Administrator Help Center
Administrator Help Center
Click on the Products below to gain access to all of the administrator product help guides.
Click here to learn all about Xactly’s Prior Period Processing Certification Courses. The courses cover everything you need to know about PPP, from best practices for adopting solid business processes to configuring Incent for automatically processing retroactive adjustments.
Incent Reference Guide
Intended for compensation administrators, this guide describes how to use the Xactly Incent application to define and manage your company’s compensation system. The guide describes how to perform all aspects of this process, including how to define your company data and organizational structure, design your incentive compensation plans, import sales orders, calculate results, and produce reports, among other operations.
Incent Concepts Guide
Intended for compensation administrators, this guide explains the key terms and concepts used in Xactly Incent and Modeling. The guide provides an overview of how to set up your Incent environment and explains key concepts including effective dating, how rules drive incentive plans, how the application processes incentives, as well as how to use multiple currencies and how to refine your security model.
eDocs & Approvals Reference Guide
Intended for compensation administrators, this guide describes how to use the Docs area within Xactly Incent to customize the document flow process. The guide shows how to create and manage custom workflows, tailor and personalize emails and notifications, and track the status of document reviews and approvals.
Objectives Reference Guide
Intended for business administrators, this guide describes how to use the Xactly Objectives application to perform Management by Objectives (MBO) within your organization. The guide describes how to perform all aspects of this process, including how to manage user roles and access to the application, define objectives and bonus targets within your organization, configure periods and notifications, and measure objectives and release payments.
View Reference Guide
View Reference Guide
Analytics Reference Guide
Intended for Xactly Analytics users, this guide describes how to use the Xactly Analytics (R9) application to manipulate and present sales compensation management (SCM) metrics using advanced views. The guide also shows how to create and save comprehensive reports, and navigate and manage advanced, at-a-glance dashboards of information.
Modeling Reference Guide
Intended for compensation administrators, this guide describes how to use the Xactly Modeling application to test-drive your company’s compensation system before launching it within your organization. The guide describes how to perform all aspects of this process, including how to define your company data and organizational structure, design your incentive compensation plans, import sales orders, calculate results, and produce reports, among other operations.
Credit Assignment Reference Guide
Intended for compensation administrators, this guide describes how to use the Xactly Credit Assignment application to automate the assignment of credits based on user-defined territory rules. The guide shows how to define and manage sales territories, upload orders, and assign credits, in preparation for processing the data using Xactly Incent.
Quota Reference Guide
Intended for Xactly Analytics users, this guide describes how to use the Xactly Analytics (R9) application to manipulate and present sales compensation management (SCM) metrics using advanced views. The guide also shows how to create and save comprehensive reports, and navigate and manage advanced, at-a-glance dashboards of information.