The Incentives page can provide an incentives details of a department/manager team.
To obtain detailed data on the department incentives, proceed as follows:
- Click on Incentives tab in the Organization module.
- Click on the manager name (1) to display an overview of the incentives for the whole department.
- Click on the arrow (2) at left of the plan name to display a detailed data box (3) of the incentives of the department.
- Scroll (4) to display all incentives data of the selected department (1).
- Click on Details (5) to display detailed information of the commissions for a specific Commission Plan (6) and Data Element (7). The detailed data includes the incentives per Representative name (8), as shown below.
- Further clicking on Details (9) enable the detailed display of all transaction information (10) for the incentives of the representative (8). All transactions (11) are provided
- Scroll (12) to obtain all the information related to the transactions.
- Press Close (13) repeatedly to close all Incentives information screens.