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In sales compensation, plan design is everything. The success of a quarter can be easily traced back to how effective the commission plan was and did it give reps the motivation they needed.
However, creating plans that motivate, challenge, and push reps is hard- even harder to do when the rules, formulas, and components are on interlinked spreadsheets where a single ‘+’, ‘-’, etc. in the wrong place can mean hours of correction.
Visdum makes it easier for companies to build new plans from scratch, create complex earning rules easily, and ensure the plan can be edited flexibly without any hassles.
This guide will help you understand how easy it is to create a new sales compensation plan in Visdum.
Key Takeaways
Sales commission plans cannot be static. Market conditions change, territories shift, and new product lines demand new incentive structures. The problem is:
This is where Visdum changes the game. You can create a new commission plan from scratch, with full logic, payout timing, and compliance, in under 10 minutes. You will never have to touch a VLOOKUP or debug a broken formula again. Plus, all components of a plan and plans themselves are saved and can be reused in new plans or in new payout periods.
In Visdum, you start by naming your commission plan and selecting how often it pays out, whether monthly, quarterly, annually, or on a custom schedule.
This allows Sales Ops to align payment cycles with company cash flow, while keeping reps clear on when they can expect earnings.
Name plans using a naming convention to keep track of all plans, for example- “FY24_AE_WestCoast”
Before Visdum: This step often means editing headers in a giant Excel sheet, renaming tabs, and hoping no one overwrites the formulas.
After Visdum: It is a 30-second setup that flows into every other step automatically.
Commission plans are rarely one-size-fits-all. You can add multiple components, such as:
Or other custom components. If you can think of a logic, Visdum can implement it.
In Visdum, each component is its own block, which makes it easy to adjust, reorder, or duplicate.
This modular approach means you can build a complex plan without scrolling through endless rows of formulas. Plus, all components can be reused in other plans- making it easy to create plan variations for different reps.
This is where most commission planning slows down, as teams work to translate “what we want to happen” into precise rules. VLOOKUp, HLOOKUp, 3-line long formulas are then set, which no sane person can understand at one glance- and they cannot be touched lest the 4 spreadsheets working together to compute the commissions breaks.
That is exactly what Visdum solves.
Visdum’s Visual Rule Builder lets you set:
You can layer logic with IF, WHEN, AND, and OR operators without touching code.
This means you can finally align finance’s payout controls with sales’ incentive timing without going through weeks of IT requests.
Once your plan is built, you can:
This is a huge time saver when rolling out new plans across multiple geographies or product lines.
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Creating commission plans is more than an administrative task. It directly impacts:
Visdum gives both Sales Ops and Finance full visibility while dramatically cutting setup time. Leadership gets dashboards to track performance across teams and on a larger scale, reps see their own performance in real-time. Finance has it easy at the end of a payout period.
Visdum empowers the entire sales process to be more efficient, motivating, and error-free.
Yes. You can start from scratch or import and modify your current structure. Our implementation team ensures all your previous data is seamlessly transferred to Visdum. We also integrate with leading CRMs and Accounting tools (see integrations) to make your job easier.
Visdum lets you edit frequency and rules anytime without breaking the plan. You can also run recomputes that adjust the payouts without affecting anything else.
Absolutely. Clone and tweak plans in minutes for SDRs, AEs, or CSMs or other roles. There is no limit to how many plans you can create or how many components you can add. If you an think of it, Visdum can implement it.
They can track it in real time via Visdum’s dashboards which let reps drill down to detail on each deal and its earnings, without waiting until payroll. Visdum also lets you auto-generate commission statements and mail them to reps whenever you want.
The faster you can create, test, and launch commission plans, the faster your sales team can operate at full potential.
Visdum turns what used to be a weeks-long, error-prone process into a guided, visual workflow you can complete in minutes. With flexible components, easy-to-build rules, and instant plan cloning, you can keep incentives fresh and aligned with business goals.
Look at our customer case studies to see the impact we bring, or book a demo to thoroughly test Visdum’s capabilities with your own data.
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