Cloud Readiness / Oracle Sales Performance Management Cloud
New Feature Summary
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  1. Update 22A
  1. Revision History
  2. Overview
  3. Sales Performance Management
    1. Incentive Compensation
        1. Use Simplified Participant Search
        2. Import and Export Participant Goals Using Import Management
    2. Territory Management
        1. Delete Territory Coverage Records Without Coverage Numbers Using Import Management
        2. Create Territories in Workspace
        3. Improve Performance Processing for Account Territory Assignment
        4. View the Territory Hierarchy Including More Details in Workspace
    3. Sales Forecasting
        1. Manage Aggregated Renewal Data Within the Product and Territory Tabs

Update 22A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Product Feature Notes
10 DEC 2021     Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Sales Performance Management

Incentive Compensation

Use Simplified Participant Search

Use the simplified participant search option while adding paysheets to a payment batch so that the search returns only one row per participant when you don't search participants by role.

Import and Export Participant Goals Using Import Management

Use Import Management to import and export participant goals to simplify your goal management process.

Territory Management

Delete Territory Coverage Records Without Coverage Numbers Using Import Management

Delete territory coverage records using Import Management, without having to reference the coverage number information. Instead, a territory coverage can be removed by referencing the unique territory number, dimension code, coverage type, and the appropriate ID or public unique identifier value.

Create Territories in Workspace

Now you can create the top territory or a child territory from Territories in Workspace.

Improve Performance Processing for Account Territory Assignment

High-performance processing of large volumes of account territory assignment data uses pattern and rule matching that helps to resolve conflicts and initiate actions. By leveraging the capabilities of Oracle's database-centric and optimized rule-based algorithm processing, you can now significantly improve rule-based processing for territories. For example, high-performance of assignment processing of account territory data enables millions of records to be processed in minutes, rather than hours.

Note: The improved performance processing for Account Territory Assignment is available only to an initial set of early adopters. If you're interested in becoming an early adopter, apply for access in the Early Adopter Beta access to Improve Performance Processing for Territory Assignment post of the Sales forum on Oracle Cloud Customer Connect.

View the Territory Hierarchy Including More Details in Workspace

Access the territories hierarchical UI from territories in Workspace. This new navigation feature helps improve both the user experience and the search experience for territories.

Sales Forecasting

Manage Aggregated Renewal Data Within the Product and Territory Tabs

Manage aggregated renewal and new deals data within the Products and Territory tabs of Forecasting by segregating the metrics for renewal and new deals.