Home > Designs > Plan Component Templates

Creating compensation plans is inherently a complicated design process. In an effort to ease the creation of the plans, I designed a goal focused template selection process from a new library of components.

Plan Components from Templates

Compensation plans use a collection of components to calculate earnings for a participant of the plan. A set of filters and a library of templates provides the plan designer a way to select the correct component to configure for their needs.

Choosing the Correct Component Template

The decision making process of the plan designer starts with a simple question. Bonus or Commission?

Component Decision Tree

Decision Tree

Using Component Templates

Create a plan using a component template

Create Plan using Component Template

New Component Templates

The default library of templates can be extended.

Manage Templates

Manage Plan Component Templates

Create Template

Plan Component Template

Configure Metrics

Metrics and Sales Focus