> ## Documentation Index
> Fetch the complete documentation index at: https://docs.driven.work/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Driven is a sales-compensation platform. Use its terminology: Compensation Plan, Compensation, KPI, Manual KPI, User Variable, Quota, Performance, Payout (Draft, Approved, Paid, Cancelled), Correction, Adjustment. Payout types are equal, deferred and advance. Default roles are Admin and Employee; companies can add custom roles. The Driven Agent builds plans from uploaded documents and chat. The Compensation Builder is where compensations are configured.

# Compensation Builder

> A compensation plan holds one or more compensations. The builder is where you set the KPI, quota, filter and formula.

A **compensation plan** is the container for one team's commission rules. It has a currency and a timezone. Periods, quotas and payouts for that plan all use that timezone, and the company's fiscal year.

A **compensation** is one commission component inside the plan: one KPI, and the formula that turns performance into money. A plan usually has several. New business and renewals are two compensations, not two plans, when the same people are paid on both.

Open a plan from **Plan designer**, then open a compensation to reach the builder. **AI Mode** and **Builder** sit at the top. The header has **Back to** the plan, an issues indicator and **Review & Publish**. **Live Preview** stays on the right on every tab.

![Compensation Builder on Setup, with Row-based selected, Quota based on, and Live Preview](https://mintcdn.com/driven-a7b16d8c/EfofHHnWRF2nRMlf/images/builder-setup.png?fit=max\&auto=format\&n=EfofHHnWRF2nRMlf\&q=85\&s=54020c9aebd07bcfc47cbee3d6d7478a)

## Tabs

| Tab | What you set |
| - | - |
| **Setup** | A name, [how commission is calculated](https://docs.driven.work/compensation-builder/calculation-methods.md), how often it is paid, and whether it uses [quotas](https://docs.driven.work/compensation-builder/quotas.md) |
| **KPI** | The [metric](https://docs.driven.work/compensation-builder/kpis.md) this compensation pays on, and the period that metric is measured over |
| **Quota** | Quota values. Shown only when **Quota based** is on |
| **Filter** | Which deals count |
| **Formula** | The [formula](https://docs.driven.work/compensation-builder/formulas.md) that calculates the payout |

Editors also see **AI Mode** next to **Builder**. That tab talks to the [Driven Agent](https://docs.driven.work/driven-agent.md) about this compensation.

## Preview

**Live Preview** calculates the compensation for one person and one period, using current data. **Preview result as** is where you pick the person and the period. Inside those menus the lists are labeled **Plan members** and **Periods**. The deal table and the breakdown update as you edit.

Use the preview before you publish. It is the same calculation the payout will use while the payout is still a draft.

## Save and publish

* **Save as draft** keeps the compensation unpublished. Drafts are not used in payouts. This button is only there while the compensation is not published yet.
* **Review & Publish** checks the compensation and publishes it. Published compensations are what draft payouts calculate from.

If you leave with unsaved edits, Driven asks you to **Stay** or **Leave**.

Publishing a change that would alter payouts already approved or paid does not rewrite those payouts. Driven opens a review of the difference first. See [Corrections](https://docs.driven.work/compensation-builder/corrections.md).

> **[Calculation methods](https://docs.driven.work/compensation-builder/calculation-methods.md)**
>
> Pay per deal, or pay on the period total.

> **[KPIs](https://docs.driven.work/compensation-builder/kpis.md)**
>
> The metric a compensation measures.

> **[Formulas](https://docs.driven.work/compensation-builder/formulas.md)**
>
> Turn performance into a payout.

> **[Quotas](https://docs.driven.work/compensation-builder/quotas.md)**
>
> Plan-wide, individual and roll-up quotas.


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