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+ INCENTIVE REPORT
+| Salesperson | +Target | +Achievement | +Incentive | +
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+ Odoo.sh
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+ + Sales Incentives
++ Calculates incentive for salesperson based on sale target in gamification. +
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+ Key Highlights +
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+ Linear Method.
+Generates incentive for sale target given in gamification based on:-Linear Method. +
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+ Tiered Commission Plan.
+Generates incentive for sale target given in gamification based on:-Tiered Commission Plan. +
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+ Percentage.
+Calculates incentive based on:-Percentage. +
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+ Fixed amount.
+Calculates incentive based on:-Fixed amount. +
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+ + Configure +
++ Sales manager can set challenge for salesperson. Go to CRM --> Challenges --> Challenges and select sales challenge to be used for incentive calculation. + Select 'Use in incentive calculation' to use this challenge in incentive calculation. You can set periodicity as 'Monthly', 'weekly', 'yearly' and the + incentive will be calculated based on these dates. You can set the target value to reach. + The incentive calculation will be based on this target.
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+ + Challenge and Achievement +
++ Go to CRM --> Challenges --> Goals and you can see the target set for the challenge and + achievement made by each salesperson. Based on this target and achievement, + incentive can be calculated for each salesperson.
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+ + Compute Incentive +
++ You can create the method of incentive calculation in CRM --> Challenges --> Incentive Scheme. + Select 'linear or Tiered Commission Plan' as the method for calculation. + In the 'achievement%' column, you can give the minimum achievement percentage to be reached for getting incentive. + In the 'reward' column, specify the reward when this achievement% is reached. + If the 'Type' column is selected as 'percentage', then reward column will be considered as percentage of amount to be given for this achievement. + If 'Type' is 'amount', then reward will be the amount specified in the reward column. + Click on 'compute incentive' button to calculate incentive based on the given settings.
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+ + Linear Method +
++ If the selected method is 'linear', then 'compute incentive' will calculate incentive based on linear method. + For example, if the target is 10,00,000 and the achievement is 6,90,000, that is 69%, incentive for this will be calculated in the 50% slab. + So, Incentive for upto 50% achievement is 2%, so incentive will be 2% of achievement(690,000). + i,e.13800. If type is given as amount, then that amount will be given as incentive. + In 70% slab, incentive is given as amount 10,000. So, for 89% achievement, incentive will be 10,000 as given in the slab settings. + The lowest achievement% given in slab settings will be considered as minimum achievement percentage. + You can set the amount to be given for each achievement in the settings.
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+ + Tiered Commission Plan Method +
++ If the selected method is 'Tiered Commission Plan', then 'compute incentive' will calculate incentive based on incremental basis. + For example, Consider target is 10,00,000 and achievement is 6,90,000. The reward for 50% in slab is 2% and reward for 70% in slab is 10,000. + Target is 10,00,000 so, we take 50% of target ,that is 5,00,000 and give 2% reward for 5,00,000. that is 10,000. + Remaining 19% will be given reward of next achievement% specified in the slab settings. + Considering 70% as next achievement specified in slab settings and reward for 70% is 10,000 and type is amount. + So incentive for the remaining achievement of 19% will be 10,000. Total incentive becomes 20,000. + If type selected is percentage, then incentive will be reward for remaining percentage.
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+ + Incentives Approval +
++ You can submit the incentives for approval when the end date is reached. + If incentive is calculated on monthly basis, then it can be submitted for approval at the end of the month. + Refresh the challenge to get the next month calculations and to submit previous month incentives for approval. + To refresh challenge, go to CRM --> Challenges --> Challenges and select the challenge used in incentive calculation, click on 'refresh challenge' button. + Now when you compute the incentive again, you can submit the previous month incentives by clicking on 'Submit for approval'.
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+ + Submitted to Accountant +
++ Then status will become 'submitted to accountant' and the submitted incentives will be send for approval.
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+ + Submitted Incentives +
++ Accountant can see the submitted incentives in Invoicing --> Customers --> Approvals --> Incentives to Approve
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+ + Approve or Reject +
++ Accountant can approve or reject the submitted incentives.
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+ + After Approval or Rejection +
++ If approved, then state changes to paid and journal entry will be created for this incentive in draft state. + If rejected, then status changes to rejected.
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+ + Approved Entry in the Journal +
++ Approved incentives will have an entry in the journal as draft.
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Generates incentive for sale target given in gamification based on:-Linear Method.
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+ Generates incentive for sale target given in gamification based on:-Tiered Commission Plan.
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+ Calculates incentive based on:-Percentage.
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+ Calculates incentive based on:-Fixed amount.
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+ Version
+ 17.0.1.0.0|Released on:20th Dec 2023
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+ + + Initial commit for Sales Incentives.
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+ Got questions or need help? Get in touch.
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+ 99456767686+ Click to create a new incentive setting. +
++ Click to create a new incentive setting. +
++ Click to create a new incentive Scheme. +
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