We know that for many Admins and Sales Ops leaders, the biggest barrier to adopting a new reporting tool isn’t a lack of interest—it’s a lack of time. Switching workflows is a big deal, and building a suite of reports from scratch can feel like a mountain to climb when you’re already managing a complex commission cycle.
To help you move from "just exploring" to "fully operational" without the heavy lifting, the Xactly Reporting experience comes pre-loaded with a curated set of Standard Assets.
Think of these as your "Day 1 Shortcut." They provide a single source of truth across your entire revenue lifecycle—from credits and commissions to payments and quotas—the moment you log in.
What’s in the Box?
When Xactly Reporting is turned on, your instance is automatically populated with assets designed to answer your most common business questions. You can use these exactly as they are, or as templates to jumpstart your own custom views. Here’s what’s available:
- Dashboards: Dedicated views for Performance, Payments, Commissions, and Credits.
- Reports: Detailed breakdowns including Commissions by Person, Payroll Summaries, and Bonus by Person.
- Widgets: High-level summary tiles for Total Commissions, Payments, Credits, and Orders.
- Metrics: Pre-configured data points for Credits, Quota, Payments, and Bonuses.
- Sales Rep Dashboard: A purpose-built, incentive-focused view designed specifically for individual contributors.
Solving for Multiple Stakeholders
Not sure where to start? Here is how to use these standard assets to solve the "Friday Afternoon" headaches for your various teams:
- For Sales Reps: When a rep asks, "How much have I earned this month?" point them to the Sales Representative Dashboard. It’s designed for individual clarity and transparency.
- For Finance Teams: When leadership asks, "What is our total payout by earning group this quarter?" run the Payroll Report or pull up the Payments Dashboard for an instant answer.
- For Sales Ops: To answer, "How are we performing against quota across regions?" review the Performance Dashboard combined with the Quota Summary.
- For Executives: To show Compensation Cost vs. Attainment, combine the Credits, Quota, and Payment metrics into a single dashboard for a top-down strategic view.
Pro Tips for a Smooth Transition
As you begin to explore these pre-built tools, keep these three tips in mind to get the most accurate insights:
- Explore with confidence: Remember that this is a safe space for discovery. You can query, filter, and test new views knowing that nothing you do here will ever alter your underlying plan data or configurations.
- Use the hover and drill-down: You don't need to build a new report to see the "why" behind a number. Simply hover over charts or click on metric tiles to access a drill-down for the underlying transaction details.
- Filter for relevancy: Use the dashboard-level filters to instantly pivot your data by participant, region, or period. We recommend using current fiscal quarter filters to keep your insights as relevant as possible.
Ready to Get Started?
You don't need to be a SQL expert or a developer to master Xactly Reporting. By leveraging the Standard Assets already in your toolkit, you can graduate from static spreadsheets to board-ready insights today.
