Baseline earnings

Baseline earnings are an optional extension to DealTrack that are available upon request. They are intended to be used while configuring a new scheme to provide early indication of the rebate implications of a given scheme configuration.

When baseline earnings are enabled and the earnings for a deal are calculated, a set of baseline earnings are also calculated using the baseline turnover. For example, if a deal is configured to run from the 1st January 2019 to the 31st of December 2019, then the baseline earnings would be calculated in the same way as the actual deal earnings, but using the turnover generated between the 1st January 2018 to the 31st December 2018.

It is important to note that if you are setting up your deals for the next year and the current year has not yet completed, baseline earnings will use the forecast baseline turnover instead of the current baseline turnover. This is because the forecast baseline turnover is likely to be closer to the actual baseline figures at the end of the year than the current baseline part way through the year would be.

By comparing the baseline earnings to the earnings from the previous scheme period it is possible to determine if the new scheme offers any improvements to earnings if turnover remains static. Once baseline earnings have been enabled, they will be visible on the scheme edit page under the "Approvals" tab . Clicking on this tab will show you the calculated baseline earnings for a scheme, as well as a breakdown of the baseline earnings per deal.