When you submit a sales incentive plan for calculation, we take a snapshot of your plan at the time the calculation was started.
The benefits are: - The calculation is not affected by changes made to the plan while the calculation is occurring
- You have an immutable, read-only version of the plan used for the calculation (this is useful for auditing purposes)
You can access the plan snapshot for any calculation using the following steps:
- Login to your workspace
- On the left pane, click on "Calculations > All Calculations"
- Search for the calculation
- Click on the calculation row
- Click on the "Overview" tab (if needed)
- Click on "View Snapshot"
- The plan snapshot is displayed to you