How a rule works

A rule is one earning mechanic inside a plan. You build it as a sequence of steps — the builder puts it plainly: "Sequence logic like a recipe. Each step defines one layer of how reps get paid — start with a trigger and we'll guide the rest."

You compose the behaviour you want out of steps, rather than picking a preset.

The rule sentence

Every rule reads back as one sentence, and that sentence is how the plan page lists it:

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

Or with a threshold in front of it:

When 50% of quota is reached, and On Deal won, pay …

If the sentence says what you meant, the rule is right. If it reads oddly, a step is wrong — you rarely need to open anything to know which.

The four required steps

Every rule needs all four. The header tracks it: "4 of 4 required steps configured".

Step	Question it answers	Options
1 · Trigger	When does this rule fire?	Deal won, or a Custom event — plus filter conditions
2 · Calculation	How is commission calculated?	Percentage (with optional Smart rate), or Flat amount
3 · Source	What field drives the calculation?	Deal value, or a Custom source
4 · Recipient	Who receives the commission?	Deal owner, Manager override, Custom owner, Custom split

Each is a card. Collapsed, it shows a one-line summary and a Configured badge; Edit opens it, Done closes it.

Flat amounts skip the Source

Choose Flat amount in the Calculation step and Lokom removes the Source step — "Source removed — not needed for flat fees." A flat fee does not need a field to apply a percentage to.

The three advanced steps

Optional, added with + Add advanced step:

Step	What it does
Threshold	Gate commission below an attainment level
Multiplier	Scale commission by a tier ladder (accelerate or decelerate)
Cap	Limit max payout or set a floor

→ Threshold, multiplier and cap

Multiplier is greyed out until the role owns a quota — "No quota to accelerate on — create one for <role> in Quota Setting." There is nothing to accelerate against otherwise. → Set up quotas

Drafts autosave, then you publish

The header shows Draft · autosaved recently. Your edits are saved as you go; they are not live until you click Publish rule.

Publishing a rule is not the same as activating the plan. The plan still needs activating for anyone to be paid. → Plan lifecycle and versions

Rules stack — they do not replace each other

A plan usually holds several rules, and a deal can match more than one. That is often deliberate: a rep commission and a manager override on the same deal costs you both.

Lokom detects overlaps and says so on the plan page:

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

You get two buttons: Help me fix this, which suggests a filter to narrow one of them, and Yes, keep both if the overlap is intended. Acknowledge deliberately — a double-paying rule is invisible in a plan and obvious in an invoice.

Four rules you are likely to build

What you want to pay	Steps
6% to the rep on every closed deal	Deal won → Percentage 6% → Deal value → Deal owner
1% to their manager on the same deals	Deal won → Percentage 1% → Deal value → Manager override
Nothing until 50% of quota, then 6%	The first rule, plus a Threshold at 50% of quota
A higher rate above target	The first rule, plus a Multiplier ladder — 1× to 100%, 1.5× beyond

The first two are separate rules on the same plan. Overrides add cost, they do not divide it.

The rule sentence​

The four required steps​

The three advanced steps​

Drafts autosave, then you publish​

Rules stack — they do not replace each other​

Four rules you are likely to build​

Next​