Examples of Calculating Attainment by Individual Transaction

You can calculate attainment using performance measures that process transactions individually. Create and manage performance measures in the Compensation Plans work area.

This table shows the configuration on the Define Measure Formula page for both examples:

Field

Value

Expression Name

The name for the expression Credit.Credit Amount

Process Transactions

Individually

Calculate the Credit Amount for Each Transaction

Scenario: The measure gives the credit amount for each transaction as the output, or measure attainment. The Running total check box isn't selected on the Define Measure Formula page.

This table shows sample interval and credit amount data that the calculation process uses to compute the measure attainment in the last column.

Interval

Transaction

Credit Amount

Measure Attainment

I1

T1

1,000.00

1,000.00

I1

T2

1,500.00

1,500.00

I1

T3

500.00

500.00

I2

T4

1,500.00

1,500.00

I2

T5

500.00

500.00

Calculate Running Total of the Credit Amount

Scenario: The measure gives the credit amounts for the interval as the output, or measure attainment. The Running total check box is selected on the Define Measure Formula page.

This table shows sample interval and credit amount data that the calculation process uses to compute the measure attainment in the last column.

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

(start of new interval)

I2

T5

500.00

2,000.00