BTHE BARATELLI INSTITUTE · Mentoring at Scale
FOR OWNERS · CFOs · SALES MANAGERS BUILDING OR REBUILDING COMP · B2B EQUIPMENT, SOLAR, HVAC, MODULAR, RESTAURANT SUPPLY

Sales rep comp drives 80% of behavior. Is yours pointed at the right number?

If you pay flat % of revenue, reps discount to close. If you don't separate hardware from service-contract attach, reps never sell the service. If you pay the same for big deals and small ones, reps cherry-pick. The comp plan isn't an HR document — it's the strategic lever that determines which deals get worked, which products get attached, and how much margin reaches the bottom line. Model it. Then change it.

Comp Curve
50% → 150%
Cost of Sales
% of revenue
Discount Leak
What rep gives away
Attach Lift
Service + parts
YOUR COMP PLAN
1
Rep basics
2
Quota & commission
3
Deal mix
4
Ramp & clawback
5
Model & lever
STAGE 1 OF 5

Rep basics

Who you're paying, base salary, team size. Defaults are typical for a mid-market B2B equipment outside rep — say, Wheeler Cat construction-equipment rep covering a territory.

Annual base. Equipment outside reps: $60-95K typical. Solar dealer: $50-80K. HVAC: $55-80K.
$
Total reps you're modeling. Used to scale plan cost.
Realistic ceiling for an A-player working the full territory at full capacity. Different from quota.
$
The expected number. Set at ~70-80% of territory potential to make 100% attainment achievable for solid performers.
$
The comp-plan rule of three. A working B2B sales comp plan does three things: (1) pays meaningfully when the rep produces, (2) doesn't bleed margin via discount-leakage incentives, (3) points behavior at the second metric — service contract attach, deal mix, multi-year terms — that determines downstream profitability. Most plans hit one of three. Build for all three.
STAGE 2 OF 5

Quota structure & commission rate

The mechanical core of the plan. Rate below quota, rate above quota, accelerator structure, cap if any.

Rate paid on revenue $0 to quota. B2B equipment: 1.5-3% typical. Could be 0% if pure quota-bonus structure.
%
Higher rate to push beyond quota. Equipment: 4-7% typical. Designed to be motivating but not bankrupt-the-house if a rep blows out.
%
Discrete bonus paid when rep hits 100%. Often $5-15K. Set to 0 if your plan is purely commission.
$
Hard ceiling on annual variable comp. 0 = no cap. Most B2B plans don't cap, but some legal/compliance structures do.
$
% of gross revenue lost to discounts reps offer to close deals. Plans with no discount discipline see 6-12% leakage. Plans with discipline (split commission on discounts beyond X%): 2-4%.
%
If rep discounts beyond this, comm rate halves. The "discount discipline" lever. Typical: 5-10%.
%
STAGE 3 OF 5

Deal mix — by category

Different deal types deserve different commission rates. Hardware sales drive top line; service contracts drive recurring margin; parts drive everyday profitability. Most plans pay the same rate across all three — and reps respond by selling only hardware.

Mix of revenue + commission rate by deal type:

Hardware / new equipment (% of rep revenue)
%
Rate (above quota)
%
Note
Headline driver. Drives quota.
Service contracts (% of rep revenue)
%
Rate
%
Note
Recurring margin. Pay higher rate.
Parts & consumables (% of rep revenue)
%
Rate
%
Note
High-frequency, lower-margin.
Rentals (% of rep revenue)
%
Rate
%
Note
Often a path to rent-to-buy.
% of hardware deals where rep attaches a service contract. Best-in-class equipment dealers hit 35-55%. Most run 18-30%.
%
Spot bonus when rep attaches service contract to hardware deal. Common: $500-2,000. The cheapest behavior lever in B2B sales.
$
STAGE 4 OF 5

Ramp period & clawback rules

New hires take time to ramp. Deals that don't close as expected need to come back from the rep. The two structural details that determine plan fairness.

B2B equipment outside rep: 9-15 months typical. Solar: 6-9. Restaurant supply: 12-18. Mining/specialty: 18-24.
Minimum comp during ramp, % of OTE at 100%. Usually 70-85% in ramp month 1-3, then taper. Prevents starvation while pipeline builds.
%
When does paid commission get clawed back? Standard: customer cancels within 90 days, deal doesn't ship, deal returned, customer doesn't pay.
When two reps work the same deal. Common: hunter (closed) gets 70%, farmer (supported) gets 30%. Or fixed 50/50.
All-in sales cost (base + variable + SPIFs + bonuses) target. B2B equipment dealer benchmark: 8-15% of revenue. Solar: 7-12%. SaaS comparison: 20-30%.
%
For "what does a discount really cost" math. Equipment dealer hardware margin: 18-28% typical. Solar: 22-32%. Restaurant supply: 25-35%.
%
STAGE 5 OF 5

Model the plan · behavior levers

Comp curve at every attainment level. Plan-cost as % of revenue. Behavior-shift predictions if you change the levers.

HERE, TRY THESE. THEY MAY HELP.

Comp plan is the lever. Sales operating model is the engine.

The Business Operators Blueprint covers territory design, pipeline discipline, win/loss methodology, hunter-vs-farmer structure, and the second-sale playbook. The CFO & Controller's Guide adds sales-cost benchmarking, commission accrual accounting, ASC 606 revenue recognition on bundled deals, and the SG&A leverage that compounds when comp design works.

CFO & Controller's Guide Business Operators Blueprint All free tools
Practitioner reference. Outputs are estimates based on inputs and industry-typical response rates to comp-plan levers. Actual rep behavior depends on culture, management discipline, deal-review process, territory design, product fit, and a dozen other variables this tool doesn\'t capture. Use the output as a structured starting point for comp-design discussions, not a final compensation formula. This is not financial, tax, legal, or HR advice.
WANT THE METHODOLOGY BEHIND THIS TOOL?
This calculator pairs with the Business Operators Blueprint and CFO & Controller's Guide.
The tool gives you the comp math. The Blueprint gives you the surrounding sales operating model — territory design, pipeline discipline, win/loss methodology, hunter-vs-farmer team structure, deal-review cadence, and the second-sale playbook. The CFO Guide adds the financial-statement layer — sales-cost benchmarking, ASC 606 revenue recognition on bundled deals (hardware + service + parts), commission accrual accounting, and the SG&A leverage that compounds when comp design works.
Methodology references: BOP Module 9 (Sales operating model) and CFO Guide Ch 13 (Sales-cost & commission accounting).
Read the Blueprint → CFO & Controller's Guide All free tools
PROFESSIONAL DISCLAIMER · PLEASE READ

Educational and informational purposes only. This calculator and any output it produces are intended solely for general educational and decision-support purposes. They do not constitute investment, tax, legal, accounting, HR, or any other professional advice, and they do not create a fiduciary, attorney-client, accountant-client, or advisor-client relationship of any kind.

Estimates based on your inputs and industry-typical response rates. All results are estimates derived from the data and assumptions you provide. Actual rep behavior depends on culture, management discipline, deal-review process, territory design, product fit, market conditions, and dozens of other variables this tool does not capture. Industry response rates to comp-plan levers (attach lift, discount discipline, second-sale uplift, ramp-period retention) are typical ranges, not guarantees. The Baratelli Institute, its affiliates, and any co-branding professional make no warranty of accuracy, completeness, currency, or fitness for any particular purpose, and disclaim all liability for decisions made in reliance on the output.

Consult your own qualified professionals. Before implementing any compensation plan calculated here — or any material change to an existing plan — consult your own attorney, CPA, HR professional, employment counsel, or sales operations specialist licensed in your jurisdiction who has reviewed your specific facts and applicable current law. Compensation-plan changes may have legal, payroll-tax, ASC 606 revenue-recognition, and ERISA implications depending on plan design. The Baratelli Institute is a publisher of practitioner reference material. It is not a registered investment adviser, broker-dealer, law firm, accounting firm, HR consultancy, or sales operations advisor.

Co-branded versions: If a professional advisor's name and contact information appear on this tool, that advisor has elected to make the tool available to clients as a courtesy. Inclusion of an advisor's name does not constitute the advisor's endorsement of any specific result, nor does it transfer professional responsibility for the underlying methodology to that advisor. The disclaimer above applies regardless of co-branding.

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