Sales Cookie offers different types of reports:
- Payout reports
- Credit reports
- Attainment reports
- Power BI reports
For each report, you can filter data:
- By time period
- By all plans vs. a specific plan
- By all calculations vs. a specific calculation
- By all credits / rewards vs. only released credits / rewards
- Using Power BI, you can also filter data using any field
- And even implement reports with drill-down capabilities
Payout reports
Those reports help you understand the cost of sales incentives.
They include:
- Payout / Beneficiary - this type of report shows monetary award totals per beneficiary
- Payout / Reward Type - this type of report shows monetary award totals per type of reward
- Payout / Plan - this type of report shows monetary award totals per plan
- Payout / Time - this type of report shows monetary award totals per time period
Credit reports
Those reports help you understand how transactions were credited to users or teams.
They include:
- Credit Value / User - this type of report shows credited transaction value totals per user
- Credit Value / Team - this type of report shows credited transaction value totals per team
- Credited Transactions / User - this type of report shows credited transaction counts per user
- Credited Transactions / Team - this type of report shows credited transaction counts per team
- Credit Value / Plan - this type of report shows credited transaction value totals per plan
- Credit Value / Time - this type of report shows credited transaction value totals per time period
- Credit Value / Product - this type of report shows credited transaction value totals per product
- Credit Value / Customer - this type of report shows credited transaction value totals per customer
Attainment reports
Those reports help you visualize sales goal attainment.
They include:
- Attained Difficulty / User - this type of report shows the highest attained difficulty per user
- Attained Difficulty / Team - this type of report shows the highest attained difficulty per team
- Attained Level / User - this type of report shows the highest attained level name per user
- Attained Level / Team - this type of report shows the highest attained level name per team
- Attained Value / User - this type of report shows the attainment value for the plan metric per user
- Attained Value / Team - this type of report shows the attainment value for the plan metric per team
Power BI reports
Using Power BI, you can generate extremely advanced sales incentive reports - including drill-downs, multi-level grouping, advanced visualizations, enterprise report publishing, and much more - click here to learn more.