How Can I Add A Plan?

How Can I Add A Plan?


Here are the steps to create a sales incentive plan:
  • Login to your workspace 
  • On the left pane, click on "Plans > Add Plan"
  • Select a plan name, its visibility, and its time period
  • Next, select a scope
    • Measure performance by individual
    • Measure performance by team
  • Next, select plan targets
    • All vs. specific users
    • All vs. specific teams
  • Next, select its metric
    • Revenue
    • Profit
    • Score
  • Next, select a measurement type for the chosen metric
    • Raw Value (total)
    • Competitive Rank
    • % Increase
  • Next, add attainment levels and associated thresholds / rewards
    • Ex: L1: revenue > $1000
    • Ex: L2: revenue > $2000
  • Next, click on "Check My Plan" to review parameters
  • Finally, click on "Create Draft"
  • Your plan is created with its status set to "Draft"

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