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 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 ...
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: ...
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 ...