Commercial Commissions Incentives

1. Scope

The scope of this process is to demonstrate how to track goals, achievements, career plan growth, or to evaluate the rules defined for commission and incentive payments.

• Commissions

  • Calendar

  • Career plan

  • KPIs (Key Performance Indicators)

  • Bonuses

  • Management

  • Commission calculation

  • Results

• Compensation

  • Career plans

  • Incentives

• Monitoring and management

• Support and internal management

• Analysis and reports

1.1. Software Coverage

• Commissions

  • Calendar

    • Commercial cycle

    • Additional cycles

  • Career plan

    • Qualification titles

  • KPIs (Key Performance Indicators)

    • Volumes

  • Bonuses

    • Money

    • Points

    • Prizes

    • Badges (medals)

  • Commission management

    • Indicator management

    • Rank payment calculation

    • Commission calculation (optional: Advance)

    • Commission calculation (End of cycle)

    • Commission adjustment

    • Commission validation

    • Honorary rank application

    • Commission payment

  • Commission results

    • General settlement (KPIs, Bonuses)

    • Individual extract (per person)

    • Detailed information visualization from centralized query

• Incentives

  • Rule-based business strategies

  • Coupons

  • Bonuses/Notes

  • Discounts

  • Free products (kit)

  • Additional incentives

    • Freight

• Loyalty

  • Earning

    • Points program

      • Catalog

      • Rules

    • Referrals

      • Incentives/Goals

  • Monitoring

    • Extract

    • Query

      • Referrals

      • Accumulated points

    • Expiry

      • Time expiration

  • Redeem

    • Points redemption program

    • Points exchange to current account.

• Support

  • Incident management

  • Internal management

• Analysis

  • Reports

  • Dynamic dashboards

    • Sales statistics

    • Network behavior

2. Definitions

It is essential to understand the main functionalities that the system offers in order to effectively manage commissions and incentive allocation to the sales force.

Initially, it is of great value to identify the different terms used in the system to gain a better understanding of their purpose and functionality.

• Campaigns or Cycles: Campaigns or cycles refer to a defined period of time set by the company (typically defined in ranges of months), during which a certain amount of sales must be achieved or specific products must be sold based on the ongoing campaign.

• Compensation: Compensation is the act of repaying a pending debt to an individual or a company. It can be done through monetary payment, delivering an item, or providing a financial instrument of equivalent value to settle the debt.

• Commissions: Commissions are amounts charged or paid as part of a commercial transaction or operation.

• Incentives: Incentives are rewards or monetary gratifications offered to encourage an individual to work harder or achieve better results in a specific action or activity.

• Career Plan: A career plan is an individualized training and development project for an employee. Its purpose is to outline the path of the employee's career and professional growth within the organization, in collaboration with the company.

• Rank: Ranks are classifications or levels assigned to consultants. These ranks can either increase or decrease based on the performance of individuals within the company.

• KPIs (Key Performance Indicators): KPIs are metrics used to measure the level of performance of a process or activity.

• Rules: Rules in the system are a set of conditions defined to execute a process or function. For example, when a person purchases a specific product, a discount or product can be offered.

• Integrate Network: The "Integrate Network" step should be the first to execute before any other process, as it ensures accurate calculation of indicators. It's crucial to perform this step after recalculating the network to ensure the accurate calculation of indicators.

• Calculate Indicators: After executing the "Integrate Network" step, this step calculates all indicators for individuals in the network.

• Integrate Indicators: This step is used to insert the settlements of individuals' indicators.

• Adjust Indicators: This step creates or adjusts an indicator or allows adjusting the volume of an individual and their network regarding order loads.

• Calculate Rank: This step applies predefined rules to assign ranks based on specified criteria.

• Calculate Bonuses: This step applies predefined rules to award bonuses based on specific conditions.

• Validate Bonuses: After executing this step, the results of bonus calculations are visible to everyone, regardless of role access.

• Review and Pay: This step contain two tabs:

  • Commissions to Pay: Lists pending commissions for manual payment or processing through payment methods.

  • Commissions Pay: Displays paid commissions and offers filters for users.

• Compression of Network: Compression of the network allows for the deactivation of individuals within the network and transfers their commissions to other eligible individuals.

3. Highlighted Functionalities

• Commissions Management: The platform allows for comprehensive management, handling, and analysis of commissions, KPIs, career plans, and the generation of reports for internal management.

• Incentives and Loyalty: Multiple strategies and rules can be executed, allowing for the granting of specific benefits and enabling greater growth in the network through increased stencil and customer retention.

• Incident Management: S4DS provides a reporting and control tool to register customer incidents and manage them in real-time.

• Reports and Dynamic Dashboards: Reports and dynamic dashboards enable the sales force to conduct mass data management in specific areas through report generation or visualizing necessary information on the screen.

4. ​Conditions

For the proper utilization of the software's functionalities, it's necessary to have the following technical and/or business elements defined beforehand:

• Career Plan: Conditions for evaluating business or compensation rules must be defined, including how and when these evaluations will take place.

• Compensation Plan: The payment or compensation plan for the sales force must be defined, specifying how often and how payments will be made.

• Establish Campaign Periods: Clear start and end dates for each sales campaign or sales cycle must be determined. This information is crucial for evaluating the compensation plan.

• Define Currency Types and Incentives: The system supports multiple currencies based on different countries. Therefore, it's important to define which currencies will be used and the corresponding incentive plan that will be implemented.

5. Software Functioning

5.1. Journey

David from the commercial department is responsible for managing the individuals who are part of the company once the registration and network management process has been completed.

One of the tasks assigned to David is the administration of commissions and incentives that the company provides to the staff as recognition for their work.

• Compensation Plan Administration

• Commercial Calendar

• Career Plan

• KPIs (Indicators)

• Bonuses

• Commission Management

• Commission Results

• Historical Data

• Incentives and Loyalty

  • Earning

  • Points and Referrals Program

  • Monitoring

    • Extract and Query

    • Redemption: Business strategies based on rules

    • Gifts, discounts, etc.

    • Points Redemption Program

    • Coupons

    • Bonuses/Notes

• Reviewing tickets related to commissions and incentives.

• Incident Management

• Reviewing Reports

  • Clients by Status: active, inactive, etc.

  • Dynamic Dashboards

  • Sales Statistics

  • Behavior of my network

6. Configurable Elements

The following are the elements to configure in the software:

6.1. Main Configurations

• State Machine Configuration

  • Wizard Configuration

  • Creation of categories for the state machine

    • Daily

    • Monthly

    • Yearly

  • Creation of state machine types

  • Configuration of state machine steps

    • Integrate Network

    • Calculate Indicators

    • Integrate Indicators

    • Return Indicators process.

    • Calculate Rank

6.2. Related modules configurations

• Configuration of user roles and permissions

• Defining cycle or campaign dates

• Configuring products that can be redeemed for points.

• Continuity of rank configuration

• Plan of career rules (Rank calculation)

• Enabling or disabling KPIs and making them visible (Commercial dashboard / Summary of commissions / Indicators)

• Currency configuration

• Assigning commissionable and qualifying volume to catalog products

• Configuration of granted points and points for redemption in the catalog.

• Coupon configuration

• Assigning widgets and reports to a desired role

• Template configuration

• Creation and configuration of ranks

• Rule configuration (if applicable)

  • Rank rules

  • Compensation rules

  • Bonus awarding

  • Granting points

  • Redemption of rewards - bonuses

• Compensation workflow

• Creating the Career Plan

• Defining and configuring points-to-currency and currency-to-points exchange systems Commission settlement

• Definition of different rules for incentives

• List of commission indicators

6.3. Module Configuration

Depending on their compensation plan and value proposition to the sales force, clients may need to execute certain processes to settle commissions, bonuses, or other incentives at different frequencies. The system allows the execution of processes within the overall commission process separately. These processes can be run on a daily, monthly, or annual basis. There might be processes that are calculated daily, while others are calculated monthly. This flexibility allows clients to configure the system according to their specific needs.

6.3.1 Wizard Configuration

The wizard enables us to have distinct flows for each state machine. For instance, it allows us to set up a step for calculating indicators exclusively in the monthly state machine. This is possible because the wizard can be configured with distinct steps, and these steps will be specific to each machine.

6.3.2 Creation of categories for the state machine

We associate the state machines with an issue category so that together with the wizard, it allows us to go through different flows for each machine.

6.3.3 Creation of State Machine Types

Currently, all three types of state machines are supported, allowing both the client and the configuration of each process to be easier. These types enable us to create different flows for specific time periods. For instance, daily indicator calculations would be configured in the daily state machine, while monthly or annual processes would not be affected by this.

6.3.4 Steps Configuration

The steps are the processes that each state machine can execute:

• Integrate Network

• Calculate Indicators

• Integrate Indicators

• Return Indicators Process

• Calculate Rank

6.3.5. Commissions

6.3.5.1. State Machine Administrator

Open

Open

6.3.5.2. Qualification Title (Rank)

This module allows you to configure and define the ranks that will be used in the system to segment the sales force according to their performance in the company.

In this module, relevant information such as:

• Price list.

• Description.

• Code.

Furthermore, this administrator allows you to create, modify, and delete ranks. To create a rank, prior configurations are not necessary.

Upon configuring a rank, it enables other processes to be set up correctly, such as:

• Templates.

• Rank continuity.

• Contracts

6.3.5.3. Commission Process Configuration

6.3.5.4. Volumes administrator

6.3.5.5. Indicators configuration

6.3.5.6. Liquidation States

6.3.6. Incentives

6.3.6.1. Incentives groups

6.3.6.2. Goals

7. Detailed Scope

7.1. ​Commissions

Commissions are a means that enables the company to incentivize, motivate, and pay the sales force for the efforts they have made and their strong interactions with the company.

7.1.1. ​Schedule

The calendar serves to manage and define commission settlement processes according to a defined period of time. The commission process for a consultant is directly related to the commercial calendar set by the company.

Calendar 1:

Allows calculating certain indicators and commission bonuses (such as advance or anticipation for the entire subsequent commercial cycle) Example: Biweekly

Calendar 2:

Corresponds to the company's commercial calendar. Example: Months of the year

In each client's system, there is a compensation plan specified. This plan outlines how payments are made (fixed value, percentage) and why they are made (own sales, network sales, etc.). Based on this plan, the system enables certain indicators that store information as individuals or their network place orders. Once the predefined time period in the calendar elapses, the administrator executes the process that calculates the commission, associating each individual with the total to be paid.

7.1.2. ​Career Plan

Career plans within a company can be likened to a series of steps that consultants must climb to attain specific commission benefits or territory control. These steps are linear in nature, with individuals progressing from one level to another sequentially upon meeting certain conditions defined by the company.

Ranks or Ranks determine the career plan within the platform. Consultants can be promoted manually or automatically by the rules engine when they meet the conditions assigned for that rank.

The titles achieved by consultants also factor into commission payment and can be used to assign product price lists.

7.1.2.1. ​Qualification Titles

​​Titles are used to segment the sales force and/or assign a title to identify how to make payments based on the business strategies defined by the company.

It's the name that an individual earns based on the indicators established in the compensation plan, based on:

• Performance in the sales field Growth

• Sustainability of the commercial network

The qualification titles that are taken into account when granting commissions are:

• Payment Rank: This rank is used for all commission calculation and payment processes and may vary based on results and goals.

• Honorary Rank: This is the highest rank achieved in a person's history.

• Grace Period: It's common for some companies to give distributors more time to achieve objectives or goals before lowering their rank. S4DS has the capability to configure this period according to business needs.

7.1.2.2. ​Rank Granting Rules

Rank granting rules are used to establish the rank of a consultant or customer within the business based on predefined conditions set by the company.

With the rule engine, the consultant's rank can be calculated based on key performance indicators (KPIs) that are important for the business. A consultant can move up to a higher rank if they achieve certain objectives within a month, or they can be downgraded if these objectives are not met.

Similarly, an honorary rank can also be awarded to a consultant based on the highest rank achieved within a defined time period. This honorary rank can be maintained for a certain duration.

The rule engine enables the automation of rank adjustments and promotions, ensuring that consultants are rewarded for their achievements and efforts while maintaining the integrity of the rank structure in the business.

7.1.3. ​KPI (Key Performance Indicators)

The system configures, measures, monitors, and utilizes Key Performance Indicators (KPIs) to execute all compensation plan rules.

Currently, there are more than 250 KPIs that can be used to calculate commissions for each consultant and their upline. There can be multiple variations of how to calculate KPIs based on the genealogy structure and the compensation plan's business model.

Through KPIs, it's possible to create rules that allow:

• Achievement of a qualification title (paid)

• Obtaining commission payout values

The over 250 KPIs can be grouped by functionalities:

• Personal Volume - Commissionable and qualifiable, cumulative or by period.

• Group Volume - Commissionable and qualifiable, cumulative or by period.

• Genealogy Structure - Leaders, team leaders, depth of the network, ranks.

• Genealogy Activity - Active or inactive lines, active children, and their volume.

• Rank variations in the downline to halt calculation up to a certain level of consultants.

• Returns - Personal and network RMAs (Return Merchandise Authorization).

• Remaining balance of the campaign or period.

The following are some definitions of basic KPIs that are commonly used in a compensation plan:

• Personal Volume: Sum of commissionable or qualifiable values from personal sales.

• Group Volume: Sum of personal volumes of the network, taking into account the company's business rules (excluding personal volume at the network head, excluding generations, excluding volumes below a minimum threshold).

• Total Volume: Sum of personal volumes of the network, considering the company's business rules (excluding personal volume).

• Volumes by Level: Sum of personal volumes of consultants at a specific network level, considering the company's business rules.

• Generational Volumes: Sum of group volumes by generation. A generation moves up a level when it's nested within another generation.

7.1.3.1. Calculation of KPIs

For the calculation of the KPI, the unit of measurement (points, number of people, currency) that makes it up and the source from which this unit of measurement is taken must be defined. This is required both for calculating the qualifying volume and the commissionable volume.

The base sources that will define the volumes (VQ & VC) are:

• Catalog

• Rules on sales

• Order processing

• Required configuration of environment variables

• Definition of VQ & VC values from the catalog

Example: A product is sold with VAT and a discount

• Qualifying Value (VQ): The value of the product for the consultant with VAT but without considering the discount.

• Commissionable Value (VC): The value of the product's public price with VAT minus the value of the discount

7.1.3.2. ​KPI Visualization

The visualization of KPIs is of great importance for the sales force, as through this means they can monitor in real-time how the indicators are progressing. This allows them to have reactive plans and action strategies in order to achieve their goals.

The Consultant can view the indicators in various parts of the system, such as:

• Network screen (Genealogy → Consultants)

• Commissions screen (Commissions → Manage Commissions)

• Centralized query (Commercial Dashboard)

7.1.4. ​Bonuses

For a company, it's crucial to reward the sales force with incentives or rewards for achieved goals.

Bonuses are additional incentives to provide the sales force members with the outcomes of their commissionable value.

7.1.4.1. Bonus Types

• Money These are bonuses/commissions delivered in currency, and it's entirely configurable in the rule that grants each bonus/commission. It can be any currency that the client has configured, such as COP, USD, EUR, MXN, etc.

• Points These are bonuses/commissions delivered as points, with the movement assigned as points. This is fully configurable in the rule that grants each bonus/commission. This bonus is allocated to the consultant's general points to whom the bonus was assigned.

• Prizes These are bonuses/commissions delivered as prizes. An incentive or prize is assigned as payment for the commission.

• Badges (Medals) The sales force can be segmented using extended fields (segmentation) through the configuration of a rule based on commission indicators. For example, special mentions that each company creates, such as the Elite Club, Millionaire Club.

7.1.4.2. Calculation and Granting

Based on a rule with configurable conditions and a conclusion in the rule engine, the system calculates and grants the bonus.

Example: If a consultant has rank x and meets a minimum number of referrals → Grant 4% of the sales from these referrals.

• Granting Conditions: Consultant has Rank x and meets a minimum number of referrals.

• Granting: Award 4% of the sales to those who meet the above conditions

• Calculation: Calculate the resulting value of 4% of the sales

7.1.5. ​Commission management

It involves the execution of a series of activities to ensure that commissions are calculated and granted correctly, such as:

7.1.5.1. ​Network verification

Verify that the network is correctly defined, meaning that there is only one person as the parent of the network and that there are no circular references, in order to facilitate the management of:

• KPI visualization

• Commissions calculation

• Visualization of paid and pending commissions

• Report generation

• Extract visualization

7.1.5.2. ​Indicators management

​​Depending on the compensation plan, it is analyzed which indicators should be turned on or off for the accurate calculation of commissions. These indicators allow real-time monitoring of the sales force's performance. Among the main indicators are:

• Personal volumes

• Group volumes

• Network volume

• Total volume

• Active members per network

7.1.5.3. Calculation of Paid Rank

In order to process the commission payouts for individuals, the first step is to execute the rules that assign or modify the ranks of the consultants. This provides the starting point to calculate the remaining KPIs associated with the commission.

For this process to work, the rules for calculating indicators and assigning ranks must be correctly configured. These rules are set up within the process known as "calculate rank."

7.1.5.4. Advance Commissions Calculation

After evaluating the rank (first step of the commission processing), the system allows for an advance payment of commissions (a payment made before the commercial cycle is completed). This process can be initiated from the commissions manager to proceed with the payment to the consultant.

7.1.5.4.1. ​Calculation of Commissions (End of Cycle)

After evaluating the rank, the system assesses the other conditions set in the rules to calculate the commission payment value. This is the most commonly used process in the platform, where at the beginning of a new cycle, commissions from the previous cycle are calculated and paid.

Example: On March 2nd, commissions for February are paid.

7.1.5.5. ​Commissions adjustments

Debit and credit notes are documents or vouchers through which adjustments are made to a third party's account. General movements (debit/credit) can be generated to grant or withdraw commissions through adjustments.

The system handles two types of notes:

Debit Note: It is a voucher that the company sends to its customer, notifying them of having charged or debited a certain amount or value to their account, for the concept indicated in the note.

Credit Note: It is a voucher that a company sends to its customer to inform them of the accreditation of a certain value to their account, for the concept indicated in the note.

7.1.5.6. Commissions validations

Validation runs the commission process to verify that what the system is going to pay is correct. This can be validated against the settlement report. If the validation is successful, the payment process is executed.

7.1.5.7. Application of Honorary Rank

The honorary rank is a rule based on the paid rank, created for the development of commercial strategies.

Example: A consultant joined in January and because they achieved a lot of sales, they were awarded the GOLD rank. However, their performance was not as good in the current month, and their rank changed to BRONZE. The current (paid) rank is BRONZE, and the honorary rank obtained is GOLD.

Company "X" defines the honorary rank as the last rank the consultant achieves at the end of the year.

7.1.5.8. ​Commissions payment

This process is crucial to keep track of which sales force members have been paid, ensuring control in case of any disputes or claims.

To carry out this payment, a report of the commissions to be paid is generated by the treasury department. After completing this process, the payment information is loaded into the system, marking the reason for the paid commissions.

7.1.6. ​Commissions results

To view the commission results and determine how much should be paid to each consultant, S4DS provides the Commission Results Manager. Additionally, this information can be generated and exported through flat files.

7.1.6.1. ​Master Commission Settlement List

This module allows controlling the status of the settlements that are carried out by campaign. It centralizes access to different sub-modules that enable the administration of elements within this process, such as:

• The indicators that will be activated for the client's model.

• The classification titles that will be used

• Modules for commission payment administration

• Access to various associated reports

7.1.6.2. Commission statement

The Commission Statement Manager allows you to view and export the commission information that needs to be paid. This can be managed for the entire network of a consultant or for a specific individual.

7.1.6.3. ​Detailed Information Display

In addition to the reports, to view detailed information about commission results, you can find them in the centralized query module by searching for a specific person.

7.1.6.4. ​Network management

There are various ways to manage the network and track company performance through commissions, ranks, etc. To access this information, you can directly view it from the network tree, where you can find detailed information about movements, incentives, and commissions for a specific individual.

7.2. ​Incentives

Incentives are what drive the sales force to improve in specific tasks or aspects. They can be considered as rewards for achieving a goal. Therefore, an incentive is something that motivates individuals to perform a specific task better and more efficiently, enhancing their overall performance.

7.2.1. ​Rule-based business strategies

Through the system's rule engine, conditions (rules) are configured that are evaluated when processing an order to determine whether to grant any products as gifts and/or additional discounts.

7.2.2. Coupons

Coupons can be granted for a specific amount to be redeemed in a future order.

7.2.3. ​Bonuses (notes)

Credit notes can be granted for a specific amount to be redeemed in a future order or to reduce their pending balance in the account.

7.2.4. Discounts

Additional discounts can be granted to orders by meeting a series of conditions.

7.2.5. Free Products (kits)

Rules can be configured where, upon evaluating certain conditions, if the order meets them, a free product is assigned to the order, or multiple products are assigned according to how the client has established it.

7.2.6. Additional Incentives

A Preselected list can be created so that these can be called in rules and apply special discounts.

Grant awards according to their segmentation, commercial status, or rank.

7.2.6.1. Freight discounts

Rules can be created to waive the freight charge or to apply a lower amount than the established rate.

7.3. Loyalty programs

The incentive and loyalty plans allow both end consumers and the company's sales force to remain engaged and active.

Regarding this business need, the platform offers the possibility for interacting consultants to accumulate points in non-monetary units, which can be named stars, miles, coins, or any special name that makes sense for the company.

These points can be earned through product purchases, or any combination of rules defined by the company.

When credited to a user, these points can also be used for redemption in product purchases, granting incentives, or awarding prizes, using the system's rule engine.

7.3.1. Earning Points

Points are an incentive that the company awards to its consultants when they perform various actions defined by the company.

Example: Points for recruiting new members to the company.

7.3.1.1. Points Program

One of the objectives of loyalty programs is to maintain preference for the company and its products among both customers and the sales force.

In the system, there is the capability to award points to both end customers and the sales force for later redemption.

Among the various strategies to retain this audience, one approach is to reward them for each purchase they make. For this purpose, the platform allows Brenda and the marketing team to define how many points each product in the catalog will grant once they are sold.

The points program can be configured through:

7.3.1.1.1. ​Catalog

In the catalog, each product defines two fields to be used in the loyalty program:

Points: These are the points that a consultant or end buyer earns when purchasing a product. Redeem Points: This indicates how many points are required to redeem the product.

For the accumulation of points, the value configured for each product in the catalog's Points field will be used.

7.3.1.1.2. ​Rules

Another way to configure point accumulation is through the execution of the rules engine, which can evaluate virtually any variable in the system to determine if points should be awarded to certain individuals.

For example, a practical use of this is to give extra points to individuals who have purchased two specific products together and whose rank is at a certain level.

7.3.1.2. Referrals

The system has the capability to capture and store information about the person who referred a new recruit. This data can be used to provide additional incentives and points in campaigns.

To evaluate referral rules, it can be done at various points:

• Referral continuity over X campaigns

• Order amount per campaign or cycle

• Incentives can be granted for each referral.

7.3.1.2.1. ​Incentives/Goals

Definition and rules for granting non-monetary rewards or incentives to an individual for achieving the goals and targets set by the company. Some examples include:

• Awards: Giving away different products

• Travel incentives

• Personal recognition

• Tributes

• Conventions

• Car incentives

• Administrative support

Updating Goal Checklists, Percentage of Assigned Goal Achievement

7.3.2. ​Monitoring

The platform provides options for the sales force to monitor points information through:

7.3.2.1. ​Statement report

You can generate a report with the points information per customer from the centralized query module under the points option.

7.3.2.2. ​360 Query

In the centralized query module, we have the option that allows us to track:

• Referrals

• Accumulated points

7.3.2.3. ​Expiration

From the platform, there is the possibility to configure the expiration of points according to each company's policies.

This information can be exported through various reports available in the platform.

7.3.3. Redeem

Points can be redeemed through rule-based business strategies, points redemption, and points conversion to account credit.

7.3.3.1. Redemption point program

It is possible to select products from the catalog and configure them with the "Redeem Points" parameter. This will allow customers who have accumulated enough points to acquire the product to add it to their order and pay for it using their points.

7.3.3.2. Points conversion

The Wallet functionality is a module within the S4DS platform that enables customers and the sales force to redeem their points for money, products, or commissions. It allows transferring points or even converting the money from one currency to another in case multiple currencies are used. It also facilitates exchanging commissions for points and vice versa.

7.4. ​Support

7.4.1. ​Issues management

For a company, it is essential to have control over everything happening in its business, including any incidents, their status, and the parties involved.

S4DS offers a reporting and control tool to register customer incidents and manage them in real-time. This tool allows the sales force to identify the root causes of unexpected events that could significantly impact the business, enabling intervention and preventing recurrence.

Within the incident module, you can manage:

• Status, incident type, and ticket queues through dynamic widgets (dashboards).

• Ticket creation.

• Detailed information about the incident and the affected party.

• Tracking history of all stages the incident has gone through.

• Bulk incident upload and reporting.

• Audit trail of processes performed on the incident.

Ticket Types Include:

• Network Management

• Activation/Deactivation

• Commissions

• Incentives

7.4.2. Internal Management

S4DS offers various methods for performing support management, as this is one of the most valuable aspects to provide excellent service to all users who utilize the system.

7.5. ​Analysis

These are very important for maintaining control over all the variables of the business. They hold significant importance, and with S4, you can access all the information directly from the screen or through report generation.

For analyzing the information, there are different types of queries and reports available, such as:

7.5.1. ​Dynamic dashboards

Widgets provide quick and visual access to information or indicators. They contain information from various components, allowing users to access summarized data.

This enables consultants to have a comprehensive view of indicators and make informed decisions to enhance their business strategy.

The sales force can access information such as:

• Sales statistics

• Network indicators

7.5.2. ​Reports

Gathering and analyzing information is fundamental for a business entity, whether it's to identify critical areas or market opportunities, and also to track various points related to sales.

Reports enable the sales force to perform mass data management on specific topics by generating files. This way, they can access detailed information for proper tracking.

• Sales tracking

  • Sales report

  • Invoice report

  • Detailed product invoice

• Incentive tracking

  • Accumulated points analysis report

  • Total points per campaign report

  • Incentives report - pending orders

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