TrustRadius: an HG Insights company

Performio

Score7.3 out of 10

7 Reviews and Ratings

What is Performio?

Performio is an Incentive Compensation Management provider that aims to drive business performance with a product built to handle complexity, and a team of dedicated experts. Performio is an enterprise-grade software and mobile app used to manage and automate incentive compensation. It addresses complexity through its no-code architecture, native data transformation capabilities, purpose-built plan components, and automated workflows. The software also comes with experts who guide users and their companies as they adapt their incentive compensation programs as business changes. Performio boasts 15 years of customer success.

Read more details.

Media

Screenshot of Calculating sales commissions each month is difficult, time-consuming, and error-prone. Performio helps make the process easier.
Screenshot of Performio makes it possible for salespeople to see what they're getting paid and why without additional training.
Screenshot of Executives and managers want to know how their reps are performing against quotas and what they're spending their sales comp dollars on. Performio makes it possible to build these reports to see how a comp plan is performing.
Screenshot of Performio syncs with Salesforce. Performio can be used to connect to any Salesforce Object to automate the commission process.
Screenshot of Performio is a Web App but also has a native Mobile App for iOS and Android users, so when reps are out in the field they can access data on their phones.
Screenshot of Performio’s platform collects the granular data needed to meet updated revenue recognition standards such as total commission paid, product category, the period in which commission was paid, amortization amount, PTD amount expensed, and asset balance. This helps automate sales commission calculations and reporting, no matter how complicated the compensation plan.

1 / 6

Screenshot of Calculating sales commissions each month is difficult, time-consuming, and error-prone. Performio helps make the process easier.

Top Performing Features

  • Sales compensation process automation

    Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

    Category average: 9

  • Complex sales crediting

    Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

    Category average: 8.4

  • Sales compensation dashboards & forecasting

    Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

    Category average: 8.6

Areas for Improvement

Performio Review

Use Cases and Deployment Scope

We use Performio to report all of our Account Executives commissions for the prior month. This addresses having everything streamlined and proficient in one place to recap the month prior. I am a Manager so it is my job to approve these commissions each month.

Pros

  • Organization
  • Financial Adjustments / Discreps

Cons

  • Once you approve something, you cannot go back and change it if needed.

Return on Investment

  • We do not use it for ROI but more for the bookkeeping features.

Usability

Other Software Used

Email to PDF for Outlook, Salesforce Agentforce Marketing