Scenarios Module

Use the Scenarios module to build what-if scenarios, view a side-by-side comparison of targets to actual results, and analyze significant variances from the plan. You can test the impact of proposed changes before they are implemented. If you like the changes that you tested in the scenario, you can then promote them to the model for implementation.

When you create a scenario, you can add calculations and tables to the scenario. You can then complete the following actions:

Imagine that you have the following basic plan layout, and many calculations are needed in each component to fully build out the logic.

By creating a scenario based on the basic plan layout, you can create many combinations of what-if modeling, including the following changes:

For example, you might want to view how the Account Executives compensation plan might change if you increase their commission rates by 2%. You can create a scenario based on the Account Executives compensation plan, add the table that contains the Account Executives commission rates, and add a transform change set to the table in which you adjust the commission rates by 2%.

Similarly, you might want to view how the Inside Sales Representatives compensation plan change if you decrease the commission rate on a particular product. You can create a scenario based on the Inside Sales Representatives compensation plan, add the table that contains the product commission rates for Inside Sales Representatives, and add an overwrite change set to the table in which you change the commission rate for the specific product.

Scenarios are based on the current data in tables and calculations in your model.

If you change tables or calculations in the Composer module, these changes are reflected in the Scenarios module.

You can also use the Scenarios module to forecast the impact of changes in compensation plans before you implement changes for budgeting and cost management. You can get visibility into specific individuals who are the most and least impacted by any changes. Then, you can proactively and effectively communicate any plan changes. Scenarios can be created and compared to each other or to the current plan so that you can better understand the impact of prospective changes across historical, future, or current data.

To learn more about using the Scenarios module in Incentives, take the Scenarios course.