Commission Holdback

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What is Commission Holdback?

Commission holdback is a compensation mechanism where a portion of a salesperson's earned commission is temporarily withheld and only paid out when certain conditions are met. It functions as risk-sharing between the company and salesperson.

Unlike clawback, where commission is recovered after payment, holdback is never paid until conditions are met—making it administratively simpler.

Why Use Holdback?

Holdback solves several challenges:

Churn protection: Reduces the risk of paying full commission for customers who quickly cancel.

Payment risk: Ensures the customer actually pays before full commission is released.

Cash flow balance: Helps the company match commission expenses with actual revenue.

Typical Holdback Models

Model 1: Time-Based Holdback

A percentage is withheld and released after a period:

TimingPayout
At deal close75% of commission
After 90 days25% of commission (if customer still active)

Model 2: Payment-Based Holdback

Commission is released as the customer pays:

Customer PaymentCommission Released
First invoice paid50% of commission
Second invoice paid25% of commission
Third invoice paid25% of commission

Model 3: Quarterly Holdback Pool

A portion of all commission is pooled and released based on performance:

  • 20% of all quarterly commission goes into holdback pool
  • Pool is released if quarterly churn is below target
  • If churn exceeds target, pool is reduced proportionally

Calculation Examples

Example 1: Standard 25% Holdback

ElementValue
Deal value (ACV)$75,000
Commission rate10%
Gross commission$7,500
Paid at close (75%)$5,625
Holdback (25%)$1,875

After 90 days, if customer is still active:

  • Holdback released: $1,875
  • Total commission: $7,500

Example 2: Forfeited Holdback on Churn

Same scenario, but customer cancels after 60 days:

  • Paid: $5,625
  • Holdback forfeited: $1,875 withheld permanently
  • Total commission: $5,625

Compared to clawback, the company would need to recover money here.

Example 3: Payment-Based Holdback

3-year contract with annual prepayment:

TimingCustomer PaymentCommission Released
Year 1 paid$45,000$4,500 (10%)
Year 2 paid$45,000$0 (already credited)
Year 3 paid$45,000$0

Alternatively with holdback on TCV:

TimingCommission Released
At signing$6,750 (50% of $13,500)
Year 2 paid$3,375 (25%)
Year 3 paid$3,375 (25%)

Holdback vs. Clawback

AspectHoldbackClawback
TimingWithheld before paymentRecovered after payment
AdministrationSimplerMore complex
Rep experience"Waiting for money""Must pay back"
Cash flow for repDelayed receiptRisk of negative paycheck
LegalUsually straightforwardCan be complex in some jurisdictions

Benefits of Holdback

  • Risk reduction: Company only pays for value that materializes
  • No payback: Reps avoid having to repay commission
  • Simple administration: Easier than handling clawbacks
  • Quality incentive: Reps focus on customers who stay

Challenges with Holdback

  • Cash flow for reps: Delayed payments can be problematic
  • Complex tracking: Requires systems to track holdbacks
  • Communication: Reps need to understand when holdback releases
  • Motivation: Can feel "punitive" to salespeople

Best Practices

1. Keep Holdback Percentage Reasonable

Typically 15-25%—higher holdback can demotivate.

2. Set Clear Release Rules

Be specific about conditions and timing.

3. Provide Visibility

Let reps see their holdback balance and expected release.

4. Match Business Risk

Higher holdback for high-risk segments (e.g., SMB with high churn).

Related Terms

Conclusion

Holdback is an effective tool for balancing risk between company and salesperson. By withholding a portion of commission until value is realized, you avoid the administrative challenges of clawbacks.

Want to automate holdback administration? Prowi can track holdbacks, calculate releases, and give reps full visibility. Book a demo to see how we can simplify your commission administration.