Configure > Credit Type Credit types enable you to define types of credits that will be used in calculation and reporting.  The credit types companies create are typically determined by the ...

Setup > Exchange Rates You can use the Exchange Rates area to configure the rates for converting currencies. important: Exchange rates have active dates, which define when they are used. […]

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...

Setup > Users You can use the Users area to define users in Xactly Incent, assign roles, and provide Incent and Modeling access. A user is required for defining people who […]

Performing Common Tasks When Working with Views When you create a new report (analysis), Xactly Analytics automatically creates a compound layout and assembles a title and table view as part […...

Creating Reports You can use the Create Report area to define an analysis, allowing you to explore and visually interact with your organization’s data to provide answers to business questions. [&hel...

Creating and Assigning Personal and Shared Saved Selections Saved selections allow users to view dashboard pages with their most frequently-used or favorite choices for filters and prompts preselected...

Navigating Dashboards You can view a dashboard, create a new dashboard, and rename or delete existing dashboards, as required. note: Business Administrators require the Analytics Administration Tab pr...

Using Objectives as a Manager Using Xactly Objectives as a manager typically involves the following steps: 1. Log in to Incent as a user that has been assigned a role […]

Incent Create Batches Summary Use the incent create batches command to register new sales order batches within Incent (xactly.xc_user_batch). Sales order batches allow Incent to group individual sale...