Best Practice - Create All Plans As Hidden By Default

Best Practice - Create All Plans As Hidden By Default


When adding a new plan, you can choose between two access options:
  • Public - Full & Limited Admins
    • Visible to all workspace full and limited admins
  • Hidden - Specific Admins Only
    • Restrict visibility and delegate plan management

While working on defining your sales incentive plan's parameters, it's always safer to hide your plan from limited admins by making it a hidden plan.

If your plan ends up being a company-wide (public) plan, you can always change your mind and change its visibility.

    • Related Articles

    • Best Practice - Apply Transactions Filtering To Plans

      Normally, you want your sales incentive plans to only process sales transactions within a time period, but also matching a certain criteria (ex: exclude all line items of type "renewal", only consider transactions associated with new products, etc.). ...

    • 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 - Designing Plans Which Are Fair

      When designing a sales incentive plan, your goals typically include: Limiting total spend to a reasonable amount Maximizing the effectiveness of your spend Ensuring that top performers feel recognized Ensuring that participants are challenged to ...

    • 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 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 ...