What Types Of Issues Does The Integrated Plan Checker Check For?

When you create or edit a sales incentive plan, we perform some automated verification.

Here are some of the checks we perform:

Calculation checks
- If revenue is used (as a performance metric, in rewards, or for scoring), we verify that revenue can be calculated for all imported transactions.
- If profit is used (as a performance metric, in rewards, or for scoring), we verify that revenue can be calculated for all imported transactions.
- If scoring is used (as a performance metric), we verify that a score can be calculated for all imported transactions.
- If tax subscription is used (in limits options), we verify that taxes can be calculated for all imported transactions.
Salary checks
- If salary is used in credit or reward assignment, we check that users have a salary defined on them.
Transaction history
- If percent increase is used as a measurement, we verify that there is a sufficient historical basis to calculate it.
Difficulty checks
- We verify that difficulty levels defined for attainment levels are consistent with defined thresholds.
Over-payment checks
- We verify that you will not be double-paying incentives in scenarios such as the following:
  - You have defined some attainment levels as cumulative.
  - Some of those levels include rewards such as "% of Revenue" which is applied to revenue at the current level, but also lower levels.
Misc. checks
- We verify that the plan end date is after its start date
- We verify that plan targets have been specified
- We verify that scoring rules have been specified (when using scoring)
- We verify that specified attainment level thresholds are compatible with the specified measure
- We verify that there aren't duplicate attainment thresholds (valid, but worthy of a warning to make sure it was intended)
- We verify the range of specific settings (ex: negative values don't make sense for limits)
- We verify various other settings related to plan limits, calculation settings, etc.
Text description
- We generate a downloadable text description of your plan to make it easier to share and review details

We also continuously perform additional checks in the background, resulting in system alerts:

There are no duplicate payments of commissions, from the same plan, to the same payee, on the same transaction, in multiple time periods
A default time zone has been specified for the workspace
A default currency has been specified for the workspace
A currency exchange rate has been provided explicitly, but is inconsistent with current market rates
A currency has been found in transactions or on users, but we don't have a way to obtain its exchange rate
An unknown currency symbol has been found in transactions, but we don't have a way to understand which currency it represents