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: Objective

Fact: Objective You can use columns in the Objective fact to analyze and report on Xactly Objectives data associated with payments. Screen Fact: Objective Columns Columns The following table describes the columns in […]

Pay Curve

Pay Curve You can use columns in the Pay Curve dimension to add the pay curve name to reports. Screen Pay Curve Columns Columns The following table describes the columns in the […]

Person (Latest Version)

Person (Latest Version) You can use columns in the Person (Latest Version) dimension to add latest version information about People to orders, credits, commissions, bonuses, quotas, draws, and payments data. Columns such […]

Person (Effective Dated)

Person (Effective Dated) You can use columns in the Person (Effective Dated) dimension to add effective dated information about People to orders, credits, commissions, bonuses, quotas, draws, and payments data. Columns such […]

Reason Code

Reason Code You can use columns in the Reason Code dimension to add information about the Reason Code to credits, commissions, and bonus data. Screen Reason Code Columns Columns The following […]

Analytics Dashboards

Analytics Dashboards Dashboards provide personalized views of corporate and external information. A dashboards can display anything that you can access or open with your Web browser, such as saved reports, […]

Fact: Processed Order PPA

Fact: Processed Order PPA You can use the Processed Order PPA fact to include prior period adjustments for processed orders. This is related to the Processed Order fact, which allows […]

Fact: Processed Order PPA

Fact: Split Order PPA You can use the Split Order PPA fact to include prior period adjustments for split orders. This is related to the Split Order fact, which allows […]

Fact: Payment PPA

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

Fact: Credit PPA

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