Sales Cloud Report Sharing Center

Sales Cloud Shared Reports


    Harshavardhan Konathala
    Incentive Compensation - Participant Earnings Summary By...
    Topic posted June 12, 2018 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Account, Activity, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Infolets, 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 - Participant Earnings Summary By Year
    A report which gives detailed information about participant’s earnings summary by the year.

    Business Use Case:

    Subject Areas used – IC Earnings Real Time

    Who can use this report (Roles)? Incentive Compensation Manager/ Analyst/ Comp Plan Admin

    Participant earnings, a dashboard to check his immediate earning based on the transactions he made in that period.

    Comp Plan Admin and Compensation manager are crucial in making participant earnings, based on the earns they can rank among participants and decide their compensation plan assignments.

    A report which gives detailed information about participant’s earnings summary by the year. Compensation manager would like to have a review on participant performance over the year/period.

    Participant Transaction, Credit & Earning Amount Comparisons:

    A horizontal bar chart gives a detailed info in a year for that period how much a participant is making in Transaction, Credit, and Earning.

    Participant Transaction & Earning Growth By Period:

    A waterfall model showing how in a year for that period each participant is making their transaction and earning amounts, followed by it is also showing a complete growth and earning amount by all the participants In that period. Complete earning in that period helps compensation manager decides their targets for that period.

    A detailed report will show by period each participant Transaction Amount and Earn amount along with the earning rate.


    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 “Participant Earnings Summary by Year. Catalog” file 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, period and displaying their earning, transaction, credit amounts against their earning rate.
    2. On the other side, you are seeing a detailed report with all the metric amounts.