What is a Compensable Report?

Compensable Reports are built 'on top' of a Compensable Event table. It allows you to filter and add formula columns to make your raw Compensable Event data calculation ready. For example, if your raw Compensable Events data includes all booked orders (e.g. New and Renewal deals) and you have separate quotas for New and Renewal deals, you could have one Compensable Events table with both types of data and two Compensable Reports (one filtered to New business and the second filtered to Renewal business). In that example, any new data added to the Compensable Events table will automatically be filtered and appear in the appropriate Compensable Report.

Compensable Report Options

On each row there is an option menu. These options apply to that specific row only. Below is an overview of the various options:

• Delete: Will delete the entire table.
• Rename: Rename the selected Compensable Report.

Working with Compensable Reports

When viewing a Compensable Report, you can easily add columns, map it to plan rules, change the date used for calculation, or search to find the specific data you need. 

Compensable Event Table Options:

• Add a Column: This will allow you to toggle the visibility of a given column. It will also allow you to create new formula or lookup columns (learn more).
• Calculation Date: Select which date field should drive the calculation. For example, if your raw data has Closed Date and Go-Live Date, you can determine which of those two dates will drive the calculation period for the selected Compensable Report (learn more). 
• Rule Mapping: This allows you to map your data to the rules built within the Plan Tab (including Quotas and Payments). For example, if you have a quota for New Business, you need to use the Rule Mapping area to define which data will be used as part of that rule (learn more). 
• Search: Will show a search bar at the top of each column and allow you to search within the column. The search type is a 'contains' style search (meaning it will match on any value you type regardless of where it is in the string). For dates and numbers it is an exact match.

Formula / Lookup Columns

There are two types of columns that can be added to a Compensable Report: Mathematical Formula's and Lookup's. Both column types give you the ability to augment your underlying raw data and make it calculation ready.

Mathematical Formula: Mathematical formulas allow you to express simple mathematical formulas and return the resulting value as either a Number, Currency, or Percent. The inputs to a formula can be an existing column, a previously created formula, or numeric values typed directly into the formula builder. While formulas can have multiple variables, there is not ability to add brackets to formulas to define a specific order of operations.

Lookup Formula: Lookup formulas allow you to add reference data from other tables. Specifically, you can reference either a User or Lookup table to return related data. This formula is built by selecting which column you want to use to match for lookup purposes, the table you want to reference, the value you want to match on, and the value you want to return. The concept is nearly identical to the VLookup concept within spreadsheets.

Rule Mapping

The Rule Mapping is a critical step needed prior to running calculations. This is the area of the application that allows you to map your data to the rules from the Plans area. Note: The trashcan icon will delete the selected Rule Mapping.

• Payment Rule: Select from a list of unmapped payment rules. This will map a given payment rule to a Compensable Report.
• Attainment Period: This is critical if you are using a tiered rate structure. This option will dictate how frequently your tiers reset. For example, if you select Monthly as the Attainment Period, your tiers will reset to 0 attainment at the beginning of every month. However, if you select Quarterly attainment, your tiers will accumulate for the three months of a given quarter and reset at the beginning of a new quarter.
• Payment Timing: Calculations will occur at the most granular calendar frequency. However, payments can be held and released based on a different frequency. This option will show the payouts due as earnings and the actual payout will reflect based on the frequency you select.
• Owner Field to Use (for Payment): Select which user type field on the Compensable Report should be used for Crediting purposes. This list will only show columns that have been added via Lookup and are of the User field type. If you have not done this yet, no fields will appear within the list. You can also add more than one Owner per mapping and define split percentages. The split percentage can either be hard-coded (so that the same percent applies to everyone) or derived from a field (which will allow for dynamic split percentages).
• Value to Use (for Payment): Select which numeric field should be used to drive the credit amount for the specific mapping.
• Quota Rule: This is optional for some payment rules and required for others (e.g. if your payment rule accelerates based on quota attainment, you need to define a quota). Select from a list of unmapped payment rules. This will map a given quota rule to a Compensable Report.
• Owner Field to Use (for Quota):Select which user type field on the Compensable Report should be used for Crediting purposes. This list will only show columns that have been added via Lookup and are of the User field type. If you have not done this yet, no fields will appear within the list. You can also add more than one Owner per mapping and define split percentages. The split percentage can either be hard-coded (so that the same percent applies to everyone) or derived from a field (which will allow for dynamic split percentages).
• Value to Use (for Quota): Select which numeric field should be used to drive the credit amount for the specific mapping.