Best Practice - How Can I Audit Calculations?

Best Practice - How Can I Audit Calculations?

There are different ways to audit calculations:
  1. Starting from calculations (short video - recommended)
  2. Starting from incentive dashboards
  3. Starting from transactions

1. Starting From Calculations
Browse to Calculations > All Calculations and open the calculation you want to audit.

1.1. Review 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
  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).

1.2. Review 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.

1.3. 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)



2. Starting From Incentive Dashboards
You may want to review a specific payee's period statement.

To view incentive dashboards, you can always start from the Incentives menu on the left navigation bar.

However, if you audited 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
Make sure to scroll down to credits to review them. Also, make sure to click on the rewards tab to review payouts.

3. Starting From Transactions
You may want to review transactions paid on a specific transaction.
  • Go to Transactions > All Transactions
  • Search for a transaction
    • If your search is slow because you have many transactions / fields, limit your search
  • Click on the transaction
  • Review credits on the "Credits" tab

  • Review per-transaction commissions on the "Commissions" tab


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