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

A method, comprising:

• in response to a first user input, creating, using a computing system, a first instance of a time-based organization hierarchy to include a first plurality of nodes and a first territory to correspond to each of the first plurality of nodes, wherein
• the first territory includes a first position and a first assignment rule, and
• the entire first instance of the time-based organization hierarchy is effective only for an effective period defined by a first start date and a first end date;
• in response to a second user input, creating, using the computing system, a second instance of the time-based organization hierarchy to include a second plurality of nodes and a second territory to correspond to each of the second plurality of nodes, wherein
• the second territory includes a second position and a second assignment rule,
• the entire second instance of the time-based organization hierarchy is effective only for an other effective period defined by a second start date and a second end date, and
• the second start date falls after the first end date;
• receiving a sales data input corresponding to a transaction, wherein the transaction is associated with a transaction date of the transaction;
• assigning, using the computing system, sales credit to the first position in response to the first assignment rule and the sales data input, if the transaction date of the transaction corresponds to the effective period;
• assigning, using the computing system, sales credit to the second position in response to the second assignment rule and the sales data input, if the transaction date of the transaction corresponds to the other effective period;
• creating, using the computing system, an achievement container definition to include an execution selection and an execution selection accumulation period in response to a third user input, the achievement container definition configured to create at least one achievement container with an execution selection date corresponding to the execution selection and the execution selection accumulation period;
• accumulating, using the computing system, transaction data in the at least one achievement container;
• and
• compiling, using the computing system, each achievement container corresponding to the position and an attainment period specified by a user in response to a monitoring request.

A machine-readable storage medium having instructions stored thereon, which when executed perform operations comprising:

• in response to a first user input, creating a first instance of a time-based organization hierarchy to include a first plurality of nodes and a first territory to correspond to each of the first plurality of nodes, wherein
• the first territory includes a first position and a first assignment rule, and
• the entire first instance of the time-based organization hierarchy is effective only for an effective period defined by a first start date and a first end date;
• in response to a second user input, creating a second instance of the time-based organization hierarchy to include a second plurality of nodes and a second territory to correspond to each of the second plurality of nodes, wherein
• the second territory includes a second position and a second assignment rule,
• the entire second instance of the time-based organization hierarchy is effective only for an other effective period defined by a second start date and a second end date, and
• the second start date falls after the first end date;
• receiving a sales data input corresponding to a transaction, wherein the transaction is associated with a transaction date of the transaction;
• assigning sales credit to the first position in response to the first assignment rule and the sales data input, if the transaction date of the transaction corresponds to the effective period;
• assigning sales credit to the second position in response to the second assignment rule and the sales data input, if the transaction date of the transaction corresponds to the other effective period;
• creating an achievement container definition to include an accumulation period in response to a third user input, the achievement container definition configured to create at least one achievement container having a period corresponding to the accumulation period;
• and
• accumulating transaction data in the at least one achievement container.

A machine-readable storage medium having instructions stored thereon, which when executed perform operations comprising:

• in response to a first user input, defining a first instance of a time-based organization hierarchy to include a first plurality of nodes and a first territory to correspond to each of the first plurality of nodes, wherein
• the first territory includes a first position and a first assignment rule, and
• the entire first instance of the time-based organization hierarchy is effective only for an effective period defined by a first start date and a first end date;
• in response to a second user input, defining a second instance of the time-based organization hierarchy to include a second plurality of nodes and a second territory to correspond to each of the second plurality of nodes, wherein
• the second territory includes a second position and a second assignment rule,
• the entire second instance of the time-based organization hierarchy is effective only for an other effective period defined by a second start date and a second end date, and
• the second start date falls after the first end date;
• receiving a sales data input corresponding to a transaction, wherein the transaction is associated with a transaction date of the transaction;
• assigning sales credit to the first position in response to a first corresponding assignment rule and the sales data input, if the transaction date of the transaction corresponds to the effective period;
• assigning sales credit to the second position in response to a second corresponding assignment rule and the sales data input, if the transaction date of the transaction corresponds to the other effective period;
• defining an achievement container definition to include an execution selection and an execution selection accumulation period in response to a third user input, the achievement container definition configured to create at least one achievement container with an execution selection date corresponding to the execution selection and the execution selection accumulation period;
• accumulating transaction data in the at least one achievement container;
• and
• compiling each achievement container corresponding to the position and an attainment period specified by a user in response to a monitoring request.