Teams, targets and the scoreboard

Group salespeople into teams to give them a shared plan, pay their manager an override or a team bonus, and compare them on the scoreboard. Targets say what a salesperson or a team should reach in a period.

Create a team

1. Search for Commission Teams and choose New.
2. Enter a Code, a Name and the Manager, who is a salesperson.
3. In Members, add the salespeople with a Starting Date and, when they leave, an Ending Date.

A team with its manager and members.

• A salesperson can be in several teams. To move someone, end the membership in the old team and start one in the new team. Earlier sales stay with the old team.
• The Salesperson/Purchaser card shows the person's teams under Commission Teams.
• A team never earns commission itself. Its plans pay its members, and team commission goes to the manager or the members.

Assign a plan to a team

On Commission Assignments, choose Assign To Team and the team code. The plan applies to whoever is a member on the posting date. For the main plan, an assignment to the salesperson beats one to a team, which beats one to all salespeople. Add-on plans of every team the salesperson is in all apply, each plan once.

Example: all salespeople earn 1%, team EAST earns 3%, Maya has her own 5% plan, and team EAST has a 1% add-on. Maya, a member of EAST, earns 5% from her own plan plus 1% from the team add-on. Daniel left EAST on 5 November, so his invoice of 10 November earns 1% from the plan for everyone.

A team that has plans assigned to it cannot be deleted. Remove or change the assignments first.

Set targets

Search for Commission Targets. A target has:

• For Type (Salesperson or Team) and For Code;
• Plan Code and Component No. of the component that uses it, or blank for a general target;
• Period Starting Date and Period Ending Date, matching a commission period;
• Measure (Sales, Margin, Quantity or Commission) with a Target Amount (LCY) or Target Quantity.

Monthly sales targets for each salesperson and for the team.

A target bonus uses the target of its own component first, then the general target. See Period close and tiers.

Commission Scoreboard

Search for Commission Scoreboard, or open it from the role center or a team. Choose a date range, Rank By (Sales, Commission Earned or % of Target) and optionally a Team. Each salesperson shows sales, margin, commission earned, sales target and percentage of target. Ties share a rank. The scoreboard only reads data and stores nothing.

Who is ahead this month, and how close each person is to target.