Configuration Experiment #V3

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 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 "Sales Manager Compensation"
  4. Go to the Incentives tab
  5. In the dropdown, choose "As Percentages Of a Per-Plan 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. Delete the calculation for "One-Off Sales Contest"
  11. Start a calculation for "Sales Manager Compensation"
  12. Open the calculation
  13. Notice the alert (click for details)
    1.  Why did you receive this alert?
    2. What does this alert mean?
  14. Go to Plans > All Plans
  15. Edit plan "Sales Manager Compensation"
  16. Go to the Custom tab
  17. Enter a value of 4000 for @@Quota 
  18. Save plan changes
  19. Go to Calculations > All Calculations
  20. Re-run the calculation (with delete)
  21. Open the calculation
    1. Notice there are no alerts
    2. Why is the alert gone?
  22. Go to the Rewards tab
    1. Can you tell which team(s) only attained the first attainment level?
    2. Why was the criterion for getting to the second attainment level? 
  23. Click on "Reward Details"
    1. Can you tell each team's attainment to quota?

Key Learnings
  • It's possible to configure plan-level custom variables (instead of per-target custom variables on users or teams)
  • Plan-level custom variables may also contain quotas, rates, or other values which can also change over time

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