Xactly Incent Desk Reference for National SO · PDF fileThe most efficient method to work with...
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Xactly Incent Desk Reference for National SO Release Date: May 2013 2013 ViaSat, Inc. Page 1 of 15 All Rights Reserved. Reproduction without permission is prohibited. Summary This Desk Reference covers an introduction to Xactly Commission reporting. Login Page Home Page Report Dashboard Page Commissions & Chargeback Report Report Fields Fiscal Week to Calendar Year Chart This Desk Reference is an introduction to Xactly Commission Reporting. Incent by Xactly is a reporting application with many different functions. Not all of the functions are currently active. This reference only supports the process to retrieve commission files. A secondary, more detailed, reference will be released after the application is fully functional. Login Page The URL to access the Xactly Incent Login Page is: https://www.xactlycorp.com/login.php The Commissions Administrator will send an email with the username and a link to change the password. Passwords cannot have any special characters, must have one numeric character, and must be 8 characters long. Usernames are case sensitive.
Transcript of Xactly Incent Desk Reference for National SO · PDF fileThe most efficient method to work with...
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
Page 1 of 15
All Rights Reserved.
Reproduction without permission is prohibited.
Summary
This Desk Reference covers an introduction to Xactly Commission reporting.
Login Page
Home Page
Report Dashboard Page
Commissions & Chargeback Report
Report Fields
Fiscal Week to Calendar Year Chart
This Desk Reference is an introduction to Xactly Commission Reporting. Incent by Xactly is a reporting
application with many different functions. Not all of the functions are currently active. This reference only
supports the process to retrieve commission files. A secondary, more detailed, reference will be released after
the application is fully functional.
Login Page
The URL to access the Xactly Incent Login Page is: https://www.xactlycorp.com/login.php The Commissions
Administrator will send an email with the username and a link to change the password. Passwords cannot
have any special characters, must have one numeric character, and must be 8 characters long. Usernames
are case sensitive.
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
Page 2 of 15
All Rights Reserved.
Reproduction without permission is prohibited.
Home Page
After login the Home Page displays. There are four modules on the home page, however only the Analytics
Dashboard module is currently active. To view a commissions report, click on the Dashboard folder to open
the available Dashboards. For the National SO Dealers there are two dashboards are available:
Detail Report – National Sales Only – Comm & Chargebacks:
This dashboard contains reports for commissions and chargebacks for all installation activations and
service calls for a one week period of the fiscal year.
Detail Report – National Sales Only – Residuals:
This dashboard contains reports for sales residuals for a one month period of the fiscal year.
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
Page 3 of 15
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Reproduction without permission is prohibited.
Report Dashboard Page
On Detail Report – National Sales Only – Comm & Chargebacks page, use the down-arrow to the right of
the Select Week field to select the week to be viewed.
Note: The weeks listed in the Select Week field align with the ViaSat fiscal calendar not the
month/week of the calendar year. Use the chart below to pick the corresponding week.
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
Page 4 of 15
All Rights Reserved.
Reproduction without permission is prohibited.
Commissions & Chargeback Report
After selecting the desired report week, the report displays in the Viewing Area.
Online Viewing:
The Viewing Area provides an up/down slider to view the report lines, however there is no search
function. At the right-bottom of the viewing area there are two Icons related to online viewing:
o Refresh: Clicking this Icon re-displays the report currently displayed.
o Print: Clicking this Icon opens a pop-up window with a printer friendly view of the report ready
for printing.
Offline Viewing:
The most efficient method to work with Xactly reports is to download them to a computer.
Step Action
Step 1. Click the Download Icon located on the bottom-right of the Viewing Area.
Step 2. The pop-up window lists the file types that for the file: Excel, PowerPoint, CSV, Html. At this time, it is recommended to download files in CSV format.
Step 3. The file opens in the file type selected.
Step 4. Save the file to the local computer.
For ease of use, it is recommended that the file be renamed to indicate the calendar week of the data it
contains. (i.e. 20130505-commissionreport.xlsx).
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
Page 5 of 15
All Rights Reserved.
Reproduction without permission is prohibited.
Report Fields
Below is what a commission report will look like in excel format. Multiple lines will appear, showing the
commission payout or charge back for each individual account that was completed in that period. The
explanations of the columns are as follows;
Dealer Data:
Partner System Name, Partner Account Reference (used internally only)
Account Data:
WB Account Number (service agreement ID), Sales Channel, Order Number (This column is for Incent
tracking only), Item Code (FSM ID with unique identifier, only use the first set of numbers in FSM for
account lookup, Activation date, SVC Address Line 1, SVC Address City, SVC Address State, SVC
Address Zip Code, Account Status Date (Date of last activity or date of disconnect. NOTE: at this time
this field will have a date in it even if the account is active. Disregard this unless it is a chargeback.)
Commission Data:
Commission Type, Incentive Earning (amount paid or charged), Unit Type (monetary unit), Earning
Group.
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
Page 6 of 15
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Reproduction without permission is prohibited.
Fiscal Week to Calendar Year Chart
Order Date 2013
Order Date 2014
April 1, 2013 WeekB-01-2013
April 2, 2013
April 3, 2013
WeekB-02-2013
April 2, 2014
WeekB-02-2014
April 4, 2013
April 3, 2014
April 5, 2013
April 4, 2014
April 6, 2013
April 5, 2014
April 7, 2013
April 6, 2014
April 8, 2013
April 7, 2014
April 9, 2013
April 8, 2014
April 10, 2013
WeekB-03-2013
April 9, 2014
WeekB-03-2014
April 11, 2013
April 10, 2014
April 12, 2013
April 11, 2014
April 13, 2013
April 12, 2014
April 14, 2013
April 13, 2014
April 15, 2013
April 14, 2014
April 16, 2013
April 15, 2014
April 17, 2013
WeekB-04-2013
April 16, 2014
WeekB-04-2014
April 18, 2013
April 17, 2014
April 19, 2013
April 18, 2014
April 20, 2013
April 19, 2014
April 21, 2013
April 20, 2014
April 22, 2013
April 21, 2014
April 23, 2013
April 22, 2014
April 24, 2013
WeekB-05-2013
April 23, 2014
WeekB-05-2014
April 25, 2013
April 24, 2014
April 26, 2013
April 25, 2014
April 27, 2013
April 26, 2014
April 28, 2013
April 27, 2014
April 29, 2013
April 28, 2014
April 30, 2013
April 29, 2014
May 1, 2013
WeekB-06-2013
April 30, 2014
WeekB-06-2014
May 2, 2013
May 1, 2014
May 3, 2013
May 2, 2014
May 4, 2013
May 3, 2014
May 5, 2013
May 4, 2014
May 6, 2013
May 5, 2014
May 7, 2013
May 6, 2014
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
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May 8, 2013
WeekB-07-2013
May 7, 2014
WeekB-07-2014
May 9, 2013
May 8, 2014
May 10, 2013
May 9, 2014
May 11, 2013
May 10, 2014
May 12, 2013
May 11, 2014
May 13, 2013
May 12, 2014
May 14, 2013
May 13, 2014
May 15, 2013
WeekB-08-2013
May 14, 2014
WeekB-08-2014
May 16, 2013
May 15, 2014
May 17, 2013
May 16, 2014
May 18, 2013
May 17, 2014
May 19, 2013
May 18, 2014
May 20, 2013
May 19, 2014
May 21, 2013
May 20, 2014
May 22, 2013
WeekB-09-2013
May 21, 2014
WeekB-09-2014
May 23, 2013
May 22, 2014
May 24, 2013
May 23, 2014
May 25, 2013
May 24, 2014
May 26, 2013
May 25, 2014
May 27, 2013
May 26, 2014
May 28, 2013
May 27, 2014
May 29, 2013
WeekB-10-2013
May 28, 2014
WeekB-10-2014
May 30, 2013
May 29, 2014
May 31, 2013
May 30, 2014
June 1, 2013
May 31, 2014
June 2, 2013
June 1, 2014
June 3, 2013
June 2, 2014
June 4, 2013
June 3, 2014
June 5, 2013
WeekB-11-2013
June 4, 2014
WeekB-11-2014
June 6, 2013
June 5, 2014
June 7, 2013
June 6, 2014
June 8, 2013
June 7, 2014
June 9, 2013
June 8, 2014
June 10, 2013
June 9, 2014
June 11, 2013
June 10, 2014
June 12, 2013
WeekB-12-2013
June 11, 2014
WeekB-12-2014
June 13, 2013
June 12, 2014
June 14, 2013
June 13, 2014
June 15, 2013
June 14, 2014
June 16, 2013
June 15, 2014
June 17, 2013
June 16, 2014
June 18, 2013
June 17, 2014
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Release Date: May 2013
2013 ViaSat, Inc.
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Reproduction without permission is prohibited.
June 19, 2013
WeekB-13-2013
June 18, 2014
WeekB-13-2014
June 20, 2013
June 19, 2014
June 21, 2013
June 20, 2014
June 22, 2013
June 21, 2014
June 23, 2013
June 22, 2014
June 24, 2013
June 23, 2014
June 25, 2013
June 24, 2014
June 26, 2013
WeekB-14-2013
June 25, 2014
WeekB-14-2014
June 27, 2013
June 26, 2014
June 28, 2013
June 27, 2014
June 29, 2013
June 28, 2014
June 30, 2013
June 29, 2014
July 1, 2013
June 30, 2014
July 2, 2013
July 1, 2014
July 3, 2013
WeekB-15-2013
July 2, 2014
WeekB-15-2014
July 4, 2013
July 3, 2014
July 5, 2013
July 4, 2014
July 6, 2013
July 5, 2014
July 7, 2013
July 6, 2014
July 8, 2013
July 7, 2014
July 9, 2013
July 8, 2014
July 10, 2013
WeekB-16-2013
July 9, 2014
WeekB-16-2014
July 11, 2013
July 10, 2014
July 12, 2013
July 11, 2014
July 13, 2013
July 12, 2014
July 14, 2013
July 13, 2014
July 15, 2013
July 14, 2014
July 16, 2013
July 15, 2014
July 17, 2013
WeekB-17-2013
July 16, 2014
WeekB-17-2014
July 18, 2013
July 17, 2014
July 19, 2013
July 18, 2014
July 20, 2013
July 19, 2014
July 21, 2013
July 20, 2014
July 22, 2013
July 21, 2014
July 23, 2013
July 22, 2014
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
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July 24, 2013
WeekB-18-2013
July 23, 2014
WeekB-18-2014
July 25, 2013
July 24, 2014
July 26, 2013
July 25, 2014
July 27, 2013
July 26, 2014
July 28, 2013
July 27, 2014
July 29, 2013
July 28, 2014
July 30, 2013
July 29, 2014
July 31, 2013
WeekB-19-2013
July 30, 2014
WeekB-19-2014
August 1, 2013
July 31, 2014
August 2, 2013
August 1, 2014
August 3, 2013
August 2, 2014
August 4, 2013
August 3, 2014
August 5, 2013
August 4, 2014
August 6, 2013
August 5, 2014
August 7, 2013
WeekB-20-2013
August 6, 2014
WeekB-20-2014
August 8, 2013
August 7, 2014
August 9, 2013
August 8, 2014
August 10, 2013
August 9, 2014
August 11, 2013
August 10, 2014
August 12, 2013
August 11, 2014
August 13, 2013
August 12, 2014
August 14, 2013
WeekB-21-2013
August 13, 2014
WeekB-21-2014
August 15, 2013
August 14, 2014
August 16, 2013
August 15, 2014
August 17, 2013
August 16, 2014
August 18, 2013
August 17, 2014
August 19, 2013
August 18, 2014
August 20, 2013
August 19, 2014
August 21, 2013
WeekB-22-2013
August 20, 2014
WeekB-22-2014
August 22, 2013
August 21, 2014
August 23, 2013
August 22, 2014
August 24, 2013
August 23, 2014
August 25, 2013
August 24, 2014
August 26, 2013
August 25, 2014
August 27, 2013
August 26, 2014
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
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All Rights Reserved.
Reproduction without permission is prohibited.
August 28, 2013
WeekB-23-2013
August 27, 2014
WeekB-23-2014
August 29, 2013
August 28, 2014
August 30, 2013
August 29, 2014
August 31, 2013
August 30, 2014
September 1, 2013
August 31, 2014
September 2, 2013
September 1, 2014
September 3, 2013
September 2, 2014
September 4, 2013
WeekB-24-2013
September 3, 2014
WeekB-24-2014
September 5, 2013
September 4, 2014
September 6, 2013
September 5, 2014
September 7, 2013
September 6, 2014
September 8, 2013
September 7, 2014
September 9, 2013
September 8, 2014
September 10, 2013
September 9, 2014
September 11, 2013
WeekB-25-2013
September 10, 2014
WeekB-25-2014
September 12, 2013
September 11, 2014
September 13, 2013
September 12, 2014
September 14, 2013
September 13, 2014
September 15, 2013
September 14, 2014
September 16, 2013
September 15, 2014
September 17, 2013
September 16, 2014
September 18, 2013
WeekB-26-2013
September 17, 2014
WeekB-26-2014
September 19, 2013
September 18, 2014
September 20, 2013
September 19, 2014
September 21, 2013
September 20, 2014
September 22, 2013
September 21, 2014
September 23, 2013
September 22, 2014
September 24, 2013
September 23, 2014
September 25, 2013
WeekB-27-2013
September 24, 2014
WeekB-27-2014
September 26, 2013
September 25, 2014
September 27, 2013
September 26, 2014
September 28, 2013
September 27, 2014
September 29, 2013
September 28, 2014
September 30, 2013
September 29, 2014
October 1, 2013
September 30, 2014
October 2, 2013
WeekB-28-2013
October 1, 2014
WeekB-28-2014
October 3, 2013
October 2, 2014
October 4, 2013
October 3, 2014
October 5, 2013
October 4, 2014
October 6, 2013
October 5, 2014
October 7, 2013
October 6, 2014
October 8, 2013
October 7, 2014
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
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Reproduction without permission is prohibited.
October 9, 2013
WeekB-29-2013
October 8, 2014
WeekB-29-2014
October 10, 2013
October 9, 2014
October 11, 2013
October 10, 2014
October 12, 2013
October 11, 2014
October 13, 2013
October 12, 2014
October 14, 2013
October 13, 2014
October 15, 2013
October 14, 2014
October 16, 2013
WeekB-30-2013
October 15, 2014
WeekB-30-2014
October 17, 2013
October 16, 2014
October 18, 2013
October 17, 2014
October 19, 2013
October 18, 2014
October 20, 2013
October 19, 2014
October 21, 2013
October 20, 2014
October 22, 2013
October 21, 2014
October 23, 2013
WeekB-31-2013
October 22, 2014
WeekB-31-2014
October 24, 2013
October 23, 2014
October 25, 2013
October 24, 2014
October 26, 2013
October 25, 2014
October 27, 2013
October 26, 2014
October 28, 2013
October 27, 2014
October 29, 2013
October 28, 2014
October 30, 2013
WeekB-32-2013
October 29, 2014
WeekB-32-2014
October 31, 2013
October 30, 2014
November 1, 2013
October 31, 2014
November 2, 2013
November 1, 2014
November 3, 2013
November 2, 2014
November 4, 2013
November 3, 2014
November 5, 2013
November 4, 2014
November 6, 2013
WeekB-33-2013
November 5, 2014
WeekB-33-2014
November 7, 2013
November 6, 2014
November 8, 2013
November 7, 2014
November 9, 2013
November 8, 2014
November 10, 2013
November 9, 2014
November 11, 2013
November 10, 2014
November 12, 2013
November 11, 2014
November 13, 2013
WeekB-34-2013
November 12, 2014
WeekB-34-2014
November 14, 2013
November 13, 2014
November 15, 2013
November 14, 2014
November 16, 2013
November 15, 2014
November 17, 2013
November 16, 2014
November 18, 2013
November 17, 2014
November 19, 2013
November 18, 2014
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
Page 12 of 15
All Rights Reserved.
Reproduction without permission is prohibited.
November 20, 2013
WeekB-35-2013
November 19, 2014
WeekB-35-2014
November 21, 2013
November 20, 2014
November 22, 2013
November 21, 2014
November 23, 2013
November 22, 2014
November 24, 2013
November 23, 2014
November 25, 2013
November 24, 2014
November 26, 2013
November 25, 2014
November 27, 2013
WeekB-36-2013
November 26, 2014
WeekB-36-2014
November 28, 2013
November 27, 2014
November 29, 2013
November 28, 2014
November 30, 2013
November 29, 2014
December 1, 2013
November 30, 2014
December 2, 2013
December 1, 2014
December 3, 2013
December 2, 2014
December 4, 2013
WeekB-37-2013
December 3, 2014
WeekB-37-2014
December 5, 2013
December 4, 2014
December 6, 2013
December 5, 2014
December 7, 2013
December 6, 2014
December 8, 2013
December 7, 2014
December 9, 2013
December 8, 2014
December 10, 2013
December 9, 2014
December 11, 2013
WeekB-38-2013
December 10, 2014
WeekB-38-2014
December 12, 2013
December 11, 2014
December 13, 2013
December 12, 2014
December 14, 2013
December 13, 2014
December 15, 2013
December 14, 2014
December 16, 2013
December 15, 2014
December 17, 2013
December 16, 2014
December 18, 2013
WeekB-39-2013
December 17, 2014
WeekB-39-2014
December 19, 2013
December 18, 2014
December 20, 2013
December 19, 2014
December 21, 2013
December 20, 2014
December 22, 2013
December 21, 2014
December 23, 2013
December 22, 2014
December 24, 2013
December 23, 2014
December 25, 2013
WeekB-40-2013
December 24, 2014
WeekB-40-2014
December 26, 2013
December 25, 2014
December 27, 2013
December 26, 2014
December 28, 2013
December 27, 2014
December 29, 2013
December 28, 2014
December 30, 2013
December 29, 2014
December 31, 2013
December 30, 2014
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
Page 13 of 15
All Rights Reserved.
Reproduction without permission is prohibited.
January 1, 2014
WeekB-41-2013
December 31, 2014
WeekB-41-2014
January 2, 2014
January 1, 2015
January 3, 2014
January 2, 2015
January 4, 2014
January 3, 2015
January 5, 2014
January 4, 2015
January 6, 2014
January 5, 2015
January 7, 2014
January 6, 2015
January 8, 2014
WeekB-42-2013
January 7, 2015
WeekB-42-2014
January 9, 2014
January 8, 2015
January 10, 2014
January 9, 2015
January 11, 2014
January 10, 2015
January 12, 2014
January 11, 2015
January 13, 2014
January 12, 2015
January 14, 2014
January 13, 2015
January 15, 2014
WeekB-43-2013
January 14, 2015
WeekB-43-2014
January 16, 2014
January 15, 2015
January 17, 2014
January 16, 2015
January 18, 2014
January 17, 2015
January 19, 2014
January 18, 2015
January 20, 2014
January 19, 2015
January 21, 2014
January 20, 2015
January 22, 2014
WeekB-44-2013
January 21, 2015
WeekB-44-2014
January 23, 2014
January 22, 2015
January 24, 2014
January 23, 2015
January 25, 2014
January 24, 2015
January 26, 2014
January 25, 2015
January 27, 2014
January 26, 2015
January 28, 2014
January 27, 2015
January 29, 2014
WeekB-45-2013
January 28, 2015
WeekB-45-2014
January 30, 2014
January 29, 2015
January 31, 2014
January 30, 2015
February 1, 2014
January 31, 2015
February 2, 2014
February 1, 2015
February 3, 2014
February 2, 2015
February 4, 2014
February 3, 2015
February 5, 2014
WeekB-46-2013
February 4, 2015
WeekB-46-2014
February 6, 2014
February 5, 2015
February 7, 2014
February 6, 2015
February 8, 2014
February 7, 2015
February 9, 2014
February 8, 2015
February 10, 2014
February 9, 2015
February 11, 2014
February 10, 2015
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
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All Rights Reserved.
Reproduction without permission is prohibited.
February 12, 2014
WeekB-47-2013
February 11, 2015
WeekB-47-2014
February 13, 2014
February 12, 2015
February 14, 2014
February 13, 2015
February 15, 2014
February 14, 2015
February 16, 2014
February 15, 2015
February 17, 2014
February 16, 2015
February 18, 2014
February 17, 2015
February 19, 2014
WeekB-48-2013
February 18, 2015
WeekB-48-2014
February 20, 2014
February 19, 2015
February 21, 2014
February 20, 2015
February 22, 2014
February 21, 2015
February 23, 2014
February 22, 2015
February 24, 2014
February 23, 2015
February 25, 2014
February 24, 2015
February 26, 2014
WeekB-49-2013
February 25, 2015
WeekB-49-2014
February 27, 2014
February 26, 2015
February 28, 2014
February 27, 2015
March 1, 2014
February 28, 2015
March 2, 2014
March 1, 2015
March 3, 2014
March 2, 2015
March 4, 2014
March 3, 2015
March 5, 2014
WeekB-50-2013
March 4, 2015
WeekB-50-2014
March 6, 2014
March 5, 2015
March 7, 2014
March 6, 2015
March 8, 2014
March 7, 2015
March 9, 2014
March 8, 2015
March 10, 2014
March 9, 2015
March 11, 2014
March 10, 2015
March 12, 2014
WeekB-51-2013
March 11, 2015
WeekB-51-2014
March 13, 2014
March 12, 2015
March 14, 2014
March 13, 2015
March 15, 2014
March 14, 2015
March 16, 2014
March 15, 2015
March 17, 2014
March 16, 2015
March 18, 2014
March 17, 2015
Xactly Incent Desk Reference for National SO
Release Date: May 2013
2013 ViaSat, Inc.
Page 15 of 15
All Rights Reserved.
Reproduction without permission is prohibited.
March 19, 2014
WeekB-52-2013
March 18, 2015
WeekB-52-2014
March 20, 2014
March 19, 2015
March 21, 2014
March 20, 2015
March 22, 2014
March 21, 2015
March 23, 2014
March 22, 2015
March 24, 2014
March 23, 2015
March 25, 2014
March 24, 2015
March 26, 2014
WeekB-53-2013
March 25, 2015
WeekB-53-2014
March 27, 2014
March 26, 2015
March 28, 2014
March 27, 2015
March 29, 2014
March 28, 2015
March 30, 2014
March 29, 2015
March 31, 2014
March 30, 2015
April 1, 2014
March 31, 2015
