Configuration Experiment #V4

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
  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. Go to the Custom tab
  9. Enter a value of 4000 for @@Quota for the current month: 
  10. Enter a value of 999999 for @@Quota for the next month
  11. Save plan changes

  12. Go to Calculations > All Calculations
  13. Delete the calculation for "One-Off Sales Contest"
  14. Start a calculation for "Sales Manager Compensation" for the current month
  15. Open the calculation
  16. 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?
  17. Click on "Reward Details"
    1. Can you tell each team's attainment to quota?
  18. Go to Calculations > All Calculations
  19. Start a calculation for "Sales Manager Compensation" for the next month
  20. Open the calculation
  21. 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?
  22. Click on "Reward Details"
    1. 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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