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    Harshavardhan Konathala
    Incentive compensation - Recovery Amounts Dashboard
    Topic posted May 8, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, last edited May 8, 2019, tagged Activity, BI Publisher, Business Plan, Chart, Customer, Dashboard, Data Visualization, Forecast, Infolets, Leads, Opportunity, Product, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Tip, Trends, Users, Year 
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    Title:
    Incentive compensation - Recovery Amounts Dashboard
    Summary:
    19D release feature - Participant Recovery Amounts Dashboard & reports on Performance and Earnings Summary Subject Area
    Content:

    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 below dashboard is a sample implementation that shows how the Performance and Earnings Summary Subject area can be used to report metrics related to payment recovery.

    This report is designed for the benefit of an Incentive Compensation Manager and/or an Incentive Compensation Analyst to help them understand the advance amount recovered and also the advance to be recovered based on ITD and PTD calculations so that the payments can be adjusted as required.  Further, the Subject Area has been enhanced to support reporting of comp plan assignment types (Direct/Role-based) and also whether the participant’s incentive has been customized at a comp plan level.

    All these enhancements are available from 19D onwards.

    Quarterly Recovery Amounts by Participant:

    A WAVE view provides info about all the recovery amounts by the participants against the target by Quarter.

    You can move to each quarter by the using slider to move between quarters.

    Period wise Recovery Amounts by Participant:

    A bar chart provides info about all the recovery amounts by the participants against the target by each period. You can move to each quarter by the using slider to move between quarters.

    How to deploy:

    1. Un-archive “Recovery Amounts Dashboard.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 and Participant Name from the dashboard 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 to see how the responses compare on different parameters
    Version:
    Oracle Business Intelligence 11.1.1.9.0
    Image: