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Finance and sales ops

The models we use with finance and revenue teams: commission runs, comp plan design, quotas and territories, pipeline forecasts and a monthly KPI pack. Each one comes filled with a fictional company so you can see it working, then you type over it.

Cover of Sales Commission Calculator PRO

Sales Commission Calculator PRO

For whoever runs commission day. Flat, tiered and base-plus-bonus plans side by side, SPIFs, caps, a statement per rep and an audit tab that flags problems before finance does.

Excel workbook · 69 KB
Cover of Sales Comp Plan Designer

Sales Comp Plan Designer

For sales leaders and finance before a new plan rolls out. Build OTE by role, design two tier structures and see what each costs at 80% to 150% attainment.

Excel workbook · 30 KB
Cover of Quota & Territory Planner PRO

Quota & Territory Planner PRO

For planning next year's quotas. Top-down or bottom-up, seasonality, new-hire ramp, a territory balance check and a what-if growth lever.

Excel workbook · 43 KB
Cover of Sales Pipeline & Forecast Tracker PRO

Sales Pipeline & Forecast Tracker PRO

For a team that wants a forecast from its deal list. Stage probabilities, rep rollups against quota, win rates, stale-deal flags and a six-month weighted forecast.

Excel workbook · 65 KB
Cover of RevOps KPI Command Center

RevOps KPI Command Center

For the Monday pipeline review and the board slide. One monthly input sheet feeds win rate, coverage, cycle, churn, ARR and a rep leaderboard.

Excel workbook · 34 KB

Also free on Gumroad, no direct download here: Sales Commission Calculator · Sales Commission & Quota Toolkit.

The licence, in plain language

  • Free to use, change and share, at home, at work and in commercial products, including games you build from the kits.
  • Please do not sell the unmodified files as your own.
  • Provided as is, with no warranty. These are tools, not financial, tax, legal or accounting advice: check the numbers before you pay anyone from them.
Read the full licence (one page)

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