Comp Plan What-If Modeler

The problem this kills

Comp plan season is a guessing game played with a fortune at stake. Someone in a spreadsheet tweaks the base rate, adds an accelerator above quota, slaps a cap on the top tier, and then everybody crosses their fingers and hopes the new plan motivates the team without blowing up payroll. Nobody actually knows what the plan would have cost if it had been live last year, or which reps would have quietly lost thousands of dollars and started polishing their resumes.

So plans ship on gut feel. Three months later finance discovers the accelerator was too generous and the company is over budget, or two of your best closers realize the new tiers punish big deals and they walk. Both outcomes are expensive, and both were completely predictable from data you already have sitting in your CRM.

This tool turns that guess into a forecast. Feed it your real closed-deal history and a proposed plan, and it shows you the bill before you sign it.

What you'll build

A private internal web app, just for your leadership, ops, and finance team, that lets you:

• Import your historical closed deals (from a CSV or Google Sheet, no integration required).
• Define your current comp plan and one or more proposed plans: base rates, tiers, quota thresholds, accelerators, caps, and any quirks your real plan has.
• Run each proposed plan against the same deal history and project total payout, total cost-of-sale, and per-rep impact.
• See, side by side, exactly who wins and who loses under each scenario, and by how much.
• Version every scenario so you can revisit and compare your work.
• Have leadership formally approve and publish one plan version, which downstream calculators can then trust as the official source.
• Export the scenario results and the published plan definition as clean CSV.

It is deliberately read-only on payroll. Nothing here ever commits a real payout. It models, it compares, it informs the decision.

What's inside the Implementation Plan

The plan is a single markdown file you paste into Claude Code (a free AI coding agent that writes and runs the code for you). You do not need to know how to program.

It opens by interviewing you about your business, so the tool is tailored to how you actually pay people, not a generic template. It asks how your current plan really works, what your deal data looks like and what the columns are named, your typical and peak deal volumes, your exact tier and accelerator rules, and the messy exceptions (splits, draws, clawbacks, SPIFs). Then it reflects a short spec back to you, gets your thumbs-up, and only then starts building.

From there it walks you step by step through standing up the database, the import, the modeling engine, the side-by-side scenario comparison, the leadership approval gate, and the CSV export, with a ready-to-paste prompt at the end of every step.

The governance it includes (this is the point)

This is not a throwaway spreadsheet. The plan builds in real controls from the start:

• Login so only your team can open the tool.
• Row-level security so each company only ever sees its own deals and plans.
• A full audit trail: who created which scenario, who edited a plan, who approved it, and when.
• A human approval gate: leadership reviews the modeled impact and formally approves and publishes the chosen plan version. The AI models; a person decides.
• Duplicate guards: every scenario has its own ID and every adopted plan gets a version number, so the same work cannot be processed twice or quietly overwritten.

Who it's for

Sales leadership, sales ops, and finance teams who are designing next year's comp plan and want to see the payroll impact before they commit, not after. If you have ever shipped a plan and held your breath, this is for you.

You've got this. Paste the first prompt and let the agent interview you.