Template

Sales Windfall Closed Deal Review Agenda Template

 and  three contributors
Jan 05, 2026

Summary

The goal of a sales windfall closed deal review is to conduct a fair, transparent, and objective review of a large and out-of-the-ordinary deal to determine whether it meets the criteria for a windfall clause and, if so, to agree on appropriate remediation for the rep involved. The meeting seeks to ensure fairness for the rep, accuracy for the business, and a sustainable compensation model. This template provides those leading such a review with a standardized structure and agenda to complete a comprehensive review of these deals.

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