How to Review a Plan

You can use the Edit Plan area to edit commission plans, which includes defining the plan, plan summary, as well as specifying quotas, credits, and payments. You can also export the plan document to deliver to your sales team.

How to Review a Plan

1. Navigate to Plans > Edit Plans > Review Plan tab.
2. Select the Plan using the Select Plan dropdown.
3. Review the sections, including the Plan Description, Plan Modeling, Plan Quotas, Commission Payment, and Terms & Conditions, among others.
4. (Optional) Click the Show Options button and select the options to include in the plan document.
5. (Optional) Click the Export in PDF button to export the plan summary as a PDF file.
6. (Optional) Click the Export in Doc button to export the plan summary as a Microsoft Word document.