In the unit on Communicating with your Payees, we learned to use Dashboards to communicate results data with payees. However, Dashboards aren't ideal for the types of dynamic analytics required by financial and compensation analysts and other stakeholders. Embedded analytics for SAP SuccessFactors Incentive Management provides tools to analyze live sales performance data from Incentive Management.
Embedded Analytics is an implementation of SAP Analytics Cloud. It is used to easily create interactive and dynamic analytics to explore data, find insights, visualize information, and share with colleagues.
Common use cases include:
- Identify outliers that can be fixed proactively
- Understand incentive commission expense relative to sales/bookings
- Measure the time for sales representatives to reach full productivity
- View operational data
- View historical data and trends
- View data over multiple periods
Populating Embedded Analytics Data
Embedded analytics data is populated when Compensate and Pay is run. However, if you need more control over the timing of data population, you can choose to only use Approved pipeline data. This feature preserves the results of a pipeline run while making only the Approved pipeline stage data available to users.
Before you can use this feature, the Approved Calculated Data flag must be enabled by SAP Support. Once this is done, running a calculation doesn't update credits, measurements, and other results data until an Approve Calculated Data pipeline process is run.
Embedded Analytics has three user types that determine the access level of each user: Administrator, Author, and Viewer.
Administrators can perform any activities, including creating folders, creating and editing stories, sharing stories, and adding teams.
Authors can create, edit, and share stories, but they cannot create folders or teams.
Viewers can only view stories and cannot create or edit stories. However, since stories can be dynamic, viewers can apply filters, change the format of charts and tables, and save those changes to a static file such as a PDF.