Configuration Experiment #V1

Configuration Experiment #V1


Goal
The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to a document (along with the step #), as you will be using those values later on.

Difficulty
Easy.

Steps
  1. Create a demo workspace
  2. Go to Plans > All Plans
  3. Edit plan "One-Off Sales Contest"
  4. Go to the Incentives tab
  5. In the dropdown, choose "As Percentages Of a Per-Target Dynamic Quota"
  6. In the textbox next to it, enter "@@Quota"
  7. Configure 2 attainment levels
    1. Set attainments to 0% and 100%
    2. Make both attainment levels cumulative
    3. Add a 5% of revenue reward to the 1st tier
    4. Add a 10% of revenue reward to the 2nd tier

  8. Save plan changes
  9. Go to Calculations > All Calculations
  10. Re-run the calculation (with delete)
  11. Open the calculation
  12. Notice the alert (click for details)
    1.  Why did you receive this alert?
    2. What does this alert mean?
  13. Go to Settings > Tools > Bulk Set User Quotas
  14. Enter "Quota" as the property name
  15. Click on "Load All"
  16. Enter 1000 for some users, 2000 for some users, 3000 for some users
  17. Click on "Visualize"
  18. Click on "Save"

  19. Go to Users > All Users
  20. Edit any user
  21. Go to the Custom tab
    1. What do you see?
  22. Go to Calculations > All Calculations
  23. Re-run the calculation (with delete)
  24. Open the calculation
    1. Notice there are no alerts
    2. Why is the alert gone?
  25. Go to the Rewards tab
    1. Can you tell which user(s) only attained the first attainment level?
    2. What was the criterion for getting to the second attainment level?
    3. What was their assigned quota vs. other users?
  26. Click on "Reward Details"
    1. Can you tell each user's attainment to quota?

Key Learnings
  • It's possible to configure plans whose attainment is based on a per-target custom variable
  • If the plan is individual-based, custom variables should be set on users, because we are measuring user performance
  • Using a tool, we can bulk-edit the same custom variables across many users
  • We can also edit each user individually and see which custom variables are set

    • Related Articles

    • Configuration Experiment #V5

      Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to ...

    • Configuration Experiment #V3

      Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to ...

    • Configuration Experiment #V2

      Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to ...

    • Configuration Experiment #V4

      Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to ...

    • Configuration Experiment #T1

      Goal The goal of this experiment is to help you understand the time dimension in calculation mechanics. For this challenge, you will use a demo workspace and alter the configuration. When asked to write down something, please copy the value to a ...