Best Practice - Allow Users To Monitor Attainment

Best Practice - Allow Users To Monitor Attainment


Often, users want to understand how close they get to various attainment levels.

Here are some ways you can ensure users can continuously monitor their progress from their personal incentive dashboards:
  • Release credits often
    • This allows users to review credits at regular intervals
  • Configure a baseline attainment level
    • This allows users to have an attainment when no rewards have been earned
  • Configure incentive dashboard settings to increase visibility
    • Ex: allow users to view potential calculated rewards before rewards are released
    • Ex: allow users to view their attainment before rewards are released

    • Related Articles

    • Best Practice - Define A Baseline Plan Attainment Level

      When defining a sales incentive plan's rewards, we recommend you always include a baseline attainment level: If using raw values, add an attainment level with a threshold value of 0 If using competitive ranking, add an attainment level with a ...

    • Best Practice - Only Add Users You Need

      We recommend that you only add users you need. Our billing is per user. It is designed to match usage, our own costs performing incentive calculations, and complexity associated with managing records. Here are our recommendations to avoid unnecessary ...

    • Best Practice - Use Simulations To Forecast Sales Incentive Spend

      Running a calculation in simulation mode allows you to forecast sales incentive spend, attainment levels, and reward assignment. By drawing past simulations at random, while "pretending" they happened in the future, you fulfill the claim that "the ...

    • Best Practice - How Can I Audit Calculations?

      There are different ways to audit calculations: Starting from calculations (short video - recommended) Starting from incentive dashboards Starting from transactions 1. Starting From Calculations Browse to Calculations > All Calculations and open the ...

    • Best Practice - Don't Use Demo Workspaces For Production

      Demo workspaces expire after 14 days. They are designed to let you explore the application, provide training to your employees, or run experiments. However, they include demo users and data, are so are poorly suited for production needs. To start ...