During the monitoring stage, you can view your team's achievement as of the previous day's sales data.
Who can access this screen?
Line managers and approving officers, including senior (sales) managers, commissions administrator, Sales Director and Special Director can access this screen.
Commission Monitoring
Daily sales performance data are processed by the system as soon as the commission period commences, for example at the start of the first quarter on April 01. Sellout and pipeline-driven commissions data that include targets, actuals and computed commissions are at least one (1) day behind; that is, sales made on April 01 will be reflected in the Toolkit on April 02. Objective-driven or behaviour-based KPIs, multipliers and accelerators, on the other hand, are periodically updated by the Commissions Admin.
Where can I access this feature?
- Navigate by clicking Commission Approvals menu under My Tasks section in the left sidebar.
- By default, you will land on the Setting Up tab in the top navigation bar. Click Monitoring tab.
There are three sections on the Monitoring page:
- Team Achievement, which is the focus of this article;
- Reconciliation Queue shows you the number of commissions that you will have to approve once the reconciliation period commences;
- Commissions For My Approval shows you the number of commissions awaiting your reconciliation approval.
Team Achievement
This section shows your direct reports’ % achievement to date. If any of your direct reports happen to be line managers themselves, then you can also view their team's achievements.
You can drill down and view the following details:
View Direct Report's Scheme
Click on a bar in the graph to open your direct report’s commission scheme.
View Team Achievement
Click See All to view your teams and their members.
Note
See All button only appears when your direct reports are line managers themselves.
You have two view options: graphical view in a bar graph or tabular list view.
Bar Graph View
By default, your view is a bar graph where teams who report to you are organised in groups according to your direct reports.
Tabular List View
Toggle your view to see all your team members in a tabular list view. Click at the top-right hand corner of the screen.
You can search an employee, sort the list, and view your colleague's commission scheme.
- To search for a specific employee, click the search bar and type the employee name.
- To sort the list by employee name, job title, commission type or percent achieved, click the relevant table header. To reorder, either in ascending or descending order, click the header again.
- To open commission scheme page, click an employee in the list.
View Team Achievement
Tap See All to view your teams and their members.
Note
See All button only appears when your direct reports are line managers themselves.
You have two view options: graphical view in a bar graph or tabular list view.
Bar Graph View
By default, your view is a bar graph where teams that report to you are organised in groups according to your direct reports.
Tabular List View
Toggle your view to see all your team members in a tabular list view. Tap at the top-right hand corner of the screen.
You can search an employee, sort the list, and view your colleague's commission scheme.
- To search for a specific employee, tap the search bar and type the employee name.
- To sort the list by employee name, job title, commission type or % achieved, tap the sort button, titled with the active sort option Employee Name in below screenshot. To reorder, either in ascending or descending order, tap the option again.
- To open commission scheme page, click an employee in the list.