Misc. Topics
How Can I Use My Own Branded URL?
This article explains how you can use your own branded URL to access Sales Cookie. Note that this feature is not intended for complete whitelisting but as a branding convenience. Step 1 - Choose a URL and Contact Us Please contact support and provide ...
Best Practice - Searching Transactions
To search for transactions, browse to Transactions > All Transactions. Searching Efficiently Here are some key controls we will discuss: If you have thousands of records, consider narrowing the scope of your search. Specify a date range Ex: this ...
Commission Software Checklist
Don't be fooled by slick demos. Can other providers really handle your data and your commission structure? Ask the right questions. Choosing Commission Software At Sales Cookie, we want you to make an informed decision. The reality is that many of ...
How Can I Setup A Connection To NetSuite?
Overview By adding a NetSuite connection to your workspace, you can: Automatically import and sync sales transactions to your workspace We support any SuiteQL query as long as we can incrementally retrieve data (details) Newly created NetSuite ...
Error: Email Not Verified
Applicability This error applies to the following situation: You are logging in via QuickBooks You have NOT verified your email with QuickBooks Impact This error prevents you from signing up to Sales Cookie. Explanations When logging in via ...
How Can I Analyze Liabilities?
Definition A liability is the difference between an estimated and actual commissions. Example: An estimated of $100 was issued to rep "John Doe" on deal #123 Only $20 has been paid to "John Doe" on this deal so far As a result, there is a liability ...
What Happens When I Change User Email Addresses?
This KB only applies to authorized Sales Cookie operators. To change user email addresses, follow these steps: Go to Debug > Change Email Complete the form Current Email = old email address of a user (MUST exist) New Email = new email address to ...
How Can I Set Reward Icons
To set reward icons: Login to your workspace On the left pane, click on "Calculation > All Calculations" Open the calculation Click on the "Rewards" tab Search by payee name Click on the reward to edit it You can either use a static icon or a dynamic ...
What Is The Difference Between Flat And Per-Transaction Rewards?
In Sales Cookie, there are two main types of rewards: Per-transaction rewards Those rewards are attached to specific transactions. Example: payee "John Doe" received a commission worth $1.23 on deal "Globex Corporation". Global (flat amount) rewards ...
This Is A Demo Account
If you see this page, you have tried to login using a demo account. Please contact support for assistance.
Your Account Was Deleted
If you see this page, you have deleted your account previously. If you need to reinstate your account, please contact support. Here are the steps you performed previously to delete your account: Login to your workspace On the left pane, click on ...
How Do Advanced SQL Statements Work?
What Are Advanced SQL Statements? Our technical team may configure advanced SQL statements which operate directly against the database. This is done a/ for performance reasons, b/ to perform complex queries spanning multiple entities, or c/ to ...
How Can I Leave A Workspace?
Here are the steps to leave a workspace: Login to your workspace Click on "Account > My Profile" Click on the "Account" tab Enter the name of the workspace you want to leave Click on "Leave Workspace" You will be removed from the workspace If you ...
Warning - You Will Need To Provide Per-Unit Margin For Products In Sales Cookie
Applicability This warning applies to the following situation: You are importing transactions You want to create incentive plans which either: Measure performance based on profit Reward users based on profit Impact This warning informs you that you ...
How Can I Enable Revenue Analytics For My Reps?
Why Enable Revenue Analytics? Revenue Analytics provide a unique understanding of your organization's revenue and sales performance. Revenue Analytics help identify your best and worst customers. Using Revenue Analytics, you can identify top ...
Are Manual Adjustments Always Preserved On Re-Calculation?
There are many ways you can manually adjust commissions. When Are Adjustments Preserved? When you perform a quick re-run from Calculations > All Calculations, we always assume that you want to preserve manual adjustments. However, when you open a ...
Understanding Dates and Time Zones
Storing Vs. Displaying Dates All dates are stored in UTC format with millisecond accuracy. However, dates are automatically converted to your time zone when displayed to you. For example, a stored UTC date of 2022-01-01T00:00:00 may be displayed as ...
How Are Revenue vs. Spend Insights Calculated?
In some workspaces, we may display two summary widgets: Total Spend widget Spend vs. Revenue widget Those 2 widgets are only intended to provide a quick and basic overview of how commission spend relates to revenue over time. If your criteria for ...
How Can I Embed Power BI Reports Into Sales Cookie?
Ready to share exciting commission reports with incredible visuals with other Sales Cookie administrators or payees? This article explains how you can embed Power BI reports within Sales Cookie. This article assume you have already created a Power BI ...
How Can I Embed Dashboards Into SalesForce
This article explains how you can embed incentive dashboards within SalesForce. Sales Cookie also supports SalesForce Connect. This allows you to natively retrieve Sales Cookie objects such as plans, calculations, users, etc. However, simple ...
How Do I Sign Up?
If you've never logged in to Sales Cookie previously, you must sign up. This applies even if your administrator has already added you as a user within a workspace. The sign up process allows you to: Choose a way to login to Sales Cookie Confirm that ...
What Is CSV Import Locking?
Our support team may enable CSV import locking on your workspace. This mode is designed to ensure that all uploaded CSVs conform to previously uploaded (mapped) ones. This avoids all types of data mistakes and problems described below. Suppose that ...
How Do I Record Professional Services?
This KB only applies to authorized Sales Cookie operators. To record delivered professional services, follow these steps: Go to Debug > Impersonate Login to the customer's account Go to Debug > Log Service Complete the form Service Type = type of ...
Why Is Your Support Website Not Resolving?
This support website uses a third-party solution called Zoho. When you navigate to https://support2.salescookie.com (or any other website), your browser performs a DNS query to find the right IP address to connect to. Zoho rotates its IP addresses ...
How Can I Import Sales Cookie Data Into Google Sheets?
Sales Cookie offer a rich entity schema and APIs. Some solutions such as Power BI, Tableau, or Excel natively understand structured data. They also offer native support for JSON Web APIs such as OData. However, Google Sheets does not offer the same ...
How Can I View Transaction Synchronization?
You can create recurring jobs which automatically import new or updated records from different connected systems (such as CRM or Accounting systems). Those records become transactions within Sales Cookie, which can then be used to calculate ...
How Can I Bulk-Export Payouts For Payroll?
You can always retrieve payout data using the OData API (programmatically - or using BI tools such as Excel, Tableau, Microsoft Power BI). This lets you retrieve payouts, payees, plans, calculations, etc. Here are the steps to multi-select export ...
Why Do I Get "403 - Access Forbidden" When Logging In?
Applicability This error applies to the following situation: You are trying to log in or sign up You received the following error Impact This error prevents you from logging in or creating an account. Explanations This error indicates that either a/ ...
How Do I Use Professional Services?
When you request professional services, we will ask you to authorize service hours. This helps you define a maximum budget for services. Your authorized hours will be consumed as needed without exceeding this limit. We will only charge your credit ...
How Does Plan Version Tracking Work?
Plan Snapshot When you run a calculation, we take a full snapshot of your plan. This means you can always go back to any calculation and review how the plan was setup at the time your calculation ran. To view a calculation's plan snapshot: Edit your ...
Why Transaction Filters Can Be Problematic
Suppose that we are synchronizing records from a SalesForce report. Also, suppose that you specified a filtering criteria on your report, such as "status must be Closed Won". Sales Cookie will synchronize all records whose status is "Closed Won". ...
What Are The Benefits Of Using A Platform To Sign Up Or Login?
When you log in or sign up for a Sales Cookie account, you have the option to login with Microsoft, Google, LinkedIn, etc. Or you can enter an email address and password. If you choose the email address and password option, you will receive an email ...
How Can I Claw Back Commissions?
Sometimes, you may incur cancellations, non-payment, etc. There are 3 primary ways you can claw back previously paid commissions. In this article, we describe some pros and cons of each approach. Add a Negative Transaction Setup a Claw Back Formula ...
Is There A Complete Formula Technical Reference?
This article provides technical details about formulas. For some background information about formulas, click here. You can configure formulas to control different aspects of calculations, such as filtering, crediting, scoring, quota, custom, ...
How Do Email Notifications Work When Releasing Credits / Rewards?
When you release credits or rewards, you have the option to notify payees via email. Only payees with a non-zero estimated OR actual calculated reward (for the released calculation) will receive an email. Payees which have no payouts will not be ...
What Are Commission Formulas For?
If you are using spreadsheets to calculate commissions, you are probably: Use messy nested conditions Reference cells by name or position Have multiple sheets with v-tables, etc. If someone shifts cells, adds a column, or includes hidden rows of ...
Admin Training - Agenda
Why Automate? Eliminate manual spreadsheets Including the need to manually generate / revise / archive / distribute them Bulk-calculate across all payees Manage rates and quotas Increase commission agility Improve accuracy and avoid costly mistakes ...
How Can I Manually Claw Back Commissions?
We may configure commission rules which automatically claw back (reverse) commissions when certain conditions are met. Alternatively, you may want to manually claw back commissions. However, you would like some automated assistance to a/ find ...
Error - Your Plan Contains Advanced Formulas Which Must Be Approved By Us
Applicability This error applies to the following situation: A plan was configured by our technical team You altered formulas within the plan Some of those formulas contain {{...}} expressions Your calculation is failing with this error Impact This ...
There Are No Released Payouts
If you see this message, one of the following applies: You haven't earned a commission yet Please check again later Your Sales Cookie administrator has not yet calculated commissions Ask your Sales Cookie administrator to calculate commissions Your ...
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