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What is a Compensation Plan?

Creating a Compensation Plan Element

Selecting a Specific Element Type

Guidelines for Creating a Compensation Plan Element

Element Type Quick Reference

Defining Split and Non-Split Commission

Defining Acuumulative Commission

Defining the Discount Option Field

Defining Compensation Rates

Using Revenue Classes in Your Compensation Plans

Varying Compensation Goals or Rates by Revenue Class

Defining Sales Incentives

Quota Uplifts

Payment Uplifts

Distributing Compensation Across Transactions

How Many Plans Should I Create?

Assigning a Plan to a Salesperson

Customizing Compensation for a Salesperson

Changing a Compensation Plan

Changing a Plan Element

Changing a Rate Table

Tasks

Defining a Plan Element

Defining Revenue Quota Compensation

Defining Revenue Non Quota Compensation

Defining Draw Compensation

Defining Manual Compensation

Defining Unit Quota Compensation

Defining Unit Non Quota Compensation

Defining Discount Compensation

Defining Margin Compensation

Split Commission Examples

Non-Split Commission Examples

Discount Option Compensation Examples

Defining Interval to Date Revenue Quota Target Calculation

Interval to Date Revenue Quota Compensation Examples

Defining Interval to Date Unit Quota Compensation

Interval to Date Unit Quota Compensation Examples

Defining a Compensation Rate Table

Assigning Revenue Classes

Defining a Quota Uplift

Defining a Payment Uplift

Assigning Transaction Factors

Assigning a Compensation Plan

Customizing the Target Quota or Payment Amounts

Defining Period Targets for Each Salesperson

Customizing Revenue Class Targets

Customizing Draws

Viewing All Salespeople Assigned to a Plan