Bookshelf Home | Contents | Index | Search | PDF

Siebel Reports Administration Guide > Smart Reports > Designing a Smart Report >

Pipeline Analysis Report

---

This report analyzes the current pipeline. Historical information is used to determine the revenue that is expected to be generated over the next four quarters and how that revenue compares to the quota for that period.

Order of Merit

The Order of Merit graphic is determined in the Finish method of the ssOrderOMeritHeader1 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 cementer is below the acceptable revenue line, then the arrow direction is down.

Revenue versus All Current Quotas Thermometer

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 AcceptableRange variable. Table 26 shows the variables for use with this thermometer.

Table 26.  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	totalQuota	sifQuota	Based on Prorated Target Amount field of Quota Objective Assignment Business Component.
DataValue	ExpectedRevenueNext4Q	frmDashboard	Based on the Probability Matrix derived from LOV.
AcceptableRange	targetQuotaRange	dsTargetQuotaRange	Based on value from LOV.

Bookshelf Home | Contents | Index | Search | PDF