If you are adding a component to an existing Plan, navigate to the 'Plans' page in the left-hand navigation. Click the name of the plan you want to add the component to in order to open the plan details to view the plan structure, and then click ‘Edit Plan Components’.

If you are creating a new plan, go to the 'Plans' page in the left-hand navigation and click '+Add Plan' in the top right-hand corner.

You can add bonus components to the Plan Structure by dragging and dropping them or by selecting ‘+ Add Quota or Component’ directly within the Plan Structure.

To modify the template, click ‘Edit’ located on the right-hand side of the component.

Begin by giving the component a name and writing a description for it.

Next, decide whether the bonus component is tied to a specific quota. If it is, select the relevant quota; otherwise, designate it as "No Quota."

After that, define the field names for the component. Choose the field name for measuring quota attainment, such as Revenue, ARR, etc. You can also differentiate between field names for quotas and earnings, such as Revenue for quotas and Gross Margins for commissions.

If a new field is needed, you can create one and specify whether it represents a numeric value or currency.

Next, configure the bonus and decide whether the attainment tiers will be based on attainment percentages or currency values.

The last step is to choose whether the bonus value stays the same or changes over time. Once assignees are added to the plan, individual bonus values can also be personalized.

Click ‘Save’ once you are finished.