File size: 62,537 Bytes
9095085 84c5f94 9095085 7630609 9095085 7630609 9095085 7630609 9095085 84c5f94 7630609 84c5f94 7630609 9095085 7630609 84c5f94 9095085 7630609 6795a21 7630609 6795a21 7630609 6795a21 7630609 6795a21 7630609 9095085 6795a21 7630609 9095085 6795a21 7630609 9095085 6795a21 8fe1fed 6795a21 9095085 f57f6c4 9095085 f57f6c4 9095085 6795a21 9095085 6795a21 9095085 6795a21 9095085 11d808e 6795a21 11d808e 6795a21 11d808e 7630609 11d808e 7630609 9095085 bd920df 11d808e 9095085 396465d 9095085 396465d 9095085 0ab0741 396465d 9095085 11d808e 9095085 11d808e 9095085 7630609 f57f6c4 9095085 396465d f57f6c4 396465d 9095085 396465d 9095085 396465d 9095085 396465d 9095085 396465d 9095085 396465d 9095085 396465d 9095085 0ab0741 396465d 9095085 396465d 9095085 396465d 9095085 6795a21 396465d 8fe1fed 6795a21 8fe1fed 6795a21 9e2a43d 6795a21 9e2a43d 6795a21 9e2a43d 6795a21 9e2a43d 9095085 6795a21 9095085 6795a21 9095085 6795a21 11d808e 6795a21 396465d 9095085 11d808e 9095085 396465d 9095085 6795a21 928cf68 9095085 f57f6c4 9095085 11d808e 9095085 11d808e 9095085 c32db91 11d808e 9095085 11d808e 9095085 11d808e 9095085 6795a21 928cf68 9095085 f57f6c4 9095085 ce5f3de 8fe1fed ce5f3de 6795a21 9095085 6795a21 9095085 f57f6c4 6795a21 9095085 c32db91 9095085 75ecc2d 9095085 7630609 6795a21 7630609 6795a21 7630609 9095085 6795a21 9095085 6795a21 9095085 6795a21 9095085 9e2a43d 9095085 11d808e 9095085 11d808e 9095085 11d808e 9095085 6795a21 9095085 9e2a43d 6795a21 9095085 7630609 6795a21 9095085 11d808e 6795a21 7630609 6795a21 7630609 6795a21 7630609 6795a21 7630609 6795a21 7630609 6795a21 f2314d2 6795a21 f2314d2 6795a21 7630609 6795a21 7630609 6795a21 8fe1fed 6795a21 7630609 6795a21 7630609 6795a21 7630609 6795a21 8fe1fed 6795a21 7630609 6795a21 7630609 6795a21 7630609 6795a21 7630609 75ecc2d 6795a21 75ecc2d 6795a21 75ecc2d 6795a21 75ecc2d 6795a21 8fe1fed 6795a21 75ecc2d ddc8c5c 21b7b35 6795a21 21b7b35 ddc8c5c 21b7b35 ddc8c5c 21b7b35 ddc8c5c 21b7b35 ddc8c5c 21b7b35 ddc8c5c 21b7b35 6795a21 21b7b35 ddc8c5c 21b7b35 ddc8c5c 21b7b35 ddc8c5c 21b7b35 ddc8c5c 21b7b35 6795a21 f57f6c4 21b7b35 ddc8c5c 6795a21 ddc8c5c 6795a21 ddc8c5c 6795a21 ddc8c5c 6795a21 21b7b35 ddc8c5c 21b7b35 6795a21 ddc8c5c 6795a21 ddc8c5c 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 6795a21 21b7b35 ddc8c5c 6795a21 21b7b35 ddc8c5c 21b7b35 6795a21 ddc8c5c 21b7b35 ddc8c5c 21b7b35 ddc8c5c 21b7b35 ddc8c5c 7630609 6795a21 | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767 768 769 770 771 772 773 774 775 776 777 778 779 780 781 782 783 784 785 786 787 788 789 790 791 792 793 794 795 796 797 798 799 800 801 802 803 804 805 806 807 808 809 810 811 812 813 814 815 816 817 818 819 820 821 822 823 824 825 826 827 828 829 830 831 832 833 834 835 836 837 838 839 840 841 842 843 844 845 846 847 848 849 850 851 852 853 854 855 856 857 858 859 860 861 862 863 864 865 866 867 868 869 870 871 872 873 874 875 876 877 878 879 880 881 882 883 884 885 886 887 888 889 890 891 892 893 894 895 896 897 898 899 900 901 902 903 904 905 906 907 908 909 910 911 912 913 914 915 916 917 918 919 920 921 922 923 924 925 926 927 928 929 930 931 932 933 934 935 936 937 938 939 940 941 942 943 944 945 946 947 948 949 950 951 952 953 954 955 956 957 958 959 960 961 962 963 964 965 966 967 968 969 970 971 972 973 974 975 976 977 978 979 980 981 982 983 984 985 986 987 988 989 990 991 992 993 994 995 996 997 998 999 1000 1001 1002 1003 1004 1005 1006 1007 1008 1009 1010 1011 1012 1013 1014 1015 1016 1017 1018 1019 1020 1021 1022 1023 1024 1025 1026 1027 1028 1029 1030 1031 1032 1033 1034 1035 1036 1037 1038 1039 1040 1041 1042 1043 1044 1045 1046 1047 1048 1049 1050 1051 1052 1053 1054 1055 1056 1057 1058 1059 1060 1061 1062 1063 1064 1065 1066 1067 1068 1069 1070 1071 1072 1073 1074 1075 1076 1077 1078 1079 1080 1081 1082 1083 1084 1085 1086 1087 1088 1089 1090 1091 1092 1093 1094 1095 1096 1097 1098 1099 1100 1101 1102 1103 1104 1105 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 1116 1117 1118 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 1135 1136 1137 1138 1139 1140 1141 1142 1143 1144 1145 1146 1147 1148 1149 1150 1151 1152 1153 1154 1155 1156 1157 1158 1159 1160 1161 1162 1163 1164 1165 1166 1167 1168 1169 1170 1171 1172 1173 1174 1175 1176 1177 1178 1179 1180 1181 1182 1183 1184 1185 1186 1187 1188 1189 1190 1191 1192 1193 1194 1195 1196 1197 1198 1199 1200 1201 1202 1203 1204 1205 1206 1207 1208 1209 1210 1211 1212 1213 1214 1215 1216 1217 1218 1219 1220 1221 1222 1223 1224 1225 1226 1227 | import streamlit as st
import json
import datetime
import os
import pandas as pd
import plotly.graph_objects as go
import requests
# ---------------------------------------------------------------------------
# Google Sheets Backend (public sheet, no credentials)
# ---------------------------------------------------------------------------
SHEET_CSV_TMPL = "https://docs.google.com/spreadsheets/d/{sheet_id}/gviz/tq?tqx=out:csv"
def _get_secret(key, default=""):
"""Read from st.secrets (local/Streamlit Cloud) or env vars (HuggingFace Spaces)."""
try:
return st.secrets.get(key, os.environ.get(key, default))
except FileNotFoundError:
return os.environ.get(key, default)
def _get_sheet_id():
url = _get_secret("sheet_url")
if not url:
return None
parts = url.split("/d/")
if len(parts) < 2:
return None
return parts[1].split("/")[0]
def _get_apps_script_url():
return _get_secret("apps_script_url")
@st.cache_data(ttl=30)
def load_plans() -> dict:
sheet_id = _get_sheet_id()
if not sheet_id:
return {}
try:
csv_url = SHEET_CSV_TMPL.format(sheet_id=sheet_id)
df = pd.read_csv(csv_url)
plans = {}
for _, row in df.iterrows():
try:
data = json.loads(row["data_json"])
plans[row["name"]] = normalize_plan(data)
except (json.JSONDecodeError, KeyError):
continue
return plans
except Exception:
return {}
def save_plan(name: str, data: dict):
url = _get_apps_script_url()
if not url:
raise ValueError("Apps Script URL not configured in secrets")
payload = {
"action": "save",
"name": name,
"author": data.get("author", ""),
"timestamp": data.get("timestamp", ""),
"data_json": json.dumps(data),
}
resp = requests.post(url, json=payload, timeout=15)
if resp.status_code != 200:
raise ValueError(f"Apps Script returned {resp.status_code}")
def delete_plan(name: str):
url = _get_apps_script_url()
if not url:
raise ValueError("Apps Script URL not configured in secrets")
payload = {"action": "delete", "name": name}
resp = requests.post(url, json=payload, timeout=15)
if resp.status_code != 200:
raise ValueError(f"Apps Script returned {resp.status_code}")
def normalize_plan(data):
"""Ensure loaded data works as a plan regardless of version (backward compat)."""
if "version" not in data:
data["version"] = 1
data.setdefault("months_employed", data.get("inputs", {}).get("months_employed", 12))
data.setdefault("attainment_levels", [50, 75, 100, 150, 200])
return data
# ---------------------------------------------------------------------------
# Commission engine
# ---------------------------------------------------------------------------
def calc_commission_attainment(revenue, quota, tiers, retroactive=False):
"""Tiered attainment-based commission.
tiers: list of (upper_attainment_pct | None, rate_pct).
If retroactive=False (marginal): each rate applies only to revenue in that band.
If retroactive=True: the highest tier reached applies to ALL revenue."""
if retroactive:
applicable_rate = tiers[0][1]
for upper_pct, rate in tiers:
if upper_pct is None:
applicable_rate = rate
break
if revenue <= upper_pct * quota / 100:
applicable_rate = rate
break
applicable_rate = rate
last_upper = tiers[-2][0] if tiers[-1][0] is None else tiers[-1][0]
if tiers[-1][0] is None and revenue > last_upper * quota / 100:
applicable_rate = tiers[-1][1]
return revenue * (applicable_rate / 100)
else:
commission = 0.0
prev_boundary = 0.0
for upper_pct, rate in tiers:
if upper_pct is None:
if revenue > prev_boundary * quota / 100:
commission += (revenue - prev_boundary * quota / 100) * (rate / 100)
break
boundary_rev = upper_pct * quota / 100
if revenue <= prev_boundary * quota / 100:
break
taxable = min(revenue, boundary_rev) - (prev_boundary * quota / 100)
if taxable > 0:
commission += taxable * (rate / 100)
prev_boundary = upper_pct
return commission
def calc_commission_deal_rate(deals, deal_rate_tiers, attainment_pct, accel_tiers):
"""Deal-size-based commission with attainment accelerators."""
multiplier = 1.0
for upper_pct, mult in accel_tiers:
if upper_pct is None or attainment_pct <= upper_pct:
multiplier = mult
break
total = 0.0
deal_results = []
for deal in deals:
acv = deal["acv"]
split_pct = deal.get("split_pct", 100) / 100
rate = 0.0
for min_acv, max_acv, r in deal_rate_tiers:
if acv >= min_acv and (max_acv is None or acv <= max_acv):
rate = r / 100
break
payout = acv * rate * multiplier * split_pct
clawback = deal.get("clawback_pct", 0) / 100
net_payout = payout * (1 - clawback)
total += net_payout
deal_results.append({
"Deal": deal.get("name", ""),
"ACV": acv,
"Rate": f"{rate*100:.0f}%",
"Multiplier": f"{multiplier:.1f}x",
"Split": f"{split_pct*100:.0f}%",
"Gross Payout": round(payout, 2),
"Clawback": f"{clawback*100:.0f}%",
"Net Payout": round(net_payout, 2),
})
return total, deal_results
def calc_ramp_adjusted_quota(annual_quota, ramp_pcts, months_employed=12):
monthly_quota = annual_quota / 12
total = 0.0
for m in range(min(months_employed, 12)):
if m < len(ramp_pcts):
total += monthly_quota * (ramp_pcts[m] / 100)
else:
total += monthly_quota
return total
def compute_projection(params, commission_mode, retroactive, attainment_pct, months_employed=12):
"""Compute full results for a plan at a given attainment level."""
annual_quota = params.get("annual_quota", 0)
base_salary = params.get("base_salary", 0)
draw_amount = params.get("draw_amount", 0)
draw_months_val = params.get("draw_months", 0)
draw_recoverable = params.get("draw_recoverable", False)
ramp_pcts = params.get("ramp_pcts", [])
cogs_pct = params.get("cogs_pct", 20.0)
other_cost = params.get("other_cost_per_rep", 0)
effective_quota = calc_ramp_adjusted_quota(annual_quota, ramp_pcts, months_employed)
# Revenue = attainment % of full annual quota (not ramp-adjusted)
actual_revenue = annual_quota * attainment_pct / 100
# Commission
if commission_mode == "Attainment-based rates":
tiers = params.get("commission_tiers", [])
commission = calc_commission_attainment(actual_revenue, annual_quota, tiers, retroactive)
else:
deal_rate_tiers = params.get("deal_rate_tiers", [])
accel_tiers = params.get("accel_tiers", [])
avg_rate = 0.0
for mn, mx, rt in deal_rate_tiers:
if mx is None or actual_revenue / max(1, 12) <= mx:
avg_rate = rt
break
mult = 1.0
for upper, m in accel_tiers:
if upper is None or attainment_pct <= upper:
mult = m
break
commission = actual_revenue * (avg_rate / 100) * mult
# Draw
active_draw_months = min(int(draw_months_val), months_employed)
draw_paid = draw_amount * (active_draw_months / max(int(draw_months_val), 1)) if draw_months_val > 0 else 0
if draw_recoverable:
total_variable = max(commission, draw_paid)
else:
total_variable = commission + draw_paid
prorated_base = base_salary * (months_employed / 12)
total_comp = prorated_base + total_variable
# Company economics
gross_profit = actual_revenue * (1 - cogs_pct / 100)
total_cost_of_rep = total_comp + other_cost * (months_employed / 12)
net_after_rep = gross_profit - total_cost_of_rep
roi_on_rep = (actual_revenue / total_cost_of_rep) if total_cost_of_rep > 0 else 0
return {
"actual_revenue": round(actual_revenue, 2),
"effective_quota": round(effective_quota, 2),
"attainment_pct": round(attainment_pct, 1),
"commission": round(commission, 2),
"draw_paid": round(draw_paid, 2),
"total_variable": round(total_variable, 2),
"total_comp": round(total_comp, 2),
"gross_profit": round(gross_profit, 2),
"total_cost_of_rep": round(total_cost_of_rep, 2),
"net_after_rep": round(net_after_rep, 2),
"roi_on_rep": round(roi_on_rep, 2),
}
# ---------------------------------------------------------------------------
# App
# ---------------------------------------------------------------------------
st.set_page_config(page_title="Sales Comp Plan Builder", layout="wide")
st.title("Sales Comp Plan Builder")
st.markdown("""
Model different compensation plans and compare them side by side.
**How to use:**
1. **Set plan parameters** in the sidebar (base salary, quota, commission structure, ramp, draw, etc.)
2. **Explore what-if scenarios** in the Plan Builder tab with any revenue number
3. **Save the plan** and it auto-generates projections at 75%, 100%, 150%, 200% attainment
4. **Compare plans** side by side in the Compare tab
""")
# Check config
sheet_ok = bool(_get_sheet_id())
script_ok = bool(_get_apps_script_url())
if not sheet_ok or not script_ok:
with st.expander("Admin: backend setup required", expanded=False):
st.warning("Add these to `.streamlit/secrets.toml` (local) or Streamlit Cloud Secrets:")
st.code('''sheet_url = "https://docs.google.com/spreadsheets/d/YOUR_SHEET_ID/edit"
apps_script_url = "https://script.google.com/macros/s/YOUR_SCRIPT_ID/exec"''', language="toml")
st.markdown("""
**Quick setup (5 min):**
1. Create a Google Sheet with headers in row 1: `name | author | timestamp | data_json`
2. Share it as **"Anyone with the link" → Editor**
3. Open **Extensions → Apps Script**, paste the script from `apps_script.js` in this repo
4. Deploy as **Web App** → Execute as **Me** → Access **Anyone**
5. Copy the sheet URL and web app URL into secrets
""")
# ---- Sidebar: Plan Parameters ----
st.sidebar.header("Plan Parameters")
# --- Load a saved plan into the sidebar ---
saved_plans = load_plans() if sheet_ok else {}
load_options = ["— New plan —"] + list(saved_plans.keys())
load_choice = st.sidebar.selectbox("Load a saved plan", load_options, key="load_plan",
help="Select a saved plan to load its parameters into the sidebar for editing")
if load_choice != "— New plan —" and load_choice in saved_plans:
if st.sidebar.button("Load into sidebar"):
plan = saved_plans[load_choice]
p = plan.get("params", {})
# Set session state for all sidebar widgets
st.session_state["base"] = p.get("base_salary", 150_000)
st.session_state["quota"] = p.get("annual_quota", 1_250_000)
st.session_state["draw"] = p.get("draw_amount", 0)
st.session_state["draw_months"] = p.get("draw_months", 12)
st.session_state["draw_rec"] = p.get("draw_recoverable", False)
st.session_state["cogs_pct"] = p.get("cogs_pct", 20.0)
st.session_state["other_cost"] = p.get("other_cost_per_rep", 20_000)
# Commission mode
st.session_state["comm_mode"] = plan.get("commission_mode", "Attainment-based rates")
st.session_state["retroactive"] = plan.get("retroactive", False)
# Ramp
ramp = p.get("ramp_pcts", [])
st.session_state["ramp_months"] = len(ramp)
for i, pct in enumerate(ramp):
st.session_state[f"ramp_{i}"] = int(pct)
# Commission tiers
tiers = p.get("commission_tiers") or []
if tiers:
st.session_state["num_tiers"] = len(tiers)
for i, tier in enumerate(tiers):
if tier[0] is not None:
st.session_state[f"at_u_{i}"] = int(tier[0])
st.session_state[f"at_r_{i}"] = float(tier[1])
# Deal-size tiers
deal_tiers = p.get("deal_rate_tiers") or []
if deal_tiers:
st.session_state["num_deal_tiers"] = len(deal_tiers)
for i, tier in enumerate(deal_tiers):
st.session_state[f"dt_mn_{i}"] = int(tier[0])
if tier[1] is not None:
st.session_state[f"dt_mx_{i}"] = int(tier[1])
st.session_state[f"dt_rt_{i}"] = float(tier[2])
# Accelerators
accels = p.get("accel_tiers") or []
if accels:
st.session_state["num_accels"] = len(accels)
for i, tier in enumerate(accels):
if tier[0] is not None:
st.session_state[f"ac_u_{i}"] = int(tier[0])
st.session_state[f"ac_m_{i}"] = float(tier[1])
# Months employed
st.session_state["months_emp"] = plan.get("months_employed", 12)
# Author
st.session_state["author"] = plan.get("author", "")
st.rerun()
st.sidebar.caption("Adjust these to model different comp plan structures. Changes update results instantly.")
def _default(key, fallback):
"""Return {} if key is already in session_state (widget will use that), else set value=fallback."""
if key in st.session_state:
return {}
return {"value": fallback}
with st.sidebar.expander("Compensation Structure", expanded=True):
base_salary = st.number_input("Base Salary ($)", step=5_000, key="base",
help="Annual base salary before any variable compensation",
**_default("base", 150_000))
annual_quota = st.number_input("Annual Quota ($)", step=50_000, key="quota",
help="Full-year revenue target at 100% attainment",
**_default("quota", 1_250_000))
with st.sidebar.expander("Draw", expanded=False):
st.caption(
"A **draw** is guaranteed cash paid to the rep regardless of deals closed — "
"a safety net while pipeline is still building. "
"**Recoverable** = deducted from future commissions (an advance). "
"**Non-recoverable** = paid on top of whatever they earn."
)
draw_amount = st.number_input("Draw total ($)", step=5_000, key="draw",
help="Total draw amount spread over the draw period",
**_default("draw", 50_000))
draw_months = st.number_input("Draw duration (months)", step=1, key="draw_months",
**_default("draw_months", 12))
draw_recoverable = st.checkbox("Recoverable", key="draw_rec",
help="If recoverable, draw is deducted from earned commissions. If non-recoverable, it's paid on top.",
**_default("draw_rec", False))
st.sidebar.divider()
commission_mode = st.sidebar.radio(
"Commission model",
["Attainment-based rates", "Deal-size rates + accelerators"],
key="comm_mode",
help="**Attainment-based:** Commission rate changes at quota attainment thresholds (e.g. 4% up to 100%, 5% from 100-125%). "
"**Deal-size + accelerators:** Flat commission rate per deal based on ACV size, with a multiplier that kicks in at higher attainment levels.",
)
# -- Attainment-based tiers --
att_tiers = []
deal_rate_tiers = []
accel_tiers = []
avg_rate = 0.0
retroactive_mode = False
if commission_mode == "Attainment-based rates":
with st.sidebar.expander("Commission Tiers (attainment)", expanded=True):
retroactive_mode = st.toggle("Retroactive rates", key="retroactive",
**_default("retroactive", False),
help="**Marginal** (off): each rate applies only to revenue in that band. "
"**Retroactive** (on): once a threshold is crossed, the higher rate applies to ALL revenue from dollar one. "
"Retroactive is much more expensive for the company.")
if retroactive_mode:
st.caption("Retroactive — highest tier reached applies to ALL revenue")
else:
st.caption("Marginal — each rate applies only to revenue in that band")
num_tiers = st.number_input("Number of tiers", 1, 8, key="num_tiers",
**_default("num_tiers", 4))
att_defaults = [(100, 4.0), (125, 5.0), (150, 6.0), (None, 7.0)]
for i in range(int(num_tiers)):
c1, c2 = st.columns(2)
is_last = i == int(num_tiers) - 1
d_upper = att_defaults[i][0] if i < len(att_defaults) and not is_last else None
d_rate = att_defaults[i][1] if i < len(att_defaults) else 5.0
if is_last:
c1.text(f"Tier {i+1}: above prior")
upper = None
else:
upper = c1.number_input(f"Tier {i+1} upper %", step=5, key=f"at_u_{i}",
**_default(f"at_u_{i}", d_upper or 100))
rate = c2.number_input(f"Tier {i+1} rate %", step=0.5, format="%.1f", key=f"at_r_{i}",
**_default(f"at_r_{i}", d_rate))
att_tiers.append((upper, rate))
else:
with st.sidebar.expander("Deal-Size Commission Rates", expanded=True):
num_deal_tiers = st.number_input("Number of deal-size tiers", 1, 6, key="num_deal_tiers",
**_default("num_deal_tiers", 3))
deal_defaults = [(0, 29_999, 20.0), (30_000, 100_000, 40.0), (100_001, None, 40.0)]
for i in range(int(num_deal_tiers)):
c1, c2, c3 = st.columns(3)
d = deal_defaults[i] if i < len(deal_defaults) else (0, None, 40.0)
mn = c1.number_input(f"Tier {i+1} min ACV", step=5_000, key=f"dt_mn_{i}",
**_default(f"dt_mn_{i}", d[0]))
is_last = i == int(num_deal_tiers) - 1
if is_last:
mx = None
c2.text("Uncapped")
else:
mx = c2.number_input(f"Tier {i+1} max ACV", step=5_000, key=f"dt_mx_{i}",
**_default(f"dt_mx_{i}", d[1] or 100_000))
rt = c3.number_input(f"Tier {i+1} rate %", step=1.0, format="%.1f", key=f"dt_rt_{i}",
**_default(f"dt_rt_{i}", d[2]))
deal_rate_tiers.append((mn, mx, rt))
with st.sidebar.expander("Attainment Accelerators", expanded=True):
st.caption("Multiplier applied to deal commission based on annual attainment")
num_accels = st.number_input("Number of accelerator tiers", 1, 6, key="num_accels",
**_default("num_accels", 3))
accel_defaults = [(99, 1.0), (124, 1.3), (None, 1.5)]
for i in range(int(num_accels)):
c1, c2 = st.columns(2)
d = accel_defaults[i] if i < len(accel_defaults) else (None, 1.0)
is_last = i == int(num_accels) - 1
if is_last:
c1.text("Above prior")
upper = None
else:
upper = c1.number_input(f"Accel {i+1} up to %", step=5, key=f"ac_u_{i}",
**_default(f"ac_u_{i}", d[0] or 100))
mult = c2.number_input(f"Accel {i+1} multiplier", step=0.1, format="%.1f", key=f"ac_m_{i}",
**_default(f"ac_m_{i}", d[1]))
accel_tiers.append((upper, mult))
# -- Ramp --
with st.sidebar.expander("Ramp Schedule", expanded=False):
st.caption(
"A **ramp** reduces the rep's quota target during early months — "
"they have a lower bar to hit, making it easier to reach attainment "
"while getting up to speed. Unlike a draw, the rep still has to close "
"deals to earn variable comp. Set each month's quota as a % of full quota."
)
ramp_months = st.number_input("Ramp months", 0, 12, key="ramp_months",
**_default("ramp_months", 9))
ramp_pcts = []
ramp_defaults = [0, 0, 25, 25, 50, 50, 75, 75, 75]
for i in range(int(ramp_months)):
d = ramp_defaults[i] if i < len(ramp_defaults) else 75
pct = st.number_input(f"Month {i+1} quota %", step=5, key=f"ramp_{i}",
**_default(f"ramp_{i}", d))
ramp_pcts.append(pct)
# -- Company economics --
with st.sidebar.expander("Company Economics", expanded=False):
cogs_pct = st.number_input("COGS (% of revenue)", step=5.0, format="%.1f", key="cogs_pct",
**_default("cogs_pct", 20.0))
other_cost_per_rep = st.number_input("Other cost per rep ($)", step=5_000, key="other_cost",
help="Annual cost for benefits, tools, travel, etc. — pro-rated if less than 12 months",
**_default("other_cost", 20_000))
# -- Projection settings --
with st.sidebar.expander("Projection Settings", expanded=False):
st.caption("Attainment levels used when auto-generating plan projections.")
attainment_str = st.text_input("Attainment levels (%)", key="att_levels",
**_default("att_levels", "50, 75, 100, 150, 200"))
attainment_levels = [int(x.strip()) for x in attainment_str.split(",") if x.strip().isdigit()]
if not attainment_levels:
attainment_levels = [50, 75, 100, 150, 200]
# ---- Main tabs (deeplink via ?tab=builder|deals|compare) ----
TAB_KEYS = ["builder", "deals", "compare"]
TAB_LABELS = ["1. Plan Builder", "2. Per-Deal Calculator", "3. Compare Plans"]
TAB_MAP = dict(zip(TAB_KEYS, TAB_LABELS))
qp = st.query_params
initial_tab = qp.get("tab", "builder")
# backward compat for old ?tab=scenario links
if initial_tab == "scenario":
initial_tab = "builder"
if initial_tab not in TAB_KEYS:
initial_tab = "builder"
active_tab = st.radio(
"Navigate",
TAB_KEYS,
index=TAB_KEYS.index(initial_tab),
format_func=lambda k: TAB_MAP[k],
horizontal=True,
key="active_tab",
label_visibility="collapsed",
)
st.query_params["tab"] = active_tab
# ===================== TAB 1: Plan Builder =====================
if active_tab == "builder":
st.caption("Configure the plan in the sidebar, then explore any revenue number below. Save the plan to auto-generate projections.")
col_in, col_out = st.columns([1, 1.5])
with col_in:
st.subheader("What-If Calculator")
author = st.text_input("Plan author", key="author",
placeholder="e.g. 'Founder', 'VP Sales'",
help="A generic label for who created this plan — avoid real names")
months_employed = st.slider("Months in plan year", 1, 12, key="months_emp",
help="Set to less than 12 for mid-year hires — ramp schedule adjusts the quota automatically",
**_default("months_emp", 12))
effective_quota = calc_ramp_adjusted_quota(annual_quota, ramp_pcts, months_employed)
st.metric("Effective Quota (ramp-adjusted)", f"${effective_quota:,.0f}",
help="Annual quota reduced by the ramp schedule for months where quota is below 100%")
actual_revenue = st.number_input("Total Revenue Closed ($)", step=50_000, key="rev",
help="Actual or projected closed revenue for the period",
**_default("rev", 1_250_000))
attainment_pct = (actual_revenue / effective_quota * 100) if effective_quota > 0 else 0
# Commission uses full annual quota for tier boundaries
commission_quota = annual_quota
# --- Commission calc ---
if commission_mode == "Attainment-based rates":
commission = calc_commission_attainment(actual_revenue, commission_quota, att_tiers, retroactive_mode)
else:
for mn, mx, rt in deal_rate_tiers:
if mx is None or actual_revenue / max(1, 12) <= mx:
avg_rate = rt
break
mult = 1.0
for upper, m in accel_tiers:
if upper is None or attainment_pct <= upper:
mult = m
break
commission = actual_revenue * (avg_rate / 100) * mult
# --- Draw ---
active_draw_months = min(int(draw_months), months_employed)
draw_paid = draw_amount * (active_draw_months / max(int(draw_months), 1))
if draw_recoverable:
total_variable = max(commission, draw_paid)
else:
total_variable = commission + draw_paid
prorated_base = base_salary * (months_employed / 12)
total_comp = prorated_base + total_variable
# Company economics
gross_profit = actual_revenue * (1 - cogs_pct / 100)
total_cost_of_rep = total_comp + other_cost_per_rep * (months_employed / 12)
net_after_rep = gross_profit - total_cost_of_rep
roi_on_rep = (actual_revenue / total_cost_of_rep) if total_cost_of_rep > 0 else 0
with col_out:
st.subheader("Results")
st.markdown("**What the seller earns**")
m1, m2, m3 = st.columns(3)
m1.metric("Quota Attainment", f"{attainment_pct:.1f}%",
help="Revenue closed / effective quota")
m2.metric("Commission Earned", f"${commission:,.0f}",
help="Variable pay from the commission structure")
m3.metric("Total Compensation", f"${total_comp:,.0f}",
help="Base + draw + commission = total cash to the seller")
r1, r2, r3 = st.columns(3)
r1.metric("Base Salary", f"${prorated_base:,.0f}",
help="Pro-rated if less than 12 months")
r2.metric("Draw Paid", f"${draw_paid:,.0f}",
help="Guaranteed draw pro-rated for months employed")
r3.metric("Total Variable", f"${total_variable:,.0f}",
help="Commission + draw (or the greater of the two if recoverable)")
st.markdown("**What it costs the company**")
c1, c2, c3, c4 = st.columns(4)
c1.metric("Revenue", f"${actual_revenue:,.0f}")
c2.metric("COGS", f"${actual_revenue * cogs_pct / 100:,.0f}",
help="Cost of goods sold — set the % in sidebar")
c3.metric("Gross Profit", f"${gross_profit:,.0f}",
help="Revenue minus COGS")
c4.metric("Net After Rep Cost", f"${net_after_rep:,.0f}",
help="Gross profit minus total cost of the rep (comp + overhead)")
d1, d2, d3 = st.columns(3)
d1.metric("Total Rep Cost", f"${total_cost_of_rep:,.0f}",
help="Total comp + benefits/tools/travel overhead")
d2.metric("Rep Cost as % of Revenue", f"{total_cost_of_rep / actual_revenue * 100:.1f}%" if actual_revenue > 0 else "N/A",
help="How much of each revenue dollar goes to the rep")
d3.metric("Revenue ROI on Rep", f"{roi_on_rep:.1f}x",
help="Revenue generated per dollar spent on the rep")
st.markdown("**Commission Curve**")
st.caption("How commission scales with attainment — the red dot is your current what-if.")
rev_pts = [commission_quota * x / 100 for x in range(0, 201, 5)]
if commission_mode == "Attainment-based rates":
comm_pts = [calc_commission_attainment(r, commission_quota, att_tiers, retroactive_mode) for r in rev_pts]
else:
comm_pts = []
for r in rev_pts:
att = (r / effective_quota * 100) if effective_quota > 0 else 0
m_ = 1.0
for up, ml in accel_tiers:
if up is None or att <= up:
m_ = ml
break
comm_pts.append(r * (avg_rate / 100) * m_)
att_pts = [r / effective_quota * 100 if effective_quota > 0 else 0 for r in rev_pts]
total_comp_pts = [prorated_base + draw_paid + c for c in comm_pts]
fig = go.Figure()
fig.add_trace(go.Scatter(x=att_pts, y=comm_pts, mode="lines", name="Commission",
line=dict(color="#2563eb", width=3)))
fig.add_trace(go.Scatter(x=att_pts, y=total_comp_pts, mode="lines", name="Total Comp",
line=dict(color="#16a34a", width=2, dash="dot")))
fig.add_trace(go.Scatter(x=[attainment_pct], y=[commission], mode="markers", name="You",
marker=dict(size=12, color="#dc2626")))
fig.update_layout(xaxis_title="Quota Attainment %", yaxis_title="$",
height=350, margin=dict(l=0, r=0, t=30, b=0))
st.plotly_chart(fig, use_container_width=True)
# --- Live projections table ---
st.divider()
st.subheader("Plan Projections")
st.caption("Auto-generated from current sidebar settings. Updates live as you change parameters.")
current_params = {
"base_salary": base_salary, "annual_quota": annual_quota,
"draw_amount": draw_amount, "draw_months": int(draw_months),
"draw_recoverable": draw_recoverable, "ramp_pcts": ramp_pcts,
"cogs_pct": cogs_pct, "other_cost_per_rep": other_cost_per_rep,
"commission_tiers": att_tiers if commission_mode == "Attainment-based rates" else None,
"deal_rate_tiers": deal_rate_tiers if commission_mode != "Attainment-based rates" else None,
"accel_tiers": accel_tiers if commission_mode != "Attainment-based rates" else None,
}
proj_rows = []
for level in attainment_levels:
proj = compute_projection(current_params, commission_mode, retroactive_mode, level, months_employed)
proj_rows.append({
"Attainment": f"{level}%",
"Revenue": f"${proj['actual_revenue']:,.0f}",
"Base Salary": f"${base_salary * (months_employed / 12):,.0f}",
"Commission": f"${proj['commission']:,.0f}",
"Draw": f"${proj['draw_paid']:,.0f}",
"Total Comp": f"${proj['total_comp']:,.0f}",
"Gross Profit": f"${proj['gross_profit']:,.0f}",
"Net After Rep": f"${proj['net_after_rep']:,.0f}",
"ROI": f"{proj['roi_on_rep']:.1f}x",
})
st.dataframe(pd.DataFrame(proj_rows), use_container_width=True, hide_index=True)
# Live agreement preview
with st.expander("Agreement Preview", expanded=False):
prev_lines = []
prev_lines.append("SALES COMPENSATION PLAN")
prev_lines.append("=" * 60)
prev_lines.append("")
proj_100 = compute_projection(current_params, commission_mode, retroactive_mode, 100, months_employed)
prev_lines.append(f" ${base_salary:,.0f}".ljust(22) + f"~${proj_100['total_comp']:,.0f}".ljust(22))
prev_lines.append(" Base Salary".ljust(22) + "OTE".ljust(22))
prev_lines.append("")
prev_lines.append("1. COMPENSATION OVERVIEW")
prev_lines.append("")
prev_lines.append(f" Base Salary: ${base_salary:,.0f} / year paid semi-monthly")
if draw_amount > 0:
rec_lbl = "recoverable" if draw_recoverable else "non-recoverable"
prev_lines.append(f" Draw: ${draw_amount:,.0f} {rec_lbl} over {int(draw_months)} months (~${draw_amount / max(int(draw_months), 1):,.0f}/mo)")
prev_lines.append(f" OTE: ${proj_100['total_comp']:,.0f} (base + variable at 100% attainment)")
prev_lines.append(f" Commissions are uncapped.")
prev_lines.append("")
prev_lines.append("2. COMMISSION STRUCTURE")
prev_lines.append("")
if commission_mode == "Attainment-based rates" and att_tiers:
if retroactive_mode:
prev_lines.append(" Retroactive — highest tier reached applies to ALL revenue.")
else:
prev_lines.append(" Marginal — each rate applies only to revenue in that band.")
prev_lines.append("")
prev_lines.append(f" {'Attainment Level':<24} {'Commission Rate':<18}")
prev_lines.append(f" {'-' * 22:<24} {'-' * 16:<18}")
for i, tier in enumerate(att_tiers):
upper_val, rate_val = tier[0], tier[1]
if upper_val is None:
prev_upper = int(att_tiers[i-1][0])
prev_lines.append(f" {prev_upper}%+{'':<19} {rate_val:.1f}%")
elif i == 0:
prev_lines.append(f" 0% – {int(upper_val)}%{'':<14} {rate_val:.1f}%")
else:
prev_upper = int(att_tiers[i-1][0])
prev_lines.append(f" {prev_upper}% – {int(upper_val)}%{'':<12} {rate_val:.1f}%")
prev_lines.append("")
ramp_list_preview = ramp_pcts
if ramp_list_preview:
prev_lines.append("3. QUOTA RAMP SCHEDULE")
prev_lines.append("")
monthly_q = annual_quota / 12
ramp_groups_p = []
idx_p = 0
while idx_p < len(ramp_list_preview):
pct_p = ramp_list_preview[idx_p]
start_p = idx_p + 1
while idx_p + 1 < len(ramp_list_preview) and ramp_list_preview[idx_p + 1] == pct_p:
idx_p += 1
end_p = idx_p + 1
ramp_groups_p.append((start_p, end_p, pct_p))
idx_p += 1
for start_p, end_p, pct_p in ramp_groups_p:
ml = f"{start_p}–{end_p}" if start_p != end_p else str(start_p)
tgt = monthly_q * pct_p / 100
prev_lines.append(f" {ml:<10} {int(pct_p)}% quota ${tgt:,.0f}/mo")
if len(ramp_list_preview) < 12:
prev_lines.append(f" {len(ramp_list_preview)+1}–12 100% quota ${monthly_q:,.0f}/mo")
prev_lines.append("")
section_n = 4
else:
section_n = 3
prev_lines.append(f"{section_n}. ILLUSTRATIVE EARNINGS SCENARIOS")
prev_lines.append("")
prev_lines.append(f" {'Attainment':<14} {'Revenue':<16} {'Commission':<16} {'Total Comp':<16} {'Net After Rep'}")
prev_lines.append(f" {'-'*12:<14} {'-'*14:<16} {'-'*14:<16} {'-'*14:<16} {'-'*14}")
for level in attainment_levels:
proj = compute_projection(current_params, commission_mode, retroactive_mode, level, months_employed)
prev_lines.append(f" {level}%{'':<10} ${proj['actual_revenue']:,.0f}{'':<4} ${proj['commission']:,.0f}{'':<6} ${proj['total_comp']:,.0f}{'':<6} ${proj['net_after_rep']:,.0f}")
st.code("\n".join(prev_lines), language=None)
# --- Save plan ---
st.divider()
st.subheader("Save This Plan")
st.caption("Save the plan configuration. Projections at each attainment level are generated automatically.")
# Build plan data (config only, no baked-in results)
plan_data = {
"version": 2,
"author": author,
"timestamp": datetime.datetime.now().isoformat(),
"commission_mode": commission_mode,
"retroactive": retroactive_mode,
"months_employed": months_employed,
"attainment_levels": attainment_levels,
"params": {
"base_salary": base_salary, "annual_quota": annual_quota,
"draw_amount": draw_amount,
"draw_months": int(draw_months), "draw_recoverable": draw_recoverable,
"ramp_pcts": ramp_pcts, "cogs_pct": cogs_pct,
"other_cost_per_rep": other_cost_per_rep,
"commission_tiers": att_tiers if commission_mode == "Attainment-based rates" else None,
"deal_rate_tiers": deal_rate_tiers if commission_mode != "Attainment-based rates" else None,
"accel_tiers": accel_tiers if commission_mode != "Attainment-based rates" else None,
},
}
st.warning(
"**Privacy:** Saved plans are stored in a shared Google Sheet. "
"Do NOT use real names, company names, or any identifying information "
"in plan names or the author field. Use generic labels "
"(e.g. 'Plan A - aggressive', 'Option 2 - conservative').",
icon="🔒",
)
scol1, scol2 = st.columns(2)
with scol1:
plan_name = st.text_input("Plan name", key="save_name",
placeholder="e.g. 'plan-a-aggressive'")
if st.button("Save Plan", type="primary"):
if plan_name.strip():
try:
save_plan(plan_name.strip(), plan_data)
st.success(f"Saved '{plan_name.strip()}'")
load_plans.clear()
st.rerun()
except Exception as e:
st.error(f"Failed to save: {e}")
else:
st.warning("Enter a plan name")
# ===================== TAB 2: Per-Deal Calculator =====================
if active_tab == "deals":
st.subheader("Per-Deal Payout Calculator")
st.caption("See exactly what the seller earns on each individual deal. "
"Useful for modeling specific pipeline deals or understanding payout ranges by deal size.")
if commission_mode == "Attainment-based rates":
st.info("This tab requires **Deal-size rates + accelerators** mode. "
"Switch the commission model in the sidebar to enable it.")
else:
current_attainment = st.number_input("Current annual attainment %", value=100.0, step=5.0,
key="deal_attainment",
help="Determines which accelerator multiplier applies — "
"e.g. above 100% attainment, deals may pay at 1.3x")
st.markdown("**Enter deals:**")
num_deals = st.number_input("Number of deals", 1, 50, 3, key="num_deals")
deals = []
for i in range(int(num_deals)):
with st.expander(f"Deal {i+1}", expanded=(i < 3)):
dc1, dc2, dc3, dc4 = st.columns(4)
name = dc1.text_input("Name", value=f"Deal {i+1}", key=f"deal_name_{i}")
acv = dc2.number_input("ACV ($)", value=60_000, step=5_000, key=f"deal_acv_{i}")
split = dc3.number_input("Your split %", value=100, step=10, key=f"deal_split_{i}")
claw = dc4.number_input("Clawback %", value=0, step=10, key=f"deal_claw_{i}",
help="% clawed back (e.g. 90-day churn)")
deals.append({"name": name, "acv": acv, "split_pct": split, "clawback_pct": claw})
total_deal_comm, deal_details = calc_commission_deal_rate(
deals, deal_rate_tiers, current_attainment, accel_tiers
)
st.markdown("**Deal Payouts**")
st.dataframe(pd.DataFrame(deal_details), use_container_width=True, hide_index=True)
st.metric("Total Commission from Deals", f"${total_deal_comm:,.0f}")
# ===================== TAB 3: Compare Plans =====================
if active_tab == "compare":
st.subheader("Compare Plans")
st.caption("Each plan auto-generates projections at multiple attainment levels. "
"Compare different plan structures to see how they perform across scenarios.")
if not sheet_ok:
st.warning("Configure your Google Sheet URL in secrets to enable plan saving.")
else:
if st.button("Refresh from Google Sheets"):
load_plans.clear()
st.rerun()
plans = load_plans()
if plans:
col_a, col_b = st.columns(2)
with col_b:
to_delete = st.selectbox("Delete a plan", [""] + list(plans.keys()), key="del_sel")
if st.button("Delete"):
if to_delete:
try:
delete_plan(to_delete)
load_plans.clear()
st.success(f"Deleted '{to_delete}'")
st.rerun()
except Exception as e:
st.error(f"Failed to delete: {e}")
all_names = list(plans.keys())
tc1, tc2 = st.columns([3, 1])
with tc2:
if st.button("Clear all"):
st.session_state["compare_sel"] = []
st.rerun()
if st.button("Select all"):
st.session_state["compare_sel"] = all_names
st.rerun()
with tc1:
selected = st.multiselect("Filter plans", all_names,
default=all_names, key="compare_sel")
if selected:
# Build comparison table with projections at each attainment level
rows = []
for name in selected:
plan = plans[name]
p = plan.get("params", {})
months = plan.get("months_employed", 12)
levels = plan.get("attainment_levels", [50, 75, 100, 150, 200])
retro = plan.get("retroactive", False)
mode = plan.get("commission_mode", "Attainment-based rates")
row = {
"Plan": name,
"Author": plan.get("author", ""),
"Mode": mode + (" (retro)" if retro else ""),
"Base": f"${p.get('base_salary', 0):,.0f}",
"Quota": f"${p.get('annual_quota', 0):,.0f}",
}
for level in levels:
proj = compute_projection(p, mode, retro, level, months)
row[f"{level}% Comm"] = f"${proj['commission']:,.0f}"
row[f"{level}% Total"] = f"${proj['total_comp']:,.0f}"
row[f"{level}% Net"] = f"${proj['net_after_rep']:,.0f}"
rows.append(row)
st.dataframe(pd.DataFrame(rows), use_container_width=True, hide_index=True)
# Chart: total comp at each attainment level per plan
st.markdown("**Total Compensation by Attainment**")
fig = go.Figure()
# Use the union of all attainment levels across selected plans
all_levels = sorted(set(
lvl for name in selected
for lvl in plans[name].get("attainment_levels", [50, 75, 100, 150, 200])
))
for name in selected:
plan = plans[name]
p = plan.get("params", {})
months = plan.get("months_employed", 12)
retro = plan.get("retroactive", False)
mode = plan.get("commission_mode", "Attainment-based rates")
comps = []
for level in all_levels:
proj = compute_projection(p, mode, retro, level, months)
comps.append(proj["total_comp"])
fig.add_trace(go.Bar(
name=name,
x=[f"{l}%" for l in all_levels],
y=comps,
))
fig.update_layout(barmode="group", height=400,
xaxis_title="Attainment", yaxis_title="Total Comp ($)",
margin=dict(l=0, r=0, t=30, b=0))
st.plotly_chart(fig, use_container_width=True)
# Net after rep chart
st.markdown("**Net After Rep Cost by Attainment**")
fig2 = go.Figure()
for name in selected:
plan = plans[name]
p = plan.get("params", {})
months = plan.get("months_employed", 12)
retro = plan.get("retroactive", False)
mode = plan.get("commission_mode", "Attainment-based rates")
nets = []
for level in all_levels:
proj = compute_projection(p, mode, retro, level, months)
nets.append(proj["net_after_rep"])
fig2.add_trace(go.Bar(
name=name,
x=[f"{l}%" for l in all_levels],
y=nets,
))
fig2.update_layout(barmode="group", height=400,
xaxis_title="Attainment", yaxis_title="Net After Rep ($)",
margin=dict(l=0, r=0, t=30, b=0))
st.plotly_chart(fig2, use_container_width=True)
# --- Plan detail view ---
st.divider()
st.markdown("**Plan Details**")
st.caption("Select a plan to view agreement-ready compensation terms.")
detail_name = st.selectbox("View details for", [""] + selected, key="detail_sel")
if detail_name and detail_name in plans:
s = plans[detail_name]
p = s.get("params", {})
months = s.get("months_employed", 12)
retro = s.get("retroactive", False)
mode = s.get("commission_mode", "Attainment-based rates")
levels = s.get("attainment_levels", [50, 75, 100, 150, 200])
# Compute 100% projection for OTE reference
proj_100 = compute_projection(p, mode, retro, 100, months)
# Build agreement text
lines = []
deal_types = p.get("deal_types")
illustrative = p.get("illustrative_scenarios")
policies = p.get("policies")
equity = p.get("equity")
lines.append("SALES COMPENSATION PLAN")
lines.append("=" * 60)
lines.append("")
# Header summary
lines.append(f" ${p.get('base_salary', 0):,.0f}".ljust(22) + f"~${proj_100['total_comp']:,.0f}".ljust(22))
lines.append(" Base Salary".ljust(22) + "OTE".ljust(22))
draw_amt = p.get("draw_amount", 0)
if draw_amt > 0 or equity:
line_l = f" ${draw_amt:,.0f}" if draw_amt > 0 else ""
line_r = f" {equity.get('pct', '')}%" if equity else ""
lines.append(line_l.ljust(22) + line_r.ljust(22))
line_l2 = f" Draw ({p.get('draw_months', 0)} mo.)" if draw_amt > 0 else ""
line_r2 = f" Equity (Options)" if equity else ""
lines.append(line_l2.ljust(22) + line_r2.ljust(22))
lines.append("")
# 1. Compensation Overview
lines.append("1. COMPENSATION OVERVIEW")
lines.append("")
lines.append(" Base Salary")
lines.append(f" • ${p.get('base_salary', 0):,.0f} / year paid semi-monthly")
lines.append(f" • Full benefits eligibility from day 1")
lines.append("")
if draw_amt > 0:
draw_mo = p.get("draw_months", 0)
rec_label = "recoverable" if p.get("draw_recoverable", False) else "non-recoverable"
monthly_draw = draw_amt / max(draw_mo, 1)
lines.append(" Signing Draw")
lines.append(f" • ${draw_amt:,.0f} {rec_label} draw")
lines.append(f" • Paid over {draw_mo} months in equal installments ~${monthly_draw:,.0f}/mo.")
if not p.get("draw_recoverable", False):
lines.append(f" • Not subject to clawback — protects ramp period")
lines.append("")
if equity:
lines.append(" Equity Grant")
lines.append(f" • {equity.get('pct', '')}% of company in stock options")
lines.append(f" • {equity.get('vesting', '4-year vest with 1-year cliff')}")
lines.append(f" • Strike price = FMV at grant date")
lines.append("")
lines.append(" On-Target Earnings (OTE)")
lines.append(f" • ${p.get('base_salary', 0):,.0f} base + ~${proj_100['commission']:,.0f} variable = ~${proj_100['total_comp']:,.0f} OTE")
lines.append(f" • Uncapped — no ceiling on commissions")
lines.append("")
# 2. Commission Structure
lines.append("2. COMMISSION STRUCTURE")
lines.append("")
comm_tiers = p.get("commission_tiers")
deal_tiers_data = p.get("deal_rate_tiers")
accel_t = p.get("accel_tiers")
if deal_types:
lines.append(" Commission is paid on all closed-won deals. Rates vary by deal type:")
lines.append("")
lines.append(f" {'Deal Type':<14} {'ACV Range':<22} {'Rate':<10} {'Per-Deal Range':<20} {'Notes'}")
lines.append(f" {'-'*13:<14} {'-'*20:<22} {'-'*8:<10} {'-'*18:<20} {'-'*20}")
for dt in deal_types:
acv_range = f"${dt['acv_min']:,.0f} – ${dt['acv_max']:,.0f}" if dt.get('acv_max') else f"${dt['acv_min']:,.0f}+"
payout_lo = dt['acv_min'] * dt['rate'] / 100
payout_hi = (dt.get('acv_max', dt['acv_min']) * dt['rate'] / 100) if dt.get('acv_max') else 0
payout_range = f"${payout_lo:,.0f} – ${payout_hi:,.0f}" if payout_hi else f"${payout_lo:,.0f}+"
lines.append(f" {dt['name']:<14} {acv_range:<22} {dt['rate']:.0f}%{'':<7} {payout_range:<20} {dt.get('notes', '')}")
lines.append("")
lines.append(" Timing: Commissions earned upon fully-executed contract and first invoice")
lines.append(" issued. Paid on the first payroll cycle of the following month.")
lines.append(" Churn within 90 days triggers a proportional clawback.")
elif comm_tiers:
is_retro = retro
if is_retro:
lines.append(" Commission rates are applied retroactively. Once a higher attainment")
lines.append(" threshold is crossed, that rate applies to ALL revenue from dollar one.")
else:
lines.append(" Commission rates are applied on a marginal basis. Each rate applies")
lines.append(" only to revenue earned within that attainment band.")
lines.append("")
lines.append(f" {'Attainment Level':<24} {'Commission Rate':<18}")
lines.append(f" {'-' * 22:<24} {'-' * 16:<18}")
for i, tier in enumerate(comm_tiers):
upper_val, rate_val = tier[0], tier[1]
if upper_val is None:
prev_upper = int(comm_tiers[i-1][0])
lines.append(f" {prev_upper}%+{'':<19} {rate_val:.1f}%")
elif i == 0:
lines.append(f" 0% – {int(upper_val)}%{'':<14} {rate_val:.1f}%")
else:
prev_upper = int(comm_tiers[i-1][0])
lines.append(f" {prev_upper}% – {int(upper_val)}%{'':<12} {rate_val:.1f}%")
elif deal_tiers_data:
lines.append(" Commission is calculated as a percentage of deal ACV based on deal size.")
lines.append("")
lines.append(f" {'Deal ACV Range':<28} {'Commission Rate':<18}")
lines.append(f" {'-' * 26:<28} {'-' * 16:<18}")
for tier in deal_tiers_data:
mn_v, mx_v, rt_v = tier[0], tier[1], tier[2]
if mx_v is None:
lines.append(f" ${mn_v:,.0f}+{'':<19} {rt_v:.1f}%")
else:
lines.append(f" ${mn_v:,.0f} – ${mx_v:,.0f}{'':<8} {rt_v:.1f}%")
lines.append("")
# Deal Targets (if present in legacy data)
deal_targets = p.get("deal_targets")
section_num = 3
if deal_targets:
lines.append(f"{section_num}. ANNUAL QUOTA & DEAL TARGETS")
lines.append("")
lines.append(f" On-target quota is ${p.get('annual_quota', 0):,.0f} ACV.")
lines.append("")
lines.append(f" {'Segment':<14} {'# Deals':<10} {'Avg ACV':<14} {'Total ACV':<14} {'Rate':<8} {'Commission'}")
lines.append(f" {'-'*13:<14} {'-'*8:<10} {'-'*12:<14} {'-'*12:<14} {'-'*6:<8} {'-'*12}")
total_deals = 0
total_acv = 0
total_comm_dt = 0
for dt in deal_targets:
t_acv = dt['num_deals'] * dt['avg_acv']
t_comm = t_acv * dt['rate'] / 100
total_deals += dt['num_deals']
total_acv += t_acv
total_comm_dt += t_comm
lines.append(f" {dt['segment']:<14} {dt['num_deals']:<10} ${dt['avg_acv']:,.0f}{'':<6} ${t_acv:,.0f}{'':<6} {dt['rate']:.0f}%{'':<5} ${t_comm:,.0f}")
lines.append(f" {'Total':<14} {total_deals:<10} {'—':<14} ${total_acv:,.0f}{'':<6} {'—':<8} ~${total_comm_dt:,.0f}")
lines.append("")
section_num += 1
# Ramp
ramp_list = p.get("ramp_pcts", [])
if ramp_list:
lines.append(f"{section_num}. QUOTA RAMP SCHEDULE")
lines.append("")
lines.append(f" Commission rates remain constant throughout the ramp. Only the quota")
lines.append(f" hurdle changes, giving time to build pipeline without sacrificing")
lines.append(f" earnings on early deals closed.")
lines.append("")
monthly_quota = p.get('annual_quota', 0) / 12
lines.append(f" {'Month':<10} {'Quota %':<12} {'Monthly Target':<18} {'Ann. Run Rate':<16} {'Notes'}")
lines.append(f" {'-'*8:<10} {'-'*10:<12} {'-'*16:<18} {'-'*14:<16} {'-'*20}")
ramp_groups = []
idx = 0
while idx < len(ramp_list):
pct_val = ramp_list[idx]
start = idx + 1
while idx + 1 < len(ramp_list) and ramp_list[idx + 1] == pct_val:
idx += 1
end = idx + 1
ramp_groups.append((start, end, pct_val))
idx += 1
ramp_notes = {0: "Onboarding, no quota", 25: "First demos, early pipeline",
50: "Close first deals", 75: "Full funnel operating", 100: "Full quota in effect"}
for start, end, pct_val in ramp_groups:
month_label = f"{start}–{end}" if start != end else str(start)
target = monthly_quota * pct_val / 100
run_rate = target * 12
note = ramp_notes.get(int(pct_val), "")
lines.append(f" {month_label:<10} {int(pct_val)}%{'':<9} ${target:,.0f}{'':<8} ${run_rate:,.0f}{'':<6} {note}")
if len(ramp_list) < 12:
month_label = f"{len(ramp_list)+1}–12"
lines.append(f" {month_label:<10} 100%{'':<8} ${monthly_quota:,.0f}{'':<8} ${monthly_quota*12:,.0f}{'':<6} Full quota in effect")
lines.append("")
section_num += 1
# Accelerators (for deal-size mode)
if accel_t:
lines.append(f"{section_num}. ACCELERATORS & OVERACHIEVEMENT")
lines.append("")
lines.append(f" {'Attainment':<18} {'Rate / Multiplier':<22} {'Notes'}")
lines.append(f" {'-'*16:<18} {'-'*20:<22} {'-'*20}")
for i, tier in enumerate(accel_t):
upper_val, mult_val = tier[0], tier[1]
if upper_val is None:
prev_upper = int(accel_t[i-1][0])
lines.append(f" {prev_upper}%+{'':<14} {mult_val:.1f}x multiplier")
elif i == 0:
lines.append(f" 0% – {int(upper_val)}%{'':<9} {mult_val:.1f}x (base rate)")
else:
prev_upper = int(accel_t[i-1][0])
lines.append(f" {prev_upper}% – {int(upper_val)}%{'':<7} {mult_val:.1f}x multiplier")
lines.append("")
section_num += 1
# Illustrative earnings — auto-generated from projections
lines.append(f"{section_num}. ILLUSTRATIVE EARNINGS SCENARIOS")
lines.append("")
if illustrative:
lines.append(f" {'Scenario':<22} {'Deal Mix':<20} {'Total ACV':<14} {'Commission':<14} {'Total Cash':<14} {'Notes'}")
lines.append(f" {'-'*20:<22} {'-'*18:<20} {'-'*12:<14} {'-'*12:<14} {'-'*12:<14} {'-'*20}")
for sc in illustrative:
lines.append(f" {sc['label']:<22} {sc.get('deal_mix', '—'):<20} ${sc['acv']:,.0f}{'':<4} ${sc['commission']:,.0f}{'':<4} ${sc['total_cash']:,.0f}{'':<4} {sc.get('notes', '')}")
else:
lines.append(f" {'Attainment':<16} {'Revenue':<16} {'Commission':<16} {'Total Comp':<16} {'Net After Rep'}")
lines.append(f" {'-'*14:<16} {'-'*14:<16} {'-'*14:<16} {'-'*14:<16} {'-'*14}")
for level in levels:
proj = compute_projection(p, mode, retro, level, months)
lines.append(f" {level}%{'':<12} ${proj['actual_revenue']:,.0f}{'':<4} ${proj['commission']:,.0f}{'':<6} ${proj['total_comp']:,.0f}{'':<6} ${proj['net_after_rep']:,.0f}")
lines.append("")
section_num += 1
# Policies
lines.append(f"{section_num}. KEY POLICIES & TERMS")
lines.append("")
if policies:
for key, val in policies.items():
lines.append(f" {key:<24} {val}")
else:
lines.append(" Commission Earned Upon fully-executed contract and recognized revenue.")
lines.append(" Commission Paid First payroll cycle following the month of close.")
lines.append(" Clawback Proportional if customer churns within 90 days.")
lines.append(" Split Deals Agreed upfront in writing; default 50/50.")
lines.append(" Plan Changes Company may update at each FY with 30 days notice.")
if draw_amt > 0:
lines.append(f" Draw Period {p.get('draw_months', 0)} months from start. Ceases if employment ends.")
if equity:
lines.append(f" Equity Vesting {equity.get('vesting', '4-year vest, 1-year cliff')}.")
lines.append(" Territory As assigned by Company. May be refined as team grows.")
lines.append("")
section_num += 1
# Acknowledgment
lines.append(f"{section_num}. ACKNOWLEDGMENT & ACCEPTANCE")
lines.append("")
lines.append(" By signing below, both parties agree to the terms of this")
lines.append(" Sales Compensation Plan.")
lines.append("")
lines.append(" ________________________________________")
lines.append(" Account Executive Signature Date")
lines.append("")
lines.append(" ________________________________________")
lines.append(" Authorized Signatory Date")
agreement_text = "\n".join(lines)
st.code(agreement_text, language=None)
st.download_button(
label="Download as text file",
data=agreement_text,
file_name=f"comp-plan-{detail_name.replace(' ', '-').lower()}.txt",
mime="text/plain",
)
else:
st.info("No saved plans yet. Save one from the Plan Builder tab.")
|