Priority: High
Feature description:
Give sales reps a forward-looking earnings estimate based on their open pipeline, current quota attainment, and the active comp plan. This transforms the rep portal from a backward-looking statement viewer into a motivational sales tool.
Proposed behavior:
- Rep portal home screen: "Projected Earnings" card showing estimated commission if all open pipeline closes at face value, and a "realistic" scenario using pipeline-stage weighted probabilities.
- Input: CRM pipeline data (via the planned Salesforce/HubSpot connector) or manual pipeline entry.
- Shows: current period earned, projected earned at 100% quota, projected at current pipeline close rate.
- Clicking through shows deal-by-deal commission breakdown with the applied comp plan components.
- Updates in near-real-time as pipeline changes sync.
Why it matters:
Reps who can see their pending commission are more motivated and less likely to submit disputes. This is consistently cited as the top rep-facing feature request in comp admin platforms.
Priority: High
Feature description:
Give sales reps a forward-looking earnings estimate based on their open pipeline, current quota attainment, and the active comp plan. This transforms the rep portal from a backward-looking statement viewer into a motivational sales tool.
Proposed behavior:
Why it matters:
Reps who can see their pending commission are more motivated and less likely to submit disputes. This is consistently cited as the top rep-facing feature request in comp admin platforms.