How a rebate is calculated — the calculation basis
A ClaimDS agreement's calculation basis decides how volume becomes a rebate — volume slab, stepped, tiered, flat, growth or target achievement.
The calculation basis is the single most important choice on a rebate agreement. It decides how ClaimDS turns a partner's business volume into an accrual — and the same set of slabs means quite different things depending on which basis you pick. This page maps out the options.
What the calculation basis is
You set the basis once when you create an agreement. From then on, it's the rule the calculation engine follows: it takes the partner's eligible volume for the period and applies your slabs the way the basis says to. Get the basis right and the rest is configuration; get it wrong and the slabs do something you didn't intend.
The bases at a glance
- Volume slab — once a partner's volume reaches a band, that band's rate applies to all of their volume.
- Stepped — each band's rate applies only to the volume that falls within that band.
- Tiered — the rate comes from the tier a partner is assigned to, not from how much they buy.
- Flat — a single rate on everything, with no tiers (for example a flat early-payment rebate).
- Growth — the rate depends on how much the partner has grown against last year.
- Target achievement — the rate depends on how much of a set target the partner has reached.
There's also a basket basis for schemes where a set of products must each reach a threshold before a rebate unlocks — used for multi-product arrangements.
It's fixed once it's running
Because the basis defines the money, ClaimDS locks it once an agreement has posted accruals. After that, changing how a scheme calculates goes through the amendment process, which re-posts the difference rather than silently rewriting history. So it's worth choosing deliberately up front.
Related
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.