Skip to main content
Adaptive Insights
Knowledge and Support - Adaptive Insights

Bonus Calculation

Question

We are planning a bonus program which would contain an element of income (after bonus). For example, 50% of your periodic bonus is based upon the achievement of a net income number (after bonus expense). If you enter such a formula into Adaptive Planning (or even Excel), you would get a circular error. Is there a workaround for this?

Answer

You can create a Custom account called Net Income before Bonus. The Custom account then holds a formula with all of the components of Net Income except for the bonus account. You may have to create additional groupings under Salaries & Benefits, such as Salaries before Bonus, Benefits, and a separate line for Bonus. Your formula should NOT include the bonus account.

  • Was this article helpful?