Viewing a Single Representative Incentives – Details

The Incentives page can provide an incentives details of a selected representative.

To obtain detailed data of a single representative, proceed as follows:

  1. Click on Incentives tab in the Organization module.
  2. Click on the Representative name (1) to display an overview of the incentives for the Representative.
  3. Click on the arrow  at left of the plan name (2) to display a detailed data box (3) of the incentives of the Representative.
  4. Scroll (4) to display all incentives data of the Representative (1).
  5. 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.
  6. 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
  7. Scroll (12) to obtain all the information related to the transactions.
  8. Press Close (13) repeatedly to close all Incentives information screens.

 

 

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