Siebel Systems, Inc.

Alexander Goldstein

Tarri E Furlong

Ashley Grant Stirrup

Daniel T Chang

Marc Verbeek

Pasan Rukmal Sirisena

Steve Apfelberg

Ajay Sabhlok

Martin Renaud

Stratton Carpenter Lloyd

Brian Groves

Prasanna Amerasinghe

Michael Z Li

Yee Wah Lee

Frank Yucheng Hu

Xin Wang

John Joseph Jakubik

Ashish Singhal

Ying Wang

Charles Shagong

Bhakti Vithalani

Yucheng Hu

David Faibish

Jie Liu

Pankaj Bhatia

Tao Gui

A method, system, and article of manufacture for defining and managing instances of time-based organization hierarchies, and for assigning sales credit to corresponding positions within the time-based organization hierarchy in response to a sales data input are disclosed herein. In one embodiment, a user may define and/or manage one or more instances of the time-based organization hierarchy via a user interface generated on a client. Moreover, and in response to the sales data input corresponding to a transaction, a sales credit assignment process may then be executed to assign sales credit to one or more positions within the instance of the time-based organization hierarchy based on an evaluation of conditions specified in one or more identified assignment rules associated with the time-based organization hierarchy.

Method and system for sales-credit assignment via time-based organization hierarchies

A method and system for defining and generating forecasts. The forecast system receives a forecast definition from a user, generates a forecast in accordance with the forecast definition, stores a forecast snapshot of the generated forecast, and presents to users forecast information derived from the forecast snapshots. A forecast definition specifies the participants to be included in a forecast and when to generate the forecast. At the scheduled time, the forecast system automatically generates the forecast and stores the forecast snapshot.

Method and system for automatically generating forecasts

A method, system, and article of manufacture for defining and managing instances of time-based organization hierarchies, and for monitoring achievement and attainment, and calculating compensation for individuals and/or groups within instances of the time-based organization hierarchies are disclosed herein. In one embodiment, a user may define and/or manage one or more instances of the time-based organization hierarchy via a user interface generated on a client. Moreover, and in response to a sales data input corresponding to a transaction, an achievement and attainment monitoring process may then be executed to accumulate transaction data in one or more achievement containers, and to compile achievement containers from a specified attainment period to calculate a user's attainment. In addition, an embodiment also provides for implementation of a compensation calculation process that may utilize the transaction data accumulated in the achievement containers to calculate an individual's compensation for a specified compensation period.

Method and system for monitoring achievement and attainment and calculating compensation via time-based organization hierarchies

A method, system, and article of manufacture for defining and managing time-based organization hierarchies are disclosed herein. In one embodiment, a user interface, including a plurality of user interface displays configured to receive a user input to define and/or manage one or more instances of a time-based organization hierarchy, may be generated on a client. The user may then define, via interaction with the user interface, the at least one instance of the organization hierarchy to include a plurality of nodes, and specify an effective period for the instance of the time-based organization hierarchy by defining a start date and an end date. The user may also define a territory to correspond to each of the plurality of nodes in the organization hierarchy. In one embodiment, the territory may include at least one position and an assignment rule, the position having a corresponding quota.

Method and system for managing time-based organization hierarchies

A system that enables users to generate and manage forecasts through an integrated software tool. Forecast administrators are enabled to create forecast series data that define a forecast's structure and provide search criteria that is used in generating forecasts. These data also define who may participate in creating forecasts, and their relative position in an organization's hierarchy. Users are also enabled to enter a variety of forecast data that are stored by the system. Various forecast data are then retrieved corresponding to the user, applicable subordinates, and parameters defined by the forecast series. Users may then fine-tune their forecasts and submit their forecasts to their managers. The managers are enabled to adjust and roll up their subordinate's forecasts to produce their own forecasts. This process may be recursively applied while moving up through various layers of management defined by the organization's hierarchy.

Forecasting and revenue management system

A method and system that enables users to generate and manage forecasts through an integrated software tool. Forecast administrators are enabled to create forecast series data that define a forecast's structure and provide search criteria that is used in generating forecasts. These data also define who may participate in creating forecasts, and their relative position in an organization's hierarchy. Users are also enabled to enter a variety of forecast data that are stored by the system. Various forecast data are then retrieved corresponding to the user, applicable subordinates, and parameters defined by the forecast series. Users may then fine-tune their forecasts and submit their forecasts to their managers. The managers are enabled to adjust and roll up their subordinate's forecasts to produce their own forecasts. This process may be recursively applied while moving up through various layers of management defined by the organization's hierarchy.

Method for forecasting and revenue management

Growing community of inventors

Foster City, CA, United States of America

Alexander Goldstein