What Is A Plan Snapshot?

What Is A Plan Snapshot?

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

    • Related Articles

    • Which Plan Statuses Are Available?

      When you create a plan, it is always in the "Draft" status. The following statuses are available: Draft plans are not visible to users on their personal incentives dashboard Use this status to avoid publishing plans to users until ready Active plans ...
    • What Happens When I Delete A Plan?

      When you delete a plan, the following happens: Associated calculations are deleted Associated credits are deleted (they disappear from user personal incentives dashboards if released) Associated rewards are deleted (they disappear from user personal ...
    • 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 ...
    • Who Can View System Alerts And Their Details?

      Only full and limited admins can view system alerts and their details. However, if the alert is regarding a hidden plan, and the limited admin does not have permission to access the hidden plan, then the alert will be hidden from them as well. To ...
    • How Can I Reset User Enrollments?

      When you legally protect your sales incentive plan, you can require users to formally enroll. If you make material changes to your plan, you may want to reset all user enrollments to the "not enrolled" status. Here are the steps to reset user ...