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Step 1/7
The number of people from your organization who are part of the commission calculation logic that are able to log in, review statements, and fully interact with the Xactly Incent platform.
Step 2/7
The compensation plan is a way to group commission logic and apply it to pre-defined people. For example there might be separate commission plans for Sales, Managers, and AEs.
Step 3/7
A component is an independent, individual part of the commission plan containing the logic for calculating commissions. For example, calculating a commission for AEs for any closed upsell deal.
Step 4/7
Specify the number of sources that contain details being used to calculate commission payments - including SPIFFs, MBOs, and Hold Releases.
Step 5/7
Incent native reporting dashboards.
Single Incentive Statement and Instructional video how to set custom statements per plan / position.
Automatically created document providing plan details per payee. Set for one plan and Instructional video how to set custom statements per plan.
Components that inherit commission data based on hierarchy.
Adjusting provided values (OTE, Quota) based on manual input.
No Payout support.
Analytics is a reporting module enabling drag and drop functionality for reporting.
Payments held and released manually.
Payments held and released in full automatically after specific time offset.
Adjusting provided values (OTE, Quota) based on time and position.
Providing Payout support for the 1st Adoption Month.
Incentive Statement customized for each plan, and instructional video how to set custom statements per position.
Automatically created document providing plan details per payee. Set for all plans and Instructional video how to set custom statements per position.
Analytics is a reporting module enabling drag-and-drop functionality for reporting.
A way to route approval documents through an organizational hierarchy. Single workflow setup.
Enabling and setting SSO configurations (Salesforce, Azure, Okta).
Components that inherit commission data based on non-hierarchical relationships.
Setting guaranteed amounts for commission earnings.
Holding payments for defined amount of time after they're calculated. Released manually or on a specific date offset.
Payments held and released in equal parts over time e.g. over time of contract.
Incentive Statement customized for each participant.
Automatically created document providing plan details per payee. Customized per position.
Way to route approval documents through organizational hierarchy. Set for multiple different workflows.
Adjusting provided values (OTE, Quota) based on customized logic.
Aggregated level quotas will be calculated automatically. For example regional quotas will be calculated based on individual quotas from that region.
Analytics reports based on aggregations, pivoted data, or filtering logic.
Payment holds that are released based on additional logic. For example, release payments based on invoice payments.
Extending default payout support to 3 months.
Step 6/7
For implementations where Salesforce is the only source of data, the CRM Accelerator can be used to natively integrate Salesforce with Xactly.
A CRM Accelerator based on objects other than opportunity.
Automated integration of HR data based on SFTP flat files from source systems.
Delivers a comprehensive commission expense management solution that ensures organizational compliance with ASC 606-/-IFRS 15 standards.
Delivers data-informed pipeline analytics to drive consistent sales execution and accurate forecasting for ensuring a resilient revenue stream.
Drive performance and revenue by aligning employee behaviors to company goals with our employee performance management software.
Provides functionality to estimate expected commissions for “what if” scenarios while minimizing the manual shadow accounting.
Provides functionality to estimate expected commissions for “what if” scenarios while minimizing manual shadow accounting.
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