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A Guide to Setting up Sales Incentive & Compensation Plans on HubSpot
A practical handbook for sales leaders | Examples + ready-to-use HubSpot templates
What’s Inside the eBook
This eBook is designed for leaders who want a straightforward way to align sales incentives with business goals; without complicated tools. Here’s what you’ll find:
An Executive Framework for Incentives
Clear, fair, and logical models that sales reps understand and leaders can manage.
Step-by-Step Design Approach
A breakdown of how to set objectives, choose metrics, and define payout mechanics.
Ready-to-use HubSpot templates
Pre-built properties, workflows, and dashboards that can be implemented directly in HubSpot.
Practical Examples at Every Level
Sample compensation plans for SDRs, sales reps, managers, recruiters, and VPs of Sales.
A First Look at What You’ll Be Able to Do
Inside the eBook, you’ll discover how to
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Shift to Real-Time Incentive Tracking
Shift to Real-Time Incentive TrackingTrack incentives directly in HubSpot for real-time visibility without spreadsheets.
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Automate Commissions & Notifications
Let HubSpot calculate payouts and send instant alerts to reps when a deal closes.
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Set Up Incentives Fast with Ready-to-Use HubSpot Templates
Use pre-built deal properties, role associations, workflows, and dashboards designed for direct use in HubSpot.
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Build Dashboards for Every Role
Give reps, managers, and finance real-time visibility into incentives — all inside HubSpot.