What is Lookup?

The term Lookup within inLOGIC can be used interchangeably with Quota. However, it is just the simplest example how you can utilize Lookup. It is worth noting that inLOGIC is very much flexible and moldable according to user’s business requirements and intention of its uses.

If you are familiar with Microsoft Excel at some level, you may be able to quickly associate the term Lookup with Excel’s vlookup or hlookup functions. As the word describes itself, Lookup can be used to “look up” values that are stored in your Lookup tables.

How to Use Lookup

Lookup can be set at two different levels: individual level and/or group level.

1. Payee Lookup

Let’s say your organization has set sales quota at individual level, meaning, each sales person has different expectations to meet for a given period depending on their years of experience, past performance history, and so on and so forth.

In order to create a Payee Lookup:

  • Go to Setting ()
  • Click Payee Lookup under Lookup ribbon
Select Payee Lookup

Select Payee Lookup

  • Click Add Lookup button
  • Give it a Lookup Type Name and Variable
  • Select the Compensation Period to which the Lookup will be applied
  • Click OK button
  • Add Fields
  • Save Changes

Once the Payee Lookup table is created, you can save individual values in Payee page.

Since Payee Lookup has been set at individual level, it is very useful to assign different quota for each payee. In order to set quota:

  • Go to Payee from the main menu
  • Click Edit link next to the payee
Set Individual Lookup in Edit Payee Page

Set Individual Lookup in Edit Payee Page

  • Select the Payee Lookup Type from the drop-down list
  • Enter values into the Lookup table
  • Click Save button

Note: The initial values entered into one row will keep apply during the life of the plan unless there is a mid-year change. In such case, make sure to enter updated values to the appropriate row of periods listed in the table.

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2. Plan Lookup

Whereas Payee Lookup helps set quota at individual level, Plan Lookup makes it easy to apply quota at a group, team, territory, operation, or organizational level. For example, if your short-term objective is to reach certain numbers of signed customers across the region, you can set the target using Plan Lookup. In order to create a Plan Lookup:

  • Go to Setting ()
  • Click Plan Lookup under the Lookup ribbon
  • Click Add Lookup button
  • Give it a Lookup Type Name and Variable
  • Select the Compensation Period to which the Lookup will be applied
  • Click OK button
Add New Lookup Window

Add New Lookup Window

  • Add Fields
  • Save Changes

When creating a Payee Lookup, you were able to set values at individual level in Edit Payee page. However, since Plan Lookup applies across the specified group of payees, you will factor the values into the table when creating a Compensation Package. In order to create a Compensation Package that uses a Plan Lookup:

  • Mouse over Compensation
  • Click Package
  • Click Add New Package button
  • Name the Package
  • Leave descriptions (optional)
  • Set Effective Date
  • Set Expiry Date (optional)
  • Click Save
  • Click New to create a new Plan

When New Plan Wizard opens, follow the steps. In the second step, you are going to select available lookup(s) that you are going to apply to the plan rule.

Check Off the Boxes Next to Available Lookup

Check Off the Boxes Next to Available Lookup

  1. Fill out the Plan Information and click Next
  2. Check off available Lookup(s) you have created, and click Next
  3. Write a qualification rule if applicable
  4. Write a payment rule
  5. Click Finish
If Selected, Lookup Fields Become Available in Rule Writings

If Selected, Lookup Fields Become Available in Rule Writings

If you have purchased Standard or higher package, you are able to create a multiple Plan/Payee Lookup. Should you require further help, do not hesitate to contact us.

Note: Lookup attributes are accessible from the Attribute List only when creating a Plan, not a Measurement.

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