Accessing Plan Details
Go to Home in the admin sidebar
Click on any plan to open its details page
Page Header
At the top of the plan details page, you'll see:
Plan name with status badges — separate indicators for lifecycle status (Active, Draft, Scheduled, Completed, Processing Data), required actions (Review Distribution), and visibility (Hidden or Partially Hidden)
Creation and last-edited dates
Total Awarded YTD amount with payout run count (right side)
Actions menu with options like Edit Plan, Update Dashboard Data, Download Template, Reschedule Plan, or Delete Plan (available options depend on plan status)
Sidebar
The right sidebar provides at-a-glance plan health and quick actions:
Plan Details — Status, cadence, type, period dates, participant count, next payout date, and number of KPIs tracked
YTD Performance — Total paid year-to-date, number of payout runs, average per run, and top earner (only visible for active, completed, or in-review plans)
Data Sources — Grouped by integration (e.g., HubSpot, Salesforce). Expand an integration to see each connected metric with its sync status and a refresh button to manually sync. Click Manage to go to datasets. Only visible if the plan uses integrations.
Recent activity — A scrollable feed of plan events. Click Show more to load older entries.
Tabs
The plan details page has three tabs:
Plan Summary — Plan structure cards, qualifiers, and participant summary
Performance — Progress to goals, charts, leaderboards
Payouts — Participant list with awards by period
Plan Summary Tab
The plan summary is organized into individual cards. Each card has a title, description, and an Edit link that opens the relevant step in the plan builder. Cards only appear if the plan uses that feature.
Thresholds (if applicable) — Goals that must be met before awards are paid out.
Company-level metrics with actual vs. target values
Color-coded performance indicators and trend arrows
Click details in a formula cell to see calculation breakdowns
Click Period Targets to view target values for each period (only shown when targets differ across periods)
Click a row to open the metric detail modal and inspect historical data
Period selector for plans with multiple periods (e.g., weekly)
Award Pool (if applicable) — Total incentive funding available each cycle.
Pool type and calculation method
Click details to see tier breakdown and payout percentages
Click a row to open the metric detail modal
KPIs — Performance metrics that determine individual payouts.
KPI names with type, sync status, and trend indicators
Click details in a formula cell to see the calculation breakdown (tiers, steps, or formula explanation)
Click a qualifiers badge to see which qualifiers apply and their tier details
Click a row to open the metric detail modal, where you can view metric history and browse the underlying dataset
Expandable Pay Structure section showing how KPIs map to base pay, performance pay, and scorecard roles
Distribution — How the award pool is divided among participants.
KPI weightings and distribution formulas
Click details to see formula explanations
Qualifiers (if applicable) — Shown below KPIs.
Click any qualifier to see a popover with its description and tier breakdown
Participants — Summary table below the structure cards.
Search participants by name
Sort by YTD Earnings, Name, or Last Cycle
Columns: Employee, Role, YTD Earned, Last Cycle
Click Manage Participants to add or remove participants (or Add Participants if none are enrolled yet)
Managing Participants
Click Manage Participants to open a side panel where you can add or remove plan participants.
Adding participants:
Type at least two characters in the search field to find employees by name or email
Click a result to add them — they appear in the list below with a New badge
Repeat to add more employees
Only active employees from the People tab can be added. Employees already enrolled won't appear in search results. Participants added mid-period are pro-rated from their add date.
Removing participants:
Click Remove next to any participant, or select multiple checkboxes and click Remove selected
Saving changes:
Click Save changes
Review the summary showing who is being added or removed
Click Confirm changes to apply
If you close the panel with unsaved changes, you'll be prompted to save or discard them.
Syncing Metric Data
If your plan uses connected data sources, you can sync metrics directly from the plan details page:
Open the Data Sources panel in the sidebar
Expand the integration (e.g., HubSpot) to see its metrics
Click the refresh button next to the metric you want to sync
Select the period and confirm to pull the latest data
The refresh button is temporarily disabled after a sync (2-minute cooldown) and while a sync is in progress.
Payouts Tab
Header:
Distribution period label
Export button (if awards exist)
Quarter selector (for weekly plans)
Participants Table:
Employee names
Award amounts by distribution period
Total Paid column
Row actions for each enrollment
Performance Tab
Time Period Selector: Last 7 days, Last 30 days, Last Quarter, Year-to-date, Custom range
Progress to Goal Cards:
Visual progress bars
Actual vs. target values
Integration source indicator
Success/warning/failed status
Performance Charts (if available) — Actual vs. target over time
Leaderboard (if available) — Top performers ranking
Informational Banners
You may see banners at the top of the page:
Add Visibility — This plan is currently invisible to some employees. Click Share Plan to update visibility.
Review Payouts — A period needs your review. Shows last sync time, employee count, estimated total, and any KPIs needing attention. Click Review and Finalize to go to the review page.
Processing Data — System is processing. Wait for completion (auto-refreshes).