Visuals
Comp cards and team views are made of these visuals. Agents can get any of them as SVG with render_visual, and every visual links to the table behind it.
| Visual | Scope | What it shows | How to read it |
|---|---|---|---|
attainment_dial — Attainment dial | person | Bookings as a share of quota for the current period (0–150% scale, tick at 100%). | Compare with the period dial: attainment ahead of time elapsed means the person is on pace. |
period_dial — Period elapsed dial | person | How much of the current period has passed. | 60% of the quarter gone with 40% attainment means they are behind pace. |
payout_curve — Payout curve | person | Variable payout (% of target) for every attainment level, with accelerators and caps, and a marker for where the person is now. | A steeper line after 100% is the accelerator; a flat top is the cap. |
period_bars — Bookings vs quota | person | Bookings per period this fiscal year as columns, quota as a tick on each. | Columns above their tick beat quota for that period. |
ytd_line — Year to date pay | person | Cumulative variable paid vs cumulative target variable through the year. | The paid line above the target line means they are earning more than plan. |
pay_mix — Pay mix | person | OTE split into base and variable (60/40), or base, commission and MBO (60/30/10) when there is an MBO. | Everything but base is at risk: commission on bookings, MBO on objectives. |
mbo_scorecard — MBO scorecard | person | Each MBO objective for the current MBO period: result as a share of target (bar), 100% line, weight, and the payout. | Bars past the line beat the target; an objective pays up to its cap and nothing below its threshold. |
period_table — Period table | person | Every period with quota, bookings, attainment, earned, clawbacks, draw top-ups, recoveries and pay. | The table behind every chart; export it to CSV or Excel. |
team_attainment — Team attainment | team | Current-period attainment for each person on a team, with a line at 100%. | Who is above and below quota at a glance. |
team_table — Team table | team | Each person with plan, OTE, current attainment, YTD attainment and YTD pay. | The manager view; export it to CSV or Excel. |