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Create or edit details of users who will view, manage commissions

Create or edit details of users who will view, manage commissions

Setup teams, departments

Setup teams or departments that can be used to group people

Setup teams or departments that can be used to group people

Setup Data Streams

Create data sets by source, structure, criteria and retrieval schedule

Create data sets by source, structure, criteria and retrieval schedule

Create comp plans for different roles, with earning rules, logic and period

Create comp plans for different roles, with earning rules, logic and period

Assign Participant

Assign comp plans to participants and define their quota, OTE

Assign comp plans to participants and define their quota, OTE

Change the Quota and OTE of assigned participants

Change the Quota and OTE of assigned participants

Prepare plan documents from templates and send for esigning

Prepare plan documents from templates and send for esigning

Compute Commissions

Compute commissions for a specific role or period

Compute commissions for a specific role or period

Approve Earnings

Send earnings for approval, or approve them yourself

Send earnings for approval, or approve them yourself

Create Adjustments

Create top-ups or clawbacks to manage out of policy exceptions

Create top-ups or clawbacks to manage out of policy exceptions

Recompute Earnings

Recompute commissions when source data or plan changes

Recompute commissions when source data or plan changes

Configure Settings

Configure integrations, amortizations and currencies

Configure integrations, amortizations and currencies