Copy Periods & Sales Targets

Description

Most often than not, you will set similar targets for different commission periods, adjusting the target amounts as needed. iDynamics Commissions includes tools to let you create new periods and targets based on previously defined targets.

Copy a Period

Use the action available in the period list to copy a period and all its sales targets.

Period Creation Wizard

If the copy action lets you copy a period, and its targets, into a new one, the wizard lets you create multiple periods at once, assigning their start and end dates automatically.

Use this action to create monthly or quarterly periods quickly, based (optionally) on a previously defined period.