Product Roadmap

Access Performio’s public development roadmap. There are tons of new ideas we have on how to Automate Sales Commissions better, and we wanted to share a few with you here.​

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Performio Release Notes

Version 6.10.5

Introducing the new and improved Advanced Delete Transform with the ability to filter data to be deleted, and the Period Number is available as a Global Result of a calculation run.

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Version 6.10.4

With this release, we have made it easier for Administrators to link a new User Account or existing User Account with no Participant, to a Participant record.

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Version 6.10.3

With this release we have made the Results page more user-friendly with tabs and filtering. Administrators now have more control on what fields are available for further processing.

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Version 6.10.2

Participant Attributes have ‘Enable’ flag so they can be archived when no longer needed. Payable Component can be easily linked to a Target Component.

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Version 6.10.1

We have made it easier to add a Leader Board by auto generating the Result Fields, and tweaked the drop-downs for Participant Values.

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Version 6.10

Sales Comp Administrators can how import Salesforce files via the scheduler and jump to the Admin view from the Payee’s view.

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Version 6.8.1

New enhancements and improvements for administrators with the introduction of a Copy Transform Data button and introducing Lock Column Headings on Data Tables upon scroll.

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Version 6.8

Custom Table Module Filters, the Manager Switching, and Order Fields on Tables have been enhanced and improved in this release.

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Enterprise-grade features

Improve your commission accuracy, publish transparent reports, integrate data with Salesforce, create plan rules, forecast, and more. 

API

Connect your CRM, ERP, and HRIS to Performio and start automating sales compensation processes.

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Chat as Workflow

Get payments approved fast and accurately with our sophisticated hierarchies and job role access. Reduce costs and risks; keep your sales team focused on sales.

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Commission Overrides

Our override feature provides incentive compensation management (ICM) administrators a trackable way of handling disputed cases and edge situations.

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Custom Tables

Our custom tables make uploading your sales commission data to an incentive compensation management SaaS easier than ever.

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Dashboards

Dynamic sales performance dashboards display payment and performance data based on a user’s role in the organization.

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Forecasting

With Performio sales comp professionals and analysts, you can forecast any value, any result, any achievement percentage, virtually anything.

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Participant Sync

Performio’s Participant Sync helps streamline user integration for employees and channel partners for automated sales compensation management.

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Reporting

ICM administrators have full access to the reporting capabilities to create reports and manage which ones are published to which end users.

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Rollups

Automate the most underrated part of sales commission and performance management, sales crediting, and rollups.

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Task Manager

Never underestimate the power of a checklist. Performio provides the ability to document processes within the ICM administration interface.

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