Changelog
Perfex Sales Growth release notes
Every version of Perfex Sales Growth, newest first: what is new, improved and fixed, and what to check before you upgrade.
- Current version
- v1.0.1
- Released
- Releases
- 2
AI Staff answers commission and target questions
4 improvedAI Staff (with Perfex AI Staff active)
- ImprovedTwo new read tools: Top Commission Earners (earned, payable, paid and pending commission per staff member, top N, totals per currency, compared with the previous months) and Target Progress (quota, achieved, attainment % and what is left per staff member and month)
- ImprovedSame numbers as the Commissions and Targets reports; periods are whole commission months in the company timezone
- Improved"View own" staff see only their own commission and targets; other people's names stay hidden without staff view
- ImprovedChat suggestion "Commission payable" for people who may read commissions
Upgrade
- From 1.0.0: replace the files, then Setup › Modules › Upgrade Database; no data changes
First release
13 newCommissions
- NewPrograms by percent, profit, fixed amount per invoice or per unit, with volume bands (retroactive or marginal) per month, quarter or year and multipliers for chosen items, item groups, product categories or customer groups
- NewBeneficiaries: the invoice's sale agent, split shares per invoice, sales teams, roles, managers through a hierarchy, outside partners and customers
- NewEarned on payment (proportional to cash collected), on the invoice or on full payment; credit notes and refunds take it back within a clawback window; rules apply by invoice or payment date and every program change is versioned
- NewBulk approval with an optional approver list and self-approval off by default, disputes with resolutions, closed periods, payout batches with partial payments and optional Perfex expenses, statements as PDF and e-mail, sales targets with accelerators, My Next Payout per currency
Customer rewards
- NewPoints on payments with expiry, reminders and bonuses for signup, birthday, first purchase and reviews
- NewMembership tiers by points or spend with member discount, points multiplier, tags, free-shipping flag and grace days
- NewRedemption on unpaid invoices as Perfex credit notes, by staff or by customers in the customer area
- NewCoupons with limits and scopes, one-time code batches downloaded once as CSV, promotions confirmed by staff
- NewReferral links with web-to-lead attribution, partner statements in the customer area
Ledger and tools
- NewAppend-only ledger with exact decimal arithmetic, monthly exchange rates (a missing rate is never treated as 1), date-range recalculation with preview, refund attribution, a daily integrity check and imports with undo
- NewReports with CSV export: commission, payable, targets, points, liability, tiers, coupon usage, referral funnel
Integrations
- NewPerfex Cash & Capacity (commission as a margin cost from Cash & Capacity 1.1.4, outflow report), Brain Pro (six widgets), Flow Studio, Connect, AI Staff, Inbox, Document Studio, Client Hub and Product Hub
Interface
- NewSame look as our other modules, light and dark in step with them, phone layouts; nine languages; nine permissions