Quota Performance
This report shows the performance for each specified salesperson by plan element and by revenue class. If a plan element has the Apply Txn field set to Grouped by Interval, then this report needs to be run to see the commission earned for the plan element. The Commission Statement report will not show the commission earned for a Grouped by Interval case, as the commission amount field will show 0 for each individual transaction. This report reflects the information in the performance window in the Subledger in the Salesperson Workbench. This report can be run using report level security. See System Profiles Option OSC: Report Security Level.
Report Headings
TCurrent Period
he period for which the quota performance is calculated.
Currency
The currency in which the report is generated.
Column Headings
Emp Num
The salesperson's employee number.
Salesrep Name
The salesperson's name.
Compensation Plan
The compensation plan assigned for each salesperson.
Plan Element
The plan elements assigned to the compensation plan for each salesperson.
Cost Ctr
The cost center this salesperson's compensation is charged to.
Curr Code
The selected currency code, which may be functional currency or salesrep currency.
Comm Earned Ptd/Ytd
The commission earned for this period and year-to-date for the salesperson.
Quota Achieved Ptd/Ytd
The achievement amount for this period and year-to-date toward quota credited for the salesperson.
Quota Ptd/Ytd
Target quota amount for the salesperson for the selected period.
Percentage Ptd/Ytd
Percentage of achievement toward quota for the period and year-to-date.
Parameters
Period Name
Enter the period for this report.
Currency Type
Select the currency in which to run the report.
