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Topic posted May 28, 2019 by Harshavardhan Konathala
, tagged Activity, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Customer, Dashboard, Data Visualization, Forecast, Infolets, Leads, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Pipeline, Quota, Reporting and Analytics, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users in Sales Cloud Report Sharing Center publicTitle:Incentive compensation: CRM SALES and IC dimensions linking using common 'Resource Hierarchy'Summary:The below prototype helps in building common reporting solutions across fusion CRM and IC Pillars, current DWH model doesn't have direct reporting solution across the pillars.Content:Background & Business Case -
- Customers who are using both CRM SALES and IC, as of now they are unable to create the report with common dimensions and metrics from both the pillars.
- Any customer whose sales representatives involved in SALES activities and to check their compensation details till now customers are importing the same sales representatives data into IC and creating the reports.
- Any customer if wants to create the report using SALES and IC dimensions there is no proper linking between these pillars and end up creating a cross SA with completely improper data.
- Hence to resolve this we have an idea on joining CRM sales resource hierarchy and IC participant hierarchy, functionally which is same but technically there is no implementation.
- CRM resources or sales representatives are the same IC participants who are getting compensation in IC. Hence using this functional derivation we are joining the CRM resource hierarchy and IC participant hierarchy details to get the common report across both the pillars.
- CRM sales data ends once the order details have been placed, from there IC starts with the order data and ends with payment information.
- As of now, we don't have any direct reports which have complete sales details along with the Incentive compensation metrics.
- With this joining, we can get a complete report with SALES dimensions and metrics followed by IC metrics.
FA Implementation -
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:
- JTF_RS_REP_MANAGERS_CF is used to fetch manager/hierarchy for resources stored in JTF_RS_RESOURCE_PROFILES in Sales. IC participants are stored in CN_SRP_PARTICIPANTS_ALL and the hierarchy is sourced from HCM table PER_MANAGER_HRCHY_REPORTEES_DN
- Sales resource hierarchy and participant hierarchy are not stored in a common table. There is no process to sync this data either. The only link is the hz_parties.party_id (TCA) present in both Sales and IC tables.
- Ideally, a customer implementing both IC and Sales will import sales resources in IC as participants. So, yes, jtf_rs_resource_profiles.party_id can be looked up for matching party_id records in cn_srp_participants_all
Data Mockups -
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.
Note -
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.
Version:Oracle DV Version 12.2.5.0.0-20180829155113Image:
Document:Document:IC Mockup.xlsx (33KB)Document:Sales Mockup.xlsx (293KB)- Topic posted May 8, 2019 by Harshavardhan Konathala, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive compensation - Recovery Amounts DashboardSummary:19D release feature - Participant Recovery Amounts Dashboard & reports on Performance and Earnings Summary Subject AreaContent:
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:
- Un-archive “Recovery Amounts Dashboard.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 and Participant Name from the dashboard 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 to see how the responses compare on different parameters
Version:Oracle Business Intelligence 11.1.1.9.0Image:
Document:Recovery Amounts Dashboard.docx (110KB)Document: - Topic posted March 22, 2019 by Harshavardhan Konathala, 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, Reporting and Analytics, Resource, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users, Year in Sales Cloud Report Sharing Center publicTitle:Reporting using Cascading prompts – Attainment SummarySummary: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.Content:
Business Use Case:
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.
How to deploy:
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)
Implementation notes:
- The data fetched is for the selected Year, Participant Name, Unit of measure and Performance Measure.
- 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 11.1.1.9.0Image:
Document:Document:Document: - Topic posted December 3, 2018 by Harshavardhan Konathala, tagged Account, Activity, Assets, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Customer, Dashboard, Data Visualization, Partner, Partner Announcements, Reporting and Analytics, Sales, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Users, Year in Sales Cloud Report Sharing Center publicTitle:Incentive Compensation - Compensation Manager DashboardSummary:The following report is a managers view of his teams targets, earnings and attainments from Incentive CompensationContent:
Business Use Case:
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.
How to deploy:
- Un-archive “SPM AdminV2.catalog” file using any of the user accounts which has the Un-archive privilege
Image:
Document:SPM AdminV2.catalog (7KB) 
Topic posted August 8, 2018 by Madhav Reddy, tagged Account, Activity, Assets, Customer, Dashboard, Opportunity, Product, Reporting and Analytics, Sales Executive, Sales Manager, Sales Representative, Shared Reports in Sales Cloud Report Sharing Center publicTitle:Negative Reporting DashboardSummary:Sales Manager/Rep needs to see the Account without Activities, Products without Revenues, Expiring Assets without new Opportunities and other negative reportsContent:As a Sales Manager, I want to see the negative reporting data i.e.
- Customer where there have been no activities in the last 30 days (or selected time period)
- Customers for which no Opportunity has been raised in the last 30 days (or selected time period)
- Customers without any SRs in last 30 days (or selected time period)
- Product that hasn’t contributed to Revenue in last 30 days (or selected time period)
- Assets that are expiring in next month (or selected time period) and which don’t have any associated Opportunity raised
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 activitiesThus 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 –
- Customer without Activities:
Customers that do not have any associated activities for a given time period, so that the Sales Representatives can plan a meeting accordingly.
- Customer without Opportunities:
Customers’ existing in the system that do not have any Opportunities created for the selected time period, so that Sales Rep can review these accounts for next actions
- Customer without SRs :
Customers existing in the system who have not raised any SR for a given time period
- Product without Revenue:
What are the Products that have not contributed to revenue for a selected time period
- Expiring Assets without Opportunities:
What are the Assets that are expiring in a selected time period, which don’t have any related Opportunity created in the system
- Un-archive “Negative Reporting Dashboard” 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)
- Negative Reporting Dashboard comprises 5 reports, 5 Saved Query reports and 5 dashboard prompts. :
- Customer without Activities and the Owner details
- Customer without Opportunities
- Customer without SRs
- Product with no Revenue
- Asset Ids expiring in next x days
- Customer Id with no Activities
- Customer Id with no Opportunities
- Customer Id with no SRs
- Product Id with no Won Revenue
- Asset IDs with no Opportunities
- Days without Activity prompt
- Days without Opportunity prompt
- Days without SR prompt
- Product without Revenue prompt
- Expiring Assets without Opportunity prompt
- Time filter in the dashboard prompt is defaulted to 30 days. Please use the filters as necessary
Image:
Document:Negative Reporting.docx (323KB)Document:- Topic posted June 15, 2018 by Harshavardhan Konathala, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive compensation - Participant Transaction & Dispute HistorySummary: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.Content:
Business Use Case:
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.
How to deploy:
- Un-archive “Participant Transaction Dispute History. 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 and displaying the count of transaction and counts of disputes that are happened with the participant.
- On the other side a detailed report with all the justification given for the same dispute.
Image:
Document:Document: - Topic posted June 13, 2018 by Harshavardhan Konathala, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive compensation - Participant Targets & AttainmentsSummary:The report which gives detailed information on the allocation of targets at participant level and at Plan Component level by their performance measure.Content:
Business Use Case:
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.
How to deploy:
- Un-archive “Participant Targets. 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:
- For visuals data fetched is for each Year, Quarter and Participant.
- The detailed report data is fetched by quarter and ITD and Period Targets are displaying.
Image:
Document:Document: - Topic posted June 12, 2018 by Harshavardhan Konathala, 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 in Sales Cloud Report Sharing Center publicTitle:Incentive Compensation - Participant Earnings Summary By YearSummary:A report which gives detailed information about participant’s earnings summary by the year.Content:
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.
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 “Participant Earnings Summary by Year. 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 each Year, period and displaying their earning, transaction, credit amounts against their earning rate.
- On the other side, you are seeing a detailed report with all the metric amounts.
Image:
Document:Document: - Topic posted June 12, 2018 by Harshavardhan Konathala, tagged Account, Activity, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Customer, Dashboard, Data Visualization, Enrollment, Forecast, Infolets, Leads, Reporting and Analytics, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Status, Trends, User Adoption, Users, Year in Sales Cloud Report Sharing Center publicTitle:Incentive Compensation - Participant Compensation plan Assignment DetailsSummary:A detailed report which gives detailed information on each comp plan assignments and their acceptance status by participants.Content:
Business Use Case:
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.
How to deploy:
- Un-archive “Participant Assignment Details. 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 each Business Unit and listing all the comp plans in the BU.
- On the other side, you are seeing comp plans acceptance status by participants followed by target incentives by each comp plan in the third table.
Image:
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 - 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.
Image:
Document:Document:
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.