David T.
Star Rating: 4.5

What do you like best about the product?
Simple work-flow management tools for managing sales team performance and allowing sales team members to also track that they agree with metrics as the year progresses.

What do you dislike about the product?
It would be good to have some visual that shows the data sources that are coming into Performio - when I see this number, what source does that come from. Think of it this way, when my sale is showing the wrong numbers, what data source is it that I need to go correct? A visual, even if it is static, would be enourmously valuable to have as a reference to us user.

What problems is the product solving and how is that benefiting you?
It is keeping company management, accountants, and sales all on the same page in near-realtime throughout the year - not after the fact at the end of the year.

Gail N.
Star Rating: 4

What do you like best about the product?
We are still new to using Performio and are in the midst of adding some additional features. Overall I do like the information it provides as a commission tool. Visability into all of my existing projects and the ability to know when they have been invoiced.

What do you dislike about the product?
I would like to be able to see my balance, the total pending commission. Currently, we have to do this task manually. The information is at least there.

What problems is the product solving and how is that benefiting you?
For me, this is a commissional tool and I am a Sales Rep so my needs and benefits will differ from Management. I am able to review my opportunities and make inquiries as needed.

Benjamin W.
Star Rating: 4.5

What do you like best about the product?
PErformio is awesome for gaining a real-time glimpse of my sales numbers/performance.

What do you dislike about the product?
Overall, the UI is very intuitive but to be honest, the app needs to be brought into the 21st century

What problems is the product solving and how is that benefiting you?
Performio allows myself and my team to accurately see compensation numbers and keeping up with KPI's

Brian E.
Star Rating: 4

What do you like best about the product?
The front-end data ingestion is very flexible and allows every field type and data structure. Mapping the data to the Performio data model is intuitive and has an excellent useable interface. The structure to define the business rules is relatively flat and easy to access but also has powerful built-in capabilities and the flexibility to incorporate additional logic at a programming level. Layering business rules was also easy to understand and implement with a tangible user interface. Loading data manually and handling files is straightforward and functional, including reporting data content and formatting errors - which makes it easy to diagnose when there are errors in the source data. The report generation (including invoices to brokers) is sophisticated and yet quite simple to use. System performance and throughput are excellent - and are well monitored by an expert team who troubleshoots quickly and has good tuning and optimisation skills, knowledge and capability. Flexibility in the pricing model, to charge by the number of participants and volume of commissions, was KEY to adopting the platform. Monitoring the volumes and service quality has also been excellent - well structured, supported by key metrics, responsive to feedback and billed in a timely manner. Project engagement to utilise the existing API interface to access custom tables and matrixed customised business rules to calculate commissions and generate clauses for loan-offer documents was exemplary - professional, efficient, accurate, implemented to schedule and cost, and executed seamlessly. System Testing regimes, test documentation, scenario coverage and test case completion by the delivery teams were carried out very efficiently and with high-quality outcomes. Multiple releases, in phases, with change management and fluid requirements, made it extremely difficult for the Performio team, who responded with excellence and flawless execution.

What do you dislike about the product?
Deriving data from the commission calculations across commission types, product lines, brands and events in a product's lifecycle (with different commission events) was too difficult for the report generator and required extensive custom code to be written. The lack of restriction in access (only administrator or user) meant that users from different internal brands or functions could access each other's business rules and commission data. As the customers and broker/aggregators overlap internally segregated business areas and brands, the system still needs to have one comprehensive instance, with the segregation of user views. Performio functions, such as running reports, scheduling interface batch runs or loading additional data, could only be done by an administrator when it would have been better to have a security profile for a 'senior user'. This would have enabled some functions to be done by a trained user rather than having to use the administrator to do operational business processes. Email encryption and ZIP and reports encryption were unavailable - especially in groups of reports (e.g. grouping all participants' individual accounts under one aggregator). Relationships between aggregators (parent/child company relationships) would have been beneficial to generate commissions, and reports, by the parent for all child companies/participants. A customised individual broker profile data table had to be created to be able to validate individuals' commissions within a participant/aggregator. Broker profiles could be a base function (especially within banking).

What problems is the product solving and how is that benefiting you?
Performio enabled the optimisation of a monthly commissions process that required 6 people to spend 2.5 weeks into a process that 3 people could execute in 5 days. The flexibility of business rules and data mapping means that business users can now maintain commission rules in compliance with banking regulations without engaging IT teams or having project costs for making routine commission changes. Performio enabled the real-time generation of commission calculations and associated clauses to populate Loan Offer documents. Business users can now maintain these clauses without engaging IT to change business rules or clause text content. Performio has reduced the cost of non-compliance to business rules, both in more accurately calculating commissions and avoiding risk in compliance with regulations. The ongoing cost of operations teams has also been reduced through a more efficient commission process and in the reduction in commission errors that need to be reviewed and corrected.

Christina R.
Star Rating: 5

What do you like best about the product?
I like how user-friendly it is. Everything I need can be easily accessed from my homepage. The dashboard gives a clear overview of my results and I like that I can compare my results month-to-month. I never have to ask where anything is or how to use the platform.

What do you dislike about the product?
I don't have anything that I strongly dislike other than I wish there would be a better way to comment on my results or escalate any discrepancies to my sales operations team.

What problems is the product solving and how is that benefiting you?
It gives me insight into the commissions I will be receiving before it is calculated on my check. Also, in the event of clawback repayments, I know about them ahead of time so that I can step in to prevent these actions if necessary.

Stephan S.
Star Rating: 5

What do you like best about the product?
The best thing about Performio is being able to have my commission right at my fingertips. No more wondering what it's going to be on my check. It's great to be able to see line by line what I am getting paid.

What do you dislike about the product?
Everything is really great with Performio. The only thing that I can think of that could be better would maybe be the UI. It's not bad and is very intuitive but kinda plain.

What problems is the product solving and how is that benefiting you?
Performio is solving me and my team's problem of wondering what our commission checks are going to look like - it is also giving us an avenue to dissect each deal and make sure we are getting paid out at the right rate.

Verified User in Financial Services
Star Rating: 5

What do you like best about the product?
Performio is most helpful in that it ensures to our company accurate compensation numbers and also communicates those values to our users in friendly and dynamic ways that are beneficial to the user.

What do you dislike about the product?
Performio can often rely too much on the data we are pulling in which greatly cuts down on upload time, but the inability to make edits, or at the very least, the difficulty to make edits has made the process more cumbersome on the backend.

What problems is the product solving and how is that benefiting you?
Performio is solving hand calculations and human error in regards to our many and dynamic compensation plans. This cuts down on error and increases not only employee visibility to their bonus amounts, but opens the lines of communication and builds trust with the employees that they are being correctly compensated.

Michael B.
Star Rating: 2.5

What do you like best about the product?
Seeing progress with payments throughout the year.

What do you dislike about the product?
It's a fairly straightforward tool. There's nothing I dislike.

What problems is the product solving and how is that benefiting you?
It's allowing me to have real-time visibility into MBOs.

Verified User in Medical Devices
Star Rating: 5

What do you like best about the product?
They have a team to support us in our goals. We are always in communication whether it's about future goals, needing help or even forgetting how to do something in the system -- there is always someone on their end responding to us. We feel they're listening to us and we're listening to them -- it's a good relationship.

What do you dislike about the product?
Some parts of the platform tool need improvement or change. Such as some layouts of the User reports allowing more set-up flexibility to accommodate a wide range of Users. I prefer to create less reports than can reflect the Users' Commission activity and or needs instead of creating variest versions for each group in the same layout. I've mentioned it and talked to their products team about it. While some items are noted for future improvements, we have to work around them for now. The other item is for rehiring and terminations where we can stop commissions or restart when there's a rehire coming back in (it happens...). We currently have a one-time use of a termination date that stops calculations. But if someone takes a sabbatical or switches positions mid-month, we have to be creative with the system. Sometimes it's easy and most times, it's not without a proper solution.

What problems is the product solving and how is that benefiting you?
We are moving into the planning season for next year's Commission plans and are already in discussions about new plan set-ups. This year with the expertise from Performio and our understanding of the system along with the capability to test it out in the Sandbox, we are looking to have feedback for Management about the new changes next year.

Ian K.
Star Rating: 5

What do you like best about the product?
I love that anything related to my commission and sales can be viewed in Performio. It actually helped me catch an error that I was able to go back and have fixed :)

What do you dislike about the product?
Honestly have not come across a downside yet.

What problems is the product solving and how is that benefiting you?
Performio is bringing all of my sales and commission to one spot so I can easily view them all :) Makes life so much easier come the end of the month and knowing what my commission will be and the details that come within it.

Jill D.
Star Rating: 2.5

What do you like best about the product?
I do appreciate the fact that I'm able to download an excel file for personally tracking my sales.

What do you dislike about the product?
Performio doesn't seem as intuitive as I would like for it to be. I have difficulty finding previously sold deals and trying to filter through data.

Recommendations to others considering the product:
I have not had experience with other programs, so I'm not able to make comparison, but have been overall satisfied with Performio.

What problems is the product solving and how is that benefiting you?
Performio allows us to track our sales and how we will be paid out, which is a huge interest in sales reps.

Verified User in Telecommunications
Star Rating: 4.5

What do you like best about the product?
Flexible system with a very responsive and supportive customer service team. Makes using the system easy and keeps admins confident that they'll receive a quick response if issues are presented.

What do you dislike about the product?
No downsides of Performio have been discovered by our team. Any area that requires improvement is acknowledged and actioned by the Performio support team.

What problems is the product solving and how is that benefiting you?
Performio makes calculating commissions a 5 minute process for our team. An automated SFTP, and confidence in the system, means we log in, calculate, and download our results each month.

Phil A.
Star Rating: 5

What do you like best about the product?
Easy to see and navigate info. Has everything in one location.

What do you dislike about the product?
As of now, I only have small issues. There are times when you can't find that ONE thing.

Recommendations to others considering the product:
Do it! Its layout is great! If you're on the fence, just go for it!

What problems is the product solving and how is that benefiting you?
Everything in one spot. Easy to navigate.

Jack M.
Star Rating: 4

What do you like best about the product?
Simple product to use, I can easily login and quickly see commission payouts and reconciliation.

What do you dislike about the product?
Have not run into anything specific yet that has not worked easily.

What problems is the product solving and how is that benefiting you?
Used to have accounting send out excel reports for commission payouts. This is easy to login and view commissions for the month.

Maryanne M.
Star Rating: 4

What do you like best about the product?
I can see a list of my payout and accounts that have gone live all in one place.

What do you dislike about the product?
This may just be based on teh way my leadership team uses it, but it seems to be a bit of a task updating changes and keeping it updated.

What problems is the product solving and how is that benefiting you?
It keeps track of my sales so I don't have to. It then tallies all of my commission $ into one place

Joe L.
Star Rating: 5

What do you like best about the product?
I like the ease of use for system maintenance and the User experience is great

What do you dislike about the product?
Need to leverage their services team to do a simple changes to the comp plan, and would like to be more admin empowerment to redesign

What problems is the product solving and how is that benefiting you?
I think Perfomio solves backoffice management of compensation payouts and calcuations! They are also doing alot of insightful analytics to help mgmt see the big picture

Leigh Ann V.
Star Rating: 5

What do you like best about the product?
Performio gives me instant access to my earnings. It takes the guesswork out of what my commission will be by clearly itemizing each sale.

What do you dislike about the product?
I sometimes struggle with navigation, but after a few minutes I was able to find what I was looking for.

What problems is the product solving and how is that benefiting you?
Performio allows me to address my competitive wins with my manager and discuss quota retirement vs what is left to be done.

Verified User in Marketing and Advertising
Star Rating: 5

What do you like best about the product?
Everything is all in one. What my commissions are, what contracts they come from, and even what is potentially at risk of a clawback. I love it!

What do you dislike about the product?
Nothing so far, but if I had to nitpick, I wish it would show me the current months commission earlier than it does now

What problems is the product solving and how is that benefiting you?
Being more efficient in reconciling my commissions, and removing crazy excel files I don't understand from my life

Rachit M.
Star Rating: 5

What do you like best about the product?
Easy insights into my sales target achievement and my compensation for the month. User Friendly UI Easy to read chart

What do you dislike about the product?
Ability to integrate with other tools like salesforce. This would provide me easy access to open any close deal o the list and know more about it.

What problems is the product solving and how is that benefiting you?
It is making it so much easier to track my performance month-by-month, quarter-by-quarter.

Neil C.
Star Rating: 5

What do you like best about the product?
Easy to understand and well organized information that gives me a strong understanding of what deals have closed and the payout I should expect.

What do you dislike about the product?
None at this time. Not sure why there is a minimum.

Recommendations to others considering the product:
Enjoy the load of great information that you get from the product

What problems is the product solving and how is that benefiting you?
Sharing sales incentive plans and the performance to date and payouts.

Roy M.
Star Rating: 4

What do you like best about the product?
The ability to monitor your sales progress.

What do you dislike about the product?
Would like access to see which sales are getting old so I can follow up with my customers. Would like to see my sales before they are paid so I can correct any issues.

What problems is the product solving and how is that benefiting you?
Since this is my first experience using this type of system I do not have much input on this.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
That everything is super bold and labeled nicely. Easy to read and navigate and even if there are errors its easy to correct

What do you dislike about the product?
No downside at this point, its been pretty flawless so far.

What problems is the product solving and how is that benefiting you?
keeps track of all of my commissions and leaves less room for human error when I am keeping track in my own notes.

Gabby B.
Star Rating: 3

What do you like best about the product?
I like the dashboard that you see when you first log in... it's easy to see exactly what your commissions are and you can easily flip through previous month's.

What do you dislike about the product?
It's not as intuitive as other platforms we use.

What problems is the product solving and how is that benefiting you?
It allows me to access my commission statements without bothering our finance team via email.

Verified User in E-Learning
Star Rating: 5

What do you like best about the product?
Logging in and seeing right away the percentage I am to my sales goal as a visual

What do you dislike about the product?
It's not easy to view past sales- lots of white space

What problems is the product solving and how is that benefiting you?
Wondering how close I am to my sales goal without having to calculate it

Verified User in Logistics and Supply Chain
Star Rating: 4

What do you like best about the product?
Straightforward solutions and functionality. Responsive customer service. Customized configuration based on circumstances.

What do you dislike about the product?
Turnover on customer representatives.........................

What problems is the product solving and how is that benefiting you?
Executing calculations on commission payments and sales report distribution. Provides a web-based platform for reps to access directly.

Verified User in Computer Software
Star Rating: 4.5

What do you like best about the product?
The whole system is easy to use and the interface is professional. The Dashboard with Graphics gives better visibility and assists in visually understanding the information in graphical format.

What do you dislike about the product?
There is absolutely nothing I do not like. Everything works the way it should.

What problems is the product solving and how is that benefiting you?
Commission breakdown and a view of all Sales closed for the Quarter, which Financial year it was closed etc. This assists one to work more smarter and know where they are and what they need to do to achieve overall target.

Steve P.
Star Rating: 2.5

What do you like best about the product?
Easy, simple to look at. The interface makes sense. It has all the information that sellers need to understand how much compensation they have attained over time.

What do you dislike about the product?
Wish I had a more comprehensive report to look at past previous quarter sales.

Recommendations to others considering the product:
Helpful to the sales teams and easy to reference at any time.

What problems is the product solving and how is that benefiting you?
Understanding how much compensation/commission I have received from sales and how it attributes to my annual quote.

Verified User in Marketing and Advertising
Star Rating: 4.5

What do you like best about the product?
Understanding where my pay is and how much I'm getting paid.

What do you dislike about the product?
I wish it was updated sooner to reflect in real-time, however that may be my own team. And the risk of clawbacks is not accurate.

What problems is the product solving and how is that benefiting you?
Not knowing how much commission I will be making.

Verified User in Computer Software
Star Rating: 4

What do you like best about the product?
The consistent execution of the calcs and commisison statement reporting.

What do you dislike about the product?
Lack of flexibility in reporting for our sales managers.

What problems is the product solving and how is that benefiting you?
Benefiting our communication with sales teams and visibility for reps.

Maddie S.
Star Rating: 5

What do you like best about the product?
Very easy to log in and find my progress

What do you dislike about the product?
Nothing bothered me. Hard to find month toggle, but found it.

What problems is the product solving and how is that benefiting you?
Tracking and success rates. Was able to find an issue with commision

Verified User in Marketing and Advertising
Star Rating: 0

What do you like best about the product?
Nothing has changed, in my opinion, besides the dispute submission process.

What do you dislike about the product?
I still have to export into Excel. Not sure what it offers besides disputes.

Recommendations to others considering the product:
Look elsewhere.

What problems is the product solving and how is that benefiting you?
Nothing.

Kaitlyn D.
Star Rating: 5

What do you like best about the product?
One stop shop to see all my sales progress

What do you dislike about the product?
Nothing. I like it all! It is very easy to navigate.

What problems is the product solving and how is that benefiting you?
Performio is helping me keep track of everything I need.

Adarsh A.
Star Rating: 5

What do you like best about the product?
Upsides of using Percipio - Consolidated view in one platform. Helps in keeping all things in one place and more importantly, keeps things systematic

What do you dislike about the product?
Nothing much. User interface can be improved more.

Recommendations to others considering the product:
A must use platform to keep track of your sales compensation at one place.

What problems is the product solving and how is that benefiting you?
Providing payroll compensation plan. It gives a holistic view.

Kyle S.
Star Rating: 4.5

What do you like best about the product?
I like the easy to use UI and the messaging feature

What do you dislike about the product?
I'd like the ability to be able to customize my views more.

Recommendations to others considering the product:
Easy Peasy

What problems is the product solving and how is that benefiting you?
I can easily see how much commission I'm owed

Verified User in Education Management
Star Rating: 5

What do you like best about the product?
Our company just upgraded to Performio! It is more accurate than programs that we've had before! It can accurately give sales reps an idea of what they'll be making on a monthly basis

What do you dislike about the product?
There really isn't much that I haven't found to dislike about Performio. It's overall a great program that we've found to be very resourceful! Nothing bad to say

What problems is the product solving and how is that benefiting you?
Reps want to see what they'll be making on commission each month and this updates in real time more than the past programs that only gave a statement once a month.

Verified User in Information Technology and Services
Star Rating: 4.5

What do you like best about the product?
I like how easy it is to see the breakdown of opportunities for the team, and each member

What do you dislike about the product?
As I am based in the UK, it would be helpful if we had the option to toggle between different currencies.

What problems is the product solving and how is that benefiting you?
It's now much easier for each team member to spot if there is anything missing from their individual statements and for me to check the overview on the teams performance.

Mark O.
Star Rating: 5

What do you like best about the product?
Super intuitive dashboards and easy integration into our environment.

What do you dislike about the product?
Some querries/functions require more complex logic and this takes time to implement.

What problems is the product solving and how is that benefiting you?
We visualize sales performance and track targets with cross platform integrations.

Brittany Monique W.
Star Rating: 3

What do you like best about the product?
Performio is easy to use and understand.

What do you dislike about the product?
Locating the link to log in my email at times.

What problems is the product solving and how is that benefiting you?
Performio helps us keep track of our commissions and correct any mistakes.

Karan K.
Star Rating: 4

What do you like best about the product?
I love the tab where I can track my complete sales for my quarter and it helps me understand my earnings. This motivates me to push harder.

What do you dislike about the product?
It would be great if there could be a way if perfomio could project the exact in hand income after calculating my incentives.

Recommendations to others considering the product:
It is one of the best sales compensation product in the market.

What problems is the product solving and how is that benefiting you?
I had no idea on my monthly incentives before this and how they are calculated. This gives me a complete overview about how each order is calculated and how much. this is indeed very helpful.

Verified User in Education Management
Star Rating: 4

What do you like best about the product?
I love how easy the dashboard is to navigate and lays out each deal that has been closed and whether it is renewal/new business or any other offering. Much simpler to use than other performance tracking tools I have used as a sales rep at other companies.

What do you dislike about the product?
I find the tool very helpful to use. I would love to see additional features added, such as performance prediction, to calculate and forecast potential performance.

What problems is the product solving and how is that benefiting you?
Previously - I would have to wait to receive an excel spreadsheet with all of the deals I had closed and calculate to guess my commission check. I can easily go in - cross-reference this data with what I know and accurately know what my commission check will be. It also organizes historical data, so I am not responsible for tracking last year's performance and can easily access that data.

Mujtaba M.
Star Rating: 4.5

What do you like best about the product?
Performio is a one-stop shop for my compensation management and visibility. It is very helpful to know how you are comp'd as the variable pay structure can be a little confusing sometimes.

What do you dislike about the product?
The UI can be more intuitive and smooth.

What problems is the product solving and how is that benefiting you?
The tool helps me have a birds-eye view of my variable pay and eliminate any errors / issues that the recon process may have missed. Getting the all the data at one place becomes very convenient.

Tim D.
Star Rating: 4.5

What do you like best about the product?
Performio allows you to create nearly any compensation plan you can imagine on their platform, their system is extremely flexible and and can cater to most organisations with standard compensation plans across a number of job titles.

What do you dislike about the product?
With large volumes of data and many participants, a reasonably complex plan's calculations can take an hour or so to run.

Recommendations to others considering the product:
Make sure to get your plans straightened out and your data sources sorted before implementing Performio; the solution works best with when there are common rules implemented across the organisation, and not a custom plan per participant.

What problems is the product solving and how is that benefiting you?
We have cut down out commission processing time from what used to be 2 weeks down to 2-3 days. The period-based way that Performio ingests data allows it to become a fixed source of truth of the state-of-play (customer assignments and payouts) at a given point in time, a huge difference from other platforms that are live and have no way of preserving historical information.

Leo W.
Star Rating: 5

What do you like best about the product?
Performio gives me a clear and concise way to navigate through all my deals, confirm that each one is in the system correctly, and check that each one will pay the way it should. Not to mention being able to see how my commission is pacing against my draw! In a job like mine, I always have many balls in the air, and being able to see them all at once is very important to help ensure that deals don't get forgotten about, not entered, adn in the end not paid! It doesn't do anyone any good to leave money on the table!

What do you dislike about the product?
It took a little getting used to. There is a lot going on, it monitors a lot of data, and it's a little daunting at first glance.

Recommendations to others considering the product:
Find someone you work with to show you the ropes of how to use it. Be patient with yourself, it will take some getting used to, but you'll get there! Keeping an accurate record of your sales is imperative, and using this to check against it is key to ensuring you don't leave any orders on the table.

What problems is the product solving and how is that benefiting you?
Being able to see how my commission is about to be calculated allows me to catch errors before they affect me directly. Often times, when things don't look the way they should, I still have plenty of time to make corrections and not have a problem that I would have experienced otherwise.

Niraj N.
Star Rating: 5

What do you like best about the product?
Excellent software, can't explain how lovely it is when it comes to reading my commission reports. It has definitely changed the way I look at payouts & bonuses.

What do you dislike about the product?
Nothing actually. Great to see that Performio has launched the mobile app recently, which is really useful!

Recommendations to others considering the product:
One of the best tools in the market to track & manage Sales Compensations.

What problems is the product solving and how is that benefiting you?
Initially, it was very hard for our Recon team to track sales deals closed by each rep in the organization & any errors used to take days to get resolved. But thanks to Performio, this now gets resolved with the click of a button.

Verified User in Transportation/Trucking/Railroad
Star Rating: 3.5

What do you like best about the product?
The dashboard gives an overview month over month & drill in to the details

What do you dislike about the product?
The details would be more organized if it was broken out by month.

What problems is the product solving and how is that benefiting you?
The sales people used to have to manual track their margin on weekly reports, this shows your tracking margin and calculate earned commissions.

Shuaib Raza S.
Star Rating: 4.5

What do you like best about the product?
1) Ease of accessing the app through browser or as a native mobile app on Android or iOS 2) Graphical representation of my performance 3) Saves time for the salespeople as we need not keep a track of all our closures and then generate excel with incentive calculation. It shows the closures, dollar value earned for the company and my equivalent incentives 4) Compensation summary tab showed details of the entire current quarter in real-time.

What do you dislike about the product?
1) UI can be made more attractive 2) Mobile apps are not as smooth as the web app

What problems is the product solving and how is that benefiting you?
1) Performance pay tracking - Ease of doing it 2) Delay in manual sales reconciliation by SalesOps team - Performio has helped in fast and accurate incentive roleout 3) Incentive calculation rework - Performio has reduced manual dependency and human errors leading us to save time

Keaton H.
Star Rating: 4

What do you like best about the product?
Performio is a good reminder of the successes, goals and KPI's as well as potential rewards for sales teams. It motivates through competitiveness, gamifying the business of business.

What do you dislike about the product?
It's not at all mobile friendly and the UX is a little strange when it comes to using the top left nav to see different FY quarters as rather than acting as a filter, it acts as different instances of itself.

What problems is the product solving and how is that benefiting you?
Performio helps to motivate a large number of sales teams in big organisations like ours to align everyone's individual goals to common goals. Performance increases on an individual and a group level.

Verified User in Market Research
Star Rating: 1.5

What do you like best about the product?
Ability to see monthly, quarterly and yearly quota/progress with breakdown by client.

What do you dislike about the product?
Learning curve exists for sure (e.g. where to click for what)

What problems is the product solving and how is that benefiting you?
Tracking revenue against your quota

Verified User in Marketing and Advertising
Star Rating: 4.5

What do you like best about the product?
Being able to see your commissions for the current month and the next month.

What do you dislike about the product?
Locating clawbacks, but it is not that hard to find.

What problems is the product solving and how is that benefiting you?
It helps keep all the commission information in one place.

Verified User in Marketing and Advertising
Star Rating: 5

What do you like best about the product?
simple to use. easily verify commissions

What do you dislike about the product?
nothing so far! still implementing on our end, but so far good things!

What problems is the product solving and how is that benefiting you?
previous process involved manual spreadsheets that took too long to review for accuracy.

Verified User in Primary/Secondary Education
Star Rating: 2.5

What do you like best about the product?
Being able to keep track of commissions without having to ask anyone

What do you dislike about the product?
The goals section is not always correct for quotas - might be a data input issue though

Recommendations to others considering the product:
N/A

What problems is the product solving and how is that benefiting you?
I am able to closely track my progress to quota. Much easier than trying to do it on my own than in a spreadsheet

Verified User in Information Technology and Services
Star Rating: 4

What do you like best about the product?
its best coz it shows me about the payout and how , much I have achieved till now so that I can track and work on my sales planning as where is my shortfall , hence it act as a good insight tool

What do you dislike about the product?
there is nothing much that I Dislike about it but I will suggest areas of improvement like how one can have an analytical overview of performance, not much to suggest apart from this feedback.

What problems is the product solving and how is that benefiting you?
I realized that major problems regarding performance tracing is resolved and i'd like to repeat, I can track and work on my sales planning as where is my shortfall , hence it act as a good insight tool.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
Simplicity Clarity Accessibility Data and Analytics Single Repository for Information on sales

What do you dislike about the product?
Nothing as such the survey is too lengthy

Recommendations to others considering the product:
You can only see its benefits once you experience it

What problems is the product solving and how is that benefiting you?
Sales Quota Attainment Centralization Payouts being tracked

Verified User in Marketing and Advertising
Star Rating: 4.5

What do you like best about the product?
I like the transparency Performio provides about my goals and how I'm tracking towards them, including a visual component. Not only can I see my goals, I also have visibility into my commissions and earning potential. I also really like that I can easily submit reporting edits for quick fixes. My managers can review my submissions and provide me with corrections in a timely manner. I also like being able to see the other accounts my colleagues are working on as this helps with collaboration and understanding about my business as a whole. This also allows me to keep my manager up-to-date on a more consistent basis.

What do you dislike about the product?
I think switching from one month to another can be a little clunky, so it'd be great to have an easier way to pivot between them. I think it could be helpful to add additional filters so there are more ways to analyze the data. It would also be helpful if you could adjust the meters to see what payouts could be at certain levels for commissions. This would help me understand what incremental growth looks like on my desk in a clearer way.

Recommendations to others considering the product:
This is a great way to keep your workforce organized and streamline conversations about compensation as well as goal expectations.

What problems is the product solving and how is that benefiting you?
I've been able to resolve discrepancies in reporting much quicker. I also have more visibility into account assignments across the team in a more manageable and straight-forward way.

Verified User in Information Technology and Services
Star Rating: 4

What do you like best about the product?
Performio has a very simple and modern layout. For the users, it's an extremely easy experience for them to click a tab in Salesforce to login, and have access to all of their opportunities/commissions. Once we rolled out, it took less than 15 minutes to train everyone how to use it. Modules can be customized to anything you need.

What do you dislike about the product?
Performio is almost TOO simple and lacks robust features. The sync between Salesforce-Performio is not real-time, you have to schedule the syncs. Additionally, there are little quirks with the system that have not been developed yet such as the inability to add a comma to the OTE so it shows $xxx,xxx instead of $xxxxxx. The setup/implementation process can be extremely long if you have complicated commission plans. This platform is best for SIMPLE and straightforward compensation/visibility.

What problems is the product solving and how is that benefiting you?
Peformio solves our problem of lack of visibility into sales earnings. It does a great job bringing in the salesforce data, comparing it with our plans, and showing sales what they need to stay motivated.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
The best part is the dashboard, where I get every minute detail about my performance part. It helps me to calculate the commission that my paycheck will have. Also, it is helpful to understand how the commission is calculated. It provides a clear and compact picture of your performance. Also, you can track your previous month's performance.

What do you dislike about the product?
More graphs should be used as that would help me in the easy rendering of details. It should add a feature to show what we will be getting if we overachieve our targets as it pushes you to perform better.

Recommendations to others considering the product:
It is a one-touch solution for all your needs regarding performance. I would undoubtedly give a 5-star rating for this product. It will certainly help your sales team and build trust.

What problems is the product solving and how is that benefiting you?
The biggest problem is that I don't know how much I will be compensated for the upcoming quarter, so it really helps me out. The main challenges that Performio is solving for me is my commission calculation and how much I will be compensated for my performance. It helps in bringing the trust between employee and employer.

Shankarnarayan B.
Star Rating: 5

What do you like best about the product?
Performance tracking is very useful. It keeps me up to date about my upcoming variables and other benefits related to compensation

What do you dislike about the product?
Nothing as of now. Couldn't find any cons

What problems is the product solving and how is that benefiting you?
Compensation and performance tracking.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
In essence, speed and ease of seeing where you are.

What do you dislike about the product?
Seeing I need to work harder! TBH ive never had a tool like this before so im grateful we have it at all.

What problems is the product solving and how is that benefiting you?
It takes away the pain of guesswork and makes accessing the information faster.

Shannon R.
Star Rating: 4

What do you like best about the product?
I like having a central place to view metrics and progress.

What do you dislike about the product?
It was a little hard to navigate but I feel more comfortable after some time.

What problems is the product solving and how is that benefiting you?
Payout, goal attainment, accuracy, and a central location.

Mark S.
Star Rating: 4

What do you like best about the product?
The dashboard is great to get a quick look at your monthly and YTD progress VS. plan.

What do you dislike about the product?
Some of the reporting is a bit cumbersome but once you have it figured out, it gives you the info you need.

What problems is the product solving and how is that benefiting you?
Sales VS. Plan info at the click of a button.

Parker M.
Star Rating: 4.5

What do you like best about the product?
Knowing my commission at any point in a day, week, or month is crucial for me. Perfermio data makes it super easy to understand my quota to commission. The layout is straightforward on the eyes, and I appreciate the level of consistency in the app.

What do you dislike about the product?
For the functionality that you need from Performio, I don't think you need to change much.. Maybe having historical trends of commission and what to expect in a month would be helpful.

What problems is the product solving and how is that benefiting you?
Consistent commission data helps me track where I am at to monthly and yearly quota. Plus any extra kickers for bigger deals.

Stephanie L.
Star Rating: 5

What do you like best about the product?
The visual dashboards that you see as soon as you log in; which show your current quarter progress, half year and full year. I love the visual.

What do you dislike about the product?
Truly, there is nothing about the tool thus far that I notice I don't like!

Recommendations to others considering the product:
This tool is fantastic, easy to use, and requires almost no training for employees. Very ROI-friendly!

What problems is the product solving and how is that benefiting you?
We used to use Excel, so monitoring commissions (especially YOY) was very difficult to track and up to the individual employee. Performio makes it so much easier to read and track, all in one place and automated!

Verified User in Industrial Automation
Star Rating: 4

What do you like best about the product?
Ability to view details with compensation plans and forecasted amount

What do you dislike about the product?
Managing another program to view compnesation estimates

Recommendations to others considering the product:
Easy to use.

What problems is the product solving and how is that benefiting you?
I am able to view details behind compensation payments. I can also view the details behind each forecasted payment to ensure it is inline with expectations.

Verified User in Marketing and Advertising
Star Rating: 5

What do you like best about the product?
I really enjoy the platform. It is user friendly and includes a range of functionality that make it easy for me to lead my team and manage our performance to budget. I can view as all of my people in my team to see what they are seeing which helps me with 1:1's and performance tracking.

What do you dislike about the product?
I would love for Performio to add in the actuals and targets and variance to target MTD and QTD to the downloadable reports in spreadsheet format so I can use that data for other reports and presentations.

What problems is the product solving and how is that benefiting you?
It's allowing me to track and measure performance in real time.

Erica M.
Star Rating: 3.5

What do you like best about the product?
I like best that you can see each month for the sales and commissions all in one place. To the right being able to see yearly totals and goals.

What do you dislike about the product?
I wish there were more options for disputes. You can change the percent but do not have a way to mention missing sales or charges backs that need to be removed.

What problems is the product solving and how is that benefiting you?
I love the fact that I can see month-over-month sales and commissions in one place. Also, not just month-over-month but compare months over previous years.

Amber H.
Star Rating: 3

What do you like best about the product?
The Dashboard on Performio helps you as a rep visualize your compensation for progress to quota. We did not have this tool before, so it was extremely helpful when we first got this in order to see payouts!

What do you dislike about the product?
This might be our implementation specifically, but Performio is not being updated in real time. It's retroactive data. This means we only get numbers fed into performio after the close of the month. That means we must use other tools to froecast, but again this might be based on our specific implementation.

What problems is the product solving and how is that benefiting you?
The benefits again are that sales reps like myself can see what our payout will be each month (we get quarterly payouts so the month by month progress in itself is helpful!)

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
Performio allows me to monitor and review my target vs. achievement vs. compensation data for a period of my choice. Performio helps me understand the complex incentive structure easily.

What do you dislike about the product?
Don't think I have a lot to share here but if we can do away from passwords or periodic resets of passwords for logging into Performio that would be great.

Recommendations to others considering the product:
Try using Performio to make the world of sales incentives easy to comprehend.

What problems is the product solving and how is that benefiting you?
Performio is used in our organization for tracking sales achievement against quota and variable compensation payments. Earlier, there was no tool where we could track this data, but Performio does the job pretty well, and the benefit is that the platform is pretty scalable as our organization rapidly expands.

Scott D.
Star Rating: 3.5

What do you like best about the product?
I can sort my sales, i can export into excel so I can go thru on the program or on my own

What do you dislike about the product?
I have to clear my cookies and web history or it will not let me log in

What problems is the product solving and how is that benefiting you?
No real problem, annoying to have to clear cookies, browser etc each time I want to login. The benefit is that I can see what I am making and the rational every month so that there is no question on what my pay is.

Verified User in Internet
Star Rating: 5

What do you like best about the product?
It gives visibility into my compensation without separately tracking that by maintaining sheets. Also lets me understand the quality of conversions in the form of closed deals.

What do you dislike about the product?
Found that it does not sync in real-time

What problems is the product solving and how is that benefiting you?
The visual representation of performace on the dashboards works great

Danielle S.
Star Rating: 4.5

What do you like best about the product?
Easy highlights of the data I need on the main page, easy to navigate and understand the data.

What do you dislike about the product?
Sometimes the data is not loaded timely although this isn't a regular occurrence and im not sure if this may be on my businesses side.

Recommendations to others considering the product:
It's a super simple tool for yourself and your team

What problems is the product solving and how is that benefiting you?
Not solving any problems at the moment but the benefits are that I can help to keep myself and team motivated by keeping up to date with their results

Alex M.
Star Rating: 3

What do you like best about the product?
Features about Performio that I have liked: Process automation - our month close process has shortened considerably Transparency - the sales team can see their potential bonus at any point during the quarter and we can house their plan documentation within the platform Our Implementation consultant - Janaki was wonderful getting us up to speed and then managing change orders that we needed implemented Single Source of Truth - we now have one single source of truth for all of our sales compensation, which is wonderful Plan documentation - we love that we can create, distribute, and collect signatures on plan documentation within the platform.

What do you dislike about the product?
We've had some issues with the following aspects of Performio: Change implementation - this could be a product of our implementation, but there are backend scripts that we cannot edit ourselves. This makes us dependent on Performio to help with change implementation (we've changed compensation plans after initial implementation) The UI - There are aspects of using this that aren't super intuitive or easy to follow. It gets better with use, but it's not always ideal. Lack of bulk editing: Reports within Performio are built on PVals - there are hundreds of extra PVals from our implementation that make creating/editing reports challenging as we have to wade through all of the extra PVals to find the ones that we want to report on. There's no way for us to hide these extra fields in bulk - they have to be manually hidden, one by one. Fields can be additive instead of overwritten: Sometimes when switching participants to new plans Performio will simply add a new plan to a participant record rather than overwriting the existing value. This means that we'll suddenly end up with participants on multiple plans and then bonus calculations that don't work. We had significant issues using this with Google SSO.

What problems is the product solving and how is that benefiting you?
Performio has streamlined our month close and sales compensation processes while giving our sales team real-time visibility into their bonuses throughout the quarter. Before implementing Performio we calculated everything in Excel, which led to poor transparency and a less than ideal amount of visibility into what bonuses would look like for the sales team. Also, I would be remiss if I didn't mention our lead implementation consultant, Janaki. She was absolutely incredible in helping us get set up with Performio and then implementing changes to the platform as we modified our compensation plans.

Verified User in Computer Software
Star Rating: 0

What do you like best about the product?
I was able to find all I needed in a few clicks, simple to use, and easy to read Dashboard

What do you dislike about the product?
A bit minimalistic not really an issue tbh

Recommendations to others considering the product:
N/A

What problems is the product solving and how is that benefiting you?
Find my sales target and coms as an end user

Verified User in Computer Software
Star Rating: 4

What do you like best about the product?
It is simple to use. Convenient to navigate. One-stop solution to backtrack all achievements.

What do you dislike about the product?
The UI feels old, Might think of integrating better tools for analytics of back-dated performance. Would help for appraisal discussions.

Recommendations to others considering the product:
Great platform for usage. Backdated performance tracking. sales Incentive tracking

What problems is the product solving and how is that benefiting you?
Sales incentive tracking. Backdated performance tracking.

Verified User in Computer Software
Star Rating: 3.5

What do you like best about the product?
I like being able to track my quota and understand discrepancies between what I am owed and what is going on with my closed-won opportunties.

What do you dislike about the product?
There are a few bugs on the platform itself, and some of it is confusing to understand what the different data points mean. Would be good to have some clarification on what each section represents, but it is nice to understand your quota system and what I can expect to be paid.

What problems is the product solving and how is that benefiting you?
The ability to track our quota performance without having to do some complex math. I used to have to hand calculate my potential quota payout but now I can refer to performio

Melissa H.
Star Rating: 5

What do you like best about the product?
How simple and easy it is to use - up to date and relevant data

What do you dislike about the product?
Some of the wording is vague the first time you use it

What problems is the product solving and how is that benefiting you?
To see where our sales team are currently tracking and to advise them if we hit targets once all confirmed