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Technology Sales Incentive Starter Kit for Managed Service Providers in Software and Hardware Technology

Use the free workbook to organize your program context, then build practical prompts for a Sales Incentive Program that rewards recurring revenue, expansion, renewals, projects, and learning.

Get the free starter kit Excel workbook + 12 customizable prompts

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Start with one sales behavior.

Tell us where to send the kit. You can download it immediately, then customize the workbook and prompt library for your team.

Technology Sales Incentive Starter Kit

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Define earning rulesSeparate MRR, annual gross profit, projects, renewals, and learning.
Review exceptionsCheck term, margin, collection, approvals, and event caps.
Track paymentsConnect approved earnings, paid amounts, and outstanding balances.

See what you get

Turn sales policy into rules people can follow.

Use the fictional examples to understand the calculations, then replace them with your service lines, roles, commercial measures, and finance-approved policies.

Excel workbook · Setup tab
Preview of the MSP Sales Rewards workbook Setup tab

Worked reward example

Keep recurring-revenue rewards traceable.

A new managed-service sale earns a percentage of annual gross profit when term, margin, collection, and approval requirements are met.

Eligible annual gross profit$10,800
Reward rate10%
Amount already paid$500
Approved reward$1,080
Outstanding payment$580
Fictional example from the starter workbook. Included rates and amounts are examples, not compensation benchmarks.

When the spreadsheet becomes the bottleneck

Bring us your program rules.

Sepals can help when you need multiple programs, complex eligibility, connected CRM, PSA, and finance data, or recurring reconciliation at scale.

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