What are Component Folders?
Component Folders help you organize and view multiple compensation components under a common category, making it easier to track and understand your earnings and attainment.
Where you can find Folders
Folders appear in these main areas:
Plan Builder
Earnings Details view
Earnings and Attainment cards
Filtering by folders on the Earnings and Attainment pages
How to create a Folder using a template in your plan
Navigate to Plan Builder and open your compensation plan. Click Edit Plan Components.
Click Templates in the relevant section. Scroll down and choose the folder template most similar to your plan goal.
Optionally update the name of your folder to better describe your scenario (e.g., "New Business Deals").
Update the details of the components that should be grouped within this folder.
Save your changes—your folder is now live!
How to create a Folder from components in your plan
Navigate to Plan Builder and open your compensation plan. Click Edit Plan Components.
Manually select the checkboxes of the multiple components you’re wanting to group.
Note: Folders can only be created for earnings rules that share a quota or have no quota.
Click “Create Folder”—your folder is now live!
4. Click the 3 vertical dots next to the folder name and click “Edit” to update the name or description of your folder at any time.
Viewing Folders in Earnings & Attainment
On your Earnings and Attainment pages, folders will appear as grouped components at the top of the page.
On your Earnings and Attainment pages, folders will appear in the newly refreshed filter view at the top of the page, where you can filter by your whole folder, or by components within your folder.
On the Earnings page, click a deal in the table view to expand and view details of each component inside your folder.
Click to learn more about Earnings & Attainment cards.
Example use cases
An AE plan with a "New Product line" folder containing three different Product SKU components, each with their own associated commission rate.
A sales rep comparing earnings from a "New Business" folder vs. a "Retention" folder to understand how incentives align with goals.