Plans: Overview

When an Admin goes to Plans > Overview they will be able to see not only a list of all the plans per fiscal year but the basic plan components of each plan summarized.

Task Screen:

The left side of the screen shows a taskbar that will allow Admins to access details of a plan quickly.

Select a Plan:

Admins can see the list of all plans created for the fiscal year. Selecting a plan from the list will lead to the Define Plan section of that plan. The fiscal year can be changed in the middle of the screen:

Create a new plan:

Admins can also create a new plan by clicking "New" at the top of the task pane.

Create Plan Documents:

Clicking this link will lead to the Terms & Conditions page.

Import Quotas:

A pop-up will appear to allow Admins to bulk import quotas. To learn more, review how to Import Quotas

Viewing Plans:

This section will show each plan as a pod to give a general overview of expected payouts per payment rule based on the specific attainment percentage reached.

The payee on Plan: 

This will show how many users are added to the plan under the Define Plan section.

Last Calc Date:

This shows the last time Calculations were run for this plan. The time showing is based on the Sales Admin's locale.

Total Planned Spend:

This number is entered manually by the Admin in section A in Define: Payments and is meant to represent the company’s total budget for all payees on the single plan.

Planned Payout by Component:

Similar to the Plan Modeling section under the Review Plan tab, the bar graph represents the payout per payment rule. The payment rules are represented by color blocks. Admins will know which color block represents which payment rule by hovering over the color.

If a payment rule has multiple qualifiers, the results showing will only be based on the default qualifier. The breakdown by 80%, 100%, 120% is standard and cannot be changed.