The Data

The Data tab includes a robust set of data that best illustrates how to use SimplyComp. Within the Data page you will see nine (9) different data tables. 

• CRM - Closed Opportunities (Raw): This table represents the common data we see our customers import from their CRM system. Typically the source is Salesforce, MS Dynamics, Hubspot, or Pipedrive but it can be any system that can either export a CSV file or integrate via one of our integrations. This type of table is called a Compensable Event table (which means the raw data you will be used to pay users - learn more about Compensable Events). 
• CRM - New Business (Filtered): This table is derived from the "CRM - Closed Opportunities (RAW)" table. The data is filtered down to only include New Business. Additionally, a new column is added to assign credit to the proper users (specifically the Account Executive). Finally, this data is mapped to the quotas and payment for New Business (learn more about Compensable Reports). 
• CRM - Renewals (Filtered): This table is derived from the "CRM - Closed Opportunities (RAW)" table. The data is filtered down to only include Renewal Business. Additionally, a new column is added to assign credit to the proper users (specifically the Account Executive). Finally, this data is mapped to the quotas and payment for Renewal Business (learn more about Compensable Reports). 
• CRM - Renewals and New (Filtered): This table is derived from the "CRM - Closed Opportunities (RAW)" table. The data is filtered down to only include both New and Renewal Business. Additionally, new columns are added to assign credit to the proper users (specifically the Account Executives, Lead Gen Rep, Regional Manager, and Sales Director). Finally, this data is mapped to the quotas and payment for Total Business Closed (learn more about Compensable Reports). 
• FY18 Calendar: The calendar is setup for January through December. This is used by all rules in the system and automatically associated data to the proper periods for calculation purposes. New calendars can be easily added (learn more about Calendars).
• Lookup - Hierarchy: This table includes the data needed to assign deals from the closing rep to the Sales Director and Lead Gen Rep via user relationship. This is one example of how deal credit can be assigned in the system (learn more about Lookup Tables). 
• Lookup - Regions: This table includes the data needed to assign deals from the closing rep to the Regional Manager via Region. This is one example of how deal credit can be assigned in the system (learn more about Lookup Tables). 
• Paid Invoices (Raw): This table represents the common data we see our customers import from their ERP system. Typically the source is Quickbooks or Netsuite, but it can be any system that can either export a CSV file or integrate via API. This type of table is called a Compensable Event table (which means the raw data you will be used to pay users - learn more about Compensable Events). 
• Paid Services (Filtered): This table is derived from the "Paid Invoices (Raw)" table. The data is filtered down to only include Services. Additionally, a new column is added to assign credit to the proper users (specifically the Account Executive). Finally, this data is mapped to the quotas and payment for New Business (learn more about Compensable Reports).