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 […]

How to… This section describes how to use Xactly Incent. Manage Messages 1. Click the  button in the main menu (top right of the screen). The Messages dialog appears. Messages […]

You can display the business dashboard for your organization. note: By default, the name of the business dashboard is Plan Incentives, however, this can be configured by the administrator. 1. [&hellip...

Incentive Details The Incentive Details page provides you with real-time visibility into your payments and orders. Submit Inquiry—Send disputes or requests for information to your administrator or m...

Display the Business Dashboard • Click the Home tab, then click myHome in the secondary menu. The Business Dashboard appears. note: Note that the name of the Business Dashboard is […]

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

The Team Incentive Details report provides real-time visibility into your team’s payments and orders for a selected period. Hierarchy Period—Select the period and date to view. By default, the cur...

You can display a related order code or item code in Salesforce directly from the Incentive Details report. note: To use this feature, users need to access Incent through AppExchange. […]

Display Prior Period Adjustments When prior period adjustments are enabled for your organization, the following changes appear on the Incentive Statement report: A new drop-down menu is available near...

Display Detailed Drill Down Information You can display detailed drill-down information for several of the pods on the dashboard. To display a detailed drill-down, click the button (top-right of a [&h...