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Sales Compensation Planning

Distribute letters and automate certification

Sales Compensation Planning

Products for Sales Compensation Planning

Certifications

Create and and automate complex sign-offs surveys, and certifications for any process.

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Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Linking

Link data between workbooks, documents, and presentations. Change once, update everywhere.

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Mobile

Distribute, view, and collaborate on documents using iOS and Android devices—online or offline.

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Sales Compensation Planning: A Typical Wdesk Workflow

1

Create and edit the compensation letters

Create a new document or import previous compensation letter documents. Customize with style guides, charts, images, and embedded tables.

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2

Create and edit compensation workbooks

Create a new workbook or copy an existing compensation workbook. Sync numbers from Finance Managers.

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3

Link data

Link data and text from compensation workbooks to compensation letters. Numbers and narrative automatically update as information changes.

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4

Collaborate

Sales managers across teams and locations work in the same document, in the same version, at the same time.

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5

Distribute and certify

Send compensation letters for review and certification. Sales can view letters and certify on desktop or mobile.

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Sales Compensation Planning

Distribute letters and automate certification

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