Setup > Preferences You can use the Preferences area to set system parameters that affect specific displays and operations in Incent, and to define the business currency, date format, and […]

Plan Design > Commission Rules Commission rules capture the logic needed to calculate a commission amount for a person for a specific order item. You can use the Commission Rules area to create the following […]

Plan Design > Formulas The Formulas area contains user-defined expressions that you can use when creating rules for incentive compensations. Formulas can be either numeric (returns a number), relational (results in […]

Setup > Custom Fields You can use the Custom Fields area to define additional fields for Person, Order Item, and Quota records within Xactly Incent. Using custom fields, you can […]

DocuSign Documents (iOS) You can use the DocuSign Documents pod to display and manage DocuSign documents. Screen DocuSign Documents Pod How to… This section describes how to use the DocuSign […]

DocuSign Documents (Android) You can use the DocuSign Documents pod to display and manage DocuSign documents. Screen DocuSign Documents Pod How to… This section describes how to use the DocuSign […]

Manage Documents The Documents area enables you to manage Xactly documents within Incent. Within the Documents area, you can create new documents (optionally based on existing documents), modify documents, and […]

Workflow Paths The Workflow Paths area enables you to manage document workflow paths within Incent. Within the Workflow Paths area, you can create new workflows (optionally based on existing workflows), […]

Process Status The Process Status area provides a dashboard that enables you to display the status of all Xactly documents either as a chart or as tabular data. You can […]

eDocs & Approvals Introduction The Docs area allows you to create and manage Xactly documents, which consist of an attached file, plan document, or certification letter, along with a group […]