What Is A Transaction?

What Is A Transaction?


A transaction is any compensable event you may want to use to measure sales performance. 

Transactions can be:
  • A list of orders
  • A list of purchases
  • A list of opportunities
  • A list of refunds
  • Any type of compensable events (ex: sales qualification, marketing lead generation, etc.)

Don't worry about importing transactions you won't need. For each sales incentive plan you design, you can specify a saved query which will filter imported transactions to those matching a specific condition (ex: "order status must be closed").

To learn more about how to import transactions, click here.
To learn more about why importing transactions is needed, click here.

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