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Function documentationPortal-Based Output Locate this document in the navigation structure

 

CRM ICM data can be accessed through the following portal-based output:

The output is displayed as iViews within the Sales Representative portal, based on data extracted from BI and CRM online.

Features

Portal-Based Output

  • Commissions Simulator

  • My Closed Deals

  • My Sales and Commissions

  • My Team: Sales and Commissions

  • Closed Deals per sales office or representative

  • Outperformers/Subperformers: MTD Commissions

  • Outperformers/Subperformers: YTD Commissions

The output is displayed as iViews, based on data extracted from BI and CRM online.

Commissions Simulator

This iView has been designed to provide sales employees with an easy-to-use calculator for calculating the commissions they receive for a particular sale:

  • For a specific product

  • Related to an existing opportunity

  • Arising from a deal that has already been closed, but has not yet been transferred to the commissions system

My Closed Deals

This iView provides users with an overview of their own closed deals and the related commissions. A deal is regarded as closed after a sales order or contract has been created in the CRM system. All the sales deals in which the user is involved are displayed.

My Sales and Commissions

This iView provides the user with an overview of his or her own sales deals (that is, sales orders or contracts that have been created in the CRM system) and commissions for the month or year to date. The figures are displayed for both the current as well as previous year, so that the user can compare actual performance with past performance.

My Team: Sales and Commissions

This iView provides sales managers with an overview of the sales deals and commissions created by the sales representatives in his or her team for the month or year to date. The values are displayed for each sales office and sales representative that have been assigned to the sales manager's area of responsibility

Closed Deals per sales office or representative

This iView provides sales managers with an overview of his or her team's closed deals and the related commissions. A deal is regarded as closed after a sales order or contract has been created in the CRM system.

Outperformers/Subperformers: MTD Commissions

This iView provides sales managers with an overview of the sales representatives in his or her team who have made the most and least commissions in the current month to date (MTD), that is:

  • Outperformers who have made the most commissions in the current month to date.

  • Subperformers who have earned the least commissions in the current month to date.

Outperformers/Subperformers: YTD Commissions

This iView provides sales managers with an overview of the sales representatives in his or her team who have made the most commissions in the current year to date (YTD), that is:

  • Outperformers who have made the most commissions in the current year to date.

  • Subperformers who have earned the least commissions in the current year to date.