Introduction to Home
The Home area offers an advanced, at-a-glance dashboard, featuring a series of pods that enable you to perform common administrative tasks quickly and easily from a single location.
The Home area also includes advanced search features that you can use to find orders and results across multiple periods. You can also use the Home area to display detailed plan information for a specific user.
What You Can Do
You can complete the following tasks in the Home area:
• View Xactly announcements
• Run and download a series of admin reports, directly from the dashboard
• Monitor the license and storage usage for your business
• Display current year payments
• Check currently-activated Xactly modules
• Perform basic or advanced searches of order and results data across multiple
periods (up to 13 months)
• Display detailed plan information showing both personal data (standard and custom
fields) and plan information