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Topic posted June 5, 2018 by Harshavardhan Konathala
, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive compensation - Transactions & Discounts By YearSummary: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:
- Un-archive “Transactions & Discounts by Year. Catalog” files using any of the user accounts which has the Un-archive privilege
- 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:
- The data fetched is for each Year by Participant and listing all the transaction Amounts.
- Users are also allowed to select the item name in the year, to check the direct margin percentage and discount given.
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Document:Document:- Topic posted June 5, 2018 by Harshavardhan Konathala, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive Compensation - Peer - Peer Manager Ranking By Transaction Amount SummarySummary:A manager he himself wants to compare his performance among peers and checks out the outcome. It helps in corrections and taking advisable decisions.Content:
Business Use Case:
Subject Areas used – IC Credits Real Time
Who can use this report (Roles)? - Incentive Compensation Manager/ Sales VP/ Comp Plan Admin
Most desirable report for a Sales VP, Performance measure always takes a lead in business development.
A manager he himself wants to compare his performance among peers and checks out the outcome. It helps in corrections and taking advisable decisions.
Below report gives a peer-peer ranking among the managers based on their performance on making Transaction Amount.
Ranking has been given Year, Period wise. A compensation manager can himself compare his rank over the periods along with his peers rank.
Bubble Chart:
The below bubble chart gives a pictorial info on manager made transaction amount in that period and his rank. Bigger the bubble size (transaction amount) ranks first.
Detailed reports given next to the visuals show more info on his transaction items.
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:
- Un-archive “Manager Ranking by Transaction Amount. Catalog” file using any of the user accounts which has the Un-archive privilege
- 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:
- The data fetched is for the selected Year by a period. The ranking is given by Period.
- On the visuals, you are allowed to see only one year values at a time. A detailed report which is displaying next to visuals will give information for all the Years and Period based on the prompt values selected.
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Document: - Topic posted May 30, 2018 by Harshavardhan Konathala, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive compensation - Earnings Summary By Plan & Plan ComponentsSummary:Report shows the earnings by Comp Plan/Plan component irrespective of participants. Compensation manager and Comp plan Administrator would like to know how each comp plan is performing yearly.Content:
Business Use Case:
Subject Areas used – IC Performance and Earnings summary Real Time
Who can use this report (Roles)? - Sales Manager/ Incentive Compensation Manager/ Sales VP/ Analyst
Each compensation plan has Plan components, compensation plans behavior is crucial in earnings calculations. Participants are allocated to each compensation plans, based on the performance, compensation manager will set the targets and decides the allocation of participants to comp plans.
A report shows the earnings by Comp Plan/Plan component irrespective of participants. Compensation manager and Comp plan Administrator would like to know how each comp plan is performing yearly. It will also give a detailed info on how the plan components performing yearly. Decision making based on the size of the participants to each comp plan or allocation of targets if needed.
Compensation Plan Target Set Vs Earning
A horizontal bar chart gives you an information about, on a year how each compensation plan is behaving, showing target vs earning
Plan Component Target Vs Earning
A vertical bar visual gives you a info on, on a year by compensation plan how each plan component is behaving, showing plan component target Vs earning.
A detailed report below showing complete information of all the compensation plans and their associated plan components targets vs earnings.
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:
- Un-archive “Earnings Summary by Plan & Plan Components. Catalog” file using any of the user accounts which has the Un-archive privilege
- 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:
- The data fetched is for the selected Year, Period and the Compensation Plan.
- On the visuals, you are allowed to see only one year values at a time. A detailed report which is displaying next to visuals will give information for all the Years and Period based on the report prompts selection.
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Document:Document: - Topic posted May 29, 2018 by Harshavardhan Konathala, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive compensation - Credit Category Summary DetailsSummary:Credit Category places a crucial role in calculating Earnings, A detailed report shows earning on credit categoryContent:
Business Use Case:
Compensation Plans Ranking
Subject Areas used – IC Earnings Real Time
Who can use this report (Roles)? - Incentive Compensation Manager Incentive Compensation Manager/ Sales VP/ Analyst
Credit Category places a crucial role in calculating Earnings, based on the weight% of credit category an earning can be decided. Hence one of the most desirable report to check earnings came out on credit categories.
Being an incentive compensation analyst setting up credit category importance in earning calculations is crucial, the below report will give a detailed layout by Year – Quarter-wise on how much is the transaction amount and what are their respective earnings.
Incentive compensation manager can validate the earnings paid out based on the credit category and can decide the weight% of credit category in earning calculations.
Participant and Participant Manager want to find out the Credits from which an Earning was generated and if the Earning has been paid, then the details of the Payment Transaction.
Earning Amount Status:
The first bar chart gives you glance of earning amount status on credit category, i.e on a credit category in this Year – Quarter how much earning amount was ‘Calculated’ and ‘Reversed’.
Credit, Transaction and Earning Amounts:
The second bar visual gives an info about on a credit category in a particular Year – Quarter how much is the credit, transaction and earning amounts. We can do a comparison over the quarters.
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:
- Un-archive “Earnings on Credit Category. Catalog” file using any of the user accounts which has the Un-archive privilege
- 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:
- The data fetched is for the selected Year (Mandatory Prompt), Quarter.
- On the visuals, you are allowed to see only one Year Quarter values at a time. A detailed report which is displaying next to visuals will give complete information on the year.
Image:
Document:Document: - Topic posted May 25, 2018 by Harshavardhan Konathala, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive compensation - Compensation Plans RankingSummary:Compensation manager demanding report would be to Ranking “Compensation Plans” by Period based on their Attainments achieved against Targets in that periodContent:
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:
- Un-archive “Compensation Plans Ranking Details. catalog” file which has all the individual report, dashboard prompt, and the dashboard.
- 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:
- For the Visuals data fetched is for the selected Year, Period and Compensation Plan
- 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:
Document:Document: - Topic posted May 16, 2018 by Harshavardhan Konathala, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive Compensation - Attainment Ranking & Summary DetailsSummary: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 periodContent:
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:
- Un-archive “Attainment Ranking & Summary Details.catalog” files which have all the individual report, dashboard prompt, and the dashboard.
- 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:
- The data fetched is for the selected Year, Period and Participant Name from the report prompt.
- 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
Image:
Document:Document: