Analytics 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.

Fact: Incentive Statement QCC (Beta)

Fact: Incentive Statement QCC (Beta) You can use columns in the Incentive Statement QCC (Beta) fact to report quota attainment customized through the incentive statement (monthly, quarterly, and yearly quota attainment […]

Quota Relationships

Quota Relationships You can use columns in the Quota Relationships dimension to add quota relationship information available in Xactly Incent to reports in Xactly Analytics. The dimension is compatible with other […]

Fact: Quota (Effective Dated)

Fact: Quota (Effective Dated) You can use columns in the Quota (Effective Dated) fact to analyze and report on data associated with quotas and quota attainments. Use this fact when […]

Fact: Quota

Fact: Quota You can use columns in the Quota fact to analyze and report on data associated with quotas and quota attainments. note: The Quota fact does not support position […]

Objective Plan

Objective Plan You can use columns in the Objective Plan dimension to  add information about Xactly Objectives plans to your reports. Using the dimension, you can include information about the […]

Title

Title You can use columns in the Title dimension to add information about the person’s Title associated with orders, credits, commissions, bonuses, draws, quotas, and payment data. Screen Title Columns Columns The […]

Fact: Commissions

Fact: Commissions You can use columns in the Commission fact to analyze and report on data associated with commissions. note: Partial commission details, such as the Estimated Release Date, Held […]

Lookup Table

Lookup Table You can use columns in the Lookup Table dimension to to define the lookup table name associated with commission transactions. You can use this to analyze which lookup […]

Fact: Commissions PPA

Fact: Commissions PPA You can use the Commissions PPA fact to include prior period adjustments for commissions. This is related to the Commissions fact, which allows you to and report […]

Objective

Objectives Dimension You can use columns in the Objective dimension to add information from Xactly Objectives to your reports. Using the dimension, you can include information about the objective type, description, achievement […]