What Is A Plan?

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:
  • You can choose each plan's period (ex: monthly, quarterly, one-time)
  • You can choose among different types of rewards (ex: prize, commission)
  • You can specify conditions associated with rewards (ex: quotas)
  • You can specify additional restrictions (ex: qualifying products)
  • You can assign rewards to individuals, but also to teams and managers
  • You can choose who has access to which incentive plan

To lean more about plan security, click here.

    • Related Articles

    • Who Can Access My Plan?

      Users with the limited admin role have read-only access to all entities in the workspace by default - including plans. However, you can hide plans (and their related calculations) from them. You can also choose which limited admins have permissions ...

    • What Is A Plan Admin?

      Limited admins who have been granted permission to manage specific plans are shown as "plan admins" in the web interface. Users with the limited admin role have read-only access to all entities in the workspace by default - including plans. However, ...

    • What Is A Hidden Plan?

      A hidden plan is a sales incentive plan which is hidden from limited admins. It's only useful to have hidden plans if a/ some of your administrators are limited admins, and b/ you do not want those limited admins to see certain plans. In most ...

    • 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 ...

    • How Can I Legally Protect My Plan?

      To legally protect your sales incentive plan: Login to your workspace On the left pane, click on "Plans > All Plans" Search for your plan Click on the plan row Click on the "Legal" tab (if needed) If you agree that your legal department is ...