Performio software updates

Release notes for Performio Sales Performance Management, Incentive Compensation Management, and Analytics software. Find out what’s new and how these features will help you drive a high-performance sales culture. Previous release notes for Version 5 and Version 4 are also available.

Performio Release Notes

Version 6.4.1

Performio is rolling out the dynamic loading or lazy loading of drop downs feature to participant sites with this release along with additional product enhancements.

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Version 6.4.0

Performio has been providing seamless integration with Salesforce for importing data. Approval requests can now be created on behalf of another participant, and searchable dropdowns for administrators have been enhanced. Product enhancements have been implemented such as custom table validation scripts and improvements to the approver finding logic.

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Version 6.3.5

Administrators can now streamline data to be visible to participants by using the new Customer Filter. The custom table module configuration can now be used by administrators to set default sorting on column. Approval feature enhancements have been made along with bug fixes for Small numbers, Member Name, and dashboard graphs.

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Version 6.3.4

We’ve updated the Reports tab in the dashboard with 3 types of participant reports. The Member EID dropdown will have a search option and enhancements have been made to Result Approval.

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Version 6.3.3

Check out Performio’s new Standard Importers via schedulers and Custom table Drop down with search and infinite scroll.

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Version 6.3.2

We’ve enhanced the Participant import, Sales Rollup transformations, and Commission Per Sale transformation in this massive update.

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Version 6.3.1

Performio is releasing a new participant module named Request Approval. The Approval Request has been updated with Names of Approvers and Approval Digest Messages. A new feature regarding Administrator Access Control is included.

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Version 6.3.0

The Custom Table Module has been updated with Filtered Dropdown Values. The Audit Log Section of Performio has undergone enhancements in regards to Commission Plan Changes.

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Version 6.2.5

Product Enhancements undergone include Approvals Optimization, updates on Scheduled Job Run status, Security and DevOps.

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Version 6.2.4

Performio is introducing a new page inside the custom table module to Pending Approvals. Selection of Pending Approvals has been added, as has the approval or rejection of pending approvals.

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Version 6.2.3.1

By now many of us have come across articles about updating our computers and phones to protect our data from the Meltdown and Spectre vulnerabilities, which you should do. But what about your sales comp data in the cloud?

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Version 6.2.3

An Approval by Administrators feature has been created. The approval status and filter on Administrator site has been added, as well as metric filtering on Commission Per Sale component.

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Version 6.2.2

We’ve released a new warning message on Custom Table Modules. Custom table records can now be filtered based on approval status. Approval status is categorized by My Pending Approval, Other Pending Approval or My Action Required.

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Version 6.2.1

Now when a participant logs into Performio, they will be able to see Approval requests in the mailbox. An update has been made for an approval request from the mailbox for action ADD. Validation on custom table module records has been enhanced for administrators.

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Version 6.2

A searchable drop down on custom table or custom table module has been added. The custom table module view has been updated. Upgrades have been introduced for approval in the Custom table module records for UPDATE, ADD and DELETE.

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Version 6.1.6

Administrators will now be able to rerun calculations for participants with rejected results for an ‘In Approval’ period status. A new feature, Approval Workflows, has been released. Product enhancements include Sales Commission Table Queries.

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Version 6.1.5

The feature of queries on table records has been extended from Sales Commission Table to Custom Tables. A new column, labeled Queries, has been added to the custom table list view. The mailbox has been enhanced in regards to custom table queries.

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Version 6.1.4

Check out the new feature for running calculations for multiple periods we have introduced. Participant Sync has been improved, with Administrators now being able to export Participant Source Data and import the same file.

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Version 6.1.3

Administrators and participants will now be able to filter queries by query status on Sales Commission table. A graph for Commission Cost of Sale and Logins has been launched. Product enhancements encompass a participant Sync Help bubble, Salesforce connectivity improvements and Live search capability in Participant list page.

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Version 6.1.2

Charts can now be configured to show 12 months prior data from the current period. Other additions include the Payable Trend graph, OTC distribution graph and Achievement Distribution Graph.

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Version 6.1.1

Big Number Flip has been introduced and administrators can now search and sort on the fields of Job Title, Leader Board, Plan and Team names in Participant List page. A new filter option in Sales Commission table on query status is now provided for Administrators.

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