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

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

Some AMs are given a bonus depending on their revenue retention percentage.

An Account Manager has a monthly retention quota of $33,000 ARR and earns a $33 bonus every quota percent they attain.

An IT Relationship Manager has a hardware quota of $100,000 of revenue to existing customers per quarter and earns a $60 bonus per quota percentage point they achieve.

An Insurance Contract Manager has a renewal quota of $20,000 of health insurance plans per month and earns a $27.50 bonus for each quota percentage they attain from 0-100%.

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

0% - 80% quota attainment = $83.33

80% - 100% quota attainment = $100

100% - 150% quota attainment = $120

150% quota attainment = $140

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!