Table 32. Achievement Container Features
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Plan Rule-based Achievement Containers |
n Define aggregate Plan Rules n Associate multiple Filters with Plan Rules n Associate configured Simple Filters with Plan Rules |
n Supports fast and efficient attainment and compensation calculation n Filter transactions are based on number of transaction attributes, such as product, product line, and accounts n Supports custom filters such as revenue type |
Team (Area) Bonus Plans or Plan Rules |
n Associate multiple territories |
n Supports Team-Bonus by defining a Territory n Supports Area-Bonus by defining multiple Territories |
Personal Plan Rules |
n Personalize Filters on Plan Rules for plan participants (by adding/removing filters) n Personalize Territories on Plan Rules for plan participants (by selecting one and only one territory) |
n Supports flexible and personal Plan or Plan Rules for each plan participant |
Rollup or Accumulation |
n Roll up Sales Credits through Sales Hierarchies n Accumulate Sales Credits and create Achievement Containers according to Plan Rules Definitions |
n Supports fast and efficient attainment and compensation calculation n Compensates based on the hierarchy in place at the time of the sale |
Attainment Only Calculation Runs |
n Calculate Attainment for all plan participants |
n Monitors sales force performance and effectiveness |
Traceability |
n Accumulate identical revenue into containers for aggregated performance measure for each measure period n Compensate transactions based on multiple statuses of a transaction |
n Supports business and legal requirements to substantiate results due to disputes or errors |
Retro Process |
n Roll up and recreate Achievement Container due to changes to plan rules and plan participants |
n Allows accurate calculation when there are plan rules or participant changes |
