To implement this requirement we have to make a couple of table joins from FA side which was not implemented as of now.
Customers which are importing sales data into IC and creating reports from them we have to provide a solution with FA database tables join like below:
Need to consider the participant's data directly from the database, so that we can cross-compare the same when implemented in OTBI.
SALES DATA with PARTYID as main columns followed by all the main dimensions columns BASE ID values, FOR IC data, we have participant ID for the equivalent PARTYID columns followed by all the base dimensions columns BASE ID values. Please refer to attached Mockups
Points to note - We have to make the join between PARTID from sales and PARTYID from IC.
Mandatory Join, We have to join ORDER_ID from sales and TRANSACTION_ID from IC. Because functionally OREDR_ID = TRANSACTION_ID. I.E. SALES REPS who are making orders, only those are considered as TRANSACTIONS in IC. Hence we have to consider this joins for PROPER reporting data.
REPORT WITH BOTH SALES AND IC ATTRIBUTES -
Final Dashboard - Entire Prototype built on Oracle Data visualization Desktop Tool.
1) Credit AMOUNT calculated based on the SPLIT PCT for each transaction handled by the participant.
2) SPLIT PCT was given if two participants involved in one single transaction.
3) Earning AMOUNT will be 5% of the credit amount.
4) Transactions with status "CREDITED" are only considered for credit amount calculations
5) Similarly credits with status "Credited" are only considered for earning calculations.
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.
Attainment Summary
Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative
Cascading prompts is a feature that is liked by many customers because it allows them to have a preview of their data through prompts before actually seeing the data.
Most of the times customers want to do themselves a cascading report, the below example will show how to do the cascading within the report and you can select only required values.
Example: In the below report we have four prompts “Year”, “Participant”, “Unit of measure”, “Performance Measure”.
Cascading prompts will work by showing the results of the second prompt followed by the values you selected in the first prompt and goes on.
I.e. participant prompt values will show based on what year you selected, and performance measure will show values based on which participant and year we selected.
We can do this by selecting whichever prompt values we wanted to cascade and then go to edit section selecting more options and choosing “limit Values By”.
We can follow the same process for all the prompts which are needed to include as cascading.
Year wise participant list:
We have selected the year 2018 and all the participants involved in 2018 only will be listed.
Year, Participant wise performance measure:
We have selected the year 2016 and Participant as “Allison Flores” and only related performance measure values are showing up.
Without this change, you will end up seeing all the participants’ data irrespective of year and seeing all performance values irrespective of year and participant selected.
Un-archive “Attainment Summary.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)
Subject Areas used – IC - Earnings Real Time, IC - Credits Real Time, IC - Transactions Real Time
Who can use this report (Roles)? - Sales Manager/ Incentive Compensation Manager/ Sales VP
The following report is a managers view of his team's targets, earnings, and attainments from Incentive Compensation
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.
As a Sales Manager, I want to see the negative reporting data i.e.
Negative Reporting:
Since the dashboard here has all the reports that shows the data in a negative context, it is aptly named as negative reporting dashboard.
This dashboard is an example of how a negative report can be created with few examples.
Essentially, to create a negative report, following high level steps are to be performed:
Let’s take a simple case where we want to see all the Accounts without any Activities
Step 1: Get the list of all the accounts (A)
Step 2: Get list of the accounts with activities (B)
Step3: A – B will give us the list of all the Accounts without activities
Thus to create such a report, we need to use a SET operation (MINUS).
The Catalog file attached here has a dashboard that essentially uses the same principle above for each of the reports and it shows –
Participant Transaction & Dispute History
Subject Areas used – IC Dispute Real Time
Who can use this report (Roles)? - Incentive Compensation Manager/ Sales Rep/ Analyst
With the help of new subject area introduced in Incentive compensation area, it is so easy that we can take a count of transactions and count of disputes that a participant is holding
Compensation manager and comp admin can take a decision based on their counts in the allocation of new compensation plans to them.
An analyst and participants also can keep a track of their disputes and dispute status.
No report was developed on these lines, the first report which gives detailed information on how many disputes that a participant facing by year and by period and also listing what justification given for the same.
Count of Disputes Vs Transactions:
A horizontally stacked bar chart showing the count of transactions and disputes by the participant.
You are allowed o chose the particular participant if you are specific.
A detailed report gives you complete information by year and participant wise.
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.
Subject Areas used – IC Performance & Earning Summary
Who can use this report (Roles)? - Incentive Compensation Manager/Analyst/ Sales Rep
The report which gives detailed information on the allocation of targets at participant level and at Plan Component level by their performance measure.
ITD Target Vs ITD Attainment:
Bar visuals showing target allocations of participants at Interval level
PTD Target Vs PTD Attainment:
Another Bar visual showing allocations at period level.
A detailed with all the details is shown next to the visuals.
Compensation manager/Analyst would be interested in setting participants based on their performance in attainment by comparing over the periods.
Similarly, the participant would like to know about this targets and overall attainment achieved over the periods.
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.
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.
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.
Subject Areas used – A – IC Compensation Plan Assignment Details
Who can use this report (Roles)? - Incentive Compensation Manager/ Comp Plan Admin
Compensation plan assignment to the participant is one the crucial job to be taken care by comp plan admin and compensation manager.
For better results from all the participants, it is very important that right sales representatives should be assigned to the right compensation plan.
Also, need to make sure their performance in the assigned compensation plan is going on the right track.
It is necessary that sometimes very well performing sales representatives to be assigned to multiple compensation plans, which leads to better sales and good for the participants in their earnings
A detailed report which gives detailed information on each comp plan assignments and their acceptance status by participants.
Count of Participants by Comp plans:
Increased count of participants in each compensation plans sometimes leads to bitter results, because compensation plans diluted the participant earnings.
Similarly, less number also increase in participants targets which leads to discomfort in participants.
Compensation Plan Assignment Status:
A colorful bar chart shows the compensation plan assignment status from all the participants
The third table gives information about the participant targets for the assigned comp plan.
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.
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
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.
Please find the complete observations and current standings –
The entire idea of building this prototype is to provide a reporting solution which has both SALES and IC metrics.
The current model doesn’t support continuous reporting from sales to IC, hence to achieve this we want to integrate common dimensions shared across both the pillars i.e. joining both the pillars data using employee resource hierarchy from sales and participant hierarchy from IC. Similar to the partner dimension project.
By considering the above assumption we have started building the prototype by using SALES mockup (The one used for all the SALES POCS) and IC mockup(One we built completely new).
Sales mockup flow “Campaign-Lead-Opty-Order”, IC mockup flow “Transaction-Credit_earning-Payment”.
Joins established to build the prototype are SALES.PartyID = IC.PartyID and SALES.OrderID = IC.TransactionID.
Pointes to Note:
Entire data model and dashboard was completed by considering above joins.
Current joining flow is “IC → Resource Hierarchy → SALES”, from the current FA model we were able to identify the joins to link IC facts to resource hierarchy dimensions(PFA FA tables screenshot).
Whereas we are encountering trouble finding the joins to resource hierarchy → sales facts. Because in the current model Order details are coming from ORDER management and SALES data ending with Opportunity data.
using Order_num from transactions table we can join IC data with Order management data but later from order management to SALES Oppty, we don't have proper joins to establish.
There are no proper joins to get SALES Oppty data and SALES facts to build the solution at RPD level.