Results

Track achievement of goals for users/zones.

Add results

1. Menu → Variable Compensation → Results.
2. Click +.
3. Choose Period (monthly/quarterly/annual).
4. Select Goal type.
5. Pick User.
6. Pick Zone.
7. In Result, enter the value (number, %, sales, currency, etc.).
8. Delete via trash → Delete. Duplicate via duplicate → edit → Save changes.

Tip

Clipboard works like Excel: select rows, copy with Ctrl/Cmd+C, paste with Ctrl/Cmd+V.

Filter results

1. Menu → Variable Compensation → Results → Filters.
2. Filter by Period type, Goal type, User, Zone, Period. Save via Favorites; reset with Reset; apply with Apply.