Understanding Attainment Calculations The quota attainment (rolling measure) calculated during commission calculations is based on the attainment measure defined in the rule. For multiple rules to “share” the same attainment […]

How Bonuses are Evaluated for Calculation When an order is processed in Xactly Incent, the application evaluates any bonuses to which each person associated with the order is entitled. A […]

How Credit Attainments are Calculated When processing orders to determine credits and commissions, Xactly Incent calculates the total credit attainment, as defined in your commission rules, by incrementing the attainment […]

How Commissions are Evaluated for Calculation Commission rules, based on a credit amount, determine how commissions are applied for each user for a given credit. When an order is processed […]

How Credits are Evaluated for Calculation Based on an order item being processed in Xactly Incent, the application evaluates two types of credits, if present: • Direct Credits • Indirect […]

Processing Incentives Processing in Incent occurs when one of the following happens in Incent: • A batch of orders is uploaded and calculated or reset • A manual credit or […]

How Rules Drive Incentive Plans You create rules in Xactly Incent to govern when and how credits, bonuses, and commissions are granted. A rule is the gating item by which […]

How Effective Dating Affects Calculation Incent gets information about a Person, Position, Hierarchy, or Named Relationship based on the Incentive Date of the Order Item being processed. The Order Item […]

Viewing Effective-Dated Object Information The following areas display effective-dated information in various ways: • Plan Design, Orders, and Results • Where Used • Reports • Document Management Plan Design, Orders, […]

Using Basic and Advanced Searches You can do two general types of searches: Basic and Advanced. A basic search involves entering some information, such as the last name ”Smith,” clicking […]