Sales incentives that just work.
Built to be driven by humans and accelerated by AI, so your team stays in control without drowning in mundane work.
From the quota letter to the audit binder, one system runs the whole comp year. Incentives.guru is the modern ICM built for finance, ops, and the reps depending on it.
Three people care about comp. Each gets a different answer.
One system from the quota letter to the audit binder.
Most comp stacks are a calculator with a reporting tool bolted on. Everything before and after it lives in spreadsheets, email and a shared drive. Incentives.guru runs the year end to end, and every step leaves evidence the next one can check.
- Step 1Plan
Set the number, write the plan, get it signed.
Quota planning cascades one company number down the territory tree; managers split their own and comp approves. The plan document is a template with merge fields, frozen per person with a hash, routed to the manager and then to the rep for signature.
- ✓ Import a plan from the PDF or Word file: the assistant maps it to components and rate curves for your review
- ✓ MBOs as configuration: quarterly goal and scoring cycles, a task per manager, comp approves
- ✓ Targeted deals and spiffs: a credit boost or a flat amount on one open deal, for a window
- ✓ Rate tables versioned by effective date, so a mid-year rate change pays the right months
- Step 2Run
Numbers that move when the business does.
A stage change in Salesforce is a new payout about ten seconds later. The rep hears about it in Slack. Finance sees what the year costs before it happens, from the same engine that pays.
- ✓ Triggers in your org push only the records that changed; a burst becomes one recalculation
- ✓ Forecasting bottom-up from the pipeline, top-down from a finish percentage, or Monte Carlo
- ✓ Every scenario forks the whole data set in well under a second; production is never touched
- ✓ A deal estimator on the statement: what any open deal pays, before it closes
- Step 3Close
A close that ticks itself.
A sixteen-task checklist with owners, due dates off your close calendar and reminders in Slack. Ten of the tasks complete on evidence: the import landed, the run finished, audits are clear, inquiries answered, plan documents signed, payouts locked, payroll file produced, statements sent.
- ✓ The lock is a snapshot of what went to payroll; later changes pay as prior-period adjustments, by component
- ✓ The payroll file in the shape your HR system wants, column by column, with a preview
- ✓ Statements render to PDF and email themselves to every paid rep, logged per payee
- ✓ One payments page for everything the ledger says was paid
- Step 4Prove
Audit-ready by construction.
A SOX audit pack per period: nine configurable controls, each pass, exception or review, zipped with a hash. Every change, run and override is in the trail with the person who made it.
- ✓ A golden book of sixteen payees and 261 payment lines worked by hand runs on every release; a cent off and it does not ship
- ✓ What changed between two runs, payee by component, biggest delta first
- ✓ Maker-checker on sensitive tables: the maker proposes, a reviewer approves
- ✓ Commission capitalization (ASC 340-40) straight from the paid ledger
- Step 5Own
Yours to extend, and to host.
An MCP server gives Claude, Cursor or any MCP client read-only tools over your comp data, with keys that act as a named user and are logged on every call. Define your own assistants in Settings without code.
- ✓ The assistant can ask your other systems, read-only: Salesforce first
- ✓ SAML single sign-on; password login can be limited to super admins
- ✓ Runs on one server, on AWS from a Terraform kit, or on a laptop on the LAN for a pilot
- ✓ One flat price, everything included
A stage change in Salesforce, a new payout ten seconds later.
No polling and no nightly wait. Triggers in your org ping the platform with just the records that changed, a burst of edits becomes one recalculation, and the numbers are current before the rep has closed the tab.
One-click setup
Pick the fields to watch on the connector page, preview the generated triggers, and deploy. Remove them the same way.
Targeted, then reconciled
Only the changed opportunities and their line items are imported. A landing check confirms every record arrived, and a nightly full reconcile makes sure nothing drifts.
Why isn't my deal crediting?
Answered gate by gate: metric criteria, crediting rules, plan coverage, and the exact filter that excluded it. Read from the same tables the engine reads.
Reps never have to log in to know where they stand.
A direct message within a minute of a deal crediting. A bot that answers "how am I doing against my quota?" from the rep's own numbers. A home tab with earnings and attainment. All scoped so a rep only ever sees their own data.
- ✓ Deal-credited DMs with the amount and a link to the details
- ✓ Tier countdowns: distance to the next rate, and the deal that covers it
- ✓ What-if in chat: the payout impact of closing any open deal
- ✓ Pipeline nudges, onboarding drip for new hires, weekly manager digest
- ✓ /mypay for a private snapshot without leaving the channel
Know what the year costs before it happens.
Forecasting runs on the same engine as your plan, so the answer is the payout, not an estimate of it. Bottom-up from the pipeline, top-down from a finish percentage, or both in one scenario.
- ✓ The open pipeline straight from Salesforce, with the payout each stage adds
- ✓ Close, slip, or drop deals with a probability and a month
- ✓ One-click commit, best case, everything closes, expected value and Monte Carlo
- ✓ "What if the team finishes at 115%?" per measure, several projections at once
- ✓ Sweep a range of finishes and chart spend and cost of sales against each
- ✓ Every forecast is a scenario: compare it, share it, promote it, export it to Excel
Close the period with fewer hands on it.
The assistant does the admin work, audits run on a schedule, and every scenario gets its own copy of the data in under a second.
Admin assistant with confirmation
Quota changes, crediting rules, plan assignments. The assistant looks up the current record, shows old and new on a card, and writes only after you approve. Revertable, and in the audit trail.
Scheduled audits
Describe a check in plain English. It is written, dry-run in a sandbox, and scheduled. Findings are tracked as new, still open, or resolved across runs.
Report builder with live data
Drag-and-drop canvas for the reports reps, admins and analysts see, with a live-data preview, draft and publish states, and version history. Click a KPI to drill, export every row, print to PDF.
Sub-second sandboxes
Fork the whole data set into an isolated copy in well under a second. Scenarios and plan branches run on the fork; production is never touched.
Seven conversations that used to be tickets.
Pick one. Each plays the way it happens in the product: a rep in Slack, an admin in the side panel, finance with an assistant of their own, or your own AI client over MCP.
Revenue Coach
The good news finds the rep in Slack, and any follow-up question is answered from their own plan and pipeline. A what-if is a real engine run, so the number matches the statement later.
Everything your comp team needs, in one place.
Ditch the spreadsheet chaos. Incentives.guru unifies plan design, calculation, approvals, close and payout into one workflow-driven system.
Visual Workflow Builder
Drag and drop components to model even the most complex comp plans. No formulas hidden in cells.
Modern Tech Powered Calc Engine
Process millions of records in seconds with deterministic output. Every number is traceable back to its source.
Highly Configurable Reporting
Purpose-built views for reps, admins, and analysts. Build once, reuse everywhere, drill into any number, export every row.
Scenario Modeling
Branch the logic, branch the database, change what you want, and use the results to make real decisions. Run side-by-side what-ifs against live data, then promote the winner to production.
AI Agents
Natural-language plan design, anomaly detection, rep-facing commission Q&A, and assistants you define yourself, built in.
Prebuilt Component Library
Tiered commissions, kickers, SPIFs, draws, MBOs, quotas, and more, drop-in components you can fork.
Real-time Salesforce Sync
Close a deal in Salesforce and the payout recalculates in about ten seconds. No polling, no nightly wait, with a scheduled reconcile as the safety net. HubSpot, NetSuite, Workday, ADP and Snowflake sync alongside.
Period Close That Ticks Itself
Sixteen tasks, ten of them completed on evidence. A lock that snapshots what went to payroll, prior-period adjustments by component, and statements emailed to every rep.
Audits That Run Themselves
A SOX audit pack per period, a golden book that gates every release, what changed between runs, and plain-English checks that write and schedule themselves.
Comp admins with superpowers.
Ask the Plan Designer agent to draft a new kicker. Let the Anomaly Agent flag outliers before you close the period. Give reps a Commission Concierge that answers "why did I get paid this?" in plain English.
- ✓ Admin Assistant, live quota and crediting changes behind a confirmation card
- ✓ Plan Designer, natural-language plan drafting, and plan import from a document
- ✓ Scenario Modeling, what-ifs, forecasts & comparisons
- ✓ Revenue Coach, in Slack, with tier countdowns and deal what-ifs
- ✓ Inquiry Admin, answers "why isn't my deal crediting?" gate by gate
- ✓ Data Analyst, ad-hoc exploration of your comp data
- ✓ Report Generation, auto-built visual reports
- ✓ Your own: custom assistants in Settings, and an MCP server for the AI tools you already use
50+ prebuilt comp components. Fork anything.
Start from a library of battle-tested comp building blocks. Tiered commissions, kickers, draws, MBOs, SPIFs, leaderboards, and more.
Comp teams should be surviving thriving.
Closing the period. Chasing data. Patching spreadsheets. Fielding rep questions at 11pm. We get you out of survival mode and into a place where comp ops actually drives the business forward.
Let's make comp ops boring again.
See how teams replace their spreadsheets with Incentives.guru in under 30 days.
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