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 ...
What Is The Difference Between Cumulative And Non-Cumulative Tiers?
This article is only applicable if your commission plan has multiple attainment tiers, each with a different payout. If your plan does NOT have tiers (ex: you pay commissions per-transaction with no required minimum), skip ahead. Consider a sample ...