Comp & incentives templates

Commission plan templates, SPIF designs, and comp dispute logs.

Who uses these templates

Comp administrators and sales ops analysts
Sales leaders designing plans and SPIFs
Finance teams reconciling commission payouts

Showing 13 of 13 templates

All templates

13 templates

Sales compensation plan template
A sales compensation plan template covering OTE, pay mix, measures, tiers, crediting, clawbacks, and disputes in one plan document. Free PDF and CSV.
8 sectionsPDF + CSV
Sales commission calculator
A sales commission calculator for tiered marginal rates and accelerators, computed deal by deal and reconciled to each period's payout. Free PDF and CSV.
6 sectionsPDF + CSV
SDR compensation plan template
An SDR compensation plan that pays on accepted opportunities and sourced pipeline, with quality gates, a worked payout, and ramp. Free PDF and CSV.
7 sectionsPDF + CSV
SPIF program template
A SPIFF template for short-term sales incentives with one target behavior, a hard budget cap, qualification rules, and an end date. Free PDF and CSV.
5 sectionsPDF + CSV
Commission statement template
A commission statement template that shows reps every credited deal, the tier math, adjustments, clawbacks, and year-to-date totals. Free PDF and CSV.
7 sectionsPDF + CSV
OTE and pay mix worksheet
An OTE pay mix worksheet that scores how much each role influences the sale, then sets base and variable pay by role with the math shown. Free CSV.
6 sectionsCSV
Commission clawback policy template
A commission clawback policy template defining when commission is recovered, how much, how it is recovered, and how reps are told. Free PDF and CSV.
5 sectionsPDF + CSV
Sales manager compensation plan
A sales manager compensation plan built on team attainment, ramped rep quotas, team breadth, and rules for vacant seats and team size. Free PDF and CSV.
7 sectionsPDF + CSV
ICM software requirements checklist
An incentive compensation software requirements checklist with weighted requirements and plan test cases to run in every ICM demo. Free PDF and CSV.
5 sectionsPDF + CSV
Accelerator and decelerator modeler
Model commission accelerator and decelerator designs across 50% to 150% attainment, per rep and for a whole team, before rates are final. Free CSV.
7 sectionsCSV
Commission crediting rules template
A split commission policy template covering deal splits, overlays, team selling, and territory transfers, with a worked example for each rule. Free PDF.
5 sectionsPDF
Comp plan cost model
A cost of sales calculation model that projects total comp cost as a percent of bookings at 80%, 100%, and 120% team attainment. Free CSV.
5 sectionsCSV
Commission dispute log
A commission dispute process and log with intake fields, response SLAs, root-cause codes, and an audit trail for every decision. Free PDF and CSV.
5 sectionsPDF + CSV

Other template categories

For the software that automates this work, browse by software category, run side-by-side comparisons, or look up a metric in the sales ops glossary.