Suppose you have a customer whose sales value in 2022 was $621,238. You want to incentivize growth, using a retrospective approach. You set up a rebate rule as follows:
In 2023, the customer’s sales value was $740,044. Based on the sales transactions, here’s how the rebate is calculated:
As you can see in the table above, the customer’s sales grew by over 5%, making them eligible for the 20% rebate. That 20% is applied to the total value of sales transactions ($740,044.18). As a result, the customer gets a rebate of $127,850.96. This has a much greater positive impact on the customer than giving them a separate rebate for each bracket.