1. Click the Home tab, then click Search Orders and Results in the secondary menu. The Search Orders and Results Home screen appears.   Search Orders and Results Home Screen […]

1. Click the Setup tab, then click Business Groups in the secondary menu. The Business Groups screen appears. 2. Click the New button. 3. In the Name* field, type the […]

Filter and Search Results You can filter the results and search for specific results when viewing detailed drilldown information. To filter results based on the period, choose the appropriate period [...

Understanding Views Analytics views help you look at results in meaningful, intuitive ways. You can add a variety of views to results, such as charts and pivot tables that allow […]

Adding and Displaying Content on a Dashboard You can add and display content on a dashboard, including the following: • Objects that let you lay out the content, such as […]

Performing Common Tasks in Xactly Analytics This section explains how to perform common tasks in Xactly Analytics. How to… Refresh a Dashboard or Analytics Report When populating a dashboard or ...

Introducing Analytics Terms Xactly Analytics uses a set of specific terms to describe sections and elements of the application. Terms The following table provides definitions for common terms in Xactl...

Search Orders and Results You can use the Search Orders and Results area to perform basic or advanced searches of order and results data across multiple periods (up to 13 […]

Important Notes Browser “Back” button not supported The Back button is not supported as a way to navigate pages in Xactly Incent or Xactly Modeling. Order Item Batch Size Xactly […]

The INCENT CALCULATE command enables you to run compensation-plan calculations within Incent. The command can calculate through just credits, just incentives, or both credits and incentives.   NO...