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27 changes: 27 additions & 0 deletions src/handbook/sales/customer-success.md
Original file line number Diff line number Diff line change
Expand Up @@ -360,3 +360,30 @@ When a customer requests access to the FlowFuse Assistant, do the following:
On the deadline day, go through the remaining instances and restart them.
Check that each one comes back online properly, and assist customers with any
issues that come up.

## Customer Success Commission Structure

The Customer Success team is compensated under a quarterly commission plan that rewards retention, growth, and product engagement.

### Commission Components
Payouts are based on two equally weighted goals (50% each). Note that weightings and specific targets are subject to review at the start of each fiscal year or quarter.

1. Net Retention Revenue (NRR) (50%): Measured against a 115% NRR goal. (100% NRR = 0% payout; 115% NRR = 100% payout).
2. Quarterly KPI (50%): Focused on product engagement (e.g., 10 Customer PRs).
**_Note: overachievement bonus applies to NRR only, and the KPI goal has no overachievement upside._**

### Commission Currency

Commission payouts are denominated in USD, aligning CSM financial incentives directly with the company's primary revenue currency.

### When Transactions are Credited
To align with SaaS market standards, commission is credited based on the Effective Date of the contract change (when the revenue officially starts or stops). _**To be confirmed**_

| Metric | Credit Date for Commission |
| ----------------------| -----------------------------|
| Churn | Contract End Date |
| Expansion (In-Term) | Provisioning/Effective Date |
| Expansion (Renewal) | New Contract Start Date |
| Renewal | New Contract Start Date |
| Contraction | New Contract Start Date |
_Example: If a renewal is signed in Q4 but the "Effective Start Date" is in Q1, the commission is earned in Q1._