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 workspaces
Of course, if you have multiple business units, need to further segregate data, or want to run experiments, you have a legitimate use case for multiple workspaces. If not, it is best to only have one workspace.
To learn more about switching between workspaces, click here.
To learn more about when to create a new workspace, click here.
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 ...
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 - Only Use The Complexity You Need During Design
When designing a sales incentive plan, you could use a complex approach such as: Use a score, based on calculating profit, and then applying a rule-based profit multiplier Measure a % increase for the score vs. the previous period Define 8 levels of ...
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 - 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 ...