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Create a rule, start to finish

Goal​

Add one earning mechanic to a plan — a base commission, a manager override, an accelerated rate — and publish it.

Prerequisites

  • A plan that is a draft, or an active plan you are editing (which creates a draft version).
  • If the rule will use a threshold or a multiplier: a quota on the role. → Set up quotas

Where to start: open the plan, find Plan Rules, click + Add rule.

A retired plan cannot take rules

On a retired plan the + Add rule button is disabled. Reactivate it, or work on a draft.

The builder​

You land on the rule page. Along the top: the rule's name (click to rename), a description field, Draft · autosaved recently, a counter reading "N of 4 required steps configured", and Publish rule.

Below that, four step cards. Work down them in order — each one feeds the next.

1. Trigger — when does it fire?​

  1. Choose Deal won (the usual) or Custom event and pick a date field.
  2. Add Filter conditions if this rule should not cover every deal.
  3. Click Done.

Do not skip the filters if the rule is meant to be narrow. Without them, "the trigger fires on all deals matching the event" — and it will stack with your base rule.

→ Trigger and filter conditions

2. Calculation — how much?​

  1. Pick Percentage or Flat amount.
  2. For a percentage, enter the Rate — or tick Smart rate to have Lokom compute a personal rate per recipient from their OTV and quota.
  3. Done.

The card shows Applied to <field> — from Source, so you can see what the rate will hit before you set it.

→ Calculation and Smart rate

3. Source — a percentage of what?​

  1. Choose Deal value or Custom source.
  2. If custom, pick the monetary field.
  3. Set If the value is missing deliberately.
  4. Done.

Spend a minute here. Total contract value versus annual value is the difference between a plan that costs what you budgeted and one that does not.

Skipped automatically if you chose Flat amount.

→ Source

4. Recipient — who gets it?​

Pick Deal owner, Manager override, Custom owner or Custom split. A split needs at least two rows summing to 100% — Lokom confirms with Total: 100% — looks good.

→ Recipient

5. Optional — add an advanced step​

+ Add advanced step offers Threshold, Multiplier and Cap.

If Multiplier is greyed out, the role has no quota yet — create one first.

Adding a multiplier asks "Which quota does this accelerate on?" and then locks the Source to that quota's basis, so the two can never measure different things.

→ Threshold, multiplier and cap

6. Read the sentence, then publish​

Go back to the plan. The rule now reads as a sentence:

On Deal won, pay 6% of source of Deal value to Deal owner

Read it out loud. If it says what you meant, the rule is right.

Click Publish rule.

Expected result: the counter reads 4 of 4 required steps configured and the rule appears in the plan's numbered list.

7. Deal with any conflict warning​

If two rules overlap, the plan page says so:

Rule 2 applies to all deals; Rule 1 applies to deals where <filter>. Both rules will pay out on the same deals.

Help me fix this proposes a filter to narrow one. Yes, keep both acknowledges it.

Overlap is often deliberate — a rep commission plus a manager override. Sometimes it is two base rules paying twice. Decide which; do not click through.

Publishing a rule is not activating the plan​

The rule is live only once the plan is activated. → Build a plan

Before you activate, run the Stress Test.

Common mistakes​

MistakeWhat happens
No filter on a narrow ruleIt pays on everything and stacks
Source left on Deal value by defaultEvery payout is wrong by the same proportion
Manager override where a split was meantCommission cost roughly doubles
Smart rate with missing OTV or quotaSilently covers fewer people than you think
Publishing the rule and stoppingNobody is paid until the plan is activated