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eDocs & Approvals

eDocs & Approvals

Learn about Document Management and how eDocs & Approvals make routing easy. Discover the features that let you set-up the process ahead of time, so getting the documents approved is simple. This course drills down into the navigation and provides hands-on experience to see how eDocs performs with real business use-case scenarios.

Target Audience: Those responsible for routing documents and/or creating workflows used to route documents.

Prerequisites: None

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Credit Assignment

Credit Assignment

Learn the basics and gain hands-on experience using the Territory Management and Credit Assignment modules within Xactly Incent.

Target Audience: Those responsible for credit rules and credit assignment.

Prerequisites: None

Calculation Basics

Calculation Basics

Learn how to customize and administer a fully configured Xactly Incent application from start to finish! This is the recommended alternative course to our Administrators Workshop if you are unable to attend in person.

Target Audience: Those responsible for administering incentive payments or reporting within Xactly Incent.

Prerequisites: None, Recommended: Understanding of basic incentive compensation principles.

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Incent New Year Prepartion

Incent New Year Prepartion

Gain a deeper understanding on configuring the Incent Calendar, Quotas, Plans, and other data, which helps keep Incent updated for the next plan year.

Target Audience: Those responsible for configuring incentive compensation plans within Xactly Incent.

Prerequisites: Administrators Workshop or Calculation Basics.

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Modeling Basics

Modeling Basics

Learn how to administer and initialize a modeling environment within the Xactly Incent application.

Target Audience: Those responsible for modeling plan scenarios.

Prerequisites: Administrators Workshop or Calculation Basics.

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Advanced Administration

Advanced Administration

Take your Admin knowledge and skills to the next level by learning how to enable our in-depth features such as; Exchange rates, Formulas, Commission Rules and more!

Target Audience: Those responsible for administering the Xactly Incent system.

Prerequisites: Administrator Workshop or Calculation Basics.

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Incent Administrators Workshop

Incent Administrators Workshop

Learn how to customize and administer a fully configured Xactly Incent application from start to finish! This course provides you with the basics on how Incent works and hands-on experience led by our in-house Xactly Experts.

Target Audience: Those responsible for administering incentive payments or reporting.

Prerequisites: None

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Introduction to PS and Implementation Methodology

Introduction to PS and Implementation Methodology

Go through a deep dive of our implementation process.

Target Audience: Partners, Sales Ops, Internal Employees.

Prerequisites: None

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Incent Plan Configuration Workshop

Incent Plan Configuration Workshop

Xactly’s most advanced course. Go through the motions of an Xactly implementation by learning how to gather and document requirements, analyze plan design data, create and modify rules and formulas, test to ensure the build meets requirements, and migrate those changes into a production environment. This course is highly recommended for learners with advance knowledge on Incent and is led by our in-house Xactly Experts.

Target Audience: Experienced admins looking to manage and build plans within their own organization.

Prerequisites: Admin Workshop, Incent Level 1 Certification, 6 months of hands-on experience with Xactly Incent.

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Analytics Basics

Analytics Basics

Learn about the basics of Xactly Analytics and how you can leverage it for the administrative and sales teams to communicate information effectively.

Target Audience: Those responsible for creating custom reports using data from Xactly Incent.

Prerequisites: Administrator Workshop or Calculation Basics.

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Analytics Basics Plus

Analytics Basics Plus

Expand your Analytics knowledge and receive an in-depth overview of common business use-cases on pivot tables, drill-down reports, columns, and more.

Target Audience: Those responsible for creating custom reports using data from Xactly Incent.

Prerequisites: Analytics Basics

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Analytics 2 Day Workshop

Analytics 2 Day Workshop

Gain in-depth knowledge on how to create reports and charts that support both Sales Operations and Sales Manager Dashboards in the final installment in the Analytics curriculum. This course is is led by our in-house Xactly Experts.

Target Audience: Those responsible for creating custom reports using data from Xactly Incent.

Prerequisites: Administrator Workshop, Analytics Basics, Analytics Basics Plus.

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Express 101: Express Basics

Express 101: Express Basics

An introduction to the Xactly Express application. Includes lab exercises to illustrate the functionality and best practices discussed in the course.

Target Audience: Comp Admin

Prerequisites: None

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Express 201: Express Basics Plus

Express 201: Express Basics Plus

Take a deeper look into the Xactly Express application. Includes lab exercises to illustrate the functionality and best practices discussed in the course.

Target Audience: Comp Admin

Prerequisites: Express 101

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Objectives

Objectives

Break down the walls separating your teams from greater performance. This tactical 4 course series will guide you through an entire Objectives deployment. Xactly Objectives links employee performance with incentives to help you increase engagement within your workforce, build high-performing teams, and enhance company culture.


Insights

Insights

Coming Soon!

Inspire

Inspire

Coming Soon!