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Build a plan

A plan belongs to a role. Everyone in that role is paid by it, and anyone you hire into the role inherits it. Start at Plans → + New plan and pick the role from the dropdown.

Lokom then offers two routes, recorded on the plan as its creation path.

Route A — "Guide me"​

Marked Recommended in the app: "Lokom helps you set the foundations (OTE, quota, pay mix) and suggests a commission rate. Best for most plans."

A guided sequence that ends in a rate you can defend. Take it when you are deciding what to pay, not transcribing a decision already made.

The screens, in order:

  1. Calculation type — is this a percentage of what they sell, or a flat amount? Your answer branches everything after it.
  2. Quota model (percentage branch) — what the rep is measured against.
  3. OTE — on-target earnings for the role: total expected pay at 100% attainment.
  4. Variable % — how much of that OTE is commission rather than base salary.
  5. Rate review — Lokom derives the rate implied by your OTE, variable share and quota, and shows you the arithmetic. This is the screen that catches "we said 5% and we meant OTE of €70k" before it becomes real money.
  6. Flat amount (flat branch, instead of steps 2–5) — the fixed figure per qualifying deal.
  7. Field mapping — which Pipedrive fields the plan reads. Which field is the amount you pay on? Which one excludes renewals?
  8. Layers — thresholds, accelerators and caps. In the rule builder these are the advanced steps. See Threshold, multiplier and cap.
  9. Review — the whole plan on one page before you commit.

You can leave part-way. Lokom remembers the screen you reached and resumes there.

Route B — "I know what I'm building"​

"Configure rules directly. Best when you have a specific structure in mind."

Straight to the rule builder, with no derivation. Take it when the plan already exists on paper, or when the plan is odd enough that a guided flow gets in the way — several rules paying different recipients on different triggers.

Watch for: the Continue button stays disabled until you have picked a role — "Select a role to continue."

You are composing rules directly. → Create a rule

Versions​

Editing an active plan does not overwrite it. You get a new draft version; the active version keeps paying until you activate the new one, at which point the old becomes superseded and stays readable forever.

This is what lets a payout from six months ago still explain itself: it references the version that was active when it was calculated, not the plan as it looks today.

Before you activate​

Run the Stress Test. It is advisory and never blocks activation, but it is the cheapest moment to find out that your accelerator triggers for everyone or your threshold triggers for nobody.

Activate from the plan page. The draft version becomes active, the plan becomes active, and everyone in the role becomes billable.

Retiring a plan​

Deactivating sets the plan to retired. It stops paying and its reps stop being billable, but history and past statements stay intact. retired is reversible — there is no destructive delete for a plan that has ever paid anyone.