This chapter covers the following topics:
The Performance Summary dashboard provides compensation managers and compensation analysts, reports to track performance of plan and quota.
The Attainment Summary report shows a quarterly summarized view of commission versus transaction for each selected compensation plans. Comparative analysis of different periods helps monitor target attainments.
On analysis of this report, compensation managers and analysts would be able to measure:
Performance to date
Increase or decrease in revenue over quarters
The Attainment Summary by Quarter report uses the following dimensions:
Time
Compensation Plan
The Attainment Summary by Quarter uses the following measures:
Total Transactions (Sales Credits)
Total Commissions
Commission as a percent of transactions (this is a calculated measure)
The Incentive Investment Matrix report enables a compensation manager to view the distribution of commissions relative to transactions that are grouped by plans.
Compensation managers and plan administrators analyze the report to check the ratio of commission expense paid to the transactions being attained. For example, for every new product that is introduced by a company, a customer might pay higher commission expense than for an existing product.
The Incentive Investment Matrix report uses the following dimensions:
Time
Compensation Plan
The Incentive Investment Matrix report uses the following measures:
Total Transactions (Sales Credits)
Total Commissions
Commission as a percent of transactions (this is a calculated measure)
The Attainment versus Quota by Plan report enables a compensation manager to view the total attainment versus total quota, and the corresponding attainment percentages by plan element.
Compensation managers and plan administrators analyze the report to check whether sales or partner channels are under achieving or over achieving on the elements of a plan. When severe under or over achievement is discovered, this can be used to identify the root cause within a compensation plan.
The Attainment versus Quota by Plan report uses the following dimensions:
Time
Compensation Plan
The Attainment versus Quota by Plan report uses the following measures:
Total Transactions (Sales Credits)
Total Quota
Attainment Percent as a percent of transactions (this is a calculated measure)