Incentive Estimator

The Xactly Incentive Estimator ™ enables you to run “what-if” incentive compensation calculations, based on your actual plan information and attainment. You can gain visibility into performance before, during, and after a sale. The Incentive Estimator enables you to estimate incentive compensation based on current plans and attainment by entering sample orders manually, uploading them from Excel, or importing opportunities from Salesforce.

important: The Incentive Estimator requires that you have direct credit from sample orders

Estimator Functions

1. Import Opportunities—Import sales opportunities from your Salesforce account
2. Upload Excel—Upload an Excel spreadsheet of sample orders
3. Estimate—Calculate the estimated commission, bonus, and credit based on sample orders
4. Add Row—Add a new row for entering sample orders into the application

Incentive Estimator Screen

All Fields

The following table describes the all information you need to specify when estimating incentive compensation:

Field	Description
Amount	The sample order amount.
Amount UnitType	The unit type for the sample order.
Customer Name	The name of the customer.
Discount	The sample order discount (as a percentage).
Geography	The name of the geography.
Incentive Date	The Incentive Date when the payment will be released.
Order Type	The sample order type.
Product	The name of the product.
Quantity	The sample order quantity.

Manually Enter Sample Orders

1. Click the Incentive Estimator tab. The Estimator screen appears.
2. In the Data for Estimation section, click the  button to add a new row, if necessary.
3. (Optional) In the Product field, click the   button. The Select Product dialog appears. Select the appropriate product in the list and click the   button. The product appears in the field.
   note: To remove an entry, click the  button in the corresponding field.
4. (Optional) In the Customer Name field, click the button. The Select Customer dialog appears. Select the appropriate customer in the list and click the  button. The customer appears in the field.
5. (Optional) In the Geography field, click the button. The Select Geography dialog appears. Select the appropriate geography in the list and click the  button. The geography appears in the field.
6. In the Incentive Date* field, click the  button and select the incentive date of when the payment should be estimated.
   note: The incentive date is the date used to calculate the commissions and bonuses for the order.
7. (Optional) In the Order Type field, click the  button. The Select Order Type dialog appears. Select the appropriate order type in the list and click the  button. The order type appears in the field.
8. (Optional) In the Quantity field, type the quantity ordered.
9. In the Amount* field, type the order amount, and choose a unit type from the drop-down list.
10. (Optional) In the Discount field, type the discount amount.
11. Add additional rows, as necessary, by clicking the  button.
    To delete a row, click the  button for the corresponding row.
    To delete all rows of data, click the  button.

Import Opportunities

important: You must have a Salesforce account to import opportunities.

1. Click the  button. The Import Opportunities screen appears.
   
2. Enter your Salesforce account information.Do the following:
   a. In the Username field, type your Salesforce user name.
   b. In the Password field, type the password for the account.
3. (Optional) Define the filter criteria for importing your opportunities.

Table 1: Import Salesforce Opportunity Fields

Opportunity Name	The name of the opportunity in Salesforce.
Close Date	The opportunity close date in Salesforce.
Amount	The amount of the opportunity in Salesforce.
Probability (%)	The probability of the opportunity closing in Salesforce.
Forecast Category	The forecast category with which to (optionally) filter the Salesforce.com opportunities imported into Incent.

note: When setting the Amount field, be aware that specifying a “greater than” amount can cause the application to return products that, individually, are less than the amount you specified.

For example, if a $10000 opportunity consists of 10 products of $1000 each, and you select an amount of >$9000, the application may return all 10 products in an Estimator List, even though individually each of them is not greater than $9000.

4. Click the  button.

 

Upload Sample Orders from Excel

You can create sample orders by uploading the orders from a Microsoft Excel file.

1. Click the  button.
2. Click the Click here link to download the Excel template file.
   Depending on your browser, a dialog might appear allowing you to specify where to save the file.
3. Edit the template file, and specify the sample orders. Save the file.note: All required fields in the Excel file, are marked with an asterisk (*).
4. Click the  button and locate the template file you would like to upload.
5. Click the  button.

Estimate Incentives

• Click the   button. The estimation results appear.

Incentive Estimator Results

Hovering over the commission or bonus charts displays a pop-up showing the current and estimated values for each.

note: If your incentive calculation is 0, make sure that you entered all required data for your compensation plan.

The data you enter for a sample order is dependent on your compensation plan. Please contact your administrator if you have questions.