Table 32. Achievement Container Features
Feature
|
Use
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Benefits
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Plan Rule-based Achievement Containers
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- Define aggregate Plan Rules
- Associate multiple Filters with Plan Rules
- Associate configured Simple Filters with Plan Rules
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- Supports fast and efficient attainment and compensation calculation
- Filter transactions are based on number of transaction attributes, such as product, product line, and accounts
- Supports custom filters such as revenue type
|
Team (Area) Bonus Plans or Plan Rules
|
|
- Supports Team-Bonus by defining a Territory
- Supports Area-Bonus by defining multiple Territories
|
Personal Plan Rules
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- Personalize Filters on Plan Rules for plan participants (by adding/removing filters)
- Personalize Territories on Plan Rules for plan participants (by selecting one and only one territory)
|
|
Rollup or Accumulation
|
- Roll up Sales Credits through Sales Hierarchies
- Accumulate Sales Credits and create Achievement Containers according to Plan Rules Definitions
|
- Supports fast and efficient attainment and compensation calculation
- Compensates based on the hierarchy in place at the time of the sale
|
Attainment Only Calculation Runs
|
|
|
Traceability
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- Accumulate identical revenue into containers for aggregated performance measure for each measure period
- Compensate transactions based on multiple statuses of a transaction
|
|
Retro Process
|
|
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