Performio Features

The best part of this software is the ability to set it with almost any calculation process and in a multitude of ways visually for end users.

Integration with our existing business was difficult. We were met with a whole lot of 'no' when we knew the answer was yes (as we've eventually added all of our wants over the course of a few months). The implementation felt like pulling teeth with the Performio team and there was a general lack of explanation and direction.

It is easy to navigate through Performio

It is not always accurate from month to month could be better!

Great way to validate information and sales trends.

there appears to be limitations on reviewing past data points that may be a set up from my company not your software

I think that it is a great tool to track commissions and opportunities when integrated with salesforce properly. I feel like there a often times where it does not integrate accurately though.

Could increase accuracy regarding commission tracking if integrated with salesforce perfectly

It is clear to see what you are earning YTD and monthly. Good snap shot and relatively easier to access than payroll software.

Would be great if there is a functioning app with fingerprint login - make it quicker would be good if functionality was more eye friendly and adjusts to the interface of a phone beter - alot of the times you are scrolling up and down, side to side to read the numbers - would be good if we can see if all of one screen at a time, fresh tabs for each measurement?

Prior to using Performio we were using an Excel sheet for the whole sales org to check that their sales were recorded correctly so we're paid appropriately - so something automated and already filtered to my sales a dream! I like that I can send a quick note to make the update if an item is attributed to the wrong person. For that we used to use a Gsheet where everyone listed their changes and then the poor sales enablement team went through line by line to make updates.

The look and usability of the software reminds me of Salesforce Classic, that's what I like least. It has a lot of tables like a legacy website, not something that was designed in the past several years. The user flow isn't intuitive. I had to check my gross profit for March this week, and I wasn't able to find a view that only showed me March - I was seeing all of Q1 at a time, but I could at least sort descending to group March. The navigation on the left doesn't seem to describe/offer what I'm looking for. I would love to see more charts or visual representations of my current sales to my quota. Maybe we have that? I haven't been able to find it.

I love seeing my new and renewal revenue all in one place. The commission statements are easy to read and show me exactly what I need to know.

At first, we had a lot of trouble with missed opportunities and not getting paid for them. In the last 6-12 months this has drastically improved.

ability to look at the performance and status regarding my quota

At times hard to navigate to what I want to find. Not always clear as to how I can track the information. Time consuming to go through all the details of the commissions.

I like the easy to use dash board. Great interface too.

It would be nice to be able to customize to have one dashboard with what I want to see

Automates our monthly commission payment process; we were mostly manual previously. Easy to use/navigate interface. Likely don't us it to full capacity at this point

Unsure of reporting capabilities; would like to be able to ascertain an employees earning history, but it appears this can only be done by adding up each month separately.

Performio is an effective tool for tracking sales performance and compensation. As a user, I like having access to my current performance and expected payouts

Submitting updates can be cumbersome, and there is limited visibility around status of updates or alerts when changes are processed.

In terms of ease of use for our sales reps, it's fantastic. Simple and modern interface allows for quick adoption and understanding for the team.

Much like you need a Salesforce Developmer/Admin, you need a Performio Developer/Admin because something is ALWAYS needing configuration. Performio has very fast customer support, but deployment took 6 months, and they hit you with a hefty change bill every year when you need to make major adjustments to compensation plans. They expect you to know how to do everything, and offer very little training / resources.

Running reports is easy and makes it simple for me to reconcile our data each month. The Performio support is great and responds promptly with answers when we run into any issues.

Since Performio is SQL based, we are reliant on the implementation team at Performio to any changes to our plans. There are other products out there that are excel based and are easier to manage from an Admin standpoint.

What we like most about the software is it's customizable from a box-solution. We were stuck in a box in our previous platform and it was difficult to expand our incentives as well as our reporting.

The Plan sign-off for the Users need some improvement because it's period based and lacks a pdf upload option. From the admin side, the templates in the box solution should allow more flexibility without needing to find work arounds.

The system is flexible, efficient and configurable which is great as it allows us (admin users) to self-tweak as much as practical which in turn means that small change requests to business rules can often be executed very quickly and with minimal fuss. On the occasions where development work or troubleshooting assistance was required, a representative was always easily reachable and turnaround times were always reasonable. The frontend Dashboard capabilities allows for the data to be presented in way that is both engaging and easy to understand. It is also accessible on any device which is very handy.

There is none that I can think of at the moment

I liked the ability to track individual sales for myself and the pay adding up properly. I love the ability to submit an edit to my manager and director.

The user interface is horrible to say the least. it feels pre 2008 computer use. The way things are organized to do edits are very difficult and time-consuming

Once all the data is uploaded it's very easy to use and a good way of tracking daily KPI outputs and performance to target

Not the software but you are reliant on internal data to be uploaded which can drag out the user experience

Easy to use, ability to see my information from past months, multiple charts to check, and ease of use with salesforce

the time that is takes for my sales to show up in performio

Their are a number of really great features that I use on a regular basis. I love the ability to download all of my commissions by line item so that I can review the accuracy of the data that has been loaded. The dashboard is really great as well for all of our quota buckets - shows us at a quick glance where we stand.

In some ways, I would prefer fewer options/screens. Also for our usage, the data is too much (we have over 100K records) which is impossible to go through.

Ease of use, straight forward dispute section - Keeps up with history of disputes to look back on.

The most difficult and time consuming part of commissions is the length of time it takes to review my commissions - 6 to 10 hours - Our commisssions are set up on Accounts we upsell, or add onto. Most of my accounts have a Main account "Parent" and all of the locations that fall under the parent "child accounts". What Performio does not pick up are the accounts that are paid through the Parent account. I have a very transactional Book of Business. Each month I find myself going through about 750 t0 1000 lines (contained in an excel spreadsheet) I have to go through each individually to see if the Parent account has paid the new child account. Very Very time consuming. Hope this help -

Performio's accurate fetching of important information from tools that it integrates with which then becomes a single source of truth for the leadership to take key decisions. Also, Performio is super helpful in tracking of incentives for the Sales Team along with the break up of incentives into variable and accelerators for a particular period. Additionally, the fact that Performio is able to present a breakdown of New Business/Upgrade revenue and Renewals revenue neatly is a great help!

At times mid way into a new month, I am not able to see data for that month, hence the timely updation of data is required.

Easy to use, interface is intuitive, I really don't have any negatives.

Since I really don't have any negatives, I need to make some up. It doesn't wash my hair or brush my teeth in that special way she used to, it refuses to rotate my tires, and is absolutely useless when it comes time to stampede the herd of crippled yaks.

Dashboard is 80% of what I need and easy to digest in a single screen

It's not updated in real-time. This is not an issue with the software, it's an internal administrative issue. We are mid-February and I haven't seen commission numbers for January yet.

easy to see total revenue per and percentage to plan in the color coded squares.

I need simple list of which Capital equipment units I have sold and to whom, showing the total dollar volume of each sale, but without all the accessories listed. Currently too much data to scroll through with all those accessories. Would "also" like to see a tab to find the total weekly or monthly sales numbers by "number of units" sold and not by $. 1 of JM 105 and 2 of the TI500 unit etc.