Secondary Measurement Rules perform additional calculations based on the Primary Measurement, to further manage the data for use in rules, dashboards, and analytics.
Some common uses for Secondary Measurements include:
- When calculating a compensation amount that doesn’t require an Incentive Rule
- When you need to preserve a result for reporting or compensation purposes
- Attainment rates
- Prorating payouts
- Aggregating Primary Measurements for a Quarter or Year
The following figure shows an example of the relationship between primary and secondary measurement rules. In this example, we need to use a secondary measurement to calculate attainment as the percent of quota for total sales. The secondary measurement rule is calculating attainment as the percent of quota for total sales. The primary measurement rule aggregates the four credits to come up with total sales of $70. The secondary measurement rule then divides this by the $100 quota to return an attainment of 70%.
To create a secondary measurement rule:
- Create a new measurement rule.
- On the Rule Basics tab, select A rule that calculates other key performance measures.
- Enter the calculation or other input for the desired result of the rule. In this case, we are showing the primary measurement (PM_Total_Sales_Revenue) divided by a $100 quota.
- Make sure the unit type is correct. Since attainment is returned as a percent, we changed the unit type to percent.