Sales Roll Up Transformation
In 6.0.1, we have done an enhancement to roll up transformation to implement rolling up of sales to multiple managers in the hierarchy.
In the new Sales Roll Up transformation, you have the option to specify up to 5 different columns to store EIDs of 5 managers at the same level. The first manager will go into column 1, second manager into column 2, etc. There have to be enough columns in the Sales Commission Table for the maximum number of managers possible in any team.
Note: If the configured number of columns in the transformation is less than the number of managers found for the team, the calculation fails with an appropriate error message.
The old sales crediting transformation is renamed as Sales Roll up transformation.
Sales Crediting Transformation
There are two ways in which individual sales can be credited to other participants.
- Sales Roll up – Credit sales along with team structure, ie. team member to manager
- Sales Crediting – Credit sales to arbitrary participants, eg. team members to a coach in a different team
The second way is done using a Sales Crediting transformation. Sales Crediting consists of rules that assign sales from an originator to a recipient. These rules are specified in sales crediting table. See the below table which has rules defined for crediting.
The above table has rules which tell you that Aaron’s sales get credited to Alison, Alexander, and Ashley. Also, Alexander gets credit for sales made by Aaron and Caleb. When we run the new Sales Crediting transformation, the recipient EIDs get saved in the crediting column specified. The default case is where crediting columns are in Sales Commission Table.
The rules can be added directly into the table or imported via a custom importer.
Sales Crediting transformation can be created by simply clicking on the ‘Create Sales Crediting transformation’ link and then selecting the source table. This table is where the crediting gets applied.
As soon as you save this transformation, it creates a new table with name “Sales Crediting for <source table name>” i.e. creating a transform for the Sales Commission table will create a table named “Sales Crediting for Sales Commission Table”. See the config of this table below:
As seen in above screenshot, those are the default columns that this table will have. The administrator then adds addition column(columns) in Sales Commission Table to save the recipient EID.
Then import/add crediting rules into the new table – Sales Crediting for Sales Commission Table. The column “Crediting Column” will have the database name of column added in Sales Commission Table. Once all the crediting rules are loaded into the table, you can run the transformation via a batch. The transformation will successfully update the recipient EID in source table’s crediting column.
If the rules overlap each other, the transformation will fail. You will have to update the rule by creating a 2nd column in the source table and adding that as the crediting column. See the screenshot below where the rule is overlapping. For participant Kim Bauer, there are two recipients for the same period, and the crediting column chosen is “2nd_credit”. In this case, the calculation will fail. So, the crediting column for one of the two records should be changed.
Product Enhancements & Bug Fixes
Performance To Target component to Operate on Multiple columns
With the recent feature enhancement, you could select a different column in the database table other than Participant EID to compute the sum of ‘Actuals’ for payable calculation. We are extending it further by giving an option to select multiple columns in the same table.
This is because the Participant EIDs could be in any column of the table as a result of the new Sales Crediting transformation and we should be able to compute the Commission/Payable taking into account all those results.
“Enable Participant Column Selection” in Plan template will now allow Participants to be matched against one or more columns other than the default column. From the Manage Plans menu item, you can create a SIP and “Participant EID” column option has “+’ and ‘-‘ buttons which allows you to select multiple columns.
When running Plan calculation for a participant, it will search for that Participant EID in all the columns specified and calculates the sum of values in the database field. Below is the SQL query that runs for the configuration shown above:
select SUM(value) as result from sales_commission_table where period=1 and (participant_eid_2=’michael’ or participant_eid_1=’michael’ or participant_eid=’michael’) and product_id in(‘sp’)
Import Date Format Per Importer
All the custom importers used a date format specified in system property ‘importDateFormat’. Now you get to specify a date format per custom importer. If not specified, it will use the format specified in the system property.
Formula Component Enhancement
If you add/edit a formula component in a Plan template, you will have a new option called ‘Advanced View’. By default, this won’t be ticked and the simplified view will show you Pval names. The auto-suggestion will work the same as before, except it is triggered when typing double quotes “. The difference is that the value inserted is the Pval name in quotations. See screenshot below:
Clicking on the checkbox for Advanced View will display Pval path so that admin can edit the period and set period-1, if needed.
Note: All existing formula components will have Advance View ticked after upgrading to version 6.0.1. Administrators can remove the tick to see Pval names in the formula.
Dashboard Big Number Configuration For String Values
The advanced option in Dashboard Big number configuration has been extended for Pvals with String values. Once the format is selected as “String(Yes)”, the Advanced option lets sales comp administrators add two rules with ‘=’ operator. See screenshot below:
Job Title selection in Team Bar Chart Configuration
Team bar charts did not display participants with job titles that have ‘Is Manager’ ticked. In version 6.0.1, you can select manager job titles also in the job title filter and their details can be viewed on the dashboard graph.
Option to Enable/Disable “Add new records” in Custom Table Module
In a custom table module, you could always add new records from Participant site. Administrators now have an option to enable or disable this feature.
Handling Special Characters in Product Names
Having special characters like &,% etc has caused issues in Plan templates. So we have added checks to restrict typing special characters in Product Names.
Label Change for SIP
We have renamed SIP to plan in all the places in Performio. This is just a label change and the functionalities remain as is.