Managing Cycles

Overview

Cycles are periods of time that have a start and an end date. They model the organization’s sales cycles and are very important in Incentives Management because:

bonus schemes are defined and bonuses are calculated per cycle (cycles are units of calculation)
team structures can change from cycle to cycle (cycles are units of change)

To manage the cycles we must:

Click on the ‘Setup’ button on the navigation bar;
Click on the ‘Cycles’ tab from the list of tabs.

Accessing cycles

                                              Accessing cycles

Action	Permissions
View the list of existing cycles	Users with setup read permission
Filter the list of cycles	Users with setup read permission
Create cycles	Users with setup write permission
Edit cycles	Users with setup write permission

View the list of cycles

To access the list of cycles we must:

Click on the ‘Setup’ button on the navigation bar;
Click on the ‘Cycles’ tab from the list of tabs.

The cycles table is split up into the following columns:

Name
Start Date
End Date

Cycles table

                                                                      Cycles table

Filter the list of cycles

If the list of cycles is long and you wish to quickly search for specific ones you can do so by using the filters section. This section contains the following options: