Demo

Updating Commission Plans

In today’s demo, Eloise showcases how EqualTo lets you retain the full flexibility of spreadsheets while combining it with powerful automation.

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Updating Commission Plans
Eloise Osborne

Video transcript

0:05

Hi there, this is Eloise, and in this mini demo I will show you how

0:08

EqualTo allows you to easily update, manage, and roll-out new

0:12

versions of your commission plans.

0:14

As a growing business, it's important to remain agile and to

0:17

quickly adapt your plans as your business requirements evolve.

0:21

Key advantages of spreadsheets include their flexibility and ease of use.

0:25

But spreadsheets weren't designed for running critical business

0:28

processes, like commissions, at scale.

0:30

EqualTo lets you retain the full flexibility of spreadsheets

0:34

so you can stay in control of your plans as they evolve

0:37

– but with the addition of powerful automation.

0:40

Now let's dive into it.

0:41

Here I can see an overview of all my active incentive plans.

0:46

This plan offers different commission rates based on products,

0:49

and also includes tiered accelerators based on annual performance.

0:54

The plan editor in EqualTo lets me easily update my plan by

0:57

changing the values in the cells of the spreadsheet.

1:07

Once I'm happy with my changes, I can save the plan as a new version.

1:13

EqualTo lets me control and schedule when the new version

1:16

should become active, and who it should apply to.

1:19

This way I can ensure that the teams are always compensated

1:22

based on the correct version of the plan.

1:25

By combining the ease of use and full flexibility of spreadsheets

1:28

with the automation of SaaS,

1:30

EqualTo lets you stay in control of your commission plans as

1:33

your business requirements evolve.

1:35

Get in touch for a demo to learn how our next generation platform

1:38

can help you scale your process and take your

1:41

commissions to the next level.

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