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    Harshavardhan Konathala
    Incentive compensation - Transactions & Discounts By Year
    Topic posted June 5, 2018 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Account, Activity, Assessment, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel, Channel Account Manager, Channel Operations Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Infolets, Lead, Leads, Lightbox, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Partner Program, Pipeline, Price Books, Product, Program Benefits, Program Tiers, Promotions, Quarter, Quota, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Status, Territory, Tile, Tip, Trends, User Adoption, Users, Year 
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    Title:
    Incentive compensation - Transactions & Discounts By Year
    Summary:
    A simple report which gives detailed information on how much is the transaction Quantity and discounts offered by each participant followed by the end result Transaction Amount.
    Content:

    Business Use Case:

    Transactions & Discounts by Year

    Subject areas used - IC Transactions Real Time

    Who can use this report?  - Incentive Compensation Manager/ Sales VP/Analyst/ Sales Rep

    Marginal Discount and Discount that actually given by participants are key indicators in gaining transaction amounts, some of the participants will more discounts than the margin set.

    A compensation manager/comp admin will decide the participant's behavior and observe their targets based on the margin discounts.

    A simple report which gives detailed information on how much is the transaction Quantity and discounts offered by each participant followed by the end result Transaction Amount.

    Discount is set for some set of products, participants for their goals they will sell for more discounts than the original amount. Giving a report with all of such transactions by participant or period helps in rebalancing the earnings

    Transaction & discounts by year:

    The below bar visual shows how each participant makes a deal with discount and actual margin discount set for each item.

    A detailed report gives you complete info including achieved transaction amount.

    Note:

    All the below dashboards, reports are made based on the Oracle standard diction on formatting and layouts

    Users are allowed to download the .catlog file and make their own customizations.

    How to deploy:

    1. Un-archive “Transactions & Discounts by Year. Catalog” files using any of the user accounts which has the Un-archive privilege
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for each Year by Participant and listing all the transaction Amounts.
    2. Users are also allowed to select the item name in the year, to check the direct margin percentage and discount given.
    Image: