Admin Training - Agenda

Admin Training - Agenda


Why Automate?
  • Eliminate manual spreadsheets
    • Including the need to manually generate / revise / archive / distribute them
  • Bulk-calculate across all payees
  • Manage rates and quotas
  • Increase commission agility
  • Improve accuracy and avoid costly mistakes
  • Deliver reporting across all payees
  • Increase transparency and motivate reps
  • Provide managers more visibility on team performance
  • Deliver accounting & legal compliance
  • Track all commission "facts" in a data repository
  • Provide real-time visibility on commissions (if data flow can be automated)

Key Automation Concepts
Plan (a way to pay commissions) 
Calculation (a combination of a plan + period)
Transactions (any commissionable event)
Aliases (a way to credit users / teams)
Tags (a way to categorize users / teams)
Credits (attribution of transactions to users / teams)
Rewards (a payout - monetary or not)
Custom Variables (a time-dependent input on users / teams / plans)
Formulas (data processing scripts)
Calculation Stages (filtering > crediting > attainment, etc.)
Estimated Commission (ex: pay when you get paid)
Credited vs. Beneficiary (ex: credit employee but pay manager)

Application Layout
Admin Components
Payee Components

Reviewing Plans
Individually (Review tab)
Globally (Tools > Export All Plans)

Your Admin Workflow
Run Calculations (can be automated)

Running Calculations
Manually
Avoiding Errors (calculation warnings)

Auditing Calculations

Releasing Calculations
When To Release
Manually
Automatically

Auditing Transactions
Checking Current Sync Status
Finding Transactions (global search, search filter)
Reviewing Credits & Commissions

Making Adjustments
From Calculations
From Transactions
From Rep Dashboards
Using Tools

Managing Custom Variables
Individually
Via Bulk Quota Tool
Via Export Custom Variables Tool

Managing Teams
Individually
Via Bulk Edit Teams

Creating Reports
Built-in

Advanced Topics
Amortization (ASC 606)
Recoverable Payouts
Rep Balances

Video Recording

    • Related Articles

    • Error - You Cannot Perform This Action Because You Are Not A Full Admin

      This error indicates that you have the limited admin role, and do not have sufficient permissions to perform the action - because it requires you to be a full admin. To change your role, you must contact your workspace administrator. To learn more ...

    • How Can I Embed Web Content Within Sales Cookie?

      You can create and publish announcements to personal incentive dashboards. However, sometimes you already have some existing content you want to show within Sales Cookie. This could be: Sales resources Sales training guides Various documents (ex: ...

    • How Do I Use Professional Services?

      When you request professional services, we will ask you to authorize service hours. This helps you define a maximum budget for services. Your authorized hours will be consumed as needed without exceeding this limit. We will only charge your credit ...

    • How Can I Invite Users?

      There are two ways you can invite users: Send them an email yourself (recommended) Run the add user wizard Send Them An Email Yourself (Recommended) Invitation emails do NOT require any special invitation link. They can be sent directly by you to ...

    • How Secure Is Sales Cookie?

      Many SaaS products claim they are secure simply because they use SSL. The reality is that a SaaS solution requires many measures to be truly secure. Here is an overview of advanced security measures we implement to deliver world-class security. Some ...