Attainment source: individual or role
Any rule that measures attainment — one with a threshold or a multiplier — has to measure it against something. That choice is the Attainment source.
| Option | How it is computed |
|---|---|
| Individual | "The payee's own closed deals ÷ the payee's own quota." |
| Role | "The role's deals in this period ÷ the role target." |
Individual
The ordinary case. Each rep is measured on their own production against their own quota.
Needs: the role must own a quota, and the rep must have a target in it. A rep with no quota for the period cannot be measured, so any rule using attainment pays nothing meaningful. → Set up quotas
If the role owns no quota of its own, Individual is disabled and you will see: "This role owns no quota of its own to measure, so Role is the only source available. Create a quota for this role in Quota Setting to unlock Individual."
While Lokom is still working out which quotas the role has, the advanced-step button says "Checking which quotas this role has…" and neither source is pre-selected. That pause is deliberate: before it existed, a click landed mid-check could stamp a rule with Role on a role that did own its own quota, and Individual was then locked out. If you see the checking message, give it a moment.
Role
The whole role's production against the role target. This is how team bonuses and manager overrides on team performance work.
"Measured against the role target; paid to the role's manager."
Two prerequisites, and Lokom names them when they are missing:
| Message | What to do |
|---|---|
| "Role-attainment rules require a manager role. This plan's role doesn't manage anyone." | Role attainment only makes sense on a role that manages others — fix the reporting line on Organization → Roles |
| "The roles this manager manages own no quota yet. Create one in Quota Setting first." | The managed roles need a quota before the manager can be measured on them |
Include the manager's own deals
A checkbox: "Include the manager's own deals in the role total."
"Off by default. Player-coaches keep their individual component separate unless this is on."
Leave it off unless you mean it. A player-coach who sells and manages normally draws their own commission on their own deals and a role-attainment payout on the team's — counting their deals twice inflates the second one.
Where the role target comes from
Role attainment divides by the role target for that period. By default that is the sum of the period's members' quotas, so it moves as their quotas do — until the period is computed, at which point the figure the bonus was measured against is stored on the payout and stops moving. Typing your own target into the Role Target row overrides the sum and stops it following at once.
The rule is skipped only when there is nothing to measure at all — the role's members carry no quotas for that period and nobody set a target by hand. The statement says so: "No quotas are set for this role this period, so there is nothing to measure the team against, and the team bonus was not computed."
A target of zero records attainment as 0% and applies no accelerator. → Role targets
A measurement gap worth knowing
Role actuals follow the period's own date field. The Quota → Attainment page measures on close date. The two can therefore cover slightly different deals for the same period — expected behaviour, and worth knowing before you treat a small difference as a bug.