Closed Deals per Sales Office or Representative 

Technical Data

Runtime Technology	Java iView
Technical Name	com.sap.pct.crm.inc.closed_deals_sales_office
Available for Portal (Release)	Availability as specified in the business package
Data Source	Data source as specified in the Business Package and R/3 Enterprise 4.70 with mySAP Financials Extension 1.1
Languages	Available in the Business Package Languages
Support	CRM-ICM-UI
Visibility	This iView is visible in the workset Incentives and Commissions in the role for Sales Manager.
Security Zone	A security zone is defined in the PAR file.
Security Level	Low security

Features

As a sales manager, you use this iView to see an overview of your team’s closed deals and related commissions. Within the Closed Deals per Sales Office or Sales Representative iView:

●     A deal is regarded as “closed” once a sales order or contract has been created in the SAP CRM system.

●     You see the sales and commissions for each sales office and sales representative that have been assigned to your area of responsibility.

●     You see the status of the commission case, so that you understand where the commission is in the calculation process.

For general information about Incentives and Commission Management, see the SAP Library under mySAP Business Suite ® mySAP Customer Relationship Management ® Field Applications ® Field Sales ® Incentive and Commission Management.

Options

You have the following options for managing the data and display of the Closed Deals per Sales Office or Sales Representative iView:

●     Time period

●     Currency

●     Report Preference

Time Period

You select the period for which you see the closed deals from the Time Period selection list:

●     Free Selection

●     Last Week

●     Last 2 Weeks

●     Last Month

●     Last 3 Months

When you choose Free Selection from the Time Period selection list, you define the posting date range by entering the From and To dates. You can enter them manually or select them from the calendar popup. After you have entered the time period, choose Start.

Currency

When the iView is first displayed, the closed deals and the commission results as of today’s date appear in the deal currency.

If you have defined a user default currency within SAP CRM, the iView is displayed using your default currency for all initial values.

You can then choose a currency for the iView. All values are converted into this currency using the exchange rate type. If you do not have a user default currency, you can select to view the closed deal information in the iView in either:

●     The deal currency (which might not display totals if multiple deal currencies exist). Select the “blank” option from the currency selection list to use the deal currency.

●     One common currency selected for all deals.

If you select the default currency ”blank,” either the deal currency is used for each individual line item or if there is a user default currency set in the user profile, all deals and related commissions are converted to this currency.

Report Preference

You have the option to view the report based on either the sale representatives’ profits or by strategy alignment. The following options are available for displaying the report:

●     When you display the report according to the profit made by the sales representative, you see the commission basis and the commission.

●     When you display the report according to the strategy alignment, you can compare the commission basis and valuated basis.

Display Options

You can display the Closed Deals per Sales Office or Representative information in either chart or table form.

Features

The columns on the report include:

Column	Description
Sales Office	The sales office under the sales manager’s responsibility based on the organizational structure within SAP CRM as defined by the sales manager’s user ID.
Sales Rep.	The people within the organizational unit and their respective sales office(s).
Posting Date in the Document	The date on which the closed deal was posted.
Deal ID	The number (ID) of the closed deal.
Sold-To Party	The sold-to party on the closed deal.
Commission Basis	The commission basis is the net value of the closed deal. For example if the closed deal is a sales order, the commission basis would represent the net value of the entire order.
Calculated Commission	This is the commission calculated for the user on the particular closed deal. This is calculated taking the Valuated Basis times the commission % from the commission contract. If an amount is shown in this column, it represents that the closed deal was processed and sent to ICM and a commission case was generated.
Status	This column represents the status of the commission case within ICM. For example the deal could have a status of: ●     Released – the commission case has been generated and a commission document has been created. The commission case is ready for settlement. ●     Parked - this means the deal was processed in ICM, but further action within ICM (such as workflow process steps) needs to take place before it is Released.
Valuated Commission Basis	This is the amount used as the basis for the commission calculation. This amount comes from the commission basis of the closed deal. The commission basis is then valuated. This valuation is based on the business’ view of how much the items of the closed deal are worth. It is displayed when viewing the report based on strategy alignment.

Settings

The iView is based on the PAR file com.sap.pct.crm.app.salesmgrlistdeals.par.