How commission plans work in Quota Queue

Plan lifecycle

Plans move through draft, active, and archived states. Published terms are immutable. To change a live plan, create a working draft, compare its normalized terms with the published version, then publish immediately or schedule publication.

• Draft: editable working terms that do not affect official statements.
• Active: published terms used by assigned calculations.
• Archived: retained history that no longer accepts new assignments.

Supported rule families

Quota Queue uses ordered, typed rules rather than one opaque formula field. The current registry includes flat rates, tiered rates, accelerators, decelerators, milestones, SPIFs, clawbacks, caps, draws, modifiers, team bonuses, and overlays.

Assignments and effective dates

A plan becomes operational when it is assigned to the intended participant and effective period. Quotas and approved assignment-level overrides remain explicit so operators can distinguish a source-plan term from a participant-specific term.

• Confirm the representative and plan.
• Confirm the effective start and end.
• Confirm the quota amount, period, and distribution.
• Review any rule overrides before publication.

Publication and acceptance

Publication isolates working edits from the terms representatives rely on. When a draft replaces a published plan, Quota Queue compares normalized terms and requests acceptance only from representatives whose material terms changed. History retains the version record.