Plan Design
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 ...
Which Types Of Legal Options Are Available For My Plans?
To legally protect your sales incentive plan: Login to your workspace On the left pane, click on "Plans > All Plans" Search for your plan Click on the plan row Click on the "Legal" tab (if needed) Configure legal options Legal options allow you to: ...
How Can I Legally Protect My Plan?
To legally protect your sales incentive plan: Login to your workspace On the left pane, click on "Plans > All Plans" Search for your plan Click on the plan row Click on the "Legal" tab (if needed) If you agree that your legal department is ...
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 ...
How Can I View A Team's Aliases?
Here are the steps to view a team's alias: Login to your workspace On the left pane, click on "Teams > All Team" Search for the team you want to view Click on the team row Click on the "Aliases" tab (if needed) You will see the list of aliases for ...
How Can I Configure Per-Transaction Limits?
Here are the steps to configure per-transaction limits for your sales incentive plan: Login to your workspace On the left pane, click on "Plans > All Plans" Search for the plan Click on the plan row Click on the "Limits" tab (if needed) Select ...
How Can I Configure Payout Limits?
Here are the steps to configure payout limits for your sales incentive plan: Login to your workspace On the left pane, click on "Plans > All Plans" Search for the plan Click on the plan row Click on the "Limits" tab (if needed) Select a value for the ...
How Can I Handle Users / Teams Who Were Credited No Transactions?
When designing a sales incentive plan, you must specify plan targets - for example: Users with tag "Business Development Managers" Members of team "Northwest" Teams having tag "Territory" Team "Northwest" Etc. In some cases, some of those target ...
How Can I Only Process Certain Transactions For A Given Plan?
To ensure your sales incentive plan only uses specific transactions (not all transactions), you must first create a saved query: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions (more ...
How Can I Add A Plan?
Here are the steps to create a sales incentive plan: Login to your workspace On the left pane, click on "Plans > Add Plan" Select a plan name, its visibility, and its time period Next, select a scope Measure performance by individual Measure ...
What Is A Beneficiary?
When you define a sales incentive plan, you define the following: A set of plan targets you want to measure performance for: Ex: all a list of specific users Ex: all users with tag "Business Development Manager" Ex: the "Northwest" team Attainment ...
What Is An Attainment Level?
When you create a sales incentive plan, you define one or more attainment levels. Each attainment level is defined by the following: A name which is automatically assigned (ex: "L1", "L2", etc.) A level of difficulty (ex: "Easy", "Difficult", etc.) ...
What Are Attainment Difficulties For?
When you define attainment levels for a given incentive plan, you can choose a difficulty level such as: Trivial Easy Standard Difficult Outstanding The benefit is that you can use this information in sales performance reporting. Difficulty can help ...
What Are Rewards?
Rewards are granted to beneficiaries as part of sales incentive plans. A reward can be: A fixed cash amount A percentage of revenue (ex: 5% of total revenue) A cash amount calculated from the employee's salary A prize (ex: trip to the Bahamas) A ...
Which Types Of Plans Periods Are Available?
The following types of plan periods are available: One-time plan A one-time, non-recurring incentive plan (ex: sales contest). Bi-Monthly plan An incentive plan with a bi-monthly recurrence. Monthly plan An incentive plan with a monthly recurrence. ...
What Is A Plan?
Plans are a set of sales performance goals, potential rewards, and terms & conditions for receiving those rewards. Use plans to define, manage, and implement your sales incentive program. Once ready, submit your plan for calculation. Good to know: ...
What Is An Alias?
When processing transactions to perform a calculation, aliases are used to credit sales events to users or teams. Aliases can be user names, user emails, territory names, but also user or team IDs - if this is what your transactions contain. List all ...
Who Can Access My Plan?
Users with the limited admin role have read-only access to all entities in the workspace by default - including plans. However, you can hide plans (and their related calculations) from them. You can also choose which limited admins have permissions ...
How Are Scores Calculated?
You can configure sales incentive plans to measure performance based on revenue, profit, or scoring. Using scoring, you can further control whether a user has reached a certain performance goal. Three types of scoring are available: Use Point-Based ...
Who Can View Transactions And Their Details?
Only full and limited admins can view transactions. You can also hide transactions from limited admins by editing workspace security settings. To learn more about different roles, click here. To learn more about limited admins, click here.
What Types Of Field Mappings Are Available?
Here are the list of supported field mappings when importing transactions. Unique ID A field with the unique ID of a transaction (ex: order ID, invoice code, etc.). We use this field to avoid importing duplicates. Transaction Date A field indicating ...
How Can I Add A Team Alias?
Here are the steps to add a team alias: Login to your workspace On the left pane, click on "Teams > All Teams" Search for the team you want to edit Click on the team row Click on the "Aliases" tab (if needed) Click on "Add Aliases" in the top right ...
How Can I Add A User Alias?
Here are the steps to add a user alias: Login to your workspace On the left pane, click on "Users > All Users" Search for the user you want to edit Click on the user row Click on the "Aliases" tab (if needed) Click on "Add Aliases" in the top right ...
How Can I Edit An Alias?
You cannot edit aliases. Instead, you have to delete the previous alias and add a new one.
How Can I Delete A Team Alias?
Here are the steps to delete a team aliases: Login to your workspace On the left pane, click on "Teams > All Teams" Search for the team you want to edit Click on the "Aliases" tab (if needed) Hover over the alias row Click on the delete icon The team ...
How Can I Delete A User Alias?
Here are the steps to delete user aliases: Login to your workspace On the left pane, click on "Users > All Users" Search for the user you want to edit Click on the "Aliases" tab (if needed) Hover over the alias row Click on the delete icon The user ...
Who Can Create, Edit, Or Delete Aliases?
Only full admins can create, update, or delete aliases. Limited admins cannot create, update, or delete aliases. To learn more about different roles, click here. To learn more about limited admins, click here.
How Can I View A User's Aliases?
Here are the steps to view a user's alias: Login to your workspace On the left pane, click on "Users > All Users" Search for the user you want to view Click on the user row Click on the "Aliases" tab (if needed) You will see the list of aliases for ...
What Are Aliases Used For?
When processing transactions to perform a calculation, aliases are used to credit sales events to users or teams. Aliases can be user names, user emails, territory names, but also user or team IDs - if this is what your transactions contain. List all ...
What Is A Plan Admin?
Limited admins who have been granted permission to manage specific plans are shown as "plan admins" in the web interface. Users with the limited admin role have read-only access to all entities in the workspace by default - including plans. However, ...
What Is A Hidden Plan?
A hidden plan is a sales incentive plan which is hidden from limited admins. It's only useful to have hidden plans if a/ some of your administrators are limited admins, and b/ you do not want those limited admins to see certain plans. In most ...
What Security Roles Are Available?
The following roles are available for each workspace: Full admin - Full admins have unlimited permission on the workspace and everything it contains (including the ability to delete data). Limited admin - Limited admins have read-only permission on ...
Checking If Transactions Can Be Credited To a User (Advanced)
Applicability This topic is applicable to the following scenario: You are creating a new incentive plan You want to measure sales performance by team / territory Sales transactions have one of the following issue They do not include a team / ...
Checking If Transactions Can Be Credited To a Team (Advanced)
Applicability This topic is applicable to the following scenario: You are creating a new incentive plan You want to measure sales performance by individual Sales transactions have one of the following issue They do not include "Owner / Sold By" data ...
Defining How Rewards Should be Assigned
Incentive design step This article is referenced by our incentive design guide as step #5. Once you have defined attainment levels and associated rewards, you have to define how rewards should be assigned to individuals. Assigning rewards based on ...
Defining Attainment Levels and Associated Rewards
Incentive design step This article is referenced by our incentive design guide as step #4. Once you have chosen a performance metric (ex: revenue) and a way to measure it (ex: raw value), you have to define attainment levels and associated rewards ...
Defining How the Performance Metric Should be Measured
Incentive design step This article is referenced by our incentive design guide as step #3. Once you have chosen a performance metric (ex: revenue, profit, or score), you have to define how it is measured (evaluated). The following choices are ...
Defining a Performance Metric
Incentive design step This article is referenced by our incentive design guide as step #2. The following choices are available to you to measure sales performance: Measure using revenue Measure using profit Measure using a score The simplest choice ...
Defining a Performance Measurement Scope
Incentive design step This article is referenced by our incentive design guide as step #1. The following choices are available to you: Measure performance by individual Measure performance by team / territory In most cases, you want to measure ...
Step-by-Step Sales Incentive Design
We have created a unique methodology to design sales incentives, which the following precise goals in mind: Provide a high degree of flexibility in the design of sales incentives Ensure strong alignment of sales incentives with business goals ...
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