Plan Execution
Can You Explain The Core Commission Schema?
The following description explains the core commission schema. Here are the main entities whose relationships we will discuss: Plan - Plans represent commission structures. Each plan has a set of eligibility, crediting, attainment, and payout rules. ...
How Can I Reset User Recoverable Balances?
When you you assign positive recoverable rewards (advances) to a user, their sum is tracked as an owed balance. Similarly, when your assign negative recoverable rewards (repayments) to a user, their sum is deducted from the rep's balance. The most ...
How Can I Credit Multiple Users For One Transaction (Ad-Hoc)?
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 ...
What Is The Difference Between Release Credits and Release Rewards?
Both the release credits and release rewards actions publish calculations to payee incentive dashboards. Here is the difference: Release credits shows amounts as pending. Typically, release credits is performed mid-period to allow your payees to ...
When Should I Release Rewards?
You should release rewards when: You know when payees should expect payment Your released calculation ran AFTER all required transaction data was available Briefly, if your calculation ran BEFORE relevant transaction data was available, you should ...
How Can I Bulk Upload Custom Variables?
You can always input custom variables one at a time by editing users (or teams) individually, and navigating to their "Custom" tab. However, this is quite inefficient at scale. Bulk-Setting Custom Variables First prepare a spreadsheet with 4 columns: ...
How Can I Automate My Calculations?
Tired of starting new calculations every pay period? Tired of re-running calculations so your reps can see progress? We can automate the process for you. Just make sure your plans are set to "Active" and have the right frequency (ex: monthly, ...
How Can I Fully Automate Running Calculations
This article is for administrators who want to fully automate calculations across all plans. Note: we also have a different mode allowing you to re-run specific calculations only - click here to learn more. You can configure automated start and ...
How Can I Automatically Re-Run Calculations?
This article is for administrators who want to automate a daily re-run for some calculations. Note that you remain responsible for starting new calculations each pay period. Note: we also have a different mode which fully automates calculations - ...
How Can I Solve Missing Or Incorrect Crediting Enquiries?
Assumptions The user submitted an enquiry using their personal incentive dashboard A system alert was generated within Sales Cookie General Approach To solve missing / incorrect crediting enquiries, you must answer the following questions: Does the ...
How Can I Reset User Enrollments?
When you legally protect your sales incentive plan, you can require users to formally enroll. If you make material changes to your plan, you may want to reset all user enrollments to the "not enrolled" status. Here are the steps to reset user ...
How Do Enrollment Emails Work?
When you legally protect your sales incentive plan, and configure user enrollment to be requested via email, we will automatically do the following every hour: Determine potential beneficiaries at this time Determine which beneficiaries have already ...
Which Plan Statuses Are Available?
When you create a plan, it is always in the "Draft" status. The following statuses are available: Draft plans are not visible to users on their personal incentives dashboard Use this status to avoid publishing plans to users until ready Active plans ...
Are Detailed Calculations Logs Available?
When you submit a sales incentive plan for calculation, the system does the following: It processes transactions and credits them to users / teams It determines which users / teams have attained which incentive levels It determines which rewards ...
What Is A Plan Snapshot?
When you submit a sales incentive plan for calculation, we take a snapshot of your plan at the time the calculation was started. The benefits are: The calculation is not affected by changes made to the plan while the calculation is occurring You have ...
How Can I View System Alerts?
Here are the steps to view system alerts: Login to your workspace On the left pane, click on "Dashboard > Alerts" You will see active alerts To learn more about how to view dismissed / resolved alerts, click here. To learn more about how to review ...
How Can I Find Duplicate Aliases?
Here are the steps to identify duplicate aliases across users or teams: Login to your workspace On the left pane, click on "Aliases > Review Aliases" Click on the "User Aliases" or "Team Aliases" tab Check the "Only Duplicate" checkbox You will see a ...
How Can I Start (Or Re-Run) A Calculation?
You can start a calculation from different places within your workspace: Starting a calculation is the same as submitting a plan for calculation You can either start a new calculation, or re-run an existing calculation From the left pane: Login to ...
How Can I View All Aliases?
Here are the steps to view or search for aliases across all users or teams: Login to your workspace On the left pane, click on "Aliases > Review Aliases" Click on the "User Aliases" or "Team Aliases" tab Search for aliases To learn more about the ...
What Does Releasing Rewards Do?
Releasing rewards on a calculation allows users to view credits and rewards as confirmed on their personal incentives dashboard. Releasing rewards helps your reps understand that the commission period is now closed (learn more about releasing credits ...
How Do Simulations Work?
Simulations allow you to forecast results by performing calculations as if the current period was complete. It does so by "filling" missing transactions, up to your end date. This is best explained using a diagram: Suppose that today is April 15, and ...
What Happens When I Delete A Plan?
When you delete a plan, the following happens: Associated calculations are deleted Associated credits are deleted (they disappear from user personal incentives dashboards if released) Associated rewards are deleted (they disappear from user personal ...
What Happens When I Delete A Calculation?
When you delete a calculation, the following happens: Associated released credits are deleted (they disappear from user personal incentive dashboards) Associated released rewards are deleted (they disappear from user personal incentive dashboards) ...
What Does Releasing Credits Do?
Releasing credits on a calculation allows users to view pending credits and rewards on their personal incentives dashboard. Releasing credits allows your reps to measure their progress mid-period (learn more about releasing rewards here, and the ...
What Are Credits?
Credits are the result of crediting sales transactions to specific users or teams (depending on how you configure your plan). When a user is credited with a sales transaction, it is recorded as a credit. Essentially the user has been assigned ...
What Is A Calculation?
A calculation is the result of submitting a plan for calculation. Calculations describe who was credited with which transactions, sales performance results, and incentive rewards for each beneficiary. Calculations remain on hold until you release ...
Why Are Some Fields Missing When Viewing Transactions?
When a transaction is imported, we store: Fields you provided during the import System fields calculated by the system using the above For example, suppose that you import transactions containing a field called "Total", with values such as "$12.34". ...
How Can I View A Report's Raw Data?
To view a report's raw data, click on the following icon when viewing a report: You can also access raw data via OData or Power BI (learn more)
How Can I Use The Report Dashboard?
The report dashboard is a place you can publish your favorite reports to. Please note that while admins will only see data they are authorized to view, the report dashboard is shared across all admins. To publish a report to the dashboard: Generate a ...
How Can I Generate A New Report?
You can generate a new report from different locations: By clicking on "Reports > Get Report" on the left pane Reports will not be filtered by default By browsing to a plan and clicking on the "Reports" tab Reports will be filtered to this plan by ...
How Can I Access Sales Incentive Data Using API Calls?
You can use the OData protocol to access sales incentive data in a read-only manner. To learn about the OData V4 API standard, refer to this article. Your API Key and associated OData URL enable you to programmatically retrieve plans, calculations, ...
How Can I Create A Power BI Report?
Using Power BI, you can generate complex sales incentive reports - including drill-downs, multi-level grouping, advanced visualizations, enterprise report publishing, and much more. You can also create reports by typing natural language queries. To ...
What Reports Are Available?
Sales Cookie offers different types of reports: Payout reports Credit reports Attainment reports Power BI reports For each report, you can filter data: By time period By all plans vs. a specific plan By all calculations vs. a specific calculation By ...
What Are "System" Fields When Viewing Transactions?
When a transaction is imported, we store: Fields you provided during transaction import System fields calculated by the system using the above For example, suppose that you import transactions from a CSV file containing a field called "Total", with ...
What Is The Format Used For Activity Log Exports?
When you export activity results, you get a CSV file with the following columns: Time - this time is in your time zone and indicates when the action was performed Who - this indicates who performed the action Entity - this indicates the affected ...
Why Are Only Some Fields Shown When Editing A Transaction?
When a transaction has been imported, it includes: Fields you provided during the import System fields calculated by the system using the above For example, suppose that you import transactions from a CSV file containing a field called "Total", with ...
What Happens When I Delete A Transaction From A Connected System?
Applicability This article applies to the following situation: You have configured a connection from a connected system such as QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc. You configured automated (recurring) imports of ...
How Are Taxes Calculated?
You can configure your sales incentive plan to remove taxes from revenue calculations. This helps ensure you do not pay commissions for revenue which includes taxes. Of course, if your transactions already include revenue information which excludes ...
How Is Profit Calculated?
You can configure sales incentive plans to measure performance based on revenue, profit, or scoring. We calculate profit from imported transactions using the following rules. In some cases, we may ask you to provide entries within the product catalog ...
How Is Revenue Calculated?
You can configure sales incentive plans to measure performance based on revenue, profit, or scoring. We calculate revenue from imported transactions using the following rules. In some cases, we may ask you to provide entries within the product ...
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