FAQs
What is the difference between an order and a credit?
A The order has an amount associated with it and the credit is how much of the order amount is associated to a person. For example, if the order is $1000 and two people received a 50% split on the order they each receive a $500 credit.
What is the difference between Personal Currency, Payment Currency and Salary Currency?
The Personal Currency is the currency of the personal target.
The Payment Currency is the currency in which payments will be calculated for the person.
note: If currency rate conversions do not exist for converting the commissions/ bonuses into the payment currency they will be left in the calculated currency.
The Salary Currency is the currency of the person’s salary
Which browers does Xactly support?
What is the difference between a Commission and a Bonus?
Commission and Bonuses are defined by the type of rule that creates the incentive payment.
How can I import opportunities from a Non-SFDC to the CRM/SF Application?
Non-SFDC opportunities can be imported into the Xactly Incentive Estimator ™ using the Upload Sample Orders from Excel option.
What is the difference between Year-To-Date (YTD) Attainment and Annual Attainment?
The YTD Attainment is the attainment based on the sum of the Quota values to date.
The Annual Attainment is the attainment based on the annual Quota value.
What do the bold fields mean, on the form in the application?
The bold fields are searchable.