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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. Choosing Shared asks one number: "What's the annual quota for this role?" That number feeds the rate suggestion and nothing else — see What the quota number here actually does below.
  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? Expand the Trigger chip to add filter conditions, the same mechanics as in the rule builder — see Trigger and filter conditions. Any field picker on this screen carries the same reminder: "Don't see your field? Sync or add it on the Fields page."
  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.

What the quota number here actually does​

It powers the rate suggestion. That is the whole job:

rate = (OTE × variable %) ÷ annual quota

It does not set anyone's target. Typing a number here writes nothing into the quota grid, creates no quota, and changes nothing an existing quota already says. Targets live in Set up quotas, and only you put them there.

Lokom says so under the input:

Set targets in Quota Manager This number only powers the rate suggestion. To track attainment — and to use Threshold or Accelerator layers — key each period's target into Quota Manager. Now or later; it won't block this plan.

That message shows every time, even when your grid is already full — because the number you just typed still did not change it.

If the box starts empty, you get a warning instead of a suggestion:

"No annual quota set for this role. Set it in Quota Manager for an accurate rate suggestion."

You can continue past it. Two things will be worse for it:

  • The rate review screen has nothing to derive a rate from, so it shows "—" and you are entering a rate on instinct rather than on arithmetic.
  • The Layers screen will not let you switch on Threshold (% of quota) or Accelerator. Both measure against attainment, and attainment needs a target to divide by. Each shows the reason and a way out: "Needs a quota to measure against — this role doesn't have one with a target yet." → Set a quota.

If the box is pre-filled, that is your own quota grid read back. Lokom adds the year up to get it — it never takes one period and multiplies. So a seasonal quota, a heavy Q4 and a quiet January, reads back at its true total. Typing over the suggestion is fine and changes nothing in the grid.

If only part of your year has targets in it, Lokom says so rather than passing the total off as a year:

"This is the total of the 4 of 12 periods that have a target in Quota Manager — a part of the year, not the annual quota. Replace it with the full-year figure, or the suggested rate will come out too high."

The sum is right. It is just not a year — and the rate divides by it, so four periods out of twelve suggests a rate roughly three times too high. Type your real annual figure over it.

It means you have keyed some of the year's cells, not all of them. The grid itself is not short: Lokom builds every period of the year when you save your commission calendar, so the columns are there whether or not you have filled them. → Saving builds the rest of your year

You will not see it when your own calendar is simply shorter than twelve — a quarterly plan with four periods, all filled in, is a complete year. Lokom counts against the periods you actually have, not against twelve.

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​

A live plan's rules are not editable in place. See Changing a plan that is already paying for how to change one, and Plan lifecycle and versions for the full status and version model — including why old versions stay readable.

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. See Activating for what that does.

Retiring a plan​

Deactivate a plan from the plan page. See Retiring for what that changes.