Understanding Prior Period Processing (PPP) Prior period processing is the means by which Incent allows you to reprocess prior periods to generate retroactive adjustments to results, known as prior pe...

Understanding Attainment Calculations The quota attainment (rolling measure) calculated during commission calculations is based on the attainment measure defined in the rule. For multiple rules to “...

How Commissions are Evaluated for Calculation Commission rules, based on a credit amount, determine how commissions are applied for each user for a given credit. When an order is processed […]

How Rules Drive Incentive Plans You create rules in Xactly Incent to govern when and how credits, bonuses, and commissions are granted. A rule is the gating item by which […]

How Effective Dating Affects Calculation Incent gets information about a Person, Position, Hierarchy, or Named Relationship based on the Incentive Date of the Order Item being processed. The Order Ite...

Viewing Effective-Dated Object Information The following areas display effective-dated information in various ways: • Plan Design, Orders, and Results • Where Used • Reports • Document Managem...