Best Practice - Release Credits Often
When you release credits to users, you allows those users to view progress on their personal incentives dashboard. This can motivate participants as they are able to measure their progress towards sales goals. This also allows participants to review their credits, and so give them enough time to potentially dispute some of them.
While you could release credits only as you finalize rewards at the end of a plan's period, we recommend releasing credits frequently to give participants a sense of progress (and time for review).
Best Practice - Allow Users To Monitor Attainment
Often, users want to understand how close they get to various attainment levels. Here are some ways you can ensure users can continuously monitor their progress from their personal incentive dashboards: Release credits often This allows users to ...
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 ...
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 - Use Simulations To Forecast Sales Incentive Spend
Running a calculation in simulation mode allows you to forecast sales incentive spend, attainment levels, and reward assignment. By drawing past simulations at random, while "pretending" they happened in the future, you fulfill the claim that "the ...
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 ...