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About the Quota Summary Smart Report

This 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 Report

The Order of Merit graphic is determined in the Finish method of the ssOrderOfMeritHeader1 frame according to the following logic:

  • If the Revenue versus All Current Quotas thermometer is above the target line, then the arrow direction is up.
  • If the thermometer is between the target line and the acceptable revenue line, then the arrow direction is right.
  • If the thermometer is below the acceptable revenue line, then the arrow direction is down.

About the Revenue Versus All Current Quotas Thermometer in the Quota Summary Smart Report

This 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 31 shows the variables for use with this thermometer for the Quota Summary Report.

Table 31.  Variables for Revenue Versus All Current Quotas Thermometer
Thermometer Variable
Report-Level Variable
Calculation Point
Comment

MaximumValue

NA

local

TriggerDataValue * 1.5.

MinimumValue

NA

local

Always zero.

TriggerDataValue

totalThermQuota

txtTotalQuota

Based on Quota field of the Opportunity Rollup.

DataValue

totalThermActualRevenue

txtActualRevenue

Based on ActualRevenue field of the Opportunity Rollup.

AcceptableLevel

acceptablePercentageOfQuota

frmDashboard

Based on value from LOV.

DataValue

ExpectedRevenueNext4Q

frmDashboard

Based on the Probability Matrix derived from LOV.

AcceptableRange

targetQuotaRange

dsTargetQuotaRange

Based on value from LOV.

About the Revenue By Direct Report Section in the Quota Summary Smart Report

This 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.

    
Siebel Reports Administration Guide