This article is an overview of the concepts included in the results tab. For step-by-step guidance on managing results, view that content here:
Exporting Results
Once results are calculated for a given period, you can easily export the results by clicking on the period row menu item and selecting either "Download Earnings Calculated" or "Download Payments Due". This will download an Excel file with three worksheets:
- Payouts by User
- Payouts by User by Rule
- Payouts by User by Rule by Deal
Note: The columns shown when viewing the results are dictated by the rule type and Compensable Report used. As such, different results will have different columns available.
Columns Visible by Result Type
| Area | Column |
| Export ByUserAndRule | Attainment |
| Export ByUserAndRule | Attainment Frequency |
| Export ByUserAndRule | Cumulative Attainment |
| Export ByUserAndRule | Cumulative Quota Attainment (%) |
| Export ByUserAndRule | Owner |
| Export ByUserAndRule | Payment |
| Export ByUserAndRule | Payment Credit |
| Export ByUserAndRule | Payment Period |
| Export ByUserAndRule | Period |
| Export ByUserAndRule | Plan Name |
| Export ByUserAndRule | Quota |
| Export ByUserAndRule | Quota Associated |
| Export ByUserAndRule | QuotaUnitType |
| Export ByUserAndRule | QuotaUnitTypeValue |
| Export ByUserAndRule | Rule Name |
| Bonus - Tiers by Attainment | Attainment |
| Bonus - Tiers by Attainment | Attainment Frequency |
| Bonus - Tiers by Attainment | Cumulative Attainment |
| Bonus - Tiers by Attainment | Cumulative Quota Attainment (%) |
| Bonus - Tiers by Attainment | Hold Balance |
| Bonus - Tiers by Attainment | Owner |
| Bonus - Tiers by Attainment | Payment |
| Bonus - Tiers by Attainment | Quota |
| Bonus - Tiers by Attainment | Quota Attainment(%) |
| Bonus - Tiers by Attainment | QuotaUnitType |
| Bonus - Tiers by Attainment | QuotaUnitTypeValue |
| Bonus - Tiers by Attainment | Release |
| Bonus - Tiers by Attainment | Rule Name |
| Bonus - Tiers by Attainment | Tier |
| Rate Tiers by Attainment | Attainment |
| Rate Tiers by Attainment | Attainment Frequency |
| Rate Tiers by Attainment | Cumulative Attainment |
| Rate Tiers by Attainment | Cumulative Quota Attainment (%) |
| Rate Tiers by Attainment | Hold Balance |
| Rate Tiers by Attainment | Owner |
| Rate Tiers by Attainment | Payment Credit |
| Rate Tiers by Attainment | Payment Rate(%) |
| Rate Tiers by Attainment | Payment |
| Rate Tiers by Attainment | Quota |
| Rate Tiers by Attainment | Quota Attainment(%) |
| Rate Tiers by Attainment | QuotaUnitType |
| Rate Tiers by Attainment | QuotaUnitTypeValue |
| Rate Tiers by Attainment | Tier |
| Rate Tiers by Attainment | Release |
| Rate Tiers by Attainment | Rule Name |
| Flat Rate | Hold Balance |
| Flat Rate | Owner |
| Flat Rate | Payment |
| Flat Rate | Payment Credit |
| Flat Rate | Payment Rate(%) |
| Flat Rate | Release |
| Flat Rate | Rule Name |
| Amount Per Event | Hold Balance |
| Amount Per Event | Owner |
| Amount Per Event | Payment |
| Amount Per Event | Release |
| Amount Per Event | Rule Name |
| Amount Per Event - Tiers by Count | Attainment |
| Amount Per Event - Tiers by Count | Attainment Frequency |
| Amount Per Event - Tiers by Count | Cumulative Attainment |
| Amount Per Event - Tiers by Count | Hold Balance |
| Amount Per Event - Tiers by Count | Owner |
| Amount Per Event - Tiers by Count | Payment |
| Amount Per Event - Tiers by Count | Release |
| Amount Per Event - Tiers by Count | Rule Name |
| Amount Per Event - Tiers by Count | Tier |
| Amount Per Event - Tiers by Count | Tier Level |
| Amount Per Event - Tiers by Count | UnitType? |
| Rate Tiers by Amount | Attainment |
| Rate Tiers by Amount | Attainment Frequency |
| Rate Tiers by Amount | Cumulative Attainment |
| Rate Tiers by Amount | Hold Balance |
| Rate Tiers by Amount | Owner |
| Rate Tiers by Amount | Payment |
| Rate Tiers by Amount | Payment Rate(%) |
| Rate Tiers by Amount | Release |
| Rate Tiers by Amount | Rule Name |
| Rate Tiers by Amount | Tier |
| Bonus - Tiers by Amount | Attainment |
| Bonus - Tiers by Amount | Attainment Frequency |
| Bonus - Tiers by Amount | Cumulative Attainment |
| Bonus - Tiers by Amount | Hold Balance |
| Bonus - Tiers by Amount | Owner |
| Bonus - Tiers by Amount | Payment |
| Bonus - Tiers by Amount | Release |
| Bonus - Tiers by Amount | Rule Name |
| Bonus - Tiers by Amount | Tier |