Admin

Business Preferences

Setup > Preferences You can use the Preferences area to set system parameters that affect specific displays and operations in Incent, and to define the business currency, date format, and […...

Incent Administrator Data Import

Data Import The Import area enables you to copy data and system settings between Xactly Incent, Xactly Modeling, and Xactly Sandbox. You might want to do this after making changes to […]

Use the Admin Reports Pod

1. Choose the report you want to run using the drop-down list. You can choose from among the following admin reports: • Login Audit • People assigned to Plans • […]

Incent Administrator myUploads

Organization > myUploads You can use the myUploads page to monitor the status of your uploads in the Organization area. Note that most uploads do not appear on this page because […]

Incent Administrator Organization Introduction

Organization Introduction The Organization area is used to set up information about people and their relationships in the company, which is used to both define incentive plans, and to calculate [&hell...

Customize > Login Profiles

Customize > Login Profiles You can use the Login Profiles area to create and manage login profiles, which enable administrators to specify the allowed login paths that Incent users can […]

Calendar

Setup > Calendar You can use the Calendar area to set up a company’s incentive calendar for compensation payments. The calendar contains the year in which the business was created in Xactly [&h...