Prevent duplicate credits for roll-up and roll-over indirect credits within Xactly Incent Client presented with a case where 2 Account Executives were receiving full credit (100% split percent each) for the same sale. Not an issue, until those credits rolled to...
Varicent APIs | Automate & Define Interactions APIs are potent tools to automate and define interactions between multiple software applications, and Varicent, sure enough, takes advantage of such tools. That said, the Varicent APIs allow clients' modules to...
Using Variables A key component when configuring Incentive Plans in SAP Commissions is the use of Variables. These allow you to create calculation logic that is data driven. A feature of SAP Commissions is the ability to assign variables at different levels,...
Document Management in Analytics Reports One of the new feature in Document Management is using Document Management fields in the Subject Area in Analytics. Using this allows admin to create a report. This is the easiest way of tracking status of the routed...
Effective Dated Tables In Varicent, we can create tables that include effective start and end dates. Multiple versions of the same record can be entered by setting different start and end dates for each record. Biggest advantage of this feature: Varicent...
Xactly Connect Xactly has feature to automate Quota upload and assign to different positions using Xactly Connect. To achieve this, user has to create Quota at plan level in incent and then download the template in CSV format to local drive. User then updates...
Creating a Custom Data Model for Embedded Analytics Custom data model can be used in Embedded Analytics when a story that involves one or more TCMP and EXT tables is used. There are two types of Custom Models. Custom model with NO data restriction Custom model...
Varicent Reports We usually get requirements from the client to create some Out of the Box or complex Reports. This can very well be handled by Varicent which gives a clean slate to work with for creating the reports. They have the following features: They are...
Hold and Release We come across such requirements where customer is looking for a solution within Xactly platform to hold commissions and release it as per need. During one of our implementations of Xactly, it was expected to hold a commission for 3 months and...
Varicent Workflow Tool If your business requirement has a defined process, it most likely can be configured with the inbuilt & flexible Varicent workflow tool. Consider you’re rolling out a new compensation plan, or you want to assign quotas to all the reps...