Customization Options

Within Express, you can customize the Commission Statement, the payment pop-up window, and the Payments tab. This can be done by going to:

1. Results > Manage Results > Payments
2. In the toolbar, click on "Customize View"

Manage Payment Screen:

This is the initial Payments screen when you go to Results > Manage Results > Payments.

1. By checking and unchecking the column options you can customize what Admins see in the Payments tab.
2. You can also drag and reorder the columns by clicking on the four arrow icon to the left of each row and dragging the field to the correct order. Click Save/Close to save the changes.

Manage Payments/Credits Detail Popup:

When in the Dashboard for reps, you can click on the blue payout amounts for a specific rep, a pop up will appear:

From the Payments tab, you can customize which fields you want the reps to see in this pop-up window.

1. Go to Results > Manage Results > Payments
2. In the toolbar, click on "Customize View"
3. In the drop-down menu select "Manage Payments/Credits Detail Popup"

NOTE: The system is designed to have all changes made affect all users. You cannot customize per user, per plan. Once you change the pop-up window options, this will change it for all users.

Commission Statement Details:

The Commission Statement Details page is the bottom portion of the Commission Statement that shows the line items of what the reps have received credits and/or payments for those deals.

It is also possible to Show deals with $0 earned by checking the box in the upper right.

NOTE: Changes to the customization of the Commission Statement will be reflected as of the current period moving forward. Past period Commission Statements will not be changed as that information is locked in the closed period.

Each time the Commission Statements are updated, Admins will have to re-run Calculations.

Similar to the Manage Payment Screen option, you can customize the Commission Statement Details by:

1. By checking and unchecking the column options you can customize what fields reps see in the Commission Statement. These fields are based on what is brought into Express via the Mapping. If a field is not imported into Express, then the details will not show up in the Commission Statement.
2. You can also drag and reorder the columns by clicking on the four arrow icon to the left of each row and dragging the field to the correct order. Click Save/Close to save the changes.
3. Admins can now decide how many decimal places they want to show for Split % and Rate from 0 - 4 places to the right. This is only for the pop-up window and Commission Statement details. The default is 2.

Learn more about Decimals and Rounding in Express

Commission Statement Concepts:

This is broken into three sections.

Details to Show:

This is the overall section within the Commission Statement. Admins can choose to show or hide from all reps Commission Statements the Component Performance section, the Liability Information section, and the Manual Adjustments section.

• Component Performance: Admins have the option to hide the Component Performance section within the Commission Statement. See below for more details. 
• Liability Information: This will not display the Liability Balance or any adjustments made on the Liability on the Commission Statement only. The Liability Balance will still show on the rep's Dashboard. 
• Manual Adjustments: Will show or hide any Credit Manual Adjustments or Payment Manual Adjustments. 

Component Performance:

This will show YTD and overall summed amounts for attainment and payment, broken down by Payment Rule.

• Payment Categories: What the Payment Category is, is determined in the Payment rule. This is only for the Component Performance section. Additional customization can be done for the Payment Categories in the Deals and Payments section. 
• Concepts Displayed: This will show the time-frame attainment for the credit amount. In other words, if the plan is set to Annual, it will show YTD Credit. If the plan for the rep is set to Monthly, it will show MTD Credit.

Deals and Payments:

What is fields are displayed here is determined in the previous drop-down menu option, Commission Statement Details.

• Payment Categories: These Payment Categories are the same ones determined in the Component Performance section, however, you have the option to show some Payment Categories in the Component Performance, but not in the Deals and Payments section, and vice versa.

Review Commission Statement Breakdown for more details.

Rounding:

Admins can now decide how many decimal places they want to show for Average Rate from 0 - 4 places to the right. This is only for the pop-up window and Commission Statement details. The default is 2.

Learn more about Decimals and Rounding in Express