Credit and Transaction Factors for a Credit Category

When you associate a credit category to a performance measure, you can set a credit factor percentage to increase the required credit attainment. Set transaction factor percentages if you want to weight different transaction types.

In the Compensation Plans work area, add and edit factors in these locations:

• Create Performance Measure: Add Credit Categories page

• Edit Performance Measure page, Credit Categories tab

  You can add and edit individualized factors in the same location of the Participant Snapshot work area.

Credit Factors

Credit factors are useful, for example, if you run a promotion and want to provide increased credits to salespeople for selling a particular product. You can't overlap credit factor date ranges.

Explicitly include the credit or earning factor in the expressions that the measure formula uses to calculate attainment, such as Measure.Credit Factor * Credit.Credit Amount.

Example: Use 125 percent as the credit factor for the first quarter, January to March. Here's how the attainment changes:

• During the first quarter the attainment is 125 percent of the credit amount.

• For the remaining quarters the attainment is 100 percent of the credit amount.

Transaction (Event) Factors

Transaction, or event, factors are useful, for example, to provide different weights for different transaction types. This helps calculate the attainment and the earnings based on the sales cycle.

Explicitly include the event factor in the expressions that the measure formula uses to calculate attainment, such as Measure.Event Factor * Credit.Credit Amount.

Continuing the example in the preceding Credit Factors section, set 50 percent as the event factor for order and for invoice. Here's how the factors change the attainment:

• The attainment for an order is 50 percent of the credit amount.

• The attainment for the invoice is the remaining 50 percent.

• Attainment for all other types is 100 percent of the credit amount.