OUT-OF-THE-BOX APPS

What-If Calculator

A commission calculator that runs on the salesperson's actual plan rather than a generic formula. Salespeople enter projected revenue, opportunities or other plan-relevant inputs and see what those inputs produce under the rules of every component they are paid on.

What the What-If Calculator Does

The estimator automatically reflects the rules for any plan component, so the number it returns is derived from the same logic that will run at period close. A salesperson modeling a deal sees the effect of the accelerator they are approaching, the cap they are near, or the threshold they have not yet cleared, because those rules are read from the plan rather than approximated.

Inputs can be modeled one component at a time or across the full plan. A salesperson weighing two deals of different size and product mix can see which one pays more, and why, before deciding which to chase.

Who Uses It

This is a field-facing app. It is deployed for salespeople rather than for the compensation team, and it is the application most often rolled out alongside a plan change, because the questions a new plan generates are almost all of the form what does this mean for me.

Sales managers use it in a second mode, modeling a territory or a team rather than a deal, to see what a given pipeline converts to in payout terms.

Data Requirements

The plan itself, the component rules, and whatever measures those components calculate against. If a plan is already configured in Optymyze, the calculator reads it with no additional setup. There is no separate rule definition to maintain, which is the failure point of most commission calculators built in spreadsheets.

Where a plan changes mid-year, effective dating means the calculator models against the rules in force for the period being estimated rather than the newest version.

Configuration

Configuration is no-code. Which inputs a salesperson can vary, which components are exposed, and how results are presented are all set through the guided interface, the same way any other Optymyze application is built. Applications built once are available on web and mobile without separate development, with consistent security and data access rules across both.

Most organizations expose a narrow set of inputs at first, usually deal value and product, and widen them once salespeople are using it. Exposing every plan parameter on day one produces a tool that is accurate and unused.

Limitations

It estimates. It does not commit, and it does not create a payable entitlement. That distinction matters in plan documentation and it is worth stating on the interface as well as in the plan document, because a salesperson who treats an estimate as a promise will escalate when the two differ.

It also models one person at a time. To compare scenarios across a population, use the Scenario Comparison apps on the incentive compensation hub, which run a proposed plan against actual historical performance for everyone on it.

See all Incentive Compensation apps

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