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 a document (along with the step #), as you will be using those values later on.
Difficulty
Easy.
Steps
- Create a demo workspace
- Go to Plans > All Plans
- Edit plan "Sales Manager Compensation"
- Go to the Incentives tab
- In the dropdown, choose "As Percentages Of a Per-Plan Dynamic Quota"
- In the textbox next to it, enter "@@Quota"
- Configure 2 attainment levels
- Set attainments to 0% and 100%
- Make both attainment levels cumulative
- Add a 5% of revenue reward to the 1st tier
- Add a 10% of revenue reward to the 2nd tier
![](https://support2.salescookie.com/galleryDocuments/edbsnfdae62795c6f234a135d16aea4ec5f45d92e7c21b80b4b6a1a221ea163dd1adc3e245edfacd41e0082621d54f3f25447?inline=true)
- Go to the Custom tab
- Enter a value of 4000 for @@Quota for the current month:
- Enter a value of 999999 for @@Quota for the next month
- Save plan changes
![](https://support2.salescookie.com/galleryDocuments/edbsn341afb2c49f473191a5714d5208e20af2fa9e3450e08d5350e6f2b581f2af8050d85b9c0d974f900fd62d7f86d15a3ae?inline=true)
- Go to Calculations > All Calculations
- Delete the calculation for "One-Off Sales Contest"
- Start a calculation for "Sales Manager Compensation" for the current month
- Open the calculation
- Go to the Rewards tab
- Can you tell which team(s) only attained the first attainment level?
- Why was the criterion for getting to the second attainment level?
- Click on "Reward Details"
- Can you tell each team's attainment to quota?
- Go to Calculations > All Calculations
- Start a calculation for "Sales Manager Compensation" for the next month
- Open the calculation
- Go to the Rewards tab
- Can you tell which team(s) only attained the first attainment level?
- Why was the criterion for getting to the second attainment level?
- Click on "Reward Details"
- Can you tell each team's attainment to quota?
Key Learnings
- The same custom variable may be repeated multiple times, with different effective dates and values
- The calculation's end date is used as the effective date used to lookup custom variables
- For example, for an annual plan calculation, an effective date of December 31st will be used to lookup the appropriate custom variable (not January 1st)
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