Best Practice - How Can I Audit Calculation Results?

Best Practice - How Can I Audit Calculation Results?


To audit calculation results, we recommend exporting data from calculations. Consider watching this short video for a brief overview.

Export Credits
Credits represent the attribution of transactions to users or teams. Credits are used for attainment (ex: quota retirement, sales goals, etc.). Credits also include per-transaction commissions (if your plan pays per-transaction commissions).

To export credits:
  • Go to Calculations > All Calculations
  • Open your calculation
  • Click on the Credits tab
  • Click on "Export Credits"
   

  • Choose "Export All Fields"

The export will include:
  1. Credited users / teams (and credited amount)
  2. Per-transaction commission amounts (if applicable)
  3. Transaction details

Important
  • Some transactions may be credited without paying a commission in the current calculation period. For example, if you have a YTD plan, all YTD transactions will be credited (since we want to measure YTD attainment). However, only those transactions which are in-period will yield an actual commission.
  • Some transactions may only have an estimated (not actual) payout or vice-versa. This applies if you want your reps to see how much they could earned in commissions, but you will pay actual commissions only when you receive payments. When looking at commission amounts, make sure you are looking at the right column (actual vs. estimated commission).
   
Export Rewards
Rewards represent commission payouts. You can simply export payout totals, but for an audit, you probably want to look at more details. 

To export rewards:
  • Go to Calculations > All Calculations
  • Open your calculation
  • Click on the Rewards tab
  • Click on "Reward Details"


The export will include:
  1. The payee (beneficiary)
  2. The reward's type (ex: cash bonus, per-transaction payout, prize, etc.) 
  3. The reward's amount
  4. Attainment details (why was this reward paid)
  5. Reward flags such as "estimated", "recoverable", etc. 


Important
  • Some rewards may only be estimated (not actual) payouts or vice-versa. This applies if you want your reps to see how much they could earned in commissions, but you will pay actual commissions only when you receive payments. When looking at rewards, make sure you are looking at the Estimated column.


Check Alerts
Make sure to check for alerts. 
  • Go to Calculations > All Calculations
  • Open your calculation
  • Click on the Alerts tab
  • Review warnings and errors (use filters shown below as needed)




Check Rep Incentive Dashboards
It's a good idea to also check rep incentive dashboards. You can check the look-and-feel, but also use those dashboard to make sure commissions are calculated correctly.

To view incentive dashboards, you can always start from the Incentives menu on the left navigation bar. However, since you are auditing a calculation, the following steps also make sense:
  • Go to Calculations > All Calculations
  • Open your calculation
  • Click on the Rewards tab
  • Click on the "Statement" button




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