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Setting Up Sales Objectives

This topic details the tasks that users must do to set up correctly the sales objectives in Oracle Pharma Sales Analytics. Oracle Pharma Sales Analytics allows users to analyze actual call activities, sales, and Rx results and compare them with their sales objective targets. Users must enter the sales objectives data correctly in the Siebel Pharma Application's Objectives screens to enable this analysis.

To set up sales objectives

1. Navigate to the Objectives screen, then the Retail Objectives List view.
2. In the Retail Objectives list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Unit	A unit can only be NRx, TRx, indirect sales, indirect units, sales amounts, sales units, or number (#) of calls.
   Product	Select only one product at the appropriate product level. For a unit value of NRx, TRx, or number (#) of Calls, then the product value must be detail. For a unit of indirect sales, indirect units, sales amounts, or sales units, then the product level is form/strength.
   Team	Only one team member can be the owner of each objective.

3. Drill down on the Objective.
4. Click the Target Contacts tab.
5. Click the New button, and select the appropriate Contact records.
6. For each Contact record that is added to the Target Contacts list, enter a value in the Target Value field.
7. In the Target Accounts list, click the New button, and select the appropriate Account records.
8. For each Account record that is added to the Target Accounts list, enter a value in the Target Value field.