Misc. Topics
How Can I Debug Formulas?
You can use debug mode to understand how formulas are applied to a sample transaction or sample payee. You will see how each formula statement was evaluated against your sample transaction or user (payee). Debugging Formulas - Sample Transaction To ...
There Are No Active Plans Whose Potential Beneficiaries Include You
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 ...
How Does Sales Cookie Scale Calculations To Very Large Data Sets?
Behind the scenes, Sales Cookie is able to scale calculation of commissions over large numbers (millions) of transactions using the following: Elastic Cloud Compute Parallel Data Processing Code Optimizations Elastic Cloud Compute The Microsoft Azure ...
How Can I Programmatically Create Or Update Teams?
This article explains how you can create or update teams using simple API calls. To add or remove users from teams, see this article. To add or remove custom variables from teams, see this article. Create Or Update Teams To create or update teams, ...
How Can I Programmatically Retrieve Or Set Custom Variables
This article explains how you can retrieve or set custom variables on users, teams, plans within your workspace using simple API calls. Retrieve Custom Variables To retrieve custom variables, follow these 2 steps: Step 1 - Get Your API key Step 2 - ...
How Can I Programmatically Add Or Remove Users From Teams?
This article explains how you can add or remove users from teams using simple API calls. To do this, you will either create or delete team member records which represent membership of users within teams. Create Or Delete Team Members To add or remove ...
How Can I Export My Data?
You can export your data by going to different parts of the application: Users Go to Users > Overview Click on "Export All" Custom Variables Go to Settings > Tools Select "Export Custom Variables" Plans Go to Settings > Tools Select "Export All ...
What Does The "Credit Date" Represent?
The "Credit Date" field tells you the effective date which allowed the transaction to fall within calculation period. When running a calculation for a given time period, we must determine which transactions are eligible based on their dates. In some ...
How Does MFA Impact SalesForce Logins?
If you want to establish a SalesForce connection within Sales Cookie, but your chosen SalesForce user account requires MFA (multi-factor authentication - also known as 2-factor authentication), authentication will fail. There are two ways to solve ...
Why Are Hard Deletes Not Propagated?
Suppose that we are synchronizing records from a SalesForce report. If a record is deleted within SFDC, this record won't be returned any more by your report. In other terms, deleting a record makes it "fall out" from the report. Sales Cookie could ...
How Does The Payroll Gateway Work?
You can always retrieve commission-related data using the OData API (programmatically - or using BI tools such as Excel, Tableau, Microsoft Power BI). This lets you retrieve transactions, rewards, users, teams, plans, calculations, etc. However, ...
How Can I Programmatically Create Or Update Users?
This article explains how you can create or update users using simple API calls. To add or remove users from teams, see this article. To add or remove custom variables from users, see this article. Create Or Update Users To create or update users, ...
How Can I Embed "Slugs" In Announcements, Legal, Etc.
Define Custom Variables Edit your user and click on the "Custom" tab. Add custom variables for this user. Note that the same variable can be defined multiple times (with different values and effective dates). Embed Custom Variable "Slugs" Edit your ...
How Can I Show Withheld Commissions To My Reps?
This article applies if you declare potential commissions early (ex: as deals close), but only want to pay commissions when you get paid (ex: as invoices get paid). For more general considerations about this setup, please read our blog article. This ...
How Can I Automate Manager Approvals?
This article explains how you can automate approval of commission statements by managers. To request approval by managers Login to your workspace On the left pane, click on "Plans > All Plans" Edit your plan Click on the "Legal" tab Select this ...
How Can I Invite Users?
There are two ways you can invite users: Send them an email yourself (recommended) Run the add user wizard Send Them An Email Yourself (Recommended) Invitation emails do NOT require any special invitation link. They can be sent directly by you to ...
How Can I Adjust An Individual Transaction's Commission
This article only applies to per-transaction rewards. Many commissions are paid in aggregate (ex: $1000 payout for reaching a milestone), and so there isn't a per-transaction commission amount. The same applies is you use the portion method to ...
How Can I Duplicate A Transaction?
In most cases, you should update your source data (ex: CRM system, accounting system, CSV file, etc.) to include missing records. However, in some rare cases, you may need to add another transaction within Sales Cookie only. To do this: Select ...
How Can I Perform Bulk Operations On Calculations?
Here are the steps to multi-select calculations and perform bulk operations: Select "Calculations > All Calculations" Hover over one of the calculation row This will reveal a selection checkbox Check the checkbox to select the row Click on other ...
How Can I Survey My Sales Force?
To survey your sales force: Login to your workspace On the left pane, click on "Reports > Get Report" Click on "Rep Surveys" Click on "Ask Question" Different question formats are available: Rate Statement Respondents can choose a rating from 1 to 5 ...
Why Are Transaction Dates Important When Importing Transaction Data?
Let's say you upload a CSV file with records like this: As you can see, there is no date column. So, if you wanted to calculate January commissions, we would not know if those sales would apply since there is no effective date column we can use. In ...
Understanding Calculation Issues
As you run calculations, we examine your calculation timeline to find potential problems, such as duplicate calculations or gaps between calculations. Some of those issues may be false positives. A purple bar will alert you any time potential issues ...
Why Are Unique IDs Important When Importing Transaction Data?
If you use a CRM or Accounting system, each record already has a unique ID. This article only applies to customers whose data source does NOT already provide a unique ID. Let's say you upload a CSV file with records like this: When you upload this ...
Which Keyboard Shortcuts Are Available?
Available shortcuts include: ALT-C - navigate to all calculations ALT-G - expand settings ALT-H - navigate to the main dashboard ALT-I - navigate to the incentive dashboard ALT-N - start a new calculation ALT-L - navigate to tools ALT-O - open the ...
Which Advanced Options Are Available?
Sales Cookie offers many advanced capabilities via its web interface - including draws, splits, overrides, etc. However, some additional (even more) advanced options can also be set on incentive plans using a text-based representation. Advanced ...
How Can I Manually Adjust Sales Commissions?
There are 7 ways you can adjust sales commissions: You can update sales data within your source system (ex: SalesForce): Edit transactions at the source (ex: change the amount, owner, etc.) Alternatively, add additional transactions (ex: with a ...
How Can I Embed Web Content Within Sales Cookie?
You can create and publish announcements to personal incentive dashboards. However, sometimes you already have some existing content you want to show within Sales Cookie. This could be: Sales resources Sales training guides Various documents (ex: ...
How Can I Credit Multiple Users For One Transaction?
You may want to issue commissions to multiple users over the same sales transaction. This may be necessary when multiple users contribute to a sale, or because you have a multi-level commission structure (ex: override commissions). There are two ways ...
How Can I Show Users Information About An Upcoming Period?
Consider the following scenario: You have created a monthly plan and are currently in January You have started a calculation for January and released credits (or rewards) Users can see the January period on their personal incentive dashboard You want ...
When I Delete A Record, Is It Completely Gone?
After you delete a record (note: this always requires a confirmation), it is marked as deleted, but remains in the database for a limited time. However, a background job hard-deletes such records shortly after their original deletion time. This ...
How Can I Best Organize And Respond To User Enquiries?
In most sales environments, participants want to raise questions (or initiate disputes) regarding topics such as: Requesting clarifications regarding incentive plans Reporting missing credits Reporting incorrect rewards Etc. As an incentive plan ...
How Can I Submit A New Enquiry?
Here are the steps to submit a new enquiry: Login to your workspace On the left pane, click on "Incentives" Click on the button for an incentive plan Click on the "Enquiries" tab (if needed) Click on "New Enquiry" Select a type of enquiry Certain ...
How Can I View My Submitted Enquiries
Here are the steps to view your submitted enquiries: Login to your workspace On the left pane, click on "Incentives" Click on the button for an incentive plan Click on the "Enquiries" tab (if needed) Enquiries which are active are always shown in red ...
Why Is A Plan Missing From My Personal Incentive Dashboard?
If a plan is missing from your incentive dashboard, the following may apply: The plan no longer has an Active or Completed status Edit the plan to review its status You are no longer a beneficiary of the plan Edit to the plan and navigate to the ...
Whose Personal Incentive Dashboard Can I View?
When you browse to your personal incentive dashboard, the view is defaulted to you. However, if you have sufficient permissions, you can select another user. The following users are shown: If you are a full admin, you can view all users Otherwise, ...
How Can I Review My Team's Or Direct Report's Performance?
To view your team or direct report's performance, you can either use: Incentive Reports You must be a limited or full admin to view reports Different types of reports are available Click here to learn more about incentive reports Incentive Dashboards ...
How Can I Access My Personal Incentive Dashboard?
Here are the steps to access you personal incentive dashboard: Login to your workspace On the left pane, click on "Incentives" Click on each button for more details For example, each plan's "More Details" button To learn more about how to access the ...
How Can I Know That Calculations You Perform Will Be Correct?
You may wonder whether calculations we perform are correct. Many parameters you configure influence calculations: attainment thresholds, plan limits, crediting rules, etc. However, assuming those are correct, we are confident that our calculations ...
Error - The Operation Cannot Be Performed Because It Would Cause Team 'X' To Be In A Parent / Child Loop
Applicability This error applies to the following situation: You are changing a team's parent team Impact This error prevents you from updating the team. Explanations By changing the current team's parent, you are creating a loop. For example: Team A ...
Error - Unable To Perform A Realistic Calculation Simulation Due To An Insufficient Time Span
Applicability This error applies to the following situation: You are running a calculation using simulation You have either few transactions, or they are very "condensed" in time Impact This error prevents you from completing a simulation. ...
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