Checking If Transactions Can Be Credited To a Team (Advanced)

Applicability

This topic is applicable to the following scenario:

• You are creating a new incentive plan
• You want to measure sales performance by individual
• Sales transactions have one of the following issue
  
  • They do not include "Owner / Sold By" data
  • They include "Owner / Sold By" data, but it cannot be mapped to a user (ex: the employee no longer exists)

Overview
Consider the following sample sales transaction:

The first transaction includes a territory name ("West Coast"), but no "Owner / Sold By" information. The second transaction also includes a territory name ("West Coast"), but the "Owner / Sold By" is just "???" (ex: the user no longer exists).

Under those conditions, how can individuals be credited for the transaction - allowing you to effectively measure sales performance by individual?

Details
Checking advanced option "First Check If Transactions Can be Credited to a User (advanced)" allows users to receive credit for the transaction by mapping teams / territories (ex: "West Coast") back to member users. If your workspace has a team whose aliases include "West Coast", Sales Cookie can credit members of this team for the transaction.

Different modes are available:

• Split Credit Equally Between Team Members
  
• ​The transaction's creditable amount is divided by the number of team members. Each team member is credited with an equal fraction of this amount.
  
• Split Credit Between Team Members Based On Salaries
  
  • The transaction's creditable amount is divided by the total of team member salaries. Each team member is then credited with a fraction of this amount, which is proportional to their salary.
• Assign All Credit To Team's Manager
  
  • The team's manager is credited with the entire transaction's creditable amount.

The following options are also available:

• Include Team Manager
  
  • This option lets you decide if team managers should be treated as team members for the above calculations.
• Assign X% Of Credited Amount To The Team's Manager
  
  • This option lets you set aside a certain percentage of the credited amount to the team's manager before splitting the remainder as per above calculations.

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