To help you quickly get started with QuotaPath, we offer a template library of some common and effective comp plans. The Retention-based Commission plan can be found under Account Management & Customer Success Plans.

A Retention-based Commission plan is commonly used by Account Managers, Account Supervisors, Client Managers, and Customer Success Managers.

Typically, compensation is on two major components: retention and upsells. AMs usually have a target retention number, meaning they are expected to renew a percentage of the contracts they manage.

Below are a few examples of how this plan could be applied in a variety of industries and goods sold.

An Account Manager has a monthly retention quota of $33,000 ARR and earns a 10% commission of every deal they close.

An IT Relationship Manager has a hardware quota of $100,000 of revenue to existing customers per quarter and earns 6% of every deal they close.

An Insurance Contract Manager has a renewal quota of $20,000 of health insurance plans per month and earns 15% of the premium of every plan sold.

Plan Name: Retention-based Commission
​Quota: $300,000 in net revenue per quarter
​Commission Rate:

0% - 100% quota attainment= 7.5%

100% - 150% quota attainment = 12.5%

150%+ quota attainment = 15%

If this template closely matches your comp plan, choose "Use this template." On the next screen, you can fully edit the plan, its name, and its Paths to make it an exact match to your comp plan. It's quicker than starting from scratch. The template library is also a great way to see all the plans QuotaPath supports!