Hands-On Labs and Self-Service Labs

Full Day Hands on Experience

Beginner Incentives Excellence by Design

Building Your SPM Foundation: Working with Incentives & Beyond

This full-day hands-on lab is designed for beginners with limited knowledge of Varicent products but a strong desire to learn and excel in their roles. In this hands-on lab, you’ll explore Incentives in depth while being introduced to Sales Planning and ELT. You’ll gain essential skills to navigate and manage your environment, including key system maintenance tasks, data imports, and common administrative processes. Get ready to build a solid foundation and grow your expertise.

Beginner Incentives Excellence by Design

Maximize Performance: Optimize, Secure, and Automate Your Model

Keep your model running at peak performance! A well-maintained model minimizes disruptions, speeds up troubleshooting, and keeps productivity high for both admins and end users. In this session, you'll learn essential strategies to catch errors early, document your processes, accelerate calculations and reports, enhance model security, and automate maintenance tasks. You’ll gain confidence to tackle routine challenges independently—without always relying on technical support. Join us and take charge of your model's efficiency with smart, proactive maintenance strategies!

Intermediate  Incentives Excellence by Design

Configuring Inquiry Manager

Ready to transform the way you handle inquiries? Join us for this session on Configuring Inquiry Manager where you’ll learn to create streamlined workflows, design inquiry submission forms, and automate inquiry routing and tracking using Varicent’s powerful Inquiry Manager. Through hands-on exercises, you'll gain confidence in customizing inquiry workflows for various business needs. Get ready to make your job easier with a seamless inquiry management process!

Intermediate Incentives Excellence by Design

Working with Plan Documents

Welcome to Working with Plan Documents! In this session, you’ll learn how to use the Incentives Plan Documents module to streamline your processes. You’ll explore how to create, distribute, and manage plan documents effectively, from initial creation to securing signoffs from relevant stakeholders. You’ll gain an understanding of how to efficiently manage plan documents, improving workflow and ensuring smoother collaboration across teams.

Beginner Incentives Excellence by Design

Exploring Incentives Calculations

New to Varicent Incentives, or just want to learn how calculations work? This course will teach you the basics of understanding calculations within Incentives. You’ll learn the types of calculations and when to use them, how to build calculations with single and multiple sources, and how to join and restrict sources to retrieve just the data that you require. Join us as we dig into Varicent Incentives and build calculations to solve real world scenarios!

Intermediate Incentives Excellence by Design

Solve Scenarios with Calculations

Ready to take your calculation skills to the next level? This Calculations course will further the attendee's working ability by building more complex solutions. Through common business use cases, the student will learn how to extract specific information from requirements and how to design and build a solution to satisfy those requirements. Attendees will learn some of the most important best practices as they review common compensation plan specifications and how to apply those best practices when building a solution.

Advanced Incentives Excellence by Design

Analyze and Build Complex Solutions with Calculations

Solving problems often requires more time in understanding the data and requirements and designing a solution than the actual build. This higher-level Calculations course is intended to challenge the attendees with more advanced calculation concepts and use cases. You’ll learn more requirements analysis techniques, how to manipulate the data, and build multi-step calculations to solve those requirements using the PREV function and accumulating partitions to format the data to suit your needs.

Beginner Incentives Excellence by Design

Exploring Presenter Adaptive

This beginner-friendly session covers the basics of Presenter Adaptive, including how to access, create, and edit reports. Learn where report data comes from, add simple objects like images and text, and explore basic filtering with pick lists and charts. You’ll also learn how to make reports accessible on the Sales Portal by using the Portal Access module. Perfect for those new to Presenter Adaptive!

Intermediate Incentives Excellence by Design

Creating Presenter Adaptive Reports

Take your Presenter Adaptive skills to the next level in this intermediate session focused on building and refining robust reports. This session focuses on adding and configuring components like charts, tables, metrics, text, and Payee objects. You will also explore more advanced concepts such as parameters, stored values, filters, and report linking — essentials for crafting dynamic, effective reports.

Advanced Incentives Excellence by Design

User-Driven Reporting with Presenter Adaptive and the Report Data Model

Take control of your reports with the Report Data Model (RDM) in Presenter Adaptive. In this advanced hands-on session, you’ll build dynamic, real-time reports by performing calculations, configuring dynamic lookups, and leveraging powerful features like aggregations, write-backs, and report-only columns. Create interactive, user-driven reports that go beyond static data.

Beginner Go-To-Market Planning by Design

Exploring Varicent Sales Planning

Unlock the power of Varicent Sales Planning! In this session, you’ll dive into the Varicent Sales Planning solution and experience its capabilities. You'll navigate a planning cycle, build a sales organization structure with hierarchies, and explore key features that drive smarter planning. This session will equip you with the tools to optimize your sales planning process.

Intermediate  Go-To-Market Planning by Design

Working with Territories in Varicent Sales Planning

Take control of territory management in Varicent Sales Planning! In this session, you’ll learn to create dynamic territories with complex rules, balance them effectively, and assign sellers. You’ll also explore scenario planning, leverage the sales planning map, and discover key features to optimize your sales strategy. This session will give you the skills to drive smarter sales planning decisions.

Intermediate  Go-To-Market Planning by Design

Working with Quota and Management in Varicent Sales Planning

Enhance your sales planning skills with Varicent! In this session, you'll explore key strategies for quota planning and management. You’ll learn how to allocate and adjust quotas effectively and utilize powerful quota planning features. Then, you’ll dive into post-activation management to refine and adapt your planning cycle as your company evolves. Join us to gain the knowledge to keep your sales planning agile and effective.

Beginner Data-Driven Decisions by Design

Prepare Your Data with Varicent ELT

This introductory session provides you with an overview of Varicent ELT. You will learn how to clean and transform data using the out-of-the-box blueprints. In addition, you will learn how to create your own custom ELT pipes. How to integrate your Varicent ELT data with Varicent Incentives will also be discussed.

Intermediate Data-Driven Decisions by Design

From Raw to Refined! Transform Your Data Like a Pro

This session allows you to increase your knowledge about Varicent ELT. You will learn how to combine multiple datasets and use more advanced concepts in data transformation and preparation. In addition, you will learn about the various types of joins, lookups, and data cleaning methods. This session is designed for those who have experience with Varicent ELT and building pipes.

Advanced Data-Driven Decisions by Design

Create Predictive Analytics With ELT's Advanced Algorithms

This advanced session allows you to increase your ELT skills using Varicent Analytics and predictive analysis. You'll apply more advanced concepts in data preparation and analysis and learn about the types of predictive analysis, and visualizations that can be used to report your findings. This session is designed for those who have experience with Varicent ELT and building pipes.

Self -Service Lab Only

Beginner Incentives Excellence by Design

Designing, Implementing, and Working with Workflows

In this session, you dive into the Workflows module and discover how to build and leverage workflows that drive efficiency across your organization. You explore swimlanes and nodes, learning how they work together to automate key processes—like instantly notifying users when a report is ready for review and approval. By the end, you’ll have the knowledge to replace time-consuming manual tasks with seamless, automated solutions that keep everything running smoothly.

Self-Service Lab Only

Intermediate Incentives Excellence by Design

Discover How Experience Builder Integrates Your Data, Reporting and Workflows

Experience Builder could be your answer in solving your everyday business workflow processes. It provides technical developers and the less tech savvy business user the ability to quickly generate user editable, web-based reports. Complex coding is no longer required to capture user inputs, perform real-time calculated results, and then save those results in your data model. In this session, you’ll use the Experience Builder framework of Report Data Models, Presenter Adaptive Reporting and Workflows to create a complete web-based user input and approval process easily and quickly.