Getting Started with Incent
Getting Started with Incent
Welcome to the Xactly Incent™ User’s Guide. This guide helps you better understand your incentive compensation, individual and team performance, how to run “what-if” incentive calculations, and how to view and approve plan documents.
Xactly Incent Application Layout
The following shows the general layout of the application:
This guide focuses on the capabilities of Xactly Incent targeted towards sales teams, using the following tabs in the application:
- Home displays the standard dashboard for your business, as well as one or more customizable user dashboards.
- myIncentives displays your standard compensation reports, including Incentive Statement, Incentive Details, and Plan Summary.
- myTeam gives managers and executives visibility into individual and team performance.
- Incentive Estimator enables you to run “what-if” incentive compensation calculations, based on actual plans and attainment, providing visibility into compensation before, during, and after a sale.
- Reports provides managers and executives visibility into individual and team performance through the following standard reports: Incentive Statement, Plan Summary, Team Incentive Details, Team Incentive Statements, Team Plan Summary, and Team Ranking.
- Document Management enables you to monitor the status of plan documents and certification letters and to view the contents of plan documents and certification letters.
note: Your application view within Incent is defined by your administrator, who is able to provide you with access to the tabs described in this section.
Welcome to Xactly Incent
- Log in for the First Time
- Reset a Forgotten Password
- Logging in to Xactly Incent
- Select a Person Version
- Manage Messages
- Manage Downloads
- Edit Your Profile
- Manage Your Password
- Change Your Preferences
- Display Help
- Access Support
- Display Information about Xactly Incent
- Sessions Timeouts
- Log Out From Incent
- Understanding Prior Period Adjustments
Reports
myHome – Sales Pods and Dashboards
- Available Pods on the myHome page
- Dashboard Pods
- Display the Business Dashboard
- Display a User Dashboard
- Add a New Dashboard
- Change the Dashboard Layout
- Modify a User Dashboard
- Rename a Dashboard
- Delete a Dashboard
- Work with Pods
- Use the Search Orders and Payments Pod
- Display Detailed Drill Down Information
- Filter and Search Results
- Submit an Inquiry