Incentive Compensation - Participant Period Goals 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.

Compensation managers or analysts use it to review individualized period goals and performance measures by participant.

You can compare period quota to credit attainment by performance measure by creating a cross-subject-area report with this subject area. Add Participant Name as the common dimension from each subject area, hiding one of the dimensions. Typically, you use the Earning and Attainment Summary Real Time subject area for this analysis. The Participant Performance Summary Real Time work area alone provides the information you need without creating a cross-subject-area report.

Business Questions

This subject area can answer the following business questions:

• What is the total quota by performance measure for the period across the organization?

• What is the total quota across the organization by performance measure for the period or across periods?

• Is the company on track to attain its goals? Who is lagging and might require coaching? Answering the secondary question requires a cross-subject-area join.

• Do I have to realign quota based on current attainment levels? Answering this question requires a cross-subject-area join.

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

Participant Period Goals

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