Quota Relationships

You can use columns in the Quota Relationships dimension to add quota relationship information available in Xactly Incent to reports in Xactly Analytics. The dimension is compatible with other quota-related facts and dimensions, and allows you to report personal target weights and quota weights along with the quota name and quota relationship name.

Note: If a quota relationship is referenced in a formula that uses quota relationship system functions, and if the formula is referenced in the commission rule, Xactly Analytics reports all transactions associated with the commission.

Screen

Quota Relationships Columns

Columns

The following table describes the columns in the Quota Relationships dimension.

ColumnDescription
QR NameThe name of the quota relationship.
Is Primary QuotaIndicates whether this is the primary quota.
Include In TotalIndicates whether the quota is included when calculating the total of all quotas in the group.
Weight TypeThe type of the weight.
Weight ValueCalculated automatically based on the quotas included in the total.

Note that the primary quota is always included in the calculation, and that the total quota weight always equals 100%.

When quotas in the group have multiple unit types, "Not Available" appears as the quota weight.