Description
A mechanism where the earnings are a percentage of turnover, the size of this percentage depends on the level of turnover achieved, and turnover is expressed as a number of units rather than an amount of money.
Example
A deal for which the earnings are 4% of turnover if turnover is less than 500,000 units, 6% of turnover if turnover is greater than or equal to 500,000 units but less than 750,000 units, or 8% of turnover if turnover is greater than or equal to 750,000 units.
Configuration approach
You will be required to:
 Configure one or more turnover bands, with a turnover target and a percentage rate for each, as illustrated below:
Turnover Target (units) 
Rate (%) 
10,000 
2 
15,000 
3 
20,000 
4 
 Select one or more items for each dimension that has been configured for you as included items for the deal.
DealTrack will select matching turnover lines for the deal, based on:

The supplier to which the deal belongs.

Your dimension item selections.

The start and end date of the deal.

The currency of the parent scheme.
To determine which turnover band, and therefore which percentage rate, applies to the deal, DealTrack will compare the total for turnover units across the matching turnover lines with the turnover targets that have been configured for the deal.
To calculate an earnings result for the deal as a whole, DealTrack will multiply the percentage rate that applies to the deal by the deal level total for turnover value.
To calculate an earnings result for each matching turnover line, DealTrack will multiply the percentage rate that applies to the deal by the entry for turnover value that applies to the turnover line.
Optional settings
You will be able (but not required) to use the ‘Mechanism details’ area of the deal configuration page to:

Untick the Retrospective? tick box.

Tick the Separate target and earning turnover? tick box.

Enter a value in the Discount %

Select one or more deals as deduction deals.
Retrospective vs nonretrospective
For a deal that uses the Targeted percentage rate with turnover in units plugin, the Retrospective? tick box is ticked by default. When the Retrospective? box is ticked, the earnings will be calculated with the achieved rate applied retrospectively, or ‘back to zero’.
If the Retrospective? box is unticked, DealTrack will instead perform a nonretrospective calculation that involves applying each of the achieved rates to the turnover that ‘belongs’ to the corresponding turnover band.
Consider for example a deal that has turnover bands as follows:
Turnover Target (units) 
Rate (%) 
10,000 
2 
15,000 
3 
20,000 
4 
If the totals for included turnover are 18,000 units and £1,800,000, DealTrack will calculate the earnings as:

3% x £1,800,000 = £54,000 if the Retrospective? box is ticked.

2% x (the equivalent in GBP of 15,000 units  10,000 units) + 3% x (the equivalent in GBP of 18,000 units  15,000 units) if the Retrospective? box is not ticked.
To derive the equivalent in GBP of a particular number of units, DealTrack will multiply the number of units by A / B, where A is the deal total for turnover value and B is the deal total for turnover units. For the example deal above, the conversion factor is £1,800,000 units / 18,000 units or 100 £ per unit. Hence for this deal, DealTrack would calculate the earnings as follows if the Retrospective? box is not ticked:
 (2% x 100 £ per unit x (15,000 units  10,000 units)) + (3% x 100 £ per unit x (18,000 units  15,000 units)) = (2% x £500,000) + (3% x £300,000) = £19,000.
The above example shows how the deal level result for earnings would be calculated for a nonretrospective deal that uses the Targeted percentage rate with turnover in units plugin. To calculate an earnings result for each of the included turnover lines for such a deal, DealTrack will use the entries for turnover units from the included turnover lines to apportion the deal level result for earnings and derive an earnings result for each of the included turnover lines.
Separate target and earning turnover?
For a deal that uses the Targeted percentage rate with turnover in units plugin, the Separate target and earning turnover? tick box is unticked by default.
When the Separate target and earning turnover? box is unticked:

You will be required to configure a single set of dimension items as included items for the deal, where the set of included items contains at least one item for each dimension that has been configured for you.

DealTrack will:

Use the set of included dimension items, in conjunction with the start and end dates of the deal and the currency of the parent scheme, to select a single set of matching turnover lines for the deal;

Use the set of matching turnover lines, in conjunction with the turnover bands that have been configured for the deal, to calculate the earnings.

When the Separate target and earning turnover? box is ticked:

You will be required to configure two sets of dimension items — one for target turnover and one for earning turnover — where each set of included items contains at least one item for each dimension that has been configured for you.

DealTrack will:

Use the two sets of included dimension items, in conjunction with the start and end dates of the deal and the currency of the parent scheme, to select two sets of matching turnover lines for the deal — one for target turnover and one for earning turnover;

Use the target turnover lines to determine which turnover band, and therefore which percentage rate, applies to the deal;

Use the earning turnover lines to calculate the earnings for the deal;

Assign earnings to all of the earning turnover lines and none of the target turnover lines.

Discount %
For a deal that uses the Targeted percentage rate with turnover in units plugin, the discount percentage is set to null by default to indicate that there is no (i.e. zero%) discount percentage.
You will have the option of taking no action to accept the default null value for Discount % or typing a numeric value (to a maximum of 3 decimal places) to specify a discount percentage.
Please note — you should enter the percentage value, e.g. 2.5 as opposed to 0.025 for a 2.5% discount.
The expected scenario is one where a user enters a positive percentage (e.g. 2.5) to reduce the qualifying turnover, although the user may enter a negative percentage to inflate the relevant turnover. You will not be allowed to enter a percentage that is greater than 100% or less than 100%.
When a nonzero value is entered into the Discount % box a Discount deducted from setting will become visible.
For a deal that uses the Targeted percentage rate with turnover in units plugin:

The Discount deducted from entry is set to (and fixed as) Earning turnover (regardless of whether the Separate target and earning turnover? box is ticked).

DealTrack will:

Use a deal level total for turnover units that has not been adjusted for the discount percentage to determine which turnover band, and therefore which percentage rate, applies;

Use turnover that is net of the discount percentage when applying a percentage rate to calculate the earnings (for the deal as a whole or for the included turnover lines).

Deductions
When using the Targeted percentage rate with turnover in units plugin, no deals will be selected for the Deductions setting by default.
You will have the option of taking no action to accept this default selection or selecting from a list of the deals that have been configured for the parent scheme. If you accept the default option, DealTrack will calculate both turnover and earnings for the ‘deduct from’ deal in the normal way without referring to the earnings from any other deals.
To calculate the earnings for a deal that uses the Targeted percentage rate with turnover in units plugin where one or more deals have been selected for the Deductions setting, DealTrack will:

Sum the total deal earnings across the selected deduction deals to derive a grand total for deducted earnings.

Calculate the total for turnover value across the included turnover lines for the ‘deduct from’ deal (for earning turnover specifically if the deal has separate target and earning turnover) and subtracts the grand total for deducted earnings from this total to derive an adjusted turnover total for the deal.

Use data on turnover units that have not been adjusted for the deducted earnings to determine which turnover band applies.

Use data on turnover value that have been adjusted for the deducted earnings to calculate the earnings.
Please note — for a deal where one or more deals have been selected for the Deductions setting and a nonzero discount percentage has been entered, the discount percentage is applied first. That is, the relevant percentage discounts are applied before the earnings from the deductions deal(s) are subtracted.
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