Quarterly Bonus

This rule defines a quarterly tiered bonus based on a monetary target called Sales Closed. As attainment increases, the bonus percentage grows across tiers.

🔍 How It Works

Start node initializes the logic.
A bonus node calculates a tiered outcome using the user's quarterly attainment.
A payment node sends 100% of the bonus to the user (owner) in the current month.

🧩 Nodes Used

Node Type	Purpose
`start`	Entry point for the rule logic.
`bonus -> tiered`	Calculates a tiered bonus based on the user's quarterly attainment.
`payment`	Sends payout to the deal owner in the current month.

📈 Bonus Tiers

% of Target Achieved	Bonus Paid (%)
0% – 99.99%	0%
100% – 109.99%	100%
110% – 129.99%	150%
130% – 149.99%	175%
150% and above	200%

💰 Payment Details

Timing: Current month
Recipient: Owner
Amount: 100% of calculated bonus

🧱 Full Dolfin Diagram

{
  "edges": [
    {
      "id": "start-node->placeholder-7455b9b1-c326-4751-8dae-140f41001930",
      "type": "default",
      "source": "start-node",
      "target": "placeholder-7455b9b1-c326-4751-8dae-140f41001930",
    },
    {
      "id": "edge-placeholder-7455b9b1-c326-4751-8dae-140f41001930-7dddc834-1833-4038-8352-e7587b01bcc2",
      "type": "default",
      "source": "placeholder-7455b9b1-c326-4751-8dae-140f41001930",
      "target": "7dddc834-1833-4038-8352-e7587b01bcc2",
    }
  ],
  "nodes": [
    {
      "id": "start-node",
      "data": {},
      "type": "start"
    },
    {
      "id": "placeholder-7455b9b1-c326-4751-8dae-140f41001930",
      "data": {
        "id": "bonus",
        "type": "compensation calculations",
        "edges": [{ "type": "default" }],
        "formData": {
          "type": "tiered",
          "label": "Sales Closed",
          "tiers": [
            { "value": "0", "attainment": 0 },
            { "value": "100", "attainment": 100 },
            { "value": "150", "attainment": 110 },
            { "value": "175", "attainment": 130 },
            { "value": "200", "attainment": 150 }
          ],
          "target": {
            "label": "Sales Closed",
            "type": "monetary",
            "period": "quarter",
            "metric_id": 29
          },
          "contributor": { "key": "user", "label": "User" },
          "reference_type": "target"
        }
      },
      "type": "bonus"
    },
    {
      "id": "7dddc834-1833-4038-8352-e7587b01bcc2",
      "data": {
        "id": "payment",
        "type": "payment",
        "edges": [],
        "formData": {
          "phases": [
            {
              "id": "34d039d8-cf7b-4724-8c19-0576e0b20631",
              "timing": "current_month",
              "percentage": 1
            }
          ],
          "recipients": [
            {
              "id": "95309015-0dfa-4193-8517-253299d1e96c",
              "recipient": "owner",
              "percentage": 1
            }
          ]
        }
      },
      "type": "payment"
    }
  ]
}

Sample test case

📐 Metric Used: Sales Closed

The Sales Closed target in this rule is based on the following metric definition:

{
  "type": "monetary",
  "label": "Sales Closed",
  "source": "deal",
  "filters": {
    "==": [
      { "var": "deal.stage" },
      "Won"
    ]
  },
  "formula": "deal.amount",
  "rule_id": 999,
  "metric_id": 29,
  "user_field": "deal.owner_id",
  "accrual_date_field": "deal.close_date",
  "description": "Sum of deal amounts for deals marked as 'Won'",
  "aggregated_value": 0,
  "aggregate_function": "sum",
  "formula_explanation": "Sum of all deal amounts where stage is 'Won'"
}

📄 Example Deals for a Quarterly Commission Cycle

Deal ID	Stage	Close Date	Amount	Currency	Contributes to Metric?
D-001	Won	2025-04-01	20,000	USD	✅ Yes
D-002	Open	2025-04-10	18,000	USD	❌ No (not Won)
D-003	Won	2025-05-05	30,000	USD	✅ Yes
D-004	Lost	2025-05-20	25,000	USD	❌ No (Lost)
D-005	Won	2025-06-10	35,000	USD	✅ Yes

📊 Metric Calculation

Metric: Sales Closed
Quarter: Q2 2025
User: AE John Smith
Eligible Deals: D-001, D-003, D-005
Total Sales Closed: 20,000 + 30,000 + 35,000 = 85,000

🎯 Target and Attainment

Target Amount: 80,000
Actual Metric Value: 85,000
Attainment: 85,000 / 80,000 = 1.0625 → 106.25%

💰 Bonus Outcome (per rule logic)

Tier Range (% Achieved)	Bonus Paid (%)
100% – 109.99%	100%

✅ Final Payout

Rule Type: Bonus
Base Bonus Defined in Rule: $3,000
Applied Bonus Percentage: 100%
Payout Amount: $3,000 × 100% = $3,000
Timing: Paid in current month via payment node

Quarterly Bonus

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