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    Harshavardhan Konathala
    Incentive compensation - Compensation Plans Ranking
    Topic posted May 25, 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 - Compensation Plans Ranking
    Summary:
    Compensation manager demanding report would be to Ranking “Compensation Plans” by Period based on their Attainments achieved against Targets in that period
    Content:

    Business Use Case:

    Compensation Plans Ranking

    Subject Areas used – IC Performance & Earning Summary

    Who can use this report (Roles)? - Incentive Compensation Manager/ Comp Plan Administrator  

    Compensation plan administrator basic responsibilities are to maintain compensation plans, assign the sales representatives to appropriate comp plans, also a major focus of the compensation admin will be setting attainment target for each comp plan.

    Hence demanding report would be to Ranking “Compensation Plans” by Period based on their Attainments achieved against Targets in that period. Based on the below ranking design over Attainment Vs Target he can take decisions advisably.

    Attainment Vs Target By Comp Plans:

    A bar visual gives you a detailed Attainment achieved per target over the year by compensation plan, users are allowed to choose Year and Comp plan to check the target vs attainment reached.

    Compensation Plans ranking over Attainment Achieved:

    The bubble view shows the rank of the compensation plan against Attainment achieved, Bigger the bubble listing Rank -1 and follows the shrinking size as the rank reduces.

    A detailed report next to the visuals gives you complete information of the report.

    How to deploy:

    1. Un-archive “Compensation Plans Ranking Details. catalog” file which has 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. For the Visuals data fetched is for the selected Year, Period and Compensation Plan
    2. On the visuals, you are allowed to see only one year, Multiple Period values at a time. A detailed report which is displaying next to visuals will give information for the selected Year/Periods.
    Image: