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Siebel Reports Administration Guide > Smart Reports > Designing a Smart Report > About the Quota Summary Smart ReportThis report measures performance relative to quota for the current period and year-to-date. Closed revenue, as well as pipeline revenue, are tracked to determine whether the goal for the quarter can be met. About the Order of Merit Graphic in the Quota Summary Smart ReportThe Order of Merit graphic is determined in the Finish method of the ssOrderOfMeritHeader1 frame according to the following logic:
About the Revenue Versus All Current Quotas Thermometer in the Quota Summary Smart ReportThis thermometer has added functionality compared to standard thermometers. A dashed line is added at a point below the trigger to indicate a revenue level that is below the target but still acceptable. The position of the dashed line is based on the value of the AcceptableLevel variable. Table 30 shows the variables for use with this thermometer for the Quota Summary Report. About the Revenue By Direct Report Section in the Quota Summary Smart ReportThis section contains special graphic components generated dynamically in the OnRow method of the frmDirectReportData component. The code sizes the Pipeline Revenue bar based on the sum of pipeline revenue and actual revenue. The Actual Revenue bar is sized according to the actual revenue value. The Quota Indicator line is superimposed in a position based on the quota value. The code also calculates the percent difference between the actual revenue and the quota, and determines whether or not the under-quota indicator will be displayed. |
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