Use keywords to customize your plan agreement

Keyword

Description

Example

1

{{user.firstName}}

First name of the current user

Amelie

2

{{user.lastName}}

Last name of the current user

Lacroix

3

{{user.currency}}

Currency of the current user

Euro

4

{{user.email}}

Email address of the current user

alacroix@dmpaper.co

5

{{user.managers}}

Manager of the user’s roll up team in the plan agreement year

Jim Halpert

6

{{company.currency}}

Currency in company settings

Euro

7

{{company.name}}

Company name

Dunder Mifflin

8

{{plan.name}}

Name of the plan associated to the plan agreement

SDR 2023

9

{{plan.frequency}}

Frequency of the plan associated to the plan agreement

Month

10

{{plan.rules.[1].name}}

Name of the first rule by order in the plan associated to the plan agreement 

Monthly Commission

11

{{plan.rules.[2].name}}

Name of the second rule by order in the plan associated to the plan agreement

Accelerator

12

{{user.plan.startDate}}

Start date of the current user’s plan assignment

When the start date is indefinite, we export the first day of the selected plan agreement year

2023-01-01

13

{{user.plan.endDate}}

End date of the current user’s plan assignment

When the end date is indefinite, we export the last day of the selected plan agreement year

2023-12-31

14

{{user.quotas.quotaName}}

Value of quotaName for the current user if quota has no frequency

6 000

15

{{user.quotas.quotaName[2023]}}

Value of quotaName for the current user if quota has a yearly frequency

6 000

16

{{user.quotas.quotaName[2023-Q1]}}

Value of quotaName for the current user if quota has a quarterly frequency

1 500

17

{{user.quotas.quotaName[2023-01]}}

Value of quotaName for the current user if quota has a monthly frequency

500

18

{{plan.quotas.quotaName}}

Value of quotaName for the plan

6 000

19

{{team.quotas.quotaName}}

Value of quotaName for the user’s team

3 000