# Free Comp, Quota, Territory & Capacity Planning Resources

Part of the PeerLab [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Every resource is published in full, free, with no sign-up.

- ["Is My Quota Actually Winnable?" Self-Assessment](https://www.peerlab.ai/library/is-my-quota-actually-winnable-self-assessment/): Assessment/Quiz. A 12-question, numbers-based diagnostic that scores whether your assigned quota is mathematically achievable: across territory size, ramp stage, and pipeline coverage: so quota conversations start from math, not morale.
- ["Is Your Comp Plan Actually Motivating?" Diagnostic](https://www.peerlab.ai/library/comp-plan-motivation-diagnostic/): Assessment/Quiz. A 15-question scored audit that tells you whether your comp plan is driving the behaviours that grow revenue, or just paying out on deals that would have closed anyway.
- [12-Month Rolling Capacity Planning Model](https://www.peerlab.ai/library/rolling-12-month-capacity-planning-model/): Template. Ties the hiring plan to the revenue target month by month across headcount, ramp status, and pipeline coverage, so hiring decisions are triggered by a visible gap instead of a gut feeling.
- [Accelerator & Decelerator Curve Calculator](https://www.peerlab.ai/library/accelerator-decelerator-curve-calculator/): Calculator/Tool. Models the payout curve from 50% to 150%+ quota attainment across a realistic team attainment distribution, so leaders see the true blended cost of a plan, not just its cost at 100%, before they sign off on it.
- [Accelerator Cliff Deferral Audit: Comp Plan Behaviour Diagnostic](https://www.peerlab.ai/library/accelerator-cliff-deferral-audit-comp-plan-diagnostic/): Scorecard/Rubric. A structured scorecard for sales leaders and comp designers to rate their live plan against five cliff-driven failure modes, identify which rep behaviours the plan is actively producing, and leave with a ranked fix list to bring to finance.
- [Account Segmentation & Tiering Rubric](https://www.peerlab.ai/library/account-segmentation-tiering-rubric/): Scorecard/Rubric. A weighted scoring rubric: revenue potential, strategic fit, effort-to-serve, growth trajectory: for sorting every account into Enterprise, Mid-Market, SMB, or Long-tail consistently, instead of by rep gut-feel.
- [Capacity Planning Software Comparison Directory](https://www.peerlab.ai/library/capacity-planning-software-comparison-directory/): Directory. An opinionated, curated comparison of territory, quota, and capacity planning tools, with build-vs-buy guidance for every stage of scale.
- [Commission Clawback Clause Language Library](https://www.peerlab.ai/library/commission-clawback-clause-language-library/): Script/Swipe. Ready-to-adapt clawback and chargeback clause language for churned, refunded, downgraded, and fraudulent deals, the wording plan documents are missing right up until the first disputed deduction lands on a paycheck.
- [Commission Statement Decoder](https://www.peerlab.ai/library/commission-statement-decoder/): Guide. A line-by-line walkthrough of every field on a typical commission statement, so you can catch payout errors yourself instead of assuming finance got it right.
- [Comp Plan Rollout Announcement Script](https://www.peerlab.ai/library/comp-plan-rollout-announcement-script/): Script/Swipe. A word-for-word all-hands talk track plus a 12-question FAQ document for launching a new compensation plan, designed to get ahead of the anxiety and misinformation that turns a comp change into a resignation spike.
- [Comp Plan Types Cheat Sheet](https://www.peerlab.ai/library/comp-plan-types-cheat-sheet/): Cheat Sheet. A one-page, side-by-side comparison of the four core sales compensation models: core commission, tiered, relative-rank, and multiplier: with the mechanic, best-fit scenario, and failure mode for each so you pick the right one instead of the familiar one.
- [Draw-Against-Commission Agreement Template](https://www.peerlab.ai/library/draw-against-commission-agreement-template/): Template. A ready-to-adapt draw-against-commission agreement that clearly separates recoverable draws (advances carrying a repayment obligation) from non-recoverable draws (a guaranteed floor), useful to reps signing one and leaders drafting one.
- [Headcount-to-Quota Capacity Calculator](https://www.peerlab.ai/library/headcount-to-quota-capacity-calculator/): Calculator/Tool. A step-by-step reverse calculation that turns a revenue target into the exact number of reps you need to hire, split by ramp stage and adjusted for attrition, so headcount planning stops being a guess.
- [New-Hire Ramp Quota Schedule Template](https://www.peerlab.ai/library/new-hire-ramp-quota-schedule-template/): Template. A month-by-month 0/50/75/100% ramp schedule with milestone checkpoints for a new rep's first two quarters, so ramp expectations are explicit instead of improvised.
- [OTE Calculator (On-Target Earnings Breakdown)](https://www.peerlab.ai/library/ote-calculator-on-target-earnings/): Calculator/Tool. Plug in your base, variable, and accelerator terms to see exactly what 80%, 100%, and 120% quota attainment actually pays out.
- [OTE Reality Check: Comp Plan Audit Checklist for Candidates](https://www.peerlab.ai/library/ote-reality-check-comp-plan-audit-checklist-candidates/): Checklist. A 30-point, section-by-section checklist that walks AEs and SDRs through every clause and number in a comp plan document before they sign. Covers quota attainability, accelerator tiers, clawback, territory definition, and plan change history, with a built-in earnings modelling table.
- [Quota Attainment Pacing Tracker](https://www.peerlab.ai/library/quota-attainment-pacing-tracker/): Template. Turns your daily and weekly booked revenue into a live 'will I hit quota' forecast you can update in under two minutes.
- [Quota Fairness & Sandbagging Audit Checklist](https://www.peerlab.ai/library/quota-fairness-sandbagging-audit-checklist/): Checklist. A structured 17-point audit that surfaces the quota-setting patterns: sandbagged territories, stacked ramp assumptions, uneven TAM, comp-history bias: that quietly convince reps the number is rigged, before that belief shows up as attrition.
- [Quota Relief Request Template](https://www.peerlab.ai/library/quota-relief-request-template/): Template. A pre-built business-case format for requesting a quota adjustment after territory loss, market shock, or extended leave: built to get a fast, fair answer instead of a stalled conversation.
- [Quota-Capacity Gap Report Template](https://www.peerlab.ai/library/quota-capacity-gap-report-template/): Template. A board-ready one-pager showing the delta between assigned quota and the capacity actually available to carry it, with root causes and owned actions.
- [Quota-Setting 1:1 Conversation Script](https://www.peerlab.ai/library/quota-setting-1on1-conversation-script/): Script/Swipe. A manager talk track for defending a quota number to a skeptical rep using five-input capacity math instead of authority, plus scripted responses to the four objections managers hear most.
- [Rep Earning-Potential-by-Level Calculator](https://www.peerlab.ai/library/rep-earning-potential-by-level-calculator/): Calculator/Tool. A compensation ladder and formula that models OTE growth from SDR through Enterprise AE, showing that mastering the skills that shorten time-in-level compounds into six-figure differences in lifetime earnings.
- [Sales Comp Benchmark Data Sources Directory](https://www.peerlab.ai/library/sales-comp-benchmark-data-sources-directory/): Directory. An annotated directory of where to pull real, defensible OTE and pay-mix benchmark data by role, industry, and region, from live SaaS platforms to consulting-grade surveys.
- [Sales Compensation Plan Change Impact Calculator](https://www.peerlab.ai/library/sales-comp-plan-change-impact-calculator/): Template. A structured template that models exactly how a proposed comp plan change affects rep take-home pay across five performance bands, flags flight-risk reps, and shows total payroll cost under both plans before you commit to anything. Built for sales leaders and RevOps analysts who need to answer the CFO's actual question: who wins, who loses, and what does it cost?
- [Sales Compensation Plan Design Checklist](https://www.peerlab.ai/library/sales-compensation-plan-design-checklist/): Checklist. A 20-point pre-launch checklist that catches the pay-mix, accelerator, cap, and payout-mechanics mistakes that don't show up until the first commission run goes wrong.
- [Sales Org Design Ratios Guide](https://www.peerlab.ai/library/sales-org-design-ratios-guide/): Guide. Benchmark ratios for reps-per-manager, SDR-to-AE, and CS-to-AE staffing so you can sanity-check a proposed org structure against proven ranges before you build headcount plans on top of it.
- [SPIFF & Spot-Bonus Program Templates](https://www.peerlab.ai/library/spiff-spot-bonus-program-templates/): Template. Five ready-to-launch short-cycle incentive templates: product push, pipeline generation, save play, new-logo blitz, and cross-sell spot bonus, each with the cost-cap math built in so you can approve a SPIFF without guessing what it'll actually cost.
- [Territory & Quota Planning Glossary](https://www.peerlab.ai/library/territory-quota-planning-glossary/): Cheat Sheet. Plain-English definitions of TAM, SAM, quota carry, ramp, capacity, whitespace, and the other 20-odd terms that get mixed up in every planning meeting.
- [Territory Design Fairness Scorecard](https://www.peerlab.ai/library/territory-design-fairness-scorecard/): Scorecard/Rubric. A six-criteria fairness scorecard that scores a proposed territory carve-up: revenue parity, account-count parity, logistics burden, pipeline inheritance, ramp-adjusted opportunity, and performance neutrality, before reps ever see the new map.
- [Territory Mapping & Whitespace Toolkit](https://www.peerlab.ai/library/territory-mapping-whitespace-toolkit/): Toolkit. Three bundled tools: an account-list template, a weighted whitespace-scoring sheet, and a coverage-map build, for rebuilding a territory from a blank page.
- [Territory Realignment Announcement Script](https://www.peerlab.ai/library/territory-realignment-announcement-script/): Script/Swipe. Word-for-word talk tracks: for reps losing accounts, reps gaining accounts, the group announcement, and the follow-up email, for delivering territory changes without triggering a walkout.
- [Territory Whitespace Analysis Checklist](https://www.peerlab.ai/library/territory-whitespace-analysis-checklist/): Checklist. A five-phase, step-by-step audit for finding under-covered accounts and orphaned patches before you touch a territory map.
- [Top-Down vs. Bottom-Up Quota-Setting Framework](https://www.peerlab.ai/library/top-down-bottom-up-quota-setting-framework/): Framework. A side-by-side reconciliation method that runs the finance-driven top-down quota and the territory-built bottom-up quota in parallel, flags where they diverge, and gives decision rules for closing the gap before rollout, instead of after reps start pushing back.
- [Variable Pay Mix Decision Framework: Base vs. Commission Split](https://www.peerlab.ai/library/variable-pay-mix-decision-framework-base-vs-commission-split/): Framework. A structured scoring framework that helps revenue leaders choose the right base-to-variable pay split for each sales role before opening a spreadsheet. Works role by role using four factors: sales cycle length, rep influence, role complexity, and revenue motion.