How can I do attainment calculations for performance measures?

Here’s how you can do attainment calculations for performance measures:

Add performance measure formulas on the Define Measure Formula page in the Compensation Plans work area.

Sample Attainment Calculations

Use the Expression Name field to create and associate an expression with the performance measure.

This table describes sample attainment calculations and provides the corresponding expressions.

Table

Calculation Description Expression
Calculate the volume attainment for each transaction and provide the quantity as the output using the expression. Credit.Quantity
Calculate the attainment for each transaction and provide the amount as the output. Also, adjust the attainment for different credit categories using percentage credit factors. Credit.Credit Amount * Measure.Credit Factor
Calculate the revenue attainment for each interval. You can use this calculation to compute earnings as a percentage of this attainment. SUM(Credit.Credit Amount)

Calculate the target incentive, or quota attainment, for each quarter. You can use this calculation to compute earnings as a percentage of the eligible target incentive for the quarter.

SUM(Credit.Credit Amount / Measure.Interval Quota)SUM(Credit.Credit Amount / Measure.Interval Target)