Okay I need some help guys. This is the scenario I am faced with. I work for a insurance company and we currently have an incentive in place where the consultants have to achieve 100% conversion on life insurance and 110% on general insurance. If they achieve a higher percentage on both these marks then they get points for every percent over that benchmark. Every two weeks these points are banked and a fresh period is started. I.e. if I achieve 100 pts in two weeks these are then banked, if i achieve another 100 pts the next two weeks I have 100 for weeks 3 and 4 but 200 overall. However in order for them to appear on the league tables regardless of the amount of points they have achieved they have to sell a certain amount of mortgages.
Is there an easy way of calculating their points based on whether they achieve the conversion benchmarks for each period, as well as only showing those that qualify via the amount of mortgages sold. I am having trouble with comparing the different period i.e. if a consultant scores and qualifies in both periods or doesn't qualify in period 2 but does in period 1, or vice versa
I know its a long shot - and I hope my confusing post makes some sense, but i thought i would give you guys a try. I have already spent 2days doing it all v manually. I have gotta get these prepared everytwo weeks for the next 12 weeks eek
Thanks
Mark
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