Incentive Compensation - Earning and Attainment Summary Real Time

Description

To hide this subject area, set the profile option CN_HIDE_OTBI_SUBJECT_AREAS, Hide Legacy Incentive Compensation Business Intelligence Subject Areas, to Yes.

Sales management reports use it to review participant achievement with specific performance measures. They also compare achievement, in summary, across a variety of attributes.

Review attainment and earnings at various frequencies, such as period and interval, depending on the measure interval. Also review participant on target earnings by plan component.

You can combine this subject area with the Participant Interval Goals Real Time and Participant Period Goals Real Time subject areas to review attainment and goals together. When creating this cross-subject-area report, add the Participant common dimension from each subject area to your report and hide one of the Participant dimensions. The Participant Performance Summary Real Time work area alone provides the information you need without creating a cross-subject-area report.

Compensation administrators can use this data with the Payments Real Time subject area to resolve payment disputes.

For individually calculated earnings, you can trace back to the credits and transaction subject areas to validate credit percent or transaction attributes used in calculation.

For earnings calculated using grouped transactions, add Participant Name as the common dimension from each subject area and hide one of the dimensions.

Note: There isn't a one-to-one relationship between earnings and transactions when transactions are grouped.

Business Questions

This subject area can answer the following business questions:

• Which of my direct reports' attainment or earnings are below the wanted performance expectation?

• Are we on track in achieving quota this period or quarter?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Operations Manager

• Channel Sales Manager

• Incentive Compensation Analyst

• Incentive Compensation Manager

• Incentive Compensation Participant

• Incentive Compensation Participant Manager

• Incentive Compensation Plan Administrator

• Partner Administrator

Duty Roles

The following duty roles secure access to this subject area:

• Incentive Compensation Transaction Analysis Duty

Primary Navigation

Navigator > Incentive Compensation

Time Reporting

This subject area doesn't report historical data.

This subject area has no anchoring date.

Transactional Grain

Earnings, Attainments

Special Considerations

Administrators and analyst users need to have the BU assigned through 'Manage Business Unit Data Access for users' FSM task in order to see data. For further details please review "Configure Administrators to Acess Incentive Compensation" steps 7 - 13. https://docs.oracle.com/en/cloud/saas/sales/22c/oscus/configure-administrators-to-access-incentive-compensation.html#s20067888