A set of rules that determine a commission is called a commission plan. The rules are applied on incentives parameters that are denominated as data elements. Therefore in order to calculate a commission plan based on rules, you have first to define the data elements included in the equation.
The procedures are performed in the Modeling module.
The Modeling module is the core feature in the Joopy. It enables defining the data elements that are the basics for commission calculation, commission models, setting up incentives plans and linking the representatives to their appropriate commission plan – all in one place.
This section consists of the following articles:
Overview
- Commission Modeling – Introduction
- Creating a Commission Plan – Overview
- Displaying the Commission Plan Page
- What’s in a Commission Plan Page
Setting Up
- Setting Up a Commission Plan
- Creating a Commission Plan – Steps
- Setting Up a New Commission Plan – Naming and Parameters Selection
- Assigning Representatives to a Commission Plan
- Adding Commission Elements to a Commission Plan
Procedures
- Setting Up a Commission Plan - Main Procedures
- Setting Up the Commission Plan – Commission Element Definition
Formula Wizard
- Formula Wizard Setup - Commission Type
- Formula Wizard Setup - By What Field
- Formula Wizard Setup – Accumulation
- Formula Wizard Setup - Time Frame
- Formula Wizard Setup – Parameters
Other Parameters
- Setting Up the Commission Plan – Other Parameters – Result
- Setting Up the Commission Plan – Other Parameters – Paycode
- Setting Up the Commission Plan – Other Parameters – Achievement
Completing the Setup
Further Setting: Copying, Simulation, Data Elements
- Further Setting the Commission Plan - Copying Plan
- Further Setting the Commission Plan - New Simulation Plan
- Further Setting the Commission Plan - Simulation Plan out of Existing Plan
- Setting the Commission Plan – Adding a Data Element from within the Plan
Removing
Comments