Incent Administrator Reference Guide
Incent Administrator Reference Guide
Welcome to the Xactly Incent Reference Guide. Xactly Incent is the leading on-demand sales compensation application. Xactly Incent’s comprehensive rules-based architecture gives companies the flexibility to easily create and manage any type of compensation plan. Real-time web-based visibility provides strategic value to all levels of an organization.
The articles in this guide describe how to create and manage your company’s compensation information within Xactly Incent. These articles are written for compensation administrators and explain how to set up compensation plan elements.
Using these Articles
These articles are organized to match the design of the Xactly Incent application user interface. The Xactly Incent application is divided into tabbed areas. Each tab contains a group of features that define a portion of the compensation framework and are targeted towards a specific user. The following sections describe each of these tabbed areas.
Welcome to Xactly Incent
Setup
- Introduction
- Setup
- Business Groups
- Administrator Preferences
- Roles
- Users
- Calendar
- Exchange Rates
- Configure > Credit Type
- Configure > Unit Type
- Configure > Order Type
- Configure > Reason Code
- Configure > Earning Group
- Configure > Error Messages
- Configure > Employee Status
- Configure > Batch Type
- Configure > External Processes
- Configure > Process Group
- Custom Fields
- Tags
- Translation Workbench
- Customize > Estimator Fields
- Customize > Estimator Integration
- Tokenized Fields
- Customize > Login Profile
- Customize > Manage Certificate
- Customize > Custom Applications
- Customize > Branding
- Customize > Proration
Integration
Preferences
Data
Integration
- Introduction
- Oracle CRM on Demand
- Salesforce CRM
- Xactly Incent Report Widgets
- Microsoft Dynamics CRM