Modify a User Dashboard 1.Click the Home tab, then click myHome in the secondary menu. The Business Dashboard appears. 2. Click the  button (next to the dashboard name on the […]

Rename a Dashboard You can rename dashboards that you have created. note: You cannot rename the default business dashboard defined for your organization. Click the Home tab, then click myHome […]

Delete a Dashboard You can delete dashboards that you have created. note: You cannot delete the default business dashboard defined for your organization. Click the Home tab, then click myHome […]

The following shows the general layout of the application: Xactly Incent Application Layout Access Control/Privileges This guide focuses on the capabilities of Xactly Incent targeted towards sales teams, using the […]

Log Out From Incent • Click the Welcome <Your Name>  link, and choose Logout in the drop-down menu

Sessions Timeouts Xactly Incent checks for user inactivity and, after a certain period (set by your organization’s administrator), terminates your session. If this happens, you need to log in again […]

Display Help You can display the Xactly help documentation directly from the application. • Click the Welcome <Your Name>  link, and choose Help in the drop-down menu. The Xactly help […]

Select a Person Version You can quickly select a person version, if applicable, using the user menu. Click the Welcome link. A drop-down menu similar to the following appears:    […]

Reset a Forgotten Password On the login page, click the Forgot Password? link. A page appears allowing you to specify your user name. In the Username* field, type your user […]

Document Status Actions Period—Choose the year to view. By default the current year is selected. Download—Download document statuses for offline analysis. Find—Find and filter documents. Document Status Screen Columns Check […]