Siebel Incentive Compensation Administration Guide > Compensation Tracking >

Reviewing Total Performance

The Total Performance view summarizes an employee's total compensation, as well as a group's total compensation for any aggregated rule. In this view, you can perform the following tasks:

• Track detailed performance on aggregated rules, including cumulative performance over multiple periods
• Track performance against hurdles
• Determine, at the end of the quarter, how much revenue accumulated for a selected employee
• Use this view as a reference when calculating adjustments

The view shows separate records for each performance measure and for each hurdle. For example, if a rule has two performance measures, then two records are created.

After you calculate compensation for a specific period, you can navigate to the Total Performance view and query for that calculation run. In this view, you can review the totals used in calculating compensation, including group and quota achievement totals.

To view total performance

1. From the application-level menu, choose View > Site Map > Incentive Compensation Tracking > Total Performance.
2. In the Total Performance list, click Query and enter the appropriate information to locate the calculation run you want to review.

   The following table describes the fields in the Total Performance form.

   Field	Comments
   Achievement Amount	This amount varies depending upon the type of performance measure and type of rule. n For a % Quota performance measure, it is the achievement percentage. n For a revenue performance measure, it is the total dollar amount achieved. n For an individual rule, it is what the individual achieved. n For a group rule, it is the amount that applies to the participant.
   Achievement Qty	This amount varies depending upon the type performance measure and the type of rule. n For a % Quota performance measure, it is the achievement percentage achievement. n For a Units performance measure, it is total units achieved. n For an individual rule, it is what the individual achieved. n For a group rule, it is the quantity that applies to the participant.
   Calculation Run	The name of the calculation run.
   Cumulative Measure Period	The cumulative measure period for the rule, if any.
   End	The end date of the calculation run period.
   First Name	The first name of the participant.
   Groups	If the rule's participant level is Group, then the group name appears here for the participant.
   Group Total Amount	The total dollar amount earned by the group for this calculation run. For example, if the rule is aggregated with a performance of revenue, then the total revenue earned by the group for the period is displayed.
   Group Total Qty	The total quantity earned by the group for this calculation run. For example, if the rule is aggregated with a performance measure of units, then the total units earned by the group for the period is displayed.
   Hurdle Passed	If the check box is selected, hurdle criteria have been met. For rule records, the check box is never selected.
   Last Name	The last name of the participant.
   Measure Period	The measure period of the rule.
   Modified	The login of the person who last modified the record.
   Modified Date	The date the record was last modified.
   Participant Level	The level of participation for this rule, either Group or Individual.
   Performance Measure	The performance measure that is used for this aggregate rule. For plan rules that have two performance measures, two separate records are created.
   Payment Eligible Amount	If there are transactions where the Eligible for Payment check box is not selected (flag set to False), the eligible amount is less than the achieved amount.
   Payment Eligible Quantity	If there are transactions where the Eligible for Payment check box is not selected (flag is set to False), the eligible quantity is less than the achieved quantity.
   % Quota	The percentage of the quota achieved by the participant.
   Period	The period of the calculation run.
   Plan	The name of the aggregated rule.
   Plan Rule	The name of the plan rule. If this is a hurdle, the hurdle name appears instead.
   Position	The position held by the participant.
   Quota	The name of the quota used if the performance measure was % Quota or a quota hurdle.
   Start	The start date of the calculation run period.
   Target Amount	The target dollar amount for the quota-based rule.
   Target Qty	The target quantity for the quota-based rule.
   Total Amount	The individual's contribution to the group total amount.
   Total Qty	The individual's contribution to the group total quantity.

NOTE:  If the rule is a group rule that provides participants who are not on the sales team (for instance, the manager) with a payout, the Total Performance view has a record for that participant, with the total performance of the group in the Group Total field.