business intelligence solutions case study

User Manual

iManager Sales Incentive Tool

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Table of Content Product Overview Login Screen - Process Owner (Admin) How to Generate Monthly Incentive Example : Calculation Parameters

Revenue Details Collection Details Manager Details OnPub DetailsHigh Card Close BoostersHighest % collection Booster(70%)

How to Review & Finalize Incentives How to View & Finalize Incentive Summary

Recent 3 Months SummaryEmployee Individual SummaryRed Alert Status w.r.t Each EmployeeManager Summary Screen with details of their teams.

Login Screen - Process Owner (User)My Detail SummaryTeam Detail Summary

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Product Overview

iManager is unique commission generation tool for sales incentive program. This is an online web based rule engine to run on master data of organization for generation of incentives. Organization’s ERP will be source of master data i.e employee master, customer master, contract master, collection info & based on same business engine will populate the incentive based on all logics.

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Login Screen – Process Owner (Admin)

Only Admin can generate incentive of all sales incentive

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System will populate the list of months available for generation of incentives. Process owner needs to select the relevant month & preview the data. Once the process owner finds the data is correct then the finalize step can be initiated on the preview screen (refer slide 7 and 8), after which the data will be made available to all users of system and can’t be regenerated.

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How to Generate Monthly Incentives?

Above is the next screen after login where we can generate the incentive of the individual month.

System will consider the below given screen as top level information. The following parameter will be standard throughout the application w.r.t each month.

1.No of Employee(s) 2.Card Count 3.Revenue 4.Collection 5.Commission

Next Step : Click on View Details

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Example of Preview screen - for all Sales Executive

to be cont.

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After generating the incentive of selected month you will see the summary. To review the data you can export all the details into excel by clicking on ‘Export To Excel’ button. Once the data is reviewed & verified process owner can click on “Finalize” Button. Example of Exported Data is Given Below:

Note: You must Finalize & Lock the data for further view. No further alteration can be made to this data & a time stamp will be stored along with same. 9

How To Review & Finalize Incentives?

You need to select the month from view incentive page , pls note that only those months will be available in the drop down for which incentives have been finalized.

You must Finilize & Lock the data for further Process. After Finilize, data will be viewable to all users. Below is the top level preview of data w.r.t each month. This is the viewable screen for generated incentive months. Here we can see the recent 3 months summary. 1.No of Employee(s) 2.Card Count 3.Revenue 4.Collection 5.Commission 6.% Variance from Last Month

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How to View the Finalized Incentive Summary?

After click on ‘View Details’ below screen will appear showing Summary of Employee & Manager.

2nd Level Reporting Screen – Includes Employee & Manager Incentive Summary

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3rd Level Reporting Screen – Includes Employees’ Incentive Summary

After click on View details in previous screen( refer slide - 11), you can see this screen of employee’s details.

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4th Level Reporting Screen – Includes Employee’s Incentive Summary (Employee’s Revenue Details and Employee’s Collection Details )

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4th Level Reporting Screen – Includes Employee’s – Red Alert Example

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4th Level Reporting Screen – Includes Manager’s Team Incentive Summary

This is manager Summary Screen with details of their teams. After clicking on view details, we can see the Details of individual Employee.

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Process Owner (Manager) – Login Screen

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This is the next screen after login

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User (manager) can generate his/her own detail and his/her team detail in this screen (refer - slide 18 ,19 and 20)

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User (manager) can generate his/her own detail and his/her team detail using the previous screen (refer - slide 18)

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My Detail Screen

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Team Detail Screen

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Thanks for Your Valuable Time…

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