What Does Releasing Credits Do?
Releasing credits on a calculation allows users to view pending credits and rewards on their personal incentives dashboard. Releasing credits allows your reps to measure their progress mid-period (learn more about releasing rewards here, and the difference between releasing credits and rewards here).
We recommend releasing credits frequently so that your reps remain motivated by their progress. This also gives them time to review credited transactions and their calculated payout (so far). For example, if your plan is monthly, you could re-run your calculation daily, and release credits every few day to show progress.
The main reasons for releasing credits include: - You want to show progress to your reps mid-period
- Your commission period is not final yet but you want to publish to rep incentive dashboards
- You want to show credits and payouts as pending
- You haven't yet audited or finalized the period
Related Articles
What Does Releasing Rewards Do?
Releasing rewards on a calculation allows users to view credits and rewards as confirmed on their personal incentives dashboard. Releasing rewards helps your reps understand that the commission period is now closed (learn more about releasing credits ...
What Is The Difference Between Release Credits and Release Rewards?
Both the release credits and release rewards actions publish calculations to payee incentive dashboards. Here is the difference: Release credits shows amounts as pending. Typically, release credits is performed mid-period to allow your payees to ...
What Are Credits?
Credits are the result of crediting sales transactions to specific users or teams (depending on how you configure your plan). When a user is credited with a sales transaction, it is recorded as a credit. Essentially the user has been assigned ...
What Happens When I Delete A Calculation?
When you delete a calculation, the following happens: Associated released credits are deleted (they disappear from user personal incentive dashboards) Associated released rewards are deleted (they disappear from user personal incentive dashboards) ...
What Is A Calculation?
A calculation is the result of submitting a plan for calculation. Calculations describe who was credited with which transactions, sales performance results, and incentive rewards for each beneficiary. Calculations remain on hold until you release ...