paid up to the draw. A recoverable draw is paid back from later earnings above the draw, up to a set percentage each period, until nothing is owed. Non-recoverable draws are never taken back. | — |
| Proration | Available | Pay is prorated by calendar days, working days, months or FTE for the part of the period a person held the seat. A minimum number of days per role can apply, and notice periods can be left out. | — |
| Original-rate reversals | Available | A return reverses at the original earning of the same person, not today’s rate. A return after payment reverses only what was paid. Returns outside the window go to manual review (default), are ignored or are reversed, as the plan says. | — |
| Credit versus payout splits | Available | Credit and payout are separate. A sale can credit several seats with a share each (direct and overlay credit, territory or alignment rules). A payout split then shares an earned amount between seats by percentage. Real estate splits to a yearly cap. | — |
| Overlapping assignments | Available | Assignments are dated. One sale can credit a direct seat and overlay seats at once; territory realignments take effect on their date. A manager’s plan can read the posted credits of the reps’ plans. | — |
| Currency | Available | Each plan has a pay currency. Sales in other currencies convert at dated rates, units of measure convert as well, and every amount shows in its currency’s own decimals. | — |
ALL BUILDING BLOCKS
Earn blocks calculate pay; shape blocks change it; protect blocks hold or take it back; adjust blocks add approved changes. A plan uses as many as it needs, in steps.
A rate per sale from a table keyed on product, customer, territory, role or seat.
Marginal or whole-value bands on a measure, per period or year to date.
A slab amount by attainment, or a fixed amount per qualifying sale.
Payout % of the incentive target from a curve on attainment, straight-line between points.
Several measures, each with a weight and its own curve.
A fund shared equally, by contribution or by target.
Awards by rank on attainment or a measure; ties share.
A percentage of what the team below earned, to a set depth.
Renewal pay by contract year (SaaS).
Agent and brokerage split until the agent’s yearly cap, then a fee (real estate).
A multiplier above an attainment threshold, on the part above quota or on all of it.
Multiply by, or add, a factor matched on the sale.
Every condition must hold or nothing pays; catch-up later in the year.
A cap per period, per year or per plan; a floor tops up.
A minimum each period, or a new-hire guarantee for set months.
Days, working days, months or FTE in the seat.
Share an earned amount between seats by percentage.
Returns reverse at the original earning; a policy for those outside the window.
Hold part of the pay, release later, in instalments or on vesting.
Recoverable or non-recoverable draws, with recovery limits.
Pay or forfeit by leaving reason, tested at period end or pay date.
Pay held or forfeited while a compliance flag is open; released when cleared.
US pharma: prescriber opt-out rules applied line by line, identities never shown.
One line per approved adjustment, with its reason, who entered it and who approved it.
A fixed charge each period or month, shown on the statement.
Rounding and the final amount to pay, per seat and period.
SAME CHECKS FOR EVERY RULE
Every rule runs inside an approved plan version. A test run posts nothing; every run proves itself (every sale accounted for, every rate line re-calculated, totals reconciled) before a person approves it, and every line explains itself back to the sale and the rule. Follow one payment →
NEXT STEP
Send us the rules your team argues about. We will show how each is set up and proved.