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. […]

Working with Dashboards You can control the appearance of dashboard pages. How to… Edit a Dashboard 1. Click the Home tab. The Business Dashboards page appears. 2. Click a dashboard […]

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 […]

Change the Dashboard Layout You can change the layout of dashboards that you have created. Note that you cannot change the layout of the default business dashboard defined for your […]

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 […]

Edit Your Profile You can edit your Xactly profile, including changing your profile photo and signature, as needed. 1. Click the Welcome <Your Name> link, and choose Edit Profile in […]