How Can I Review My Team's Or Direct Report's Performance?

How Can I Review My Team's Or Direct Report's Performance?


To view your team or direct report's performance, you can either use:
  • Incentive Reports
    • You must be a limited or full admin to view reports
    • Different types of reports are available
    • Click here to learn more about incentive reports
  • Incentive Dashboards
    • Login to your workspace
    • On the left pane, click on "Incentives"
    • On the top right corner, select a user
    • Incentive data for this user is displayed

To learn more whose incentive dashboard you can view, click here.

    • Related Articles

    • Error - The Operation Cannot Be Performed Because It Would Cause Team 'X' To Be In A Parent / Child Loop

      Applicability This error applies to the following situation: You are changing a team's parent team Impact This error prevents you from updating the team. Explanations By changing the current team's parent, you are creating a loop. For example: Team A ...

    • Error - Your Plan Contains Advanced Formulas Which Must Be Approved By Us

      Applicability This error applies to the following situation: A plan was configured by our technical team You altered formulas within the plan Some of those formulas contain {{...}} expressions Your calculation is failing with this error Impact This ...

    • How Can I See Which Entities I Manage?

      Here are the steps to see which entities you manage: Login to your workspace On the left pane, click on "Account > My Profile" Click on the "Security" tab Review section "Workspace Administrator" Review section "Hidden Plan Administrator" Review ...

    • Whose Personal Incentive Dashboard Can I View?

      When you browse to your personal incentive dashboard, the view is defaulted to you. However, if you have sufficient permissions, you can select another user. The following users are shown: If you are a full admin, you can view all users Otherwise, ...

    • How Can I Automate Manager Approvals?

      This article explains how you can automate approval of commission statements by managers. To request approval by managers Login to your workspace On the left pane, click on "Plans > All Plans" Edit your plan Click on the "Legal" tab Select this ...