Audit view
Description
In SPM - Runs - Executions click on the "contributors list" icon, click on the "more" icon corresponding to a specific row in the Contributors List, click on Audit view and you will access an essential tool to analyze in detail the execution of a compensation plan for a single contributor.
The Audit view page allows a full drilldown into the calculation process, providing visibility into which data was used, how, and at which stage.
With this view, you can verify what has been included or excluded from the compensation calculation, ensuring full traceability of the final result.
Calculation Structure
A compensation plan execution follows a well-defined pipeline composed of multiple phases; the Audit view page allows you to explore each phase in detail.
Performance Execution
The first phase involves calculating the performance formulas.
Each formula can:
- Access component data, such as annual targets, tokens, or other configuration metrics.
- Read transactions, i.e., operational data (e.g., sales, activations, appointments, etc.).
Every data access — from components or transactions — is automatically logged, allowing you to trace exactly which system elements were used by each performance formula.
Expanding a performance formula in the Audit View shows the precise list of all data read during execution and their input values.
Multiple Results
In the Performance panel, the results of each individual formula are displayed. If a result is composed of multiple results, an accordion appears; once expanded, it shows all the multiple results.
Earnings Execution
After the performance phase, the engine executes the compensation formulas.
In this phase, each formula can also:
- Read data from components.
- Retrieve data from transactions.
- Use results calculated during the performance phase.
All references and values used are logged in the audit, enabling a reconstruction of the full calculation path for each earned compensation.
Example:
If a compensation derives from a formula summing values from multiple elements, the Audit View will show the origin of each value, allowing you to understand exactly how the result was obtained.
Multiple Results
In the Earnings panel, the results of each individual formula are displayed. If a result is composed of multiple results, an accordion appears; once expanded, it shows all the multiple results.
Payout Execution
Finally, the engine proceeds to the payout phase, where the actual payable amounts are calculated.
This phase can reuse functions and data from previous stages and is also fully tracked in the Audit View.
Tracking includes both direct calculations and any applied conditions or filters (e.g., exclusions due to thresholds or payout limits).
Navigating the Audit View
The page is organized to facilitate reading and data analysis:
| Section | Description |
|---|---|
| Payout | Displays the final calculation stage, including rounding, filters, or exclusions. |
| Earnings | Shows compensation calculations, with references to formulas and used data. |
| Performance | Lists executed performance formulas, with details on inputs, outputs, and data sources. |
Purpose of the Audit View
The Audit View ensures:
- Transparency – Every calculated value is accompanied by its source.
- Control – Easily identify errors or omissions in source data.
- Validation – Compare plan results with actual operational data.
- Analysis Support – Ideal for debugging, testing, and validation during development or execution of new plans.
Summary
The Audit View is the go-to reference for understanding how the compensation plan engine arrived at a given result.
It provides an end-to-end view, from performance to payout, ensuring traceability, consistency, and trust in all executed calculations.