Release 1.14.0

BY: Evan Bonsignori June 11 | 2019

Org Dashboard

SalesVista v1.14 introduces the new org dashboard.

The dashboard is made up of widgets that help you understand your organization’s compensation status at a glance.

Widgets

The widgets and the data they display on the dashboard change based on the role of the logged in user and the status of their org.

When a user is linked to a rep, they get to see information about the rep they are linked to on the org overview widget

The four individual kpi widgets will show aggregate data for all reps in the org when the user is an org owner. However, if the user isn’t an org owner and is linked to a rep, the data for the individual kpi widgets will only be based on the linked rep’s performance.

The only widget that is displayed regardless of rep link status is the recent reports widget. This widget simply shows all recent compensation reports for the org when the user is an owner or recent reports that a rep is on when the user is linked to a rep.

When a user is an org owner, they will see the top reps and top product categories widgets even if they are linked to a rep.

The quota attainment and recent sales widgets are displayed only for users who are linked to reps, as the data for each widget is based on their linked rep’s performance.

When a user creates an organization, they will see the org setup widget. This widget guides new users through the process of creating and compensating reps through plans and compensation reports.

Org setup widget on its first phase: create your reps.

Release 1.13.0

BY: Evan Bonsignori May 23 | 2019

New Features

Bonus Attainments

A new Bonuses tab has been added to the rep report page. You can now view the bonuses earned (or not earned) for a rep.

Plan Snapshots

We now distinguish live data from snapshot data. Live data are your reps, plans, product categories, etc configured for your org. When you run a report, all of the live data used for calculations become snapshot data.

By default, the rep report view shows you snapshot data. The new View Live link takes you to the rep’s live data.

From the same rep report page, you can now view the plan used by the rep at the time of the report. Pressing it will take you to the new plan snapshot page that contains each of the snapshotted rules and quotas for the plan.


Changes to Existing Behavior

  1. From the reports list, you now filter by fiscal year instead of period
  2. Teams members now view appropriate information about child teams

Upcoming: New Dashboard

The dashboard is the first thing you see when you log into SalesVista, and we think it’s about time that it received a facelift. So, we are excited to reveal that a completely redesigned dashboard is coming to SalesVista on our next release!

Prepare yourself for… widgets! (a sneak peek at 2 below)