The Earnings Planner
The Planner answers the question every comp plan raises and few answer clearly: if I do X, what do I get paid?
It runs the real commission engine — the same code that produces your payouts — against your actual plan, quota, ramp and tier schedule. It is read-only: nothing you do here changes your pay or anyone else's.
Reps and managers find it at Dashboard → Planner. Managers also have it as a tab, and can point it at a direct report. Admins model plan-level changes in the Simulator instead.
Horizons
Every projection runs over one of three windows:
| Horizon | What it covers |
|---|---|
| This period | The current month or quarter, depending on your plan's frequency. |
| This quarter | The current quarter. |
| Full year | The whole comp year. Elapsed periods use your actual published earnings; remaining periods are projected. |
The full-year view is the useful one for planning, because it stops treating the year as if it starts today — what you have already banked is real, and only the rest is a projection.
Attainment mode
Drag the attainment slider and watch earnings respond.
Because it runs the real engine, the curve reflects everything your plan actually does — accelerator tiers kicking in, a cap flattening the top, a floor holding the bottom, ramp quota reductions, seasonality weighting, and any guaranteed draw. You will often see the line bend sharply at a tier boundary; that bend is the accelerator, and it is the single most useful thing on the screen.
The result is also shown as a percentage of your variable OTE for the horizon, so you can see how close a given attainment gets you to full target earnings.
Close more
Instead of a percentage, enter an amount: how much additional revenue (or how many additional units) you think you can bring in.
The Planner returns the marginal earnings — what that extra volume pays you on top of where you are now. This is deliberately not a flat rate. If the additional revenue crosses a tier boundary, part of it pays at the accelerated rate and the answer is worth more than a naive percentage suggests. If you are already at a cap, the answer may be zero — which is worth knowing before you spend a quarter chasing it.
Deal builder
The same calculation from the other direction: enter a deal size (or a unit count) and see what that specific deal is worth to you at your current position in the plan.
Useful for prioritising: the same deal is worth materially different amounts depending on whether it lands you below quota, just over it, or deep into an accelerator band.
What it accounts for
The Planner uses your live configuration, so projections reflect:
- Your effective rate, derived from OTE, base salary and quota.
- Your tier schedule, including accelerators, kickers, cap and floor.
- Ramp steps — reduced quota, and whether the tier schedule is enabled for that month.
- Proration if you started or are ending mid-period.
- Team seasonality weighting.
- QTD evaluation, where your plan uses it.
- Your quota currency.
If your plan or quota changes, the Planner reflects the new configuration from its effective date — so a scheduled change already shows up in a full-year projection before it takes effect.
For managers
Point the Planner at a direct report to model their earnings in a one-to-one.
Elapsed periods use their real published figures — but only for periods you actually managed them. If someone joined your team in November, their earlier months show as projections rather than real pay. See The Manager's Guide.
The team view aggregates projected earnings across your reports, which is the quickest way to see what a strong or weak quarter costs.
Frequently asked questions
Q: Is this what I will actually be paid? It is the same engine on your real configuration, so the math is right — but it is a projection from assumed performance. Your actual payout depends on the activities that are credited to you, plus any adjustments, and is finalized when your admin publishes.
Q: Why doesn't my projection match a simple rate × revenue calculation? Almost always tiers. Commission is marginal, so revenue above quota pays at a different rate from revenue below it. Proration, ramp and seasonality also move the quota you are measured against.
Q: I'm shown "Nothing to plan yet". You have no active position or commission profile for the current month. Your admin needs to complete your setup.
Q: Can I plan against a plan I'm not on? No — the Planner models your configuration. Modelling alternative plan designs is an admin function in the Simulator.
Q: Does using the Planner change anything? No. It is read-only and leaves no trace on your payouts.
Q: My close-more answer was zero. Why? You are most likely at your plan's commission cap for the horizon, so additional revenue does not increase commission. Check the cap on your statement's plan details.