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Creating Basic Dashboards in SAP Commissions

13 min read

Introduction

Dashboards provide payees with a comprehensive overview on a single screen by utilizing a collection of widgets.  Dashboards are created by Administrators and can be created for a plan, a title or globally. Administrators can create an unlimited number of dashboards for each eligible position. A payee may have multiple positions, and within each position they can have different/multiple dashboards.

Dashboards enable payees to retrieve information in a fast and easy way. Widgets are used to represent information to payees. One dashboard can have a maximum of eight widgets. Administrators configure dashboards and add widgets to dashboards in design mode. Preview mode allows the administrator to see how the dashboard will appear to payees. 

Types of Dashboards

There are four types of dashboards that can be created.  The type of dashboard utilized determines the audience for the dashboard.

  • By Plan
  • By Title
  • Global
  • All

A global dashboard is available to all the plans or titles. You can define a global dashboard per business unit. For instance, a global dashboard defined for the US business unit will be available to all the plans or titles that belong to the US business unit.

SAP Help Portal Disclaimer

You can create only one global dashboard per business unit.

A global dashboard can have the following types of widgets:

  • Payee Profile Widget

  • Payment Summary Widget

  • Communication Widget


Types of Widgets

Each dashboard can have a maximum of eight widgets plus a communication widget.  The widgets available for use in dashboards are as follows:

Table Widget

The table widget is useful in showing multiple columns of related information for a certain data type in the form of a report.

There are 5 types of data which you can display on a widget:

  • Earnings
  • Credited Transactions
  • Incentives
  • Measures
  • Incentive & Commissions

For example, the widget can be configured to display credited transactions with related credit, transaction, and order information.

The filter option allows filtering out of data that meets certain criteria.

The widget can be configured to allow payees to raise an inquiry directly from the widget.
Payees can export data in CSV format.

Single Performance Metric Widget

Single performance metric widget displays only one number which represents one of the performance metric types.

There are 5 performance metric types:

  • Credit
  • Measure
  • Incentive
  • Deposit
  • Payment

This widget allows you to choose a single metric and to define which field to display on a widget. To take it a step further, the widget can be configured to allow drilling down into that KPI.

For example, this widget can display a credit with the Enable Drill Down option turned on. The drill down capability can be configured to create a view, similar to the table widget, showcasing related information to that credit such as credit value, order ID, transaction value.

Administrators have the ability to display a percentage difference between prior and current period if data for the prior period exists.

Period Range Widget

Period range widget is useful when displaying trends in one or more KPIs across multiple periods.

There are 5 types of data which you can display on a widget:

  • Deposits
  • Credits
  • Incentive
  • Measures
  • Payments

For example, this widget can be configured to display multiple credits by some credit type for each month in the current year. The system aggregates the credits and separately displays them by their credit type for each month in the year via a graph. The available chart types are bar, line, area, table.

Attainment Widget

Attainment widget displays the measurement or incentive attainment of the configured KPI.

The widget provides a circular graph depicting the attainment along with the value in percentage. This allows quick visualization of attainment progress.

The drill down option allows payees to view data in more detail.

Leaderboard Widget

Leaderboard widget shows peers their rankings for a certain period.

For example, it can be configured to match peers by a manager. This means that peers see their ranking among other peers with the same manager.

Administrators have the ability to allow peers to see other peers’ identities and their KPI values.

Rankings can be displayed in ascending or descending order.  The filter option allows you to filter out data by meeting a specific condition which you have created.

Payee Profile Widget

Payee profile widget provides general information about payee.

It can display data related to the position and to payee itself. It can be configured to display payee’s profile image with different information such as payee’s name, e-mail, hire date, base salary, target compensation, and any other participant or position attribute. Information is displayed in one, two or three columns.

Breakdown Chart Widget

Breakdown chart widget shows a breakdown of one of the performance metrics as a pie chart.

The available performance metric types are:

  • Credits
  • Measures
  • Incentives
  • Deposits

This widget can display multiple KPIs of the same performance metric type, and their individual contribution to the total amount of those displayed KPI’s.

For example, it can be configured to demonstrate the individual contribution of different credit types such as commissions, revenues, and quotas, to the grand total of those credit types.

The drill down option allows payees to view data in more detail.

Payment Summary Widget

Payment summary widget displays payment, earning, prior balance, and outstanding balance (optional), for the previous or current period.

Outstanding balance represents unused balance for the prior and current period.

Prior balance represents prior period balance used in current period payment.

Payments for finalized periods are marked with a padlock icon when the Show Finalization option is enabled.

Communication Widget

Communication widget allows you to write any text up to 2000 characters.

Using the formatting toolbar, you can perform various operations, such as: formatting, creating headers, tables, ordered and unordered lists, inserting images, changing the font color and background color, and other editing options.

SAP Help Portal Disclaimer

This widget does not count towards your overall widget count.

Quota Attainment Widget

Quota attainment widget displays a progression of attainment against a quota in a certain period.

Various period options with the ability to choose sub-period are available. For example, this widget can be configured to show a progression of attainment against a quota in the current year by month. It can be displayed as a chart or table.

Aggregated Table Widget

Aggregated table widget aggregates values by multiple attributes.

There are 5 types of data which you can display on a widget:

  • Earnings
  • Credited Transactions
  • Incentives
  • Measures
  • Incentive & Commissions

This widget is similar to the table widget. The main difference is that the aggregated table widget allows you to aggregate numeric fields.

For example, it can be configured to group deposits with the same name and release date, and aggregate their values.

The filter option allows you to filter out data which you want to display in a widget.  Payees can export data in CSV format.

Manager Rank Widget

Manager rank widget displays and ranks manager's subordinates by a defined data type.

It is useful when managers want to follow their subordinates accomplishments.

The drill down option allows managers to see data in more detail. The incentive performance metric does not support drill down capability. This widget can be displayed in a table, chart or both.

My Team Widget

My team widget allows end users to view a list of their subordinates and their dashboards.

It can be added for a manager or any position with a subordinate.

End users will be able to view a list of subordinates and will have the capability to view some of their dashboards. It can be configured to drill-down the hierarchy at multiple levels.

Managers do not have to proxy as their subordinates because this widget provides the same information.

Personal Modeler Widget

Personal modeler widget allows payees to estimate a potential payment.

It displays Forecasted Payout, Current Payout, and Difference between the forecasted and current payout.

You can display the widget as a table, chart or table and chart.

You select a single incentive rule to drive this estimation.  Since incentive can have multiple inputs (primary measurements, secondary measurements, incentives), the system automatically picks up any directly referenced rule for the payees to use as part of estimation.

The modeler pulls current period data, so it is important that the system administrator has already run the pipeline for the period for which a payee is performing estimation, in order for the payee to have data to estimate against.

If referencing a lookup table or rate table in your incentive, it is important to note that any rule referenced within the table will not be automatically displayed (since they are not direct references).

You can disable estimation entry for certain input rules (incentives and measurements). For example, you can select an incentive rule to estimate against in the personal modeler widget. This incentive has five inputs (three measurement rules and two incentive rules). You want your sales representative to estimate against one of the measurements, not all five rule inputs. You can choose for which input rules you want to enable estimation entry. The disabled inputs pull the database value from the last pipeline run.

The personal modeler widget displays the reporting name of the measurement or incentive rule to which it is assigned. The name that displays is configured in Plans Wizard when creating measurement or incentive rule in the Display Name for Reports field.

Transaction Research Widget

Transaction Research widget is a search widget. It allows searching for credited transactions in a single period.

This widget can be configured to set certain credit or transaction fields as searchable. When a search is conducted, the system searches the keywords or characters only across the configured fields.

The search results display credited transactions with related credit and transaction information as configured in the widget.

A minimum of three characters must be entered to conduct the search.

The filter option allows filtering out data that meet certain criteria.

Sorting allows ordering the columns in ascending or descending order.

Procedure for Creating Dashboards

  1. Navigate to Dashboards by clicking the dashboard icon in the left panel menu. By clicking this icon the Dashboards page is displayed, and you're able to see the list of available dashboards By Plan, By Title, Global, and All.
  2. Click the plus sign next to the plan or title for which you want to create a dashboard.
  3. Enter the following details in the Dashboard Configuration page:
    1. Dashboard Name - Enter a name that helps in identifying the purpose of the dashboard. Name must be between 1 and 127 characters long.
    2. Effective From and Effective To - Enter a period during which a dashboard is active and accessible. You can have different versions of each dashboard. For example, one plan can have different dashboards from January 1, 2018, and January 1, 2019.
  4. Choose widgets by selecting the appropriate widget icon.
  5. Click the Create button in the top-right corner to create a dashboard.

Adding Widgets to Dashboards

A widget is added to a dashboard by clicking the appropriate widget icon in the design mode. It is modified or deleted by clicking on and .

Widgets have configuration values that control what data is displayed and how it is displayed.  


Standard Disclaimers


SAP Help Portal Disclaimer

This article does extend the existing documentation by providing some examples and use cases, but it does not replace the corresponding section of the official SAP Help Portal for SAP Commissions.


Links to Product Documentation on Help.SAP.com

https://help.sap.com/viewer/product/SAP_Commissions/latest/en







Conclusion

This article has provided an overview of the types of dashboards and widgets available within SAP Commissions and described the process for creating a basic dashboard. Additional information on the creation of dashboards can be in the SAP Commissions Product Documentation.

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