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
- 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
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:
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