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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Views and Reports Features and Functions



  • Views revenue selling trends

  • Views quota attainment selling trends

  • Views margin selling trends

  • Views sales cycles

  • Views discounts given

  • Views other selling trends

  • Individual views for employees

  • Individual views for managers

  • Individual views for executives

  • Roll-up views for employees

  • Roll-up views for managers

  • Roll-up views for executives

  • Delivers communication plan results securely and in real time

  • Real-time web-based communication of compensation plans

  • Time-to-resolution reporting

  • Service management reporting

  • Service and service levels reporting

  • Marketing campaign management productivity reports

  • Prints reports on entered and invoiced sales per sales representative who has received commissions

  • Trend reports

  • Referrals, referrals-to-sales, and referral productivity reporting

  • Transaction reports reveal patterns in commission processing errors

  • Multipage layouts from different data sources do not require programming

  • Transaction summaries can be exported as different digital formats

  • Commission statements can be exported as different digital formats

  • Transaction summaries are available online

  • Commision statements are available online

  • Reports can be exported to different digital formats

  • Reports are available online

  • Cross-tab reports

  • Ranking reports

  • Produces reports that reflect taxable sales activity

  • Generates reports on commissions split as a transaction among two or more salespeople

  • Generates reports on commissions split as an allocation among two or more salespeople

  • Generates reports on commission splits distributed as a credit among two or more salespeople

  • Generates reports of payees' compensations that were based on rate tables

  • Generates reports of payees' compensations that were based on commission schedules

Incentive and Compensation Management Features and Functions
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