Amalia.io HelpDocs

💱 Convert a field, variable or quota's currency

You can follow the below steps to convert the currency of a variable or a field. 1. Create the new variable or field. 2. In the formula setting, use the Convert option (only available on Currency typ…

8. Quotas - English

This training covers the Quotas section. How to update a quota for a specific user or for the whole team using CSV bulk update. It shows also the difference between list view and user user.

📑 Create a Dataset

What's a Dataset on Amalia? A dataset is a set of data filtered on user defined conditions. With conditions you define based on your specific business needs, Amalia's calculation engine can process d…

All Categories

Member

If you are a company member, this category is made for you. We explain all essential features that will help you understand and use Amalia better.

7 articles by 3 authors

Manager

If you are managing day-to-day your plan compensation, this section might help you! We will cover how to Add new reps, updating Targets, making adjustments... You are going to save some time with Amalia!

4 articles by 1 author

Admin

This section is to help the admin of the account to create and edit teams, plans, data connectors...

42 articles by 3 authors

Training

Hello! This section is for a complete training for Admins on Amalia. It includes training videos for everything that you should know on Amalia. (Please note that it's under construction)

18 articles by 1 author

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