Designating Sales Reps to Accounts Process Questions

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Re: Designating Sales Reps to Accounts Process Questions

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

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Certified Master Anaplanner

Re: Designating Sales Reps to Accounts Process Questions

@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

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New Contributor

Re: Designating Sales Reps to Accounts Process Questions

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!

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Community Boss

Re: Designating Sales Reps to Accounts Process Questions

There is a Quota assumptions file given in 5.5.4. 

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Contributor

Re: Designating Sales Reps to Accounts Process Questions

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?