You could proactively visit the product catalog, and provide for each product you have: - The product / service name
- The estimated revenue / unit
- The estimated % margin
- The estimated % tax
- The product category
- Etc.
However, this is a lot of work, which may not be needed.
Indeed, consider the following examples:
- Product / service name
- None of your incentive plans refer to transactions having specific products, so there is no need for this information.
- Estimated revenue / unit
- Your transactions already include a revenue total, so there is no need for this information.
- Estimated % margin
- None of your incentive plans use profit as a metric, so there is no need for this information.
- Estimated % tax
- Your transactions already include revenue which excludes taxes, so there is no need for this information.