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Sales compensation plan audit checklist
Use these checks before publishing a plan or migrating its calculations. An unchecked item is a question to resolve with Sales, Finance, RevOps, or legal counsel—not automatically a defect.
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Plan identity and dates
Make it unambiguous which terms govern each person and period.
Crediting rules
Define which events count and prevent accidental double credit.
Payout mechanics
Every amount should be reproducible without guessing.
Operations and controls
Define how the plan moves from source data to an approved payment.
Turn reviewed terms into an executable plan
Import the source document, verify every extracted term, and test calculations before inviting the team.
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