Stop Chasing Spreadsheets. Start Coaching Your Team.

Team pacing, deal approvals, rep profitability planning, and comp plan management — all in one place.

Team Overview Command Center

Members, pending approvals, YTD revenue, total commissions, and team health — all at a glance. Stop toggling between spreadsheets and start making decisions.

Leader snapshot

Q1 team command center

Live view

14

Team members

6

Pending approvals

$1.8M

YTD revenue

$142K

Commission due

What needs attention

Payroll export ready

12 approved deals

Needs manager review

3 deals over threshold

At-risk reps flagged

2 below pacing target

Pacing Dashboards + Reps At Risk

See who's ahead of pace, who's on track, and who needs help — color-coded and updated in real-time. Automatic alerts when any rep falls more than 20% behind pace.

Team Pacing — Q1 2026

Sarah ChenAE
Ahead
0%87%
Mike RodriguezAE
On Track
0%62%
Abby WilliamsBDR
At Risk
0%45%
James ParkAE
Exceeded
0%103%

Revenue Dashboard

ARR pacing, rep-by-rep breakdown, and leaderboard ranked by attainment. The full picture of your team's revenue performance in one view.

My Dashboard

Ahead of Pace
0%
Quota Attainment
$0YTD Commission
Recent Deals

Acme Corp

Mar 15

$45,000

TechCorp Solutions

Mar 8

$28,000

GlobalCo Industries

Feb 28

$12,000

Dashboard Builder + Role Templates

Standardize your manager views without forcing one-size-fits-all reporting. Build once, assign by role, and let each team track the metrics that matter — from ARR to meetings and SQLs.

Role template

Manager dashboard builder

VP SalesSales ManagerFinance

Revenue pacing

Visible to managers

Approvals queue

Visible to managers

Rep activity

Visible to managers

Forecast risk

Visible to managers

Assigned to Sales Managers

ARR, approvals, and coaching signals only

8 users

Comp Plan Wizard

Onboard a new rep in 7 steps — plan type, metrics, compensation, quotas, accelerators, ramp period, and review. Generates a professional comp plan your rep can sign digitally.

Build a Comp Plan

Step 1 of 3

Plan Type

Individual AE Plan

Deal Approvals

Pending deals with one-click approve or reject. See the commission impact before you approve. No rogue entries, no surprises at payroll.

Acme Corp

Sarah Chen · New Business

Pending
ARR Value$85,000
Commission Breakdown
Base (5.0% rate)$4,250
Quarterly accelerator+$850
Total Commission$5,100

SPIFFs

Create time-bound bonus programs to drive specific behaviors — Q1 New Logo Blitz, holiday push, whatever your team needs. SPIFFs layer on top of the base comp plan.

New SPIFF

Draft

Program Name

Q2 New Logo Blitz

Bonus per new logo
$500
Minimum deal size
$10,000+
Duration
Apr 1 – Jun 30

Eligibility

All AEs · New Business deals only

Estimated Budget

$5,000 (10 new logos × $500)

Rep Profitability Planner

Model the 24-month financial impact of a new hire — including ramp, revenue recognition, and break-even timeline. Make data-driven hiring decisions instead of gut calls.

New Hire Model

AE — Enterprise Segment

24-Month

Cost Structure

Base salary$100,000
OTE (variable)$50,000
Ramp period3 months
Fully loaded annual$187,500

Revenue Projection

Year 1 quota$750,000
Expected attainment65% (ramp-adjusted)
Projected ARR$487,500
Break-even Analysis
Break-even monthMonth 7
24-month ROI3.2x

Team Reports + Leaderboards

Dual leaderboards, attainment rankings, and one-click export for payroll and executive reporting. Clean data, every cycle.

Q1 Leaderboard

4 reps
🥇

Sarah Chen

142%
$425K
🥈

Phil Martinez

127%
$380K
🥉

Jake Wilson

103%
$310K
#4

Maria Santos

82%
$245K

Built for Leaders Who Need Control

Advanced features that protect revenue, reduce disputes, and keep your team aligned.

Clawback Protection

Configurable clawback policies auto-trigger when deals churn or downgrade. Risk badges flag at-risk deals before they close. Protect your revenue automatically instead of chasing down bad deals after the fact.

Dispute Resolution

Reps file disputes through a structured workflow with threaded comments — not Slack chaos. Track status from filed to resolved. Give your team a real process instead of "just DM me."

Conditional Commission Rules

Deal type modifiers, split commissions, and conditional rules apply automatically. New logos pay differently than renewals. Split deals distribute correctly. Set it once, let the system handle the rest.

Enterprise SSO

One-click login with Google or Microsoft. JIT provisioning creates accounts automatically. Domain-based auto-provisioning means new hires get access without IT tickets. Practical access controls for growing teams.

Manager Scoped Visibility

Managers see only their direct reports' data — commissions, deals, pacing, and approvals. No accidental access to the whole company's numbers. Right data to the right people, automatically.

Ready to Take Back Your Time?

Book a 30-minute call. We'll review your comp plan, show you the admin tools, and answer every question.