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Monitoring campaign performance

Campaign performance combines the campaign’s assignment window and eligible population with its qualifiers, rules, and transaction data. Review each layer before interpreting the totals.

Who can use this guide

Section titled “Who can use this guide”

This guide is intended for Administrators and authorised Finance users. Manager access to the reviewed campaign detail was not verified.

Purpose

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Use this guide to monitor an existing campaign without changing its configuration.

Prerequisites

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  • Access to the campaign plan detail
  • The approved assignment population and date window
  • A known source-data refresh time
  • The campaign’s Metric Definition, qualifiers, and rules
  • A reporting period and currency agreed with Finance

Review campaign performance

Section titled “Review campaign performance”

  1. Open Commission and select Commission Hub.

  2. Open the relevant campaign and confirm that plan detail shows Period Type: Campaign.

    Terminology note: The reviewed campaign appeared as Campaign in plan detail and Milestone in Scheme Settings. Use the period type, assignment dates, and scheme identity to confirm that you are reviewing the correct plan.

  3. Confirm the assignment start and end dates, then align the period you are reviewing with that window.

  4. Review the assigned groups, branches, or individuals and confirm that the intended participants are included.

  5. In Commission Earned, review the available scope, payout, average, volume, and qualified-sales values.

  6. Compare volume and qualified sales with the source data using the same dates, scope, currency, and latest successful refresh.

  7. Compare the payout and average with the approved Metric Definition, plan-level qualifiers, evaluation mode, rules, tiers, and any cap.

  8. Open the relevant report or payout-cycle view and repeat the comparison using the same period and population.

  9. Record any variance with the campaign name, sanitised participant or transaction reference, filters, refresh time, and expected calculation.

Expected result

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The campaign detail identifies the correct campaign and assignment window, the intended population is present, and its qualifying-sales, volume, and commission values can be reconciled to the approved inputs.

Important notes

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Warning: Monitoring results does not authorise changing a live campaign. Incorrect dates, qualifiers, ranges, or formulas can affect every participant.

  • Activation timing, late-data treatment, rounding, and post-publication editing behaviour remain unverified.
  • A displayed payout amount shows a calculated or tracked result; it does not by itself confirm that Perslace transferred funds.
  • Treat forecast-labelled values separately from actual commission results.

Troubleshooting

Section titled “Troubleshooting”

A participant is missing

Section titled “A participant is missing”

Check the assignment method, group or branch membership, employee status, and effective dates. Do not broaden a live assignment simply to force inclusion.

Qualified sales or volume is zero

Section titled “Qualified sales or volume is zero”

Confirm the source-data period and freshness, then trace one known transaction through the Metric Definition and plan-level qualifiers.

The campaign and report totals differ

Section titled “The campaign and report totals differ”

Align period, population, currency, filters, data refresh, and actual-versus-forecast status before comparing again.

Scheme Settings says Milestone

Section titled “Scheme Settings says Milestone”

Use Period Type: Campaign, assignment dates, and the plan identity to verify the object. Preserve a sanitised screenshot and report the label conflict if it creates uncertainty.

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Last updated: August 2026