Plans
How commission plans work in Quota Queue
A Quota Queue plan is a versioned set of commission terms connected to assignments, quotas, effective dates, and calculation rules. Draft changes do not alter live statements until publication.
- Product location:
- Dashboard → Plans
- Reviewed:
- 2026-08-23
Before you begin
- Approved plan terms
- Effective dates
- Quota period
- Participants who will be assigned
Worked example
A versioned account executive plan
Illustrative Northstar Software workspace. The people and transactions are fictional; the workflow and product UI are real.
| Rule | Term | Purpose |
|---|---|---|
| Base commission | 8% through 100% attainment | Reward eligible revenue |
| Accelerator | 12% above 100% | Reward over-quota performance |
| Clawback | Reverse qualifying canceled deals | Apply the approved recovery term |
Result: The active version remains immutable while proposed changes stay isolated in a draft.
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.
Test the most difficult real plan first. A simplified demonstration does not prove that production terms, dates, and exceptions will reconcile.
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.
Product walkthrough
See the workflow in Quota Queue
These captures show the real product interface with demonstration data. Product UI shown as of August 2026.
Expected result
The published plan has explicit dates, quota settings, ordered rules, assignments, and an auditable version boundary.
Open this workflow in Quota QueueTroubleshooting
Why did editing create another version?
Published compensation terms are immutable. Quota Queue isolates edits in a working draft so historical statements remain tied to the terms reviewers saw.
Why is a representative not calculating under the plan?
Verify the assignment, effective dates, quota period, and publication status.