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Viewing a Campaign Achievement Chart

The Campaign Achievement chart displays the results of the Sales Quota Plan set up for each campaign. The chart represents the percent achievement of quota for each campaign, and applies Incentive Compensation functionality to campaigns.

Perform the following tasks before viewing campaign achievement charts.

  1. Create a quota plan, and associate quota plan objectives and participants with the plan.

    2. Quotas are discussed in Creating Campaign Quota Plans. For more information, see Siebel Incentive Compensation Administration Guide.

  2. Type achievement values by performing these tasks:
    1. From the application-level menu, choose View > Site Map > Sales Quotas > Sales Quotas.
    2. In the Quota Achievement list, select the quota plan.
    3. Type the amount you achieved compared to quota numbers.

      4. Achievements may be added manually or by using a workflow process that automatically completes achievements based on actions in Siebel Call Center. For more information, see Siebel Call Center User Guide.

You can view the Campaign Achievement Chart from the Achievement Analysis view of the Sales Quota screen or the Charts view of the Campaigns screen.

To view Campaign Achievements in Siebel Marketing

  1. From the application-level menu, choose View > Site Map > Sales Quotas > Sales Quotas.
  2. In the Quota Achievement list, select the quota plan and click the Achievement Analysis view tab.
  3. In the By drop-down list, select either Plan Name or Quota, then select the chart type from the drop-down list.
  4. In the Achievement Analysis form, click Go to display the chart.

To view Campaign Achievements in Siebel Campaigns

  1. From the application-level menu, choose View > Site Map > Campaigns > My Campaigns.
  2. Click the Charts view tab.
  3. In the Objectives vs. Achievement list, select the plan name.
  4. In the Show drop-down list of the Charts list, select Campaign Achievements.
  5. In the By drop-down list, select Campaign Name or Objective Name and select the chart type from the second drop-down list.
  6. In the Objectives vs. Achievement form, click Go to display the chart.

 Siebel Marketing Guide 
 Published: 23 June 2003