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Interval to Date Unit Quota Compensation Examples

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

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

The following payment types use Unit Quota compensation to calculate transactions:

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.

Unit 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 unit achievement by the unit 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) transaction amount. The commission calculated is the ITD commission. The commission for the transaction is the current ITD commission (commission rate x total transaction amount) minus the previous ITD commission. To calculate the current period commission, the previous period's ITD commission is subtracted from the current period's ITD commission to derive the commission.

Calculation Formula
Commission rate Determined by the tier in which the unit 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 type.

Interval to Date Targets
Plan Element Unit Quota QTD Save/Refresh
Period    
    Target Amount Payment Amount
      Interval   Interval
Period Quarter Period To Date Period To Date
JAN-97 1 60.00 60.00 0.00 0.00
FEB-97 1 90.00 150.00 0.00 0.00
MAR-97 1 150.00 300.00 0.00 0.00
APR-97 2 100.00 100.00 0.00 0.00
MAY-97 2 150.00 250.00 0.00 0.00
JUN-97 2 200.00 450.00 0.00 0.00
JUL-97 3 100.00 100.00 0.00 0.00
AUG-97 3 100.00 200.00 0.00 0.00
SEP-97 3 100.00 300.00 0.00 0.00
OCT-97 4 150.00 150.00 0.00 0.00
NOV-97 4 150.00 300.00 0.00 0.00
DEC-97 4 150.00 450.00 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.

Unit 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 unit achievement by the unit 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 for the transaction is the current ITD commission (commission rate x current ITD payment amount) minus the previous ITD commission. To calculate the current period commission, the previous period's ITD commission is subtracted from the current period's 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 (Quarter)
    Target Amount Payment Amount
      Interval   Interval
Period Quarter Period To Date Period To Date
JAN-97 1 60 60 60 60
FEB-97 1 90 150 90 150
MAR-97 1 150 300 150 300
APR-97 2 100 100 60 60
MAY-97 2 150 250 90 150
JUN-97 2 200 450 150 300
JUL-97 3 100 100 60 60
AUG-97 3 100 200 90 150
SEP-97 3 100 300 150 300
OCT-97 4 150 150 60 60
NOV-97 4 150 300 90 150
DEC-97 4 150 450 150 300

   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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