Mark Peeters
Read all my blogsMost companies use a company specific Bonus Plan to motivate their workforce to work on the targets set by the company. The Cloud for Customer Reporting functionality enables you to create reports to track all CRM related targets. Still, in most implementations of Cloud for Customer we find a separate Bonus Management track in Excel. These bonus components tend to be on objects that are not in Cloud for Customer, like the number of followed product trainings or the number of points scored on personal development. By adding this data to Cloud for Customer you can inform your workforce on a day to day basis on their progress, for instance with this KPI.
Now that we have the data in the system we can start creating reports, dashboards and KPIs. This has been part of several blogs already so this should be common knowledge by now. 🙂 The KPI on the home screen of the employee can be linked to the bonus dashboard for more insight.
Tips & Tricks.
Preventing that employees change existing reports, or download the data exposed in a report, can now be done by “Configure Actions” in the Business Analytics WorkCentre. Here you hide all actions, like download and send by default. You can then unhide them for the Business Roles that are allowed to execute the action.