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Xactly Modeling Workshop

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Course Overview

The Xactly Modeling Workshop is designed to provide administrators with hands-on experience using and administering the Xactly Modeling module. Upon completion of this workshop, attendees will be able to initialize a Modeling environment, estimate Commission expenses, update the configuration for Plan and Organization changes, and migrate these changes to the Xactly Incent production environment.

Course Objectives

  • Provide a solid understanding of the Xactly Modeling features and functions
  • Develop essential skills required to administer and maintain an Xactly Modeling environment
  • Build the foundation for using Xactly Modeling as a tool to estimate commission expenses and create and test plan and organization changes

Target Audiences

  • Compensation Administrators, Sales Operations Professionals and Financial Analysts who are responsible for commission expense tracking and configuration maintenance.

Prerequisites

  • Xactly Incent Administration Workshop or equivalent application experience
  • Xactly Incent Compensation Plan Configuration Workshop or equivalent application experience
  • Familiarity with your company's comp plan details
  • Working knowledge of Incentive Compensation
  • Experience using web based applications

Course Length

Online – 1/2 day

Fee

$300 per person

Format

This is an Online workshop will include the following key topics:

  • Introduction
    • Describe Xactly Modeling
    • Access Xactly Incent and Xactly Modeling
  • Xactly Modeling Overview
    • Xactly Modeling Process overview
    • Scenarios
    • Initialize Xactly Modeling
    • Analysis
  • Using Xactly Modeling
    • Process orders and estimate expenses
    • Update rates and recalculate expenses
    • Implement Organization changes
    • Promote changes to production

Contact

To find out more about Xactly's Education offerings,email training@xactlycorp.com or visit www.xactlycorp.com

1.866.GO.XACTLY Ext. 690

1.408.200.0690

Course Registration