To enable the Incentive Tracker, enable the Freedom Setting: IncentiveTracker_InUse. Once enabled you can proceed with configuring Incentives.
Configuring the Incentive Tracker only requires creating the Incentive, which may be a prize, trip, or event, which consists of levels and qualifiers. After it has been configured, it needs to be processed to ensure the most updated Incentive progress is being reported to the Reps in Revolution and in the Freedom BackOffice.
To view the Incentives, navigate to the Incentives page in the Freedom BackOffice.
Freedom Backoffice > Administration > Bonus > Incentives > Incentives
In the Freedom BackOffice, select the + sign to create a new Incentive Event.
Fill in the following fields:
The Description and Explanation will be visible to the Rep in Revolution on the Incentives Tracker page.
Select Create. The page will refresh and the areas to define the Qualifiers and Levels for the Incentive will become available to customize the new incentive.
The Qualifiers of the incentive will define the items that will be used to define the threshhold for each level of the incentive and what the Reps will earn points for doing.
Select the + sign to create a new Qualifier. The following Qualifiers are available to use:
Awards points per personal volume gained by the Rep.
Example: The Personal Volume Qualifier is configured to award 1 point per volume. If a Rep earns 10 in volume, the Rep will be awarded 10 points.
Awards points per volume earned by Sponsored Reps.
Example: The Sponsored Rep Volume Qualifier is configured to award 1 point per volume earned by a Sponsored Rep. If Sponsored Rep earns 10 in volume, their Sponsor Rep will be awarded 10 points.
Awards points per Party.
Example: The Party Qualifier is configured to award 1 point per Party held. If a Rep holds 2 parties, the Rep will be awarded 2 points.
Awards points per Sponsored Rep.
Example: The Sponsored Rep Qualifier is configured to award 1 point per Sponsored Rep. If a Rep sponsors 3 new Reps, the Sponsoring Rep will be awarded 3 points.
Awards points per Sponsored Reps that have promoted to a specific Rank.
Example: The Sponsored Rep Rank Promotion Qualifier is configrued to award 1 point per Sponsored Rep promoting to the Elite rank. If 1 Sponsored Rep promoted to the Elite rank, the Sponsor Rep will be awarded 1 point.
Awards points per Rank Promotion achieved by the Rep.
Example: The Promotion Qualifier is configured to award 10 points for promoting to the Bronze Medalist rank. If a Rep promotes to the Bronze Medalist rank, they will be awarded 10 points.
Awards points for joining between the Incentive Start and End Date.
Example: The Join Date Qualifier is configured to award 10 points for enrolling between the Incentive Start and End Date. If a Rep enrolls between the Start and End Date, the Rep will be awarded 10 points.
Awards points for promoting to a new, highest achieved rank in the Rep's Lifetime.
Example: The New Rank Promotion Qualifier awards 5 points for promoting to Elite for the first time. If a Rep promotes to Elite for the first time in their lifetime, they will be awarded 5 points.
Awards points for maintaining a certain rank throughout the Inventive period.
Example: The Maintaining Rank Qualifier is configured to award 5 points for maintaining Elite rank. If a Rep maintains the Elite rank during the Incentive, they will be awarded 5 points.
Awards points for earning a certain amount of commissions on any bonus type.
Example: The Commissions Earned Qualifier is configured to award 5 points for earning $50 on the Group Bonus. If a Rep earns $51 in commission on the Group Bonus, they will be awarded 5 points.
Awards points for placing a specific amount of Customer orders of a specific order total.
Example: The Rep's Customer Purchase Qualifier is configured to award 1 point per Customer that places a $10 order. If a Rep has 3 Customer orders of at least $10, they will be awarded 3 points.
Each Qualifier has it's own fields to define, such as Point Caps, Point Values, and Ranks. Fill out the fields that must apply, such as how many points a Rep will earn per Party or the limit of points they can earn from Personal Volume.
Select Save to see the new Qualifier that was created listed on the Incentive Edit page.
Below the Qualifiers are the Incentive Levels that will define the points requires for each level of the event, and what the Rep will be awarded with as they achieve each level.
To create a new level, select the + sign.
For each Level, the following must be defined:
Select Save to see the new Level created listed in the Incentive page under the Qualifiers list.
To view the newly created Incentive Tracker in Revolution, a new menu item will need to be created to allow Reps to view their progress, as shown in the image below.
URL: /Home/GotoApp?url=/incentive/list&localeID=
Freedom BackOffice > Representative BackOffice > Representative > Commissions > Incentive Tracker > Select the newly created Incentive.
Please note that the location of the Incentive Tracker may differ based on how the Revolution menu is configured. For information on Revolution menus, please see Revolution Dashboard.
Once the menu had been created, navigate to the Incentive Tracker menu in a Rep's Revolution account.
On the Incentive Tracker for the newly created Incentive, Reps will be able to see how they are progressing, what level they are on, and the breakdown of points they have earned.
Incentives will need to be processed in order to update the Rep's progress for the Incentive, display the updated progress on Revolution, and view overall progress in the BackOffice reports.
On the Process Incentives page, use the drop down menu to choose the Incentive and select Process. This will run all the data for that Incentive that was chosen.
Freedom BackOffice > Departments > Administration > Bonus > Incentives > Process Incentives
After it has completed processing, the updated information will become available in the BackOffice reporting and Revolution on their Incentive Tracker.
To view the updated reporting available in the Freedom BackOffice on the Incentive, navigate to the Incentive Runs for the breakdown of each Inventive Run.
Freedom BackOffice > Departments > Administration > Bonus > Incentives > Incentive Runs
From the Incentive Bonus Runs list, select the Incentive that was recently processed to view the Report Summary.
On the selected Incentive, there are two filter options to utlilze for the report: view by Incentive Run or by Rep.
For the Incentive Run, the total amount of points earned for each Qualifier and total Reps that earned each Level is displayed. To view the breakdown of each value, such as which parties earned points or which Reps achieved a specific level, simply select the line value to view the details.
For additional information on the Incentive Tracker, see the Incentive Tracker Examples article.