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Defining How Rewards Should be Assigned
Incentive design step This article is referenced by our incentive design guide as step #5. Once you have defined attainment levels and associated rewards, you have to define how rewards should be assigned to individuals. Assigning rewards based on ...
Defining Attainment Levels and Associated Rewards
Incentive design step This article is referenced by our incentive design guide as step #4. Once you have chosen a performance metric (ex: revenue) and a way to measure it (ex: raw value), you have to define attainment levels and associated rewards ...
Should I Use Per-Transaction Rewards?
When adding certain types of rewards, you can specify whether rewards should be calculated per-transaction. The short answer is - if it's important for reps to see a per-transaction commission amount (and rate), then you should check the checkbox, ...
Recipe - How To Handle Re-Calculations When You've Already Released Rewards
This article applies if: You've already released rewards for a calculation You realized that the calculated amount was incorrect Example: you discovered later that the plan was not setup correctly when you calculated Example: you discovered later ...
What Is A Plan?
Plans are a set of sales performance goals, potential rewards, and terms & conditions for receiving those rewards. Use plans to define, manage, and implement your sales incentive program. Once ready, submit your plan for calculation. Good to know: ...