Manage commission plans
Import your existing plan or build one from scratch. Set rates, tiers, quotas, and effective dates, then assign reps. Review draft changes before publishing.
Commission management software
Commission management software from plan to payroll
Manage sales commission plans, calculate rep earnings from CRM deals, and prepare accurate statements for payroll. Give RevOps and Finance a clear process for each commission period. Explore it free in a seeded sandbox, then go live with our team.
Free sandbox · No credit card · Live plans from $1,500/month, billed annually · See how it works
Try the rules behind a commission payout.
Explore an illustrative plan before uploading your own. Adjust the quota, commission rules, or deal value and inspect the resulting payout. No account required.
Plan builder
AE Standard Plan
active v1monthly · Jan 1, 2026+
On-target commission with an accelerator above 100% attainment, an earnings cap, and a churn clawback.
Plan Settings & Quotas
Quota assignment
Commission Rules (4)
Expand · edit · toggleBase Commission (OTC)Flat Rate
Over-Quota AcceleratorAccelerator
Earnings CapCap
Churn ClawbackClawback
Rep Quotas
Select a rep to previewSC
$125,000Sarah Chen
Signed
MJ
$125,000Marcus Johnson
Signed
ER
$125,000Emily Rodriguez
Signed
DK
$125,000David Kim
Pending
4 of 6 assigned reps shown
Commission calculation
Sarah Chen · $125,000 month quota
Projected commission
$2,640
Attainment after deal
122.4%
Base Commission (OTC)
$48,000 ÷ $125,000 × $6,000
Over-Quota Accelerator
$28,000 accelerated at 1.25×
Earnings Cap
Below $15,000 cap
Total for this deal$2,640
Change a quota, rule, or deal value—the calculation responds immediately.
Free sandbox, no credit card
Run a full commission period in the sandbox.
The sandbox comes seeded with sample plans, reps, and deals. Edit a plan, calculate rep statements, run approvals, and export the results. When you are ready for your own data, our team sets up your live workspace and runs a parallel period against your current process.
The sandbox runs on sample data and does not connect to your CRM. Live workspaces are set up by our team after an annual agreement, with onboarding from $7,500 and unlimited rep seats on every paid plan. See pricing.
Versioned commission plans
Auditable calculations
Finalized commission statements
Payroll-ready exports
One workflow from plan terms to payout.
Replace the handoffs between plan documents, calculation workbooks, rep trackers, approval messages, and payroll files.
Calculate with evidence
Bring in CRM deals or a spreadsheet. Review each rep’s commission by deal and rule, and reconcile the period before finalizing statements.
Finalize and export
Finalize statements and export commission amounts for payroll, with manager approvals, rep disputes, and automatic CRM sync on every paid plan.
Close the period with numbers you can explain.
Trace a statement total back to its deals and commission rules. Preserve reviewed results when statements are locked, and keep adjustments in the record instead of in a separate workbook.
Can Finance explain every payout?+
Yes. Each commission line connects to its source deal, credited amount, and plan rule. Finance can inspect the calculation and review adjustments before exporting the period.
Can a plan change without rewriting history?+
Yes. Edit published terms through a draft and review the changes before publishing. Locked statement snapshots preserve the results that were already reviewed.
Can the team validate the system before rollout?+
Yes. Start in the free sandbox to see the workflow on sample data. Every onboarding package then includes at least one parallel-run period on your own plans and deals, compared against your current process before go-live.
See your commission process run in Quota Queue.
Bring your existing terms to a demo. We will model your hardest plan, show how a closed period reconciles, and scope the rollout with you.
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