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Creating Commission Rule

 

  1. Go to Performance Management page from the main menu and click Commission Rules.
  2. Click the Create Rule button on the line with the commission profile for which you are creating the rule.
  3. Enter rule name
  4. Specify if the rule is Goal or Value based
    1. Note: if rule is goal based, you must set goals for your sales force for KPIs which are used in this rule
  5. Select KPI which will be used by CE to calculate tier threshold
  6. Add Rule tiers(From/To)
    1. Example: tier 1(0-50%); Tier 2(51-75%); Tier 3(76-100%) for goal attainment
    2. Number of tiers is user defined
  7. Select Payout method. Based on the value selected, the box bellow will load list of appropriate KPIs
    1. Example A: By selecting Flat method, you will be able to pay on each Accessory unit sold(Payout KPI), each Activation unit sold, each Insurance feature sold – flat dollar value
    2. Example B: By selecting Profit method, you will be able to pay for items sold in key product categories(Payout KPI) as a percentage of profit item has generated at point of sale(X% of Accessory profit)
  8. Select Payout KPI depending on the Payout method you have selected:
    1. If your Payout Method=Flat, Payout KPIs drop-down list contains only KPIs with Qty measure.
    2. If your Payout Method=% Profit, Payout KPIs drop-down list contains only KPIs with Profit measure, as well as GP Total system KPI.
    3. If your Payout Method=% Revenue, Payout KPIs drop-down list contains only KPIs with Revenue measure, as well as GP Total system KPI.
    4. If your Payout Method=% MRC, Payout KPIs drop-down list contains only KPIs with MRC measure, as well as GP Total system KPI.
  9. Specify Payout Value for each tier. The Value type is driven by Payout Method.

Example: Payout Method - % Profit will pay X% from profit generated for the unit sold(10% of Accessory profit)

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