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 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.
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.
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.