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 […]

Plan Design > Lookup Tables For certain types of compensation plans, lookup tables can significantly reduce and simplify the rules, rate tables, and formulas that you need to define. You can use […]

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 […]

Incent Administrator Plan Design > Plans You can use the Plans area to define incentive compensation plans by selecting various rules and associating them with users through titles and/or positions. […]

Plan Design > Pay Curves Compensation plans are often designed based on an increasing scale in which quota attainment directly relates to personal target payment. These rates are linear within […]

Plan Design > Quota Relationships Compensation plans often include multiple components each with their own quota. However, companies often want to tie a single personal target across those quotas, with varying […]

Plan Design > Quota You can use the Quotas area to set up attainment goals by months, quarters, and years. Creating quotas is the first step in plan design. Quota values can […]

Customize > DocuSign Integration You can use the DocuSign Integration area to configure Xactly eDocs & Approvals to offer DocuSign electronic signatures as a signing option when defining plan distribution workflows. Note: After […]

Plan Design > Percent to Goal You can use the Percent to Goal area to create and manage percent to goal rules which allow you to have Incent calculate rates […]