Help & Glossary

Step-by-Step Process

1. 1
   Create or select a plan

   Start from the portfolio or use the plan editor

2. 2
   Set frequency & payout basis

   Choose monthly/quarterly payouts, annual performance interval

3. 3
   Define measures M1–M4

   Set weights, quotas/targets, accel/decel, threshold, cap

4. 4
   Enter period inputs P1…Pn

   Input amounts or percentages for each period

5. 5
   Review summary

   Check payout, CCOS, attainment, effectiveness

6. 6
   Save to portfolio → propose consolidation → accept/reject → export

   Complete the optimization workflow

Key Features