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:

Screen Shot 2016-07-15 at 9.41.40 AM

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.