Incentive Statement (iOS)

You can use the Incentive Statement report to display your payment summary and quota attainment, as well as your payments, quotas credits, commissions, and bonuses.

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Incentive Statement Report

How to …

This section describes how to use the Incentive Statement report.

Display the Incentive Statement

1. Tap the Screen Shot 2016-08-31 at 4.15.01 PM button (near the top left of the screen) to show the Dashboards and My Report menu.

2. Tap Incentive Statement in the My Reports menu. The Incentive Statement report appears.

Navigate the Incentive Statement

  • Swipe up or down to display additional sections of the report.
  • In the Quota Attainment section, swipe left or right to display the complete collection of graphs.
  • In the Payments, Quotas, Credits, Your Commissions, and Bonuses sections, tap a quarter or year to display the corresponding period in the table.

For example, tap  to display data for the first quarter. Similarly, tap  to display data for the year 2018.

  • Tap the  button to submit an inquiry. The Submit Inquiry screen appears.

In the Message field, type the body of the message and tap the  button.

The message is routed to the people you specified in the To field, with the message appearing in their respective Xactly inbox.