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: ...
Which Advanced Options Are Available?
Sales Cookie offers many advanced capabilities via its web interface - including draws, splits, overrides, etc. However, some additional (even more) advanced options can also be set on incentive plans using a text-based representation. Advanced ...
How Can I Perform Bulk Operations On Calculations?
Here are the steps to multi-select calculations and perform bulk operations: Select "Calculations > All Calculations" Hover over one of the calculation row This will reveal a selection checkbox Check the checkbox to select the row Click on other ...
How Can I Automate Manager Approvals?
This article explains how you can automate approval of commission statements by managers. To request approval by managers Login to your workspace On the left pane, click on "Plans > All Plans" Edit your plan Click on the "Legal" tab Select this ...