Popular Articles
How Do Advanced SQL Statements Work?
What Are Advanced SQL Statements? Our technical team may configure advanced SQL statements which operate directly against the database. This is done a/ for performance reasons, b/ to perform complex queries spanning multiple entities, or c/ to ...
Do You Have A Plan Configuration Checklist?
We recommend using the following checklist to verify plan configuration. This is a very detailed checklist to help ensure (almost) nothing has been missed. ================ Plan Configuration Check List ================ Plan - Sanity Check [x] My ...
Defining Attainment Levels and Associated Rewards
Incentive design step This article is referenced by our incentive design guide as step #4. Once you have chosen a performance metric (ex: revenue) and a way to measure it (ex: raw value), you have to define attainment levels and associated rewards ...
Checking If Transactions Can Be Credited To a Team (Advanced)
Applicability This topic is applicable to the following scenario: You are creating a new incentive plan You want to measure sales performance by individual Sales transactions have one of the following issue They do not include "Owner / Sold By" data ...
How Can I Assign Users To Plans?
Sales Cookie makes it easy to assign users to plans. In fact, plan assignment can be automated so that, as you add more users, they are automatically assigned to the right plans. Assigning Users To Plans To assign users to plans, start from plans: ...