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 ...
Popular Articles
How Do Advanced SQL Statements Work?
What Are Advanced SQL Statements? Our technical team may configure advanced SQL statements which operate directly against the database. This is done a/ for performance reasons, b/ to perform complex queries spanning multiple entities, or c/ to ...
Do You Have A Plan Configuration Checklist?
We recommend using the following checklist to verify plan configuration. This is a very detailed checklist to help ensure (almost) nothing has been missed. ================ Plan Configuration Check List ================ Plan - Sanity Check [x] My ...
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 ...
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 ...
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: ...