Sales Cloud Report Sharing Center

Sales Cloud Shared Reports


    Harshavardhan Konathala
    Incentive Compensation - Attainment Ranking & Summary...
    Topic posted May 16, 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 
    Incentive Compensation - Attainment Ranking & Summary Details
    The most happening report, compensation managers looks to rank his associates by their Attainments, The report provides detailed information on Attainment achieved against target over the period

    Business Use Case:

    Attainment Ranking & Summary

    Subject Areas used – IC Performance & Earning Summary

    Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative

    The most happening report, compensation managers looks to rank on all of his associates by their Attainment achieved, even if the sales representative wants to see their standing position. The report provides detailed information on attainment over years.

    A quick dashboard that when opens asking you to select the YEAR* - Period – Participant – Performance Year, with Year a mandatory prompt to see the whole report.

    The prompts also allow you to refine the data based on your selections with “Period and Participant”

    Attainment VS Target by performance measure:

    A WAVE view provides the attainment achieved by the participants against the target by a period of performance measure selection.

    Attainment Vs Target Over Periods:

    The second bar graph shows how much of attainment scored against targets set over the periods.

    Then the detailed report with the participant details and their attainment rank.

    How to deploy:

    1. Un-archive “Attainment Ranking & Summary Details.catalog” files which have all the individual report, dashboard prompt, and the dashboard.
    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 the selected Year, Period and Participant Name from the report prompt.
    2. From R13 onwards, you are allowed to select multiple values to check the results .E.g. You can submit one year and all the period/participant vales see how the responses compare on different parameters