Calculate the plan you designed, and show the working.
Falcon ICM takes a signed plan into calculation: plan design with version control, sales data import, calculation and validation, an exception queue with approval, and rep statements that show how each number was reached.
Plans are designed once a year. They meet the data every month.
The plan document says one thing, and the calculation workbook does something close to it. Crediting practice drifts from the written rules, exceptions are settled in email, and the monthly file is rebuilt by the one person who understands it.
When a rep questions a statement, the answer means going back through the workbook, the sales extract and the email trail. Falcon ICM keeps the plan version, the data, the calculation and the approved exceptions together, so a closed period can be recalculated and explained.
What Falcon ICM does
Plan designer with versions
Attainment curves, commission lines, MBOs, caps, thresholds and accelerators, configured by rule. Every change is a new version, so the plan in force for any period is on record.
Rollout by team and country
Roll one plan design out to teams and countries with their own currencies, rates and effective dates.
Sales data import
Load sales from CSV or Excel, and read PDF or scanned distributor statements into the same structure.
Calculation and validation
Payouts calculated by the plan rules and checked against the source totals before they are released.
Exception queue with approval
Credit splits, transfers and manual adjustments are raised, approved and recorded in one place, not settled in an inbox.
Rep statements and simulator
Statements show the derivation line by line, and reps can model what a deal is worth before they close it.
The monthly cycle
Configure the plan
Set up the plan version, roles and rates, and roll it out to the teams it covers.
Import sales
Load the period's sales and crediting data from your systems or files.
Calculate and validate
Run the calculation and check it against source totals before release.
Resolve exceptions
Route splits, transfers and adjustments for approval, with the reason kept.
Publish statements
Release rep statements with the working visible, and keep the closed period on record.
Who it's for
Comp Admin
You run the monthly cycle and field the statement questions. Falcon ICM keeps the rule, the data and the calculation in one place.
Finance
You need payouts, payroll and accruals to agree, with a reason for every adjustment.
Sales Managers and Reps
You want to see what a deal is worth and how the statement was built, without asking for a spreadsheet.
Sales Ops
You own the plan rules and the crediting practice, and need them to stay the same thing.
Bring a plan and one closed month.
We will walk through Falcon ICM with your plan mechanics and show what it takes to recalculate that month from source. Falcon ICM is in early access as part of Ascent.