Defining Interval to Date Quota Target Calculation
The Interval to Date (ITD) quota target calculation is based on achievement towards cumulative quota targets, such as Quarter to date (QTD) and Year to Date (YTD) targets. You have the option of determining the commission rate by comparing achievement to date against a period, QTD, or YTD quota. This type of commission calculation allows a company to account for seasonal sales and respond fairly to upturns and downturns in the sales representative's performance throughout the year.
The following element types define these types of plan elements:
With these element types, you can use the following Payment Types:
- Applied Transaction Amount Percentage
- Payment Amount Percentage
To define an interval to date plan element you check the ITD check box.
The ITD check box lets you assign:
- Target amounts to each period within the quarter or year. The resulting QTD or YTD targets will be defaulted within the system interval-to-date.
- Payment amounts to each period. ITD payment amounts will be defaulted, which is used as the basis to calculate the commission.
