Configuration Experiment #V5

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 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 Custom tab
  5. Add a custom variable like this

    1. Read about lookup tables here
  6. Go to the Incentives tab
  7. Delete all attainment levels
  8. Add one tier (threshold of 0%)
  9. Add a per-transaction reward to this tier with this formula

  10. Save plan changes
  11. Go to Calculations > All Calculations
  12. Re-run the calculation (with delete)
  13. Open the calculation
  14. To the the Credits tab
  15. Click on "Export Credits" (choose "Export All Fields")
    1. Compare commission amounts vs. quantities
    2. Do calculated commission payouts match expected ones?

Key Learnings
  • It's possible to configure custom variables which contain lookup tables. In this scenario, we configured the custom variable as a plan-level custom variable, but we could also have configured it per-user or per-team.
  • This makes it possible to vary those lookup tables over time (i.e. set different values and effective dates)
  • A custom variable containing a lookup table can be loaded into a regular var $something variable.
  • The Lookup() function takes a/ the value to lookup and b/ the custom variable holding the lookup table.

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