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.
Click '+ Add Quota or Component' in the Plan Structure section to add an earnings component there. Alternatively, you can drag and drop them into the section.
Click 'Edit' on the right-hand side of the component to edit the template.
Start by giving the component a name and then write a description for it.
Then, determine if this earnings component is associated with a particular quota. If it is linked to a quota, choose the appropriate quota; if not, mark it as "No Quota".
The next step is to determine the field names for the component. Decide whether to measure quota attainment by ARR, MRR, or another field. You can also set different field names for quotas and earnings. For example, you could base quotas on ARR and commissions on MRR.
If your component requires a new field, you can create one and specify whether it's a number or a currency value.
Next, configure the commission rates. If this is a multi-rate commission component, determine whether the attainment tiers will be based on attainment percentages or currency values.
Finally, you can choose whether rates stay the same or change over time. Individual rates can be personalized once assignees are added to the plan.
Once you are finished, click ‘Save’.