Xactly Analytics 2018-04 New Features
This article describes the new feature available in Xactly Analytics 2018-04, which include:
- Enhanced Incentive Statement Customization – Quota Attainment (Beta Version)
- Quota Custom Fields
- New Quota Relationships Dimension
Enhanced Incentive Statement Customization – Quota Attainment (Beta Version)
Xactly Analytics 2018-04 introduces a new Incentive Statement QCC fact that administrators can use to report quota attainment customized through the incentive statement. This feature eliminates the complex formula currently used to determine quota attainment for select or all quotas.
Incent Statement QCC (Beta) Fact
Admins can use the feature to report monthly, quarterly, and yearly quota attainment for a participant, along with other compatible facts and dimensions.
Quota Custom Fields
Xactly Analytics 2018-04 brings additional attributes to the Quota and Quota (Effective dated) facts, specifically quota custom fields created in Incent with the data type String, Number, Boolean, or Drop Down List. This allows administrators to add quota custom fields to existing reports and dashboards.
Quota Fact
Note that the feature allows up to 50 custom fields for each data type. The feature is also backward compatible.
New Quota Relationships Dimension
Xactly Analytics 2018-04 adds a new Quota Relationships dimension to the application, using information from Xactly Incent. The new dimension is compatible with other quota-related facts and dimensions, and allows administrators to report personal target weights and quota weights, along with the quota name and quota relationship name.
Quota Relationships Dimension
Note that 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.