Examples of Calculating Attainment by Grouped Transactions
You can calculate revenue attainment and quota attainment using performance measures that process transactions grouped by interval. These examples calculate the earnings based on the attainment for the interval, which is period.
Create and manage measures in the Compensation Plans work area. You can use these expressions in incentive formulas to calculate earnings.
Calculate the Revenue Attainment for the Interval
Scenario: The measure gives the aggregate of the credit amount for the measure, for the period as the output, or measure attainment.
This table shows the configuration on the Define Measure Formula page for this example:
|
Field |
Value |
|---|---|
|
Expression Name |
The name for the expression, such as Total Credit Amount for the expression SUM(Credit.Credit Amount) |
|
Process Transactions |
Group by Interval |
Using the sample interval and credit amount data in this table, the expression calculates measure attainment for interval I1 as 3,000.00 and I2 as 2,000.00.
|
Interval |
Transaction |
Credit Amount |
Calculated Attainment |
|---|---|---|---|
|
I1 |
T1 |
1,000.00 |
1,000.00 |
|
I1 |
T2 |
1,500.00 |
2,500.00 |
|
I1 |
T3 |
500.00 |
3,000.00 |
|
I2 |
T4 |
1,500.00 |
1,500.00 |
|
I2 |
T5 |
500.00 |
2,000.00 |
Calculate Quota Attainment for the Interval
Scenario: The measure gives the percentage of revenue attainment against the quota for the period as the output, or measure attainment.
The following table shows the configuration on the Define Measure Formula page for this example:
|
Field |
Value |
|---|---|
|
Expression Name |
The name for the expression SUM(Credit.Credit Amount / Measure.Interval Goal) |
|
Process Transactions |
Group by Interval |
|
Target |
36,000 The target is evenly distributed so that each month has a target amount of 3,000. |
|
Unit of Measure |
Amount |
Using the sample interval, credit, and attainment data in this table, the expression calculates the quota attainment for the interval:
-
I1 as 100 percent (3,000.00 / 3,000.00)
-
I2 as 66.67 percent (2,000.00 / 3,000.00)
|
Interval |
Transaction |
Credit Amount |
Measure Attainment (Running Total) |
|---|---|---|---|
|
I1 |
T1 |
1,000.00 |
1,000.00 |
|
I1 |
T2 |
1,500.00 |
2,500.00 |
|
I1 |
T3 |
500.00 |
3,000.00 |
|
I2 |
T4 |
1,500.00 |
1,500.00 |
|
I2 |
T5 |
500.00 |
2,000.00 |