Training
Answers - Configuration Challenge #R3
Challenge Here is a link to the original challenge. Answers The business purpose is to calculate a recoverable draw repayment amount. A recoverable draw consists of advances which need to be repaid. A recoverable reward with a positive value is an ...
Answers - Configuration Challenge #R2
Challenge Here is a link to the original challenge. Answers The GetDate() function gets the day component of the calculation's start date (ex: the day component of 2021-10-15 is 15). The business purpose is to use a lower quota of 8000 when the ...
Answers - Configuration Challenge #R1
Challenge Here is a link to the original challenge. Answers First code block The business purpose is to exclude transactions whose policy ID is strictly more than 8797. This logic could also be moved to a transaction saved query as an alternative ...
Configuration Competency Quiz
The following quiz is designed to measure your knowledge of Sales Cookie and configuration of plans. Please check your answers carefully! Which application shortcuts are incorrect? ALT-C for calculations ALT-O for tools ALT-S for transactions ALT-T ...
How Should I Communicate With Customers?
The following KB is designed to help you better communicate with customers. Commissions can be quite complex to discuss (via email or in-person), so clarity is key. It definitely takes time and energy to draft clear emails. When to Communicate? If ...
Can You Explain Common Sales Lingo?
The following KB is designed to help you become familiar with key sales terminology. Also make sure to review standard commission terminology. ================ CRM Systems ================ Most sales activity is tracked in CRM systems such as: ...
Open Experiments
The following experiments are more open-ended. They will require you to figure out things on your own. You may struggle along the way, and wonder why things are not working. ===== Configure A Pay When You Get Paid (2 Systems) Structure (High ...
Configuration Experiment #T4
Goal The goal of this experiment is to help you understand the time dimension in calculation mechanics. For this challenge, you will use a production workspace and enter some configuration. When asked to write down something, please copy the value to ...
Configuration Experiment #T3
Goal The goal of this experiment is to help you understand the time dimension in calculation mechanics. For this challenge, you will use a production workspace and enter some configuration. When asked to write down something, please copy the value to ...
Configuration Experiment #T2
Goal The goal of this experiment is to help you understand the time dimension in calculation mechanics. For this challenge, you will use a production workspace and enter some configuration. When asked to write down something, please copy the value to ...
Configuration Experiment #T1
Goal The goal of this experiment is to help you understand the time dimension in calculation mechanics. For this challenge, you will use a demo workspace and alter the configuration. When asked to write down something, please copy the value to a ...
What Is Important When Configuring Commissions?
Accuracy Is Key Several Sales Cookie customers issue commissions worth $1M or more per month. Therefore, it's important to double-check all entered rates, thresholds, and settings. Note that some formulas may not be exercised during test ...
Configuration Experiment #V6
Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a production workspace and enter some configuration. When asked to write down something, please copy the ...
Configuration Experiment #V5
Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to ...
Configuration Experiment #V4
Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to ...
Configuration Experiment #V3
Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to ...
Configuration Experiment #V2
Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to ...
Configuration Experiment #V1
Goal The goal of this experiment is to help you understand how to use custom variables in your configuration. For this challenge, you will use a demo workspace and enter some configuration. When asked to write down something, please copy the value to ...
Configuration Experiment #D3
Goal The goal of this experiment is to help you understand how configuration changes impact transactions. For this challenge, you will use a production workspace and enter some configuration. When asked to write down something, please copy the value ...
Configuration Experiment #D2
Goal The goal of this experiment is to help you understand how configuration changes impact transactions. For this challenge, you will use a production workspace and enter some configuration. When asked to write down something, please copy the value ...
Configuration Experiment #D1
Goal The goal of this experiment is to help you understand how configuration changes impact transactions. For this challenge, you will use a production workspace and enter some configuration. When asked to write down something, please copy the value ...
Configuration Experiment #R2
Goal The goal of this experiment is to help you understand how configuration changes impact rewards. For this challenge, you will use a production workspace and enter some configuration. When asked to write down something, please copy the value to a ...
Configuration Experiment #R1
Goal The goal of this experiment is to help you understand how configuration changes impact crediting. For this challenge, you will use a demo workspace and alter the configuration. When asked to write down something, please copy the value to a ...
Configuration Experiment #C3
Goal The goal of this experiment is to help you understand how configuration changes impact crediting. For this challenge, you will use a demo workspace and alter the configuration. When asked to write down something, please copy the value to a ...
Configuration Experiment #C2
Goal The goal of this experiment is to help you understand how configuration changes impact crediting. For this challenge, you will use a demo workspace and alter the configuration. When asked to write down something, please copy the value to a ...
Configuration Experiment #C1
Goal The goal of this experiment is to help you understand how configuration changes impact crediting. For this challenge, you will use a demo workspace and alter the configuration. When asked to write down something, please copy the value to a ...
Configuration Challenge #R3
Goal The goal of this configuration challenge is to get your familiar with various formulas. For this challenge, you will analyze formulas and try to determine why they were added. Comments were removed to make the task more difficult. Difficulty ...
Configuration Challenge #R2
Goal The goal of this configuration challenge is to get your familiar with various formulas. For this challenge, you will analyze formulas and try to determine why they were added. Comments were removed to make the task more difficult. Difficulty ...
Configuration Challenge #R1
Goal The goal of this configuration challenge is to get your familiar with various formulas. For this challenge, you will analyze formulas and try to determine why they were added. Comments were removed to make the task more difficult. Difficulty ...
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 ...