Reports > Report Folders > Team Plan Summary

You can display a report showing the team plan summary.

note: Business group administrators can only view the reports of people who are assigned to business groups to which the administrators themselves are assigned. Also, when you move from one report to another, the system automatically displays the report of the last searched Position (if you remain in the Reports area).

How Modeling Determines the Quotas and Rate Tables to Display

Modeling uses the following approach to determine the specific quotas and rate tables to display in the plan summary report:

1. For a quota to appear, the quota must match the year of the report.

2. Quotas and rate tables assigned by position appear in the report. Specifically, quotas and rate tables assigned by position do not need to be used in commission rules to have them appear in the report.

3. Quotas and rate tables assigned to a person’s plan through a rate table or highest rate commission rule appear and show the most specific information available, from among the following: position, title, or plan values.

note: Quotas or rate tables assigned by title, and not associated with a person’s plan through a commission rule, do not appear in the plan summary report.

Team Plan Summary Actions

1.  Report & Hierarchy Period—Select the period and date to view. By default, the current period is selected

2.  Organization Hierarchy—A hierarchical tree of all people in your team. Select the person whose report you want to view

3.  Excel—Download a team member’s report as a Microsoft Excel document

4.  Submit Inquiry—Send disputes or requests for information to your administrator or manager

Team Plan Summary Screen

How to…

This section describes how to display the Team Plan Summary report.

Display the Team Plan Summary

1. Click the Reports tab, then click Report Folders > Team Plan Summary in the secondary menu. The Team Plan Summary screen appears.

2. Choose a Period and Date from the drop-down lists.

3. Locate the person in the Organization Hierarchy.

Do the following:
• Click the  button or the  button next to a person to display the next level down in the hierarchy.
• Click the  button (in the gray hierarchical display) next to a person to close the corresponding level, thereby moving up the hierarchy.
• Click the  button to display one level up in the hierarchy.

Period, Date, and Person Selection

4. Select the person in the Organization Hierarchy. The Team Plan Summary report appears.

Find a Person in the Hierarchy

You can find a person in the organizational hierarchy.

1. Click the Find Person in Hierarchy button. The Select a Person dialog appears.
2. Select a person in the list, and click OK. The person is selected in the Organization Hierarchy pane, and the Team Plan Summary report is automatically displayed.

Find a Position in the Hierarchy

You can find a position in the organizational hierarchy.

1. Click the Find Position in Hierarchy button. The Select a Position dialog appears.
2. Select a position in the list, and click OK. The position is selected in the Organization Hierarchy pane, and the Team Plan Summary report is automatically displayed.

Submit Inquiry

Submit Inquiry is a useful tool to communicate with other users in Xactly Modeling without leaving the application.

1. Click the Submit Inquiry button. The Submit Inquiry dialog appears.

Submit Inquiry Screen

2. In the To field, click the Select Users button. The Select Users dialog appears. Select the appropriate users, and click the button.

3. In the Subject field, modify the text, as required.

4. In the Description field, type the message for the inquiry.

5. Click the button. The message will appear under the myMessages section of the receiver’s Home page mail area. If the receiver replies to this inquiry, the sender of the inquiry will see it in his/her Home page mail area.

Download the Statement as an Excel Document

You can download the team plan summary as a Microsoft Excel document for offline viewing and analysis.

• Click the Excel button on the Team Plan Summary main screen. Save the file to your local machine, as required.