10.1.1.162 - Week of August 14, 2023

We are thrilled to announce our latest feature - the integration of Incentives with Slack! With the Varicent Incentives app for Slack, payees can manage their compensation information with ease and stay up to date without having to sign in to their Sales Portal account.

Quickly access accurate and up-to-date reports, and generate custom reports and inquiries all within Slack. Admins can enable specific reports in Incentives, ensuring they appear directly in their payee's Slack view. Payees can then access and view these reports at their convenience, allowing them to remotely access the information with ease.

Integrating Incentives with Slack is so simple! Just enter your Sales Portal web address and log in to your Sales Portal account, and you can get up and running with your Slack account. If you need to generate a new report with a specific criteria, we've got you covered! For reports with single or multiple pick-lists, simply select the desired value directly from Slack, and it will generate a fresh report based on your selection.

Simplify your reporting experience and make well-informed decisions with the Varicent Incentives app for Slack!

To know more about the Varicent Incentives app for Slack, please read: Varicent Incentives app for Slack.

In this release, we've created four new objects for your Presenter Adaptive reports.

You now have one more chart type to add to your Presenter Adaptive reports - Range Bar chart.

Range Bar chart is a chart type that displays bars for each category, ranging between a start value and an end value. You can use a Range Bar chart to display the beginning and end of tasks or target sales values along a time axis. For example, display the range of sales required each month to stay on pace for your territory's potential.

You now have the option to delay data updates for Workflows that use a Presenter Adaptive report. This enhancement gives a manager the flexibility to review, approve, or reject the editable report objects before it gets submitted to a table. To find out more about delaying data updates in Workflows, see: Workflow data updates.

In this release, you can now create Workflows using Presenter Adaptive reports that are connected to a Report Data Model. The Report Data Model can be selected as sources. You can also choose to do an auto update or delayed update for the Presenter Adaptive Report Data Model Workflows. For more details on creating Workflows using Presenter Adaptive reports that are connected to a Report Data Model, read: Creating Workflows based on Presenter Adaptive reports.

In this release, we've removed the Manage Payee Types page from Model settings.

Along with this release, Presenter Adaptive will be the Incentives reporting solution for new customers. New customers will not have access to Presenter Structured.

In this release, you can now run calculations from anywhere in Incentives. Just click the Global Actions Status button → Run calculations from any module, and select which calculations you want to run. For more information, read: Run calculations from anywhere in Incentives.

In this release, we've worked on optimizing AWS models so that you'll see a smaller model size, a better refresh performance, and shorter locking times.

Following this release, you’ll see quicker download times for PDF publishes. This change can be seen in the following places:

In this release, all new reports will be created in the Modern report style. If you want to change your report to the Classic style, you can do so in Report options .

When you use the Modern report style, you’ll now see these changes:

In this release, when you change the direction of a Payee object between horizontal and vertical, the content in the tile will be re-arranged and the tile will change its orientation by flipping the height and width accordingly.

You can add a tile background color to Chart, Table, Payee, Metric, Group, and List objects in your Presenter Adaptive report. Customize the background to include either a solid or gradient color.

Tile backgrounds can be added to these objects in both the Modern and Classic report style.

Plus, you can also apply a background color to tables. Turn on the Display table background toggle and start applying custom background colors to your tables!

To find out more about adding tile background colors, read: Adding a colored background to your objects.

You now have the option to add a header to Charts, Tables, Row input forms, Group, and List objects in your Presenter Adaptive report. You can also add a title and description for the headers. The headers can be bolded, italicized, or underlined and font colors can be selected. To learn more about tile headers, read: Adding a header to your objects.