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.