Using Roll Relationships

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Create a custom roll relationship

Roll Relationships

A Roll Relationship is an association between two Positions. 

As you create positions, populating the Manager field creates a roll relationship between the current position and the manager’s position. If this is done consistently for all positions, the entire reporting structure for the sales organization is created. This can be used for a number of purposes when calculating compensation.

The image above shows an example of how transaction credits can be rolled from a subordinate position, such as a sales rep, to a manager or director. In this case, using relationships, we can use a compensation plan to compensate sales managers for the performance of their team.

In some cases, your business may need to roll credits from the original sales rep to another payee who is not their manager. This can be configured by creating custom roll relationships. The Relationships workspace provides an interface to create and manage custom Roll Relationships.

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