Setup & Deployment
How Can I Import Transactions?
For programmatic import options, click here. You can use the following methods to add transactions: Manually or automatically from CSV files Manually upload CSV files containing sales transactions Automatically by having us fetch CSV files from FTP ...
What Is A Transaction?
A transaction is any compensable event you may want to use to measure sales performance. Transactions can be: A list of orders A list of purchases A list of opportunities A list of refunds Any type of compensable events (ex: sales qualification, ...
Are Teams And Territories The Same Thing?
Yes and no. All territories should be represented as a team. However, groups of employees should also be represented as a team. For example, if you have a "Northwest" territory, it should be represented as a team. At the same time, if you have a ...
When Should I Create A Team?
You should create a team when: You want to represent a territory Teams allow you to measure the sales performance of territories (and reward team members / managers) You want to represent a group of users Teams allow you to create sales incentive ...
When Should I Deactivate A User?
You should deactivate a user when: The user has left your organization (or moved to a non-sales role) You no longer want the user to have access to your workspace (including their personal incentives dashboard) You no longer need to credit the user ...
What Happens When I Deactivate A User?
The following happens when you deactivate a workspace user: The user can no longer login to the workspace (including their personal incentives dashboard) The user is no longer taken into consideration when performing calculations You will no longer ...
What Is A Production Workspace?
A production workspace is a "real workspace" in the sense that it does not include demo data. You should use a production workspace when you are ready to implement your sales incentive program. You can also use production workspaces for experiments. ...
What Is a Demo Workspace?
A demo workspace is designed to let you experiment with fake data. All demo workspaces are deleted after 14 days. All demo workspaces include demo users, teams, plans, calculations, reports, etc. You should not re-purpose demo workspaces as ...
What Is A Web Endpoint - And How Does It Work?
Applicability Deploying a web endpoint allows automated import of transactions from any sales or accounting system. You should deploy a web endpoint when: You want to automate transaction upload (so as to avoid manual uploads) Your sales transactions ...