Plan Design
What Type Of Support Is Available For Zoho Books?
Overview By adding a Zoho Books connection to your workspace, you can: Automatically import Zoho Books records (ex: invoices, credit notes, etc.) as transactions to your workspace You will need to map fields the first time you import transactions ...
What Type Of Support Is Available For Xero?
Overview By adding a Xero connection to your workspace, you can: Automatically import Xero users into your workspace We will detect users who are already present within your workspace We will only suggest adding missing ones You will be able to ...
What Type Of Support Is Available For Chargebee?
Overview By adding a Chargebee connection to your workspace, you can: Automatically import Chargebee records (ex: invoices, credit notes, transactions) as transactions to your workspace You will need to map fields the first time you import ...
Recipe - How To Setup An SDR-Type Plan
This article applies if you want to setup a plan which counts (or scores) transactions. For example, this could be a plan for SDRs, which pays commissions based on the number of opportunities created. Becoming Familiar With General Plan Setup We ...
Recipe - How To Configure Draw Plans
This article applies if you require draws, but payees can receive commissions from multiple plans, and commissions from all these plans should be taken into account when calculating draw amounts. Draws & Multiple Plans If you have a single plan, you ...
How Can I Deal With Ever Changing Sales Data?
If your sales data changes constantly (ex: retroactively), you may wonder how commissions can be calculated correctly. Here are 3 different approaches you can use depending on your data. For related topics, please refer to: How Can I Prevent Double ...
When Should I Mark A Reward As Non-Deductible?
Some plans use strategies where commissions are always re-calculated YTD, and deductions applied based on what has been paid so far YTD. This way, if past data changes (dates or amounts), the re-calculation will catch this, because we'll constantly ...
What Are Deductions?
Deductions typically apply when you use a YTD or QTD plan. Deductions allow you to re-evaluate all commissions earned YTD / QTD, but deduct what has been paid previously YTD / QTD. This approach is often used if transaction data can retroactively ...
How Can I Deal With Ever Changing Hierarchies (Advanced)?
This article applies if you've configured teams to represent a single hierarchy, but ran into issues because your team hierarchy is changing all the time. Let's say that you have configured a fixed hierarchy like this: One option to deal with change ...
How Can I Prevent Double Payment Of Commissions?
If a transaction has its effective date changed to a later period, it's possible it may yield a double-commission in future calculation periods. For example, let's say you have a plan which pays monthly commissions. A transaction's closed date was ...
How Can I Credit Multi-Dimensional Hierarchies (Advanced)?
This article applies if you've configured teams to represent a single hierarchy, but ran into issues because you want to use different hierarchies to credit users or teams depending on the plan or scenario. Let's say that you have configured a single ...
Recipe - How To Store Per-Calculation Values
This article describes a recipe to store per-calculation values. Typically, you want to store a value a/ for a given calculation and b/ for a given user or team. For example, you could calculate each user's average credited revenue and store this. ...
Recipe - How To Setup "Pay When You Get Paid" Plans (Invoices Only)
Advanced Setup This is an advanced setup because two different timelines are involved. One timeline is associated with opening invoices. Another timeline is associated with receiving payments. Sometimes, 2 systems are involved as well (ex: a CRM ...
How Can I Specify a Custom Formula (Advanced)?
Sometimes, you want to customize attainment and require a formula to do so. Do You Need A Custom Formula? In most cases, calculating a transaction's value based on its revenue or profit is sufficient. When using revenue or profit as an attainment ...
How Can I Assign Users To Plans?
Sales Cookie makes it easy to assign users to plans. In fact, plan assignment can be automated so that, as you add more users, they are automatically assigned to the right plans. Assigning Users To Plans To assign users to plans, start from plans: ...
Recipe - How To Store Per-Transaction Values
This article describes a recipe to store per-transaction values. For example, you could calculate a "Commissionable" amount once and store it. You can then re-use this value within different reward formulas, or perhaps simply show it to payees. ...
Recipe - How To Setup Manager Override Plans
This article applies if you want to setup a plan which pays override commissions to managers. For example, this could be a territory manager plan, which pays commissions to managers based on sales from reps within their territory. Becoming Familiar ...
Recipe - How To Setup A Monthly Plan With QTD Attainment
Advanced Setup This is an advanced setup because there are two different ways you can setup plans with QTD attainment but frequent payouts (ex: monthly). This article applies if you want to setup a plan whose attainment is QTD, but pays commissions ...
Recipe - How To Configure Ramped Quotas
This article applies if you want to use ramped quotas - i.e. quotas whose value increases over time. Ramped quotas are typically used for new hires who should not be subject to a full quota (because they are still building a pipeline or in-training). ...
Recipe - How To Setup A Monthly Plan With YTD Attainment
Advanced Setup This is an advanced setup because there are two different ways you can setup plans with YTD attainment but frequent payouts (ex: monthly). This article applies if you want to setup a plan whose attainment is YTD, but pays commissions ...
Recipe - How To Setup "Pay When You Get Paid" Plans (2 Systems)
Advanced Setup This is an advanced setup because two different timelines are involved. One timeline is associated with closing deals. Another timeline is associated with receiving payments. Often, 2 systems are involved as well (ex: a CRM system and ...
Recipe - How To Handle Re-Calculations When You've Already Released Rewards
This article applies if: You've already released rewards for a calculation You realized that the calculated amount was incorrect Example: you discovered later that the plan was not setup correctly when you calculated Example: you discovered later ...
Recipe - How To Set Quotas Based On Job Titles
This article applies if you want to set the same quotas for multiple users with the same job title. Becoming Familiar With General Plan Setup We first recommend first reading this article to become familiar with fundamental mechanisms of plan ...
Should I Use Per-Transaction Rewards?
When adding certain types of rewards, you can specify whether rewards should be calculated per-transaction. The short answer is - if it's important for reps to see a per-transaction commission amount (and rate), then you should check the checkbox, ...
How Can I Calculate a Complicated Per-Transaction Reward (Advanced)?
Sometimes, you want to calculate per-transaction commission amounts based on complex rules. Do You Need A Per-Transaction Reward Formula? In most cases, it's sufficient to rely to use pre-canned rewards such as "% of Revenue", "% of Profit", or "Cash ...
What Is The Difference Between Cumulative And Non-Cumulative Tiers?
This article is only applicable if your commission plan has multiple attainment tiers, each with a different payout. If your plan does NOT have tiers (ex: you pay commissions per-transaction with no required minimum), skip ahead. Consider a sample ...
How Can We Ensure That Commissions Are Paid Only When We Get Paid?
This article applies if you want to pay commissions only when you get paid. For a more general introduction, click here. ============ Data Requirements ============ Ideally, If you have both a CRM and accounting system, you'd only use one system for ...
How Can I Specify A Dynamic Transaction Filtering Formula (Advanced)
Sometimes, you want to filter transactions based on dynamic rules. Do You Need A Filtering Formula? In most cases, it's sufficient to rely on saved queries to filter transactions. For example, you could define a transaction filter such as this: And ...
How Can I Specify a Dynamic Quota Formula (Advanced)?
Sometimes, you need quotas to be calculated dynamically using a quota formula. Do You Need A Quota Formula? In most cases, it's sufficient to use available quota options (such as "As Percentages of a Per-Target Dynamic Quota" or "As Percentages of a ...
How Can I Specify A Dynamic Crediting Formula (Advanced)
Sometimes, you want to credit users or teams based on dynamic crediting rules. Do You Need A Crediting Formula? In most cases, it's sufficient to rely on aliases and system mapped transaction fields to credit users or teams. The following crediting ...
How Can I Set Per-User Quotas?
You can configure your incentive plans to use per-user quotas. This lets you re-use the same plan across many users, each user having a different attainment threshold. To create an incentive plan with per-user quotas: Edit your incentive plan Click ...
How Do I Add A Draw?
Adding a Draw Here are the steps to add a draw to your incentive plan: Edit your plan Click on the "Beneficiaries" tab Make sure all beneficiaries should receive the draw If not, create a separate plan Beneficiaries are computed based on configured ...
What Type Of Support Is Available For HubSpot?
Overview By adding a HubSpot connection to your workspace, you can: Automatically import HubSpot users into your workspace We will detect users who are already present within your workspace We will only suggest adding missing ones You will be able to ...
How Can I Credit Specific Fields For A Given Plan Only?
Assume that you've imported sales transactions and mapped fields A and B to category "Owner / Sold By". By default, when you run a calculation, the engine will process both fields A and B, find matches, and credit users. However, suppose that you now ...
How Can I Calculate a Complicated Global Reward (Advanced)?
Sometimes, you want to calculate a total (gross, lump sum) commission amount based on complex rules. Do You Need A Global Reward Formula? In most cases, it's sufficient to rely to use pre-canned rewards such as "% of Revenue", "% of Profit", or "Cash ...
How Can I Specify a Scoring Formula (Advanced)?
Sometimes, you want each transaction's value to be calculated using dynamic rules. Do You Need A Scoring Formula? In most cases, calculating a transaction's value based on its revenue or profit is sufficient. When using revenue or profit as an ...
How Can I Create a Single Plan Which Applies Different Quotas to Different Users?
This article explains how you can create a single sales incentive plan but apply different quotas to different users. For more information about how to configure attainment levels and thresholds, click here. When you configure attainment levels for ...
How Do I Set Attainment Levels And Their Thresholds?
This article explains how to use the web application to set attainment levels and their associated thresholds. For a more general discussion about attainment levels, click here. For general guidance on how to configure attainment levels, click here. ...
How Can I Preview The User Enrollment Form?
When you legally protect your sales incentive plan, you can configure various parameters such as: Terms and conditions Whether to use a simple checkbox or an e-signature for acceptance Whether to send enrollment emails or let users self-enroll You ...
How Can I View Which Users Have Enrolled In My Plan?
Once you've configured a sales incentive plan to be legally protected, you can check the status of user enrollments using the following steps: Login to your workspace On the left pane, click on "Plans > All Plans" Search for your plan Click on the ...
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