Designating Sales Reps to Accounts Process Questions

ChrisMullen
Community Boss

Designating Sales Reps to Accounts Process Questions

This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process.  The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 24 hours for replies. This forum is not to be used for asking questions about model building or for help with modeling questions, these questions will be removed from the forum.  This is to clarify details regarding the business processes.

55 REPLIES 55
CommunityMember111277
Contributor

Hi Chris,

 

Could please confirm whether the below calculation is correct or not?? Also, why the qtr balance is different?

 

CommunityMember111277_0-1597247226760.png

 

Thanks

AB

Kudiarasu
Certified Master Anaplanner

@ChrisMullen 

Similar issue, don't think my quarterly sales commission is correct.

Any tips on where I could be wrong will help.  ex. Q120 expected is 12,472 instead of 12,500.

 

Kudiarasu_0-1602242911155.png

 

Thanks

Kudi

jimfeng5
Certified Master Anaplanner

Hi Kudiarasu,

Did you end up figuring out the issue? I am having a similar issue.

Regards,
Jim
Kudiarasu
Certified Master Anaplanner

@jimfeng5  sorry for the delayed response. No i did not, as this was probably the last step and i did not want to spend more time.

rgalaton
Occasional Contributor

I don't think this screen shot from Anaplan is correct. In the picture attached, Q1 and Q2 have the exact same number of days in the quarter (91 days) and yet the commission calculated is showing almost a $400 difference. How can the dollar's be different while the days are the exact same between quarters? Is there an accrual method that I am missing? 

Anaplan Level 3 Sprint 2 Question.JPG

 

Can someone from Anaplan answer this?

smcmanus
New Contributor

The Employees+Details.txt does not contain Commission % or Attainment % or Max Account columns for employees. Where are we supposed to source this information? I see these could be potentially sourced through Role and Tenure via the QUO03 Quota Assumptions, but I do not see anywhere in the user stories with direction on how to source this module either... Thanks!

ChrisMullen
Community Boss

There is a Quota assumptions file given in 5.5.4. 

BahalR
Contributor

Please answer the below questions for me:

 

1. I am unable to download the Employee Details.txt file.

When I click on the file it opens in another tab but its not a downloadable version. Am I missing something or is there purpose behind this?

 

 2. Since the Employee Details module is already created and has data do I need to upload only the Sales Role or is this different from the one in the module already?

Shanu
New Contributor

As far as I remember it will open separate tab with txt file. You can just copy paste and save it in New file.

chengtian.lou
Occasional Contributor

Hello, 

I'm wondering if any rounding issue in calculating the commission forecast in the given answer: 

 

The result in giving Check you build example for Janel doesn't have the same proportion as the real proportion (as follows)

 

Capture.PNG

 

What rouding rules do we need to apply? If I calculate with 34%, 32% and 34%, the figures are still not the same.

 

Than you, 

 

Best regards