Best Practice - Configure Payout Limits
By configuring a maximum payout limit for your incentive plan, you can work with a budget.
If the specified maximum is exceeded during calculations, we will re-allocate financial rewards based on each user's initial reward.
For example, if your plan's maximum is $900, and the following users were initially awarded:
Then we will readjust values to:
We recommend using this option to cap total plan expenditure.
Note that other options are also available to cap payouts not just based on the plan's total spend, but based on user salaries, etc.
Best Practice - Configure Per-Transaction Limits
In some cases, you may encounter transactions with unreasonable values such as as a multi-million dollar revenue value, when it should be in the thousands for your business. When configuring your sales incentive plan, you can configure maximums for ...
Best Practice - Adjusting Commissions
Here are some recommendations when manually adjusting commissions. Adjusting commissions is a complex topic because they are different ways to adjust. We hope the following recommendations will help you. Analyze Adjustment Frequency Assuming your ...
Best Practice - Configure Formulas Only When Needed
In many cases, you don't need to define formulas because default behaviors implemented by Sales Cookie are sufficient. For example: To control filtering, you can create a saved query and apply it to your plan - without using a dynamic transaction ...
Best Practice - Don't Create Workspaces You Don't Need
By having only one workspace, you simplify things: Users are never asked which workspace they want to log in to Administrators never have to think about which workspace contains which configuration Administrators never have to switch between ...
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 ...