Configuration Experiment #V6

Configuration Experiment #V6


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 production 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.

Preparation
Create a CSV file with the following:
  • Date,Unique ID,Owner,Revenue,Customer
  • 2021-01-01,ID-1,Daniel Martinez,100,A
  • 2021-02-01,ID-2,Daniel Martinez,100,B
  • 2021-03-01,ID-3,Daniel Martinez,1000,C
  • 2021-04-01,ID-4,Daniel Martinez,1000,D

As you can see, there are transactions in January, February, March, and April. All transactions are assigned to "Daniel Martinez".

Steps
  1. Go to Account > My Workspaces
  2. Create a production workspace
  3. Go to Users > Add Users
  4. Add a user with email DanielMartinez@xyz.com
  5. Go to Transactions > Add Transactions
  6. Import your CSV file
  7. Go to Plans > All Plans
  8. Create plan "Test"
    1. Choose "Monthly"
    2. Choose "By Individual"
    3. Choose "All Workspace Users"
    4. Choose "Revenue" > "Raw Value"
    5. Add a global reward with the following formula

  9. Create the plan
  10. Go to the Custom tab
  11. Enter values for the @@Bonus custom variable for Jan, Feb, March, April

  12. Save plan changes
  13. Go to Calculations > All Calculations
  14. Run a calculation for January 2021
    1. What is the payout?
    2. Notice that the payout is the value for Jan only
  15. Run a calculation for February 2021
    1. What is the payout?
    2. Notice that the payout is the value for Feb only
  16. Run a calculation for March 2021
    1. What is the payout?
    2. Notice that the payout is the value for March only
  17. Run a calculation for April 2021
    1. What is the payout?
    2. Notice that the payout is the value for April only
  18. Go to Plans > All Plans
  19. Edit plan "Test"
  20. Go to the Incentives tab
  21. Change the global reward formula to the following

  22. Save plan changes
  23. Go to Calculations > All Calculations
  24. Delete all calculations
  25. Run a calculation for January 2021
    1. What is the payout?
    2. Notice that the payout is the sum of values for Jan + Feb + March (but not April)
  26. Run a calculation for February 2021
    1. What is the payout?
    2. Notice that the payout is the sum of values for Jan + Feb + March (but not April)
  27. Run a calculation for March 2021
    1. What is the payout?
    2. Notice that the payout is the sum of values for Jan + Feb + March (but not April)
  28. Run a calculation for April 2021
    1. What is the payout?
    2. Notice that the payout is the sum of values for April only

Key Learnings
  • It's possible to reference custom variables with prefixes other than just @@
    • Ex: #+ means "sum all values within the calculation quarter"
    • Ex: !+ means "sum all values within the calculation year"
  • For example, a customer may only enter monthly value for @@Quota (because this customer has monthly plans)
  • However, if they want to also create a quarterly bonus plan, they can sum in-quarter monthly values using #+Quota
    • They don't need to define another variable called @@QuarterlyQuota since we can sum values for them using the #+ prefix

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