Performance Bonus Progress Report

The Performance Bonus Progress report helps you track your current standing against specific performance goals set by a brand. It provides transparency into how many actions have been completed, how many more are needed to reach the next "Tier" (and a higher payout), and progress history across different months and product categories.

Access the report

1. From the top navigation menu, select Reports → Performance Bonus Progress.

2. Use the filters to refine your results:

   • Program: Filter by specific programs.

   • Performance bonus payout groups: Filter by specific performance bonus payout groups. This group contains all the individual payout details and the tiered payout terms associated with them.

   • Date Range: Select the specific month, or Select All to view historic data. The report only shows data for the last 12 months on a rolling basis.

   • Clear All: Reset all filters to the default view.

3. View your monthly performance of each payout item category, organized by month.

   • Refer to Track performance bonus progress below for a breakdown of the progress widget.

4. Optionally, in the top-right, select [Download] to generate a .csv report.

   • Refer to the CSV reference below for more information about the exported file.

Track performance bonus progress

Each widget represents a specific payout item within the selected performance bonus payout group or payout adjustment.

• Performance bonus payout item: This tells you exactly which product or service you're tracking, e.g., "List for Item Category is Shoes".

• Progress totals: This displays the cumulative amount of activity you've driven for the month. This includes both the total number of actions (e.g., "60 Actions") and the total revenue generated, depending on how your specific bonus group is structured.

• Progress percentage: A status update based on your progress, e.g., 60% Making steady progress! This helps you see at a glance if you're on track.

• The progress meter: This bar fills up as you get closer to your ultimate goal for the month.

• The performance bar: A vertical bar showing your current performance.

• Tier threshold lines: These dashed lines represent your payout tiers (Tier 1, Tier 2, Tier 3). This visual shows how close you are to reaching the next pay increase.

• Tier levels: See which tiers are active for this specific item (e.g., Tier 1, Tier 2, and Tier 3), and how many actions you need to reach each tier level, e.g., Tier 1 = 100 actions.

• Payout rates: This lists the specific amount per tier you'll earn per order once you reach each tier, e.g., "$450.00 per order".

CSV reference

Field name	Description
Year - Month	The specific month the data belongs to. Each month selected in your filters generates its own set of rows.
Dimension Type	The payout group or adjustment
Tier Type	Specifies the metric used to calculate the bonus, e.g., revenue or actions.
Tier Value	The numeric value representing your progress for the tier type during a selected period.
Tier Reached	The specific tier you're currently in (if the month is ongoing) or the tier you finished in (for past months). If you haven't reached the first milestone yet, this will show as a null value.
Next Tier Goal	The numeric target you need to hit to reach the next payout level. If you have already reached the maximum tier, this will be null.