SDR: meetings and sourced revenue

A fixed amount per qualified meeting, plus a slice of anything sourced that closes.

Worked example

20 meetings at $100 each is $2,000, plus 2% of $200,000 sourced and won.

The plan definition

This is the plan exactly as the product would create it. Rates are decimal strings rather than numbers throughout, because binary floating point cannot represent most of them exactly and a commission rate is not a place to discover that.

id: sdr-per-meeting
version: 1
effective_from: 2026-01-01
period: monthly
currency: USD
measures:
  meetings: 'count(allocations where allocation.deal.deal_type == "meeting")'
components:
  - id: meetings_held
    label: Qualified Meetings
    applies_to: 'allocation.deal.deal_type == "meeting"'
    basis: "10000"
    rate:
      type: flat
      rate: "1"
  - id: sourced_won
    label: Sourced Closed-Won
    applies_to: 'allocation.deal.deal_type == "new_business"'
    basis: allocation.amount
    rate:
      type: flat
      rate: "0.02"

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