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Bonuses

Bonus rules (threshold, tiers, volume), advanced conditions and payout

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Understanding Bonuses (Salesperson View)
How to read the bonus panel, targets, progress and stand-by
Sales
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Configuring Bonus Rules
Global settings and creating a bonus rule (where and how)
Admin
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๐ŸŽฏ
Threshold Bonus
A fixed reward when a number of contracts is reached
Admin
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๐Ÿ’น
Tiered Bonus
Increasing rewards across multiple contract or volume tiers
Admin
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๐Ÿ“Š
Volume Bonus
A percentage on volume, with an activation threshold and renewal cap
Admin
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Advanced Bonus Conditions
Trial handling, activation condition, deadlines and retroactivity
Admin
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Paying Bonuses and Historical View
The Bonuses to Pay tab, CSV export, the past-months navigator and the Sunday weekly recap
Admin
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