When you sign up for SimplyComp, we will provision you a fully functioning version that will include sample data and plans. We call this experience the "Test Drive". The value of the Test Drive is that you can explore the system without needing to do any initial setup. The Test Drive business is based on a company that is selling Software. However, the concepts should be applicable to any business. When you are ready to begin your own build, you can easily delete the sample data and start with a clean environment.

The Plans

Within the Test Drive environment, we have five (5) plans. The plans represent a common sales compensation approach for companies that sell Software and have 25-250 sales reps. With that said, the system is flexible to handle companies of varying industries and sizes. We chose these plans for illustration purposes only.

• Account Executive: The plan for the "closing reps". These are typically the Hunters on your sales team. This sales team member is your traditional sales person, charged with bringing in new business. In the beginning you staff up a team of Hunters to chase down every possible lead and turn it into revenue. Depending on how personalized your compensation plan is, a well rewarded hunter can focus on increasing revenue, market penetration, profit, or improved product mix.
• Customer Success: This sales team member focuses on renewals and up selling current customers. A team of Farmers guarantees you aren’t losing on-going revenue by tending to your current customers and reducing churn. A well-built Farmer incentive plan will recognize the daily consultative outreach and upselling activities that keep the Farmer harvesting.
• Lead Generation Reps: This sales team member finds new leads for hunters to
  track. Prospectors enable your Hunters to focus on their finishing deals, while they keep the pipeline full. Building an incentive plan that will drive the Prospector to find new leads for the Hunters to chase is critical to company growth.
• Regional Manager: Every sales team needs a leader, and the best sales teams rely on a Captain to keep them focused on the deals that matter. Rewarding your sales managers for team success motivates them to deliver the best numbers possible.
• Sales Director: Similar to the Regional Manager but in charge of multiple sets of teams or regions.

Each plan will have several users assigned to it, contain quotas and payments, and Terms & Conditions. Feel free to add or edit any rules that you want... this is your Test Drive.

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, but it can be any system that can either export a CSV file or integrate via Xactly Connect. 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 Xactly Connect. 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). 

Results

The Results tab is where you manage the calculation of data through the rules that are built. By default, the Test Drive will not have any results calculated. However, you will need to run calculations to see results in the Dashboard or via exports. To do this, click on the "Not Calculated" button to run calculations for a given period.