Breakfast & Registration
Chris Cabrera, CEO, Xactly
Roadmap / What's New
15 minute break
Express Meet Up - Customizing End User Views + Advanced Admin Reporting
Join your Express peers in San Diego for a hands-on lab and open forum discussion! Learn how to customize rep visibility from the Express Dashboard to Commission Statements. Walk through Express reporting functionality, and steps to advance the available reporting and dashboards for all levels of your team, including Sales Reps, Managers, Finance and VP's.
Enjoy lunch at CompCloud
Introducing Xactly Insights for Sales Leaders - Matt Larsen
Empower your sales leader to make tactical decisions based on empirical data and industry benchmarks. The new Insights experience take sales performance management to new levels by incorporating company trends and predictive analytics within context of an operational dashboard experience. Join us to learn more
Calc 101: The Basics of Incent Calculations
Learn about the basics of the Incent calculation process as orders flow to credits, commissions, bonuses, and payments. Also, learn about the basics of draws and balances
How the new ASC 606 Standards Impact Sales
Let's talk Revenue Recognition: The new standards are here but despite the regulations that came into play on 1st January, many organisations were not prepared by this deadline and are unclear the impact the new regulations have on sales incentives. But it's not too late. In this session we will dive into all things Rev Rec, the new financial reporting standards in recognising revenue from contracts, how you can get up to speed, and how the relationship with sales drives enablement, productivity and better data.
Territory Optimization with Xactly AlignStar
Territory planning can have a significant impact on sales productivity, revenue, and costs, yet it is often overlooked. In this session, explore the challenges organizations face when planning sales territories, the consequences of poor territory alignment, and the positive results produced with proper territory planning. Get to know the Xactly AlignStar product line, which provides Xactly customers the tools they need to optimize their territory alignments to achieve greater productivity and revenue.
Analytics: Build Easy to Read Dashboards
Are your dashboards crowded and hard to read? Come learn about dashboard formatting and views that will allow you to create dashboards that will wow your team.
Commission Forecasting & Accruals with Xactly
This session will provide a peek at the functions and facilities available within the Xactly Incent solution that will increase forecasting and accrual accuracy, through Insights, Modeling and Analytics. With the potential to release funds to Operational Expenditure through increased accuracy, can you afford to miss this session?
Effective Sales Planning
Sales planning is vital to the success of the Sales organization. So, what makes a great sales plan? It’s a cyclical process focused on the core concepts of Plan, Execute & Analyze. Let’s dive into the common quota and capacity planning processes and methodologies used to drive the sales plan and see how we can analyze attainment results to make more informed and tactical decisions for the future. We’ll see how Sales Planning integrates within Xactly’s ecosystem of products to increase automation and boost productivity.
Integrate and Automate with Xactly Connect
Data integration often plays a crucial role in the successful deployment of an Xactly solution. Learn how Connect fulfills that role, allowing our customers to build out, manage and maintain their own data integrations and see Connect in action.
ICM Best Practices & Assessment - Maria Oczko-Canant & Lindsay Cressman
During this session, attendees will be presented with an overview of why Clients choose to complete ICM Assessments, what are ICM best practices that they should assess against,what goes into completing an assessment (current administration process and configuration review) and the direct and indirect benefits that result from such assessments, particularly as customer focus on future state definition of their program on a go-forward basis. As part of this discussion, we will speak with D2L, sharing real world examples of how they partnered with Xactly Strategic Services to complete an ICM assessment and optimization workshop. We will dive into how D2L was able to leverage the assessment findings to change and improve the way they utilize Xactly to streamline and optimize their sales compensation administration as they work to transform their ICM program and processes.
#xactlylovesme Happy Hour
Learn how Xactly has added proven ASC 606 and territory planning technologies to help you compete, win and lead in your industries.
Breakouts designed to increase Xactly product expertise, prepare you for planning season, and get ASC 606 ready.
Customers will join Xactly CEO, Chris Cabrera, on stage to share how they’ve leveraged sales incentives to inspire sales rep performance.
We love getting together! Enjoy the Southern California sunshine and charm of Balboa Park with Xactly customers and leadership at the #xactlylovesme Happy Hour.
Founder & CEO
Chief Marketing Officer
Chief Customer Officer
VP, Strategic Marketing
Director, Strategic Solutions
Team Lead, Strategic Services
Product Marketing Manager
Sales Compensation Manager