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Designer

🔧 Steps to create your plan

Now, it's time to start designing your plans on Amalia! Below you'll find the steps to follow ⏩. 1. You can start by adding your plan in the Plans tab on the left menu bar and then " + Plan ". 2. Cho…

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đź“‘ 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…

Updated by CSM Team

🎯 Create Quota

Quotas are used to assign a number to a user, a team or a plan. It can be used for example to assign the yearly variable bonus or the monthly targets of the users. Below are the steps to create a Quo…

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đź–Ą Create a Field

A field is related to an object in your data. Adding a field is like adding a new column to your data table that would be interpreted on the statement. Below are the steps to create a field. 1. Click…

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🔣 Create a Variable

Below are the steps to follow if you want to create a variable. Variables can be used in the formula of other variables or as KPis to display on the statements. 1. Click on " Designer ", expand the d…

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đź”— Create a Link

Links on Amalia help you create a link between two objects from your synchronized data or even withing the same table. They can be 1-1 or 1-N links. Below are the steps to create a Link ⏩. Example of…

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đź“ť Create a Rule

Rules are what you see on the statements. You can have as many as you want on a statement with different types. Below are the steps to create a rule ⏩. 1. Go to " Designer " in the left bar menu. the…

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đź“ś Statement Template

Creating a statement template will help you: - present rules in the order you want, - show the KPIs you want to follow (on the profile picture but also on each rule), - personalise the columns visibl…

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âž— Functions and Keywords

In the designer, you have a Functions tab where you can see the list of functions and Keywords tab with a list of keywords that you can use in your formulas. Functions. 1. Click on " Designer ", expa…

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🏹 Create a Hold & Release Rule

The Hold & Release (H&R) rule is used when your commission is calculated based on what is closed in the period but it will be paid when a condition is met. Below you'll find the steps to create a H&R…

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đź“Š Reuse results using Metrics

Introduction. Metrics are a way to reuse previously calculated results in other statements. For instance, you can: Calculate the commission of a manager on the current period based on their team's pe…

Updated by Sylvain Arnouts

đź’± 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…

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Condition Builder for Datasets: Advanced

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…

Updated by CSM Team

📉 Create a table as a Variable for Tier or Linear functions

Below are the steps to follow if you want to create a table as a variable, and how to use it with the function TIER. 1. Click on "Designer" (1), "Expand a rule" (2) and then click on “Create a Variab…

Updated by CSM Team

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