After creating or editing a compensation plan, it is recommended to test the configurations you made to make sure the results return the way you expect them to. This article will go through the steps to test these results.
What We’ll Cover
Testing KPIs, Stats, Volumes, and Ranks
The Statistics section on an Associate’s Detail page is a major tool that will be used during this process, it helps by displaying the stats that were created in a Compensation Plan, to let you easily see your testing results and confirm they returned correctly.
The stats that display in this section are configured from the selected Stats Template. To learn how to configure this section to display your new or edited Comepensation Plan’s configurations see: Using the XML Compensation Plan Editor
If you don’t have one, create a test associate. If you already have a test associate, continue on to step 2.
Create at least 2 additional test associates and make the step 1 test associate their sponsor. Make one of the new test associates an Distributor Associate and the other a Retail Associate.
Create an Inventory Item with Volume and Bonuses. This will be used as a test item.
Make sure to add Corporate to the Stores field to allow a corporate order to distribute the item’s volume and bonuses.
Ensure the Test Merchant and Cash payment methods are enabled for the Corporate store.
They should be enabled by default. If they need to be added see: Mapping New Market Payment Methods.
Using the configured inventory item from Step 3, create a corporate test order for the first test associate.
Use the Statistics section to test your Commission Plan’s configured Rank conditions by modifying the test associate’s volume or modifying the volume given from the test order. Make sure that when the test associate meets the Rank conditions that they move in rank as expected.
Using the test associate’s visual tree, begin testing these steps (5-7) on the test associates under your Sponsor test associate from Step 1. Ensure that volume is distributing according to the configurations for their associate types.
Use the Tree display to determine if the Volume is distributing properly through the Tree, as determined by the Compensation Plan’s Tree conditions.
Once all your new or edited Compensation Plan KPIs, Stats, Volumes, and Ranks are tested, it is recommended to configure the Business Snapshot and Visual Trees to your preference and make sure it reflects the data that shows from the Corporate Office.
Additionally, it is recommended to set up Web Office Reports, to make sure that the information that displays also reflects what is generated from the Corporate Office. For more information see:
Now you’ll need to audit the commission payout from your plan’s volume and bonuses by running Commission Profiles. To learn how see: Compensation Plan Auditing Guide.