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

A Retention & Upsell Bonus 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. Some AMs are given a bonus depending on their revenue retention percentage through either renewals or upsells.

An Account Manager has a quarterly renewal quota of $240,000 ARR and earns a 7.5% commission of every renewal deal they close. They also have an upsell quota of $60,000 ARR and earn a 10% commission on every upsell 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. They also have an upsell quota of $10,000 and earn a 10% commission on every upsell deal they close.

Plan Name: Retention & Upsell Bonus
​Quota:

$240,000 in renewal revenue per quarter

$60,000 in upsell revenue per quarter
​Commission Rate:

0% - 100% quota attainment= 7.5%

100% - 150% quota attainment = 12.5%

150%+ quota attainment = 15%

10% on every upsell deal you close

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!