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Interval to Date Revenue Quota Compensation Examples

The Interval to date Revenue Quota compensation examples comprise the following syntax:

<Payment Type>:<Interval Type>:<ITD On/Off>

The Revenue Quota compensation examples use the following payment types to calculate transactions:

The Transaction and Achievement Table lists the revenue and units sold for each transaction and the Interval to Date achievement. This table is used to calculate commissions in the Revenue Quota and Unit Quota compensation examples.

Transaction and Achievement Table
    Achievement (Revenue) Achievement (Units)
      Interval   Interval
Period Quarter Period To Date Period To Date
JAN-97 1 500 500 500 1000 25 25 25 50
FEB-97 1 1000 2000 50 100
MAR-97 1 1000 3000 50 150
APR-97 2 1000 4000 50 200
MAY-97 2 1000 5000 50 250
JUN-97 2 1000 6000 50 300
JUL-97 3 1000 7000 50 350
AUG-97 3 1000 8000 50 400
SEP-97 3 1000 9000 50 450
OCT-97 4 1000 10000 50 500
NOV-97 4 1000 11000 50 550
DEC-97 4 1000 12000 50 600

The Quota Percentage Rate Table is used to calculate the commission rate for the following payment types:

Quota Percentage Rate Table
Tier Commission
Percent Percent
From % To % %
0 50 0
50 75 50
75 125 100
125 999 125

Applied Transaction Amount Percentage : Interval Type = Quarter : ITD On

This type of plan element is typically used to compensate sales representatives by comparing their achievements to date against their quarter to date (QTD) quota. By using QTD quotas, if the sales representative performs badly the first quarter, but makes up for it in the subsequent two periods, the sales representative will receive just as much compensation as the sales representative who reaches the same revenue whose sales were more evenly distributed.

Revenue Quota Plan Element Example 1
Active Periods JAN-97 to DEC-97
Interval Type Quarter
Apply Txn Individually
Payment Type Applied Transaction Amount Percentage
Rate Table Quota Percentage
ITD On

This plan element calculates the commission for each transaction and allows the commission to be paid each period. Oracle Sales Compensation divides the revenue achievement ITD by the target ITD to determine the percentage of achievement, finds this rate in the Quota Percentage Rate Table, and multiplies this rate by the current Interval to Date (ITD) transaction amount. The commission calculated is the current ITD commission. The previous ITD commission is subtracted from the current ITD commission to derive the commission.

Calculation Formula
Commission rate Determined by the tier in which the revenue performance percentage (achievement ITD/target ITD) is located in the rate table.
Commission The current ITD commission (commission rate x total transaction amount) minus the previous ITD commission.

The Interval to Date Targets (Quarter) table lists the period targets for the start and end dates with the Interval Type set to Quarter. Note that at the end of each quarter, the ITD amounts are reset. This table is used to calculate the commission for the Applied Transaction Amount Percentage payment type.

Interval to Date Targets
Plan Element Revenue Quota QTD Save/Refresh
Period    
    Target Amount Payment Amount
      Interval   Interval
Period Quarter Period To Date Period To Date
JAN-97 1 600.00 600.00 0.00 0.00
FEB-97 1 900.00 1500.00 0.00 0.00
MAR-97 1 1500.00 3000.00 0.00 0.00
APR-97 2 1000.00 1000.00 0.00 0.00
MAY-97 2 1500.00 2500.00 0.00 0.00
JUN-97 2 2000.00 4500.00 0.00 0.00
JUL-97 3 1000.00 1000.00 0.00 0.00
AUG-97 3 1000.00 2000.00 0.00 0.00
SEP-97 3 1000.00 3000.00 0.00 0.00
OCT-97 4 1500.00 1500.00 0.00 0.00
NOV-97 4 1500.00 3000.00 0.00 0.00
DEC-97 4 1500.00 4500.00 0.00 0.00

Note: The Period and Interval to Date columns under the Payment Amount heading are set to 0.00 and the Period column is grayed out.

   To calculate the commission for JAN period:

   To calculate the commission for FEB period:

   To calculate the commission for MAR period:

Payment Amount Percentage : Interval Type = Quarter : ITD On

This type of plan element is typically used to compensate sales representatives by comparing their achievements to date against their quarter to date (QTD) quota. By using QTD quotas, if the sales representative performs badly the first quarter, but makes up for it in the subsequent two periods, the sales representative will receive just as much compensation as the sales representative who reaches the same revenue whose sales were more evenly distributed.

Revenue Quota Plan Element Example 2
Active Periods JAN-97 to DEC-97
Interval Type Quarter
Apply Txn Individually
Payment Type Payment Amount Percentage
Rate Table Quota Percentage
ITD On

This plan element calculates the commission for each transaction and allows the commission to be paid each period. Oracle Sales Compensation divides the revenue achievement ITD by the ITD target to determine the percentage of achievement, finds this rate in the Quota Percentage Rate Table, and multiplies this rate by the current Interval to Date (ITD) payment amount. The commission calculated is the ITD commission. The commission calculated is the current ITD commission. The previous ITD commission is subtracted from the current ITD commission to derive the commission.

Calculation Formula
Commission rate Determined by the tier in which the achievement percentage (achievement ITD/target ITD) is located in the rate table.
Commission The current ITD commission (commission rate x current ITD payment amount) minus the previous ITD commission.

The Interval to Date Targets (Quarter) table lists the period targets for the start and end dates with the Interval Type set to Quarter. Note that at the end of each quarter, the ITD amounts are reset. This table is used to calculate the commission for the Payment Amount Percentage payment type.

Interval to Date Targets
Plan Element Revenue Quota QTD Save/Refresh
Period    
    Target Amount Payment Amount
      Interval   Interval
Period Quarter Period To Date Period To Date
JAN-97 1 600.00 600.00 60.00 60.00
FEB-97 1 900.00 1500.00 90.00 150.00
MAR-97 1 1500.00 3000.00 150.00 300.00
APR-97 2 1000.00 1000.00 60.00 60.00
MAY-97 2 1500.00 2500.00 90.00 150.00
JUN-97 2 2000.00 4500.00 150.00 300.00
JUL-97 3 1000.00 1000.00 60.00 60.00
AUG-97 3 1000.00 2000.00 90.00 150.00
SEP-97 3 1000.00 3000.00 150.00 300.00
OCT-97 4 1500.00 1500.00 60.00 60.00
NOV-97 4 1500.00 3000.00 90.00 150.00
DEC-97 4 1500.00 4500.00 150.00 300.00

   To calculate the commission for JAN period:

   To calculate the commission for FEB period:

   To calculate the commission for MAR period:

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