Options for Using Individual or Grouped Transactions in Attainment Calculations

The calculation process uses performance measures and either individual or grouped transactions to determine participant incentive attainments. Choose to process transactions individually or grouped by interval on the Create Performance Measure: Define Measure Formula page of the Compensation Plans work area.

Individually

Calculate attainment for the performance measure on a per event basis, transaction by transaction.

For example, process transactions individually for these attainments:

• Credit amount

• Running total of quantity

If the attainment is a running total, then also select Running total. The calculation process resets the running total to zero when it moves to the next interval.

Grouped by Interval

Calculate attainment once for a set of transactions that fall within the performance measure interval. Also, use grouped by interval if you're calculating earnings for the aggregated amount or aggregated volume of a set of transactions. For example, process transactions using group by interval to calculate the revenue or quota attainment for an interval.

Though the calculation process summarizes the transaction value for the performance measure interval, it calculates the performance measure attainment in the calendar period. If the interval is other than the calendar period, then the interval-to-date (ITD) attainment values are also available. In addition, you can use them in incentive compensation earning calculations. For example, the performance measure interval is Quarter and the calendar period is Month. The calculation process computes attainment each month for the set of transactions, for that quarter.