Sales Commission Report

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Return to Sales Model Overview

This report shows financial data and amounts for sales processes that are stored in the Sales Planning cube. It focuses on planning for several planning versions, such as Budget and Forecast. To calculate sales commissions based on gross earnings, type in a sales commission percent value and click on  to start the calculation. You can also enter sales commission values directly, without the planning helper functions. See screenshot below:

Amounts can be shown in local currency or converted into one of the target currencies. Data entry requires the selection of a single legal entity and the local currency.

Report Heading

The screenshot below shows the heading area of the Sales Commission report. The report heading updates dynamically as various reporting options are selected. The logo can be changed in Administration; see Configuring Design Elements for more on report design.

The heading area of the report displays the following fields:

Field

Description 

Implementation

Title

Name of the report

Localized name of the report in Report Designer

Subtitle

Current PoV selection

Subtitle will update as PoV selections are made

Arrow  

Show/hide PoV widget

Click on the arrow to display or hide point-of-view selections

Point of View (PoV) Options

The content of the report can be customized using the PoV options, which can be viewed by clicking the blue arrow at the top of the report.    

The available options are described below: 

PoV Option

Description

Implementation

Version (combobox)

Select a planning version.

Version dimension, filter for Stylesheet attribute equals BU and   FC

Year (combobox)

Select a reporting period.

Elements matching the pattern yyyy or FYyyyy of Month dimension

Legal Entity (combobox)

Select one single legal entity or any consolidated element.

Legal Entity dimension

Currency (combobox)

Select local currency or one of the target currencies. The selection of local currency is only available for base elements or consolidated elements of the Legal Entity dimension having a common currency.

Elements of Currency dimension matching the pattern LC and elements starting with a >  (e.g. > EUR).

LC is only available if a local currency is stored (not empty) in the Currency attribute for the selected element of the Legal Entity dimension.

Article (combobox)

Select one single article or any consolidated element.

Article  dimension displays all elements without preselection

Customer (combobox)

Select one single customer or any consolidated element.

Customer dimension displays all elements without preselection

Comparison Forecast (combobox)

Select one forecast for comparison (or no forecast).

Version dimension, filter for Stylesheet attribute equals FC

Suppress Zero Lines (checkbox)

Hide accounts with no data in the current selection.

Data filter factors the following elements:

  • Previous yearBudgetForecast x+yActual elements of Version dimension
  • Element of Month dimension related to settings in Year combobox
  • Elements of Legal Entity dimension related to selected value in Legal Entity combobox
  • Elements of Currency dimension related to selected value in Currency combobox
  • Elements of Article dimension related to selected value in Article combobox
  • Elements of Customer dimension related to selected value in Customer combobox
  • Value for slice operator 0 or 9999999

Monthly (checkbox)

Plan data for a single month or period of time.

Elements of Month dimension matching special pattern

Show Article No. (checkbox)

Display the article number along with the article name in the row label column.

Switch between Name or ID_Name attribute of Article dimension

Report Columns

The columns displayed in the report depend on the selections made in the PoV area. The screenshot below shows part of a report with Comparison Forecast 3+9 selected. 

Below are descriptions of the columns in the Sales Commission report.  Note: the month columns are only visible if the “Monthly” option in the PoV area is checked. 

Field

Description

Implementation

Row label

Articles shown as localized name

Article dimension displays all elements without preselection

Row label

Sales figures as localized name

Preselected  subset SalesPlanningCommissionSales of  Sales Planning_measure dimension implemented with hierarchy filter and pick list manager.

Area visualization of version

Fill and border style for version

Stylesheet attribute of Version dimension

PY

Previous year value

Previous Year element of Version dimension

FC x+y

Forecast x+y value, the most recent forecast

Elements matching the pattern FC in Stylesheet attribute of Version dimension

FC YOY%

Percentage change of Forecast x+y to Previous Year

 

Value

 

Financial amount of Sales Planning cube

Cell Locking

Cell locking prevents the entry of data in fields that draw on multiple sources. For all planning reports, data entry is only possible when a single legal entity and the local currency are selected. 

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