Performio

Sales compensation plan creation

Easy for Sales to create incentive compensation plans without IT assistance.

Complex sales crediting

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

Sales compensation process automation

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

Incentive auditing/regulation compliance

Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

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.

Incentive modeling

Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

Agile incentive strategy

Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

ICM mobile visibility

Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

Salesforce Sync

Salesforce Sync (Multi-Object)

ASC 606 Reporting

What-if-Calculator

Chat as Workflow