Formula for Calculating the Score

You can configure the score by changing the system preferences used in the formula for calculating the score.

With the preconfigured application, the score for each lane for each account is calculated using the following formula:

Min(FM Upsell Score Max Ord Count, Order Count)*Min(FM Upsell Score Max Stat Prft, 
Order Static Profit).

The formula uses the following variables, some of which are configurable:

• Order Count. The total number of orders from this account for this lane during a given period. The period is defined by system preference: FM Eval Period in Weeks, as mentioned previously, and it can be configured by changing the value of this system preference. The Order Count field itself must be part of the formula and cannot be removed or replaced with another field. The Order Count field is in the FM Order History business component.

• FM Upsell Score Max Ord Count. A system preference that indicates the maximum value for the number of orders used in the calculation. The default value is 6. You can configure the variable by changing the value of the system preference.

• Order Static Profit. The total static profit from this account for this lane. You cannot configure this variable. The Order Static Profit field is in the FM Order History business component.

• FM Upsell Score Max Stat Prft. A system preference that indicates the maximum value for the static profit used in the calculation. The default value is 500. You can configure the variable by changing the value of the system preference.

For more information about setting system preferences, see Siebel Applications Administration Guide.