Sales Crediting & Rollups

Automate the most underrated part of sales commission and performance management

sales-crediting-rollups

One of the challenging aspects of sales compensation management is the need to accurately credit sales to salespeople based on their role in a purchase and their position in the hierarchy.

In fact, this task can be the most prominent part of some implementation projects and a key reason why Excel is not able to handle the commission plan.

Add Special Credits

Performio includes several sales crediting methods for ICM administrators to enter a many-to-one or one-to-one crediting scenarios. Say a Sales Engineer gets credit for all purchases made by two account executives in a team with a third Account Executive working in a different state. Correcting the sales credit required a third record entered to the crediting table, and a Transform activated to populate the commission table by referencing this table.

Add The Credit To The Hierarchy Roll-Up

The sales roll-up feature set provides out of the box capability to apply for credit in the most typical scenarios. For example, ensure a manager of two teams gets credit for all sales closed by the Participants classified as “ Account Executives” but exclude “Sales Engineers.”

Manage All Credits & Roll-Ups In One Place

All sales-credits are in the Participant Console, so ICM administrators no longer need to go searching for particular tables. It’s all there at your fingertips.

Apply Commission Splits

You can also configure individual sales-splits by adding a split field to the sales crediting table. This way, pre-agreed sales-splits can be applied automatically in the calculations. If sales-splits are more of a case-by-case agreement between salespeople, you can activate a workflow for these exceptions to be entered and applied by salespeople, removing any need for intervention or action by yourself – if you want to keep it that way.

Demo Performio to see how your company can benefit by automating your sales commission process

Sales Commission Software Valued By Leading Organizations Globally

Performio is the intelligent way to manage and track sales commissions. Our sales commission tracking software is a SaaS system designed for salespeople, implementing best practices to motivate your sales force while eliminating the hidden costs of sales commission incentive management. We even offer multiple software packages to suit different sales team sizes, so your business can thrive no matter the size of your sales team.

Sales Commission Software Features

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