This document provides instructions for accessing a new automated commission portal. It contains information on logging in for the first time, resetting passwords, navigating the portal tabs, and viewing commission performance details. The portal will be updated weekly in January and daily starting in February to show users their commission results. Any questions about commission calculations or using the system should be directed to the user's sales team manager.

1. How to get the most from your New
Automated Commission Portal

2. FAQ’s
• You will have received (or will shortly receive) by
email the log in details for your Commission Portal.
• This will enable you to access the online system
which will show you your commission performance
for the 2012 scheme.
• Throughout January the portal will be updated
weekly on a Friday.
• In February this will move to a daily update (we will
confirm to you when this has been activated)
2

3. Accessing Incent for the first time
• Confidential emails will be sent to each user by
the application
• Email will contain Username, Password and a
link to the application
– Your username is your email address
IMPORTANT
Your username and
password are case
sensitive

4. If you see these screens.
• Depending on how you access your email you may get the
following screens when you click the link:
• Simply click “Continue to this website”
• And input your NORMAL NETWORK username and password
• Your username must be prefixed with uk (see next slide for
example)

5. If you get asked for your network Login and
Password.
Remember to add the uk before your username
Click here

6. Accessing Incent for the first time Continued
• When you log in for the first time you will need to Reset your password
– It must be 8-12 characters long
– Cannot contain any part of the username
– Must contain one of each
– Uppercase letter, lowercase letter, number
– Must not be the same as the last 12 passwords
– Passwords expire every 45 days
• Once you have changed the password you will be automatically logged
out of the application
• Re-login to the application with your new password

7. Accessing Incent in the Future
• Open Internet Explorer and type
www.xactlycorp.com
• Click Customer Login
• Enter Username and Password and click Login

8. Home Tab
• This displays a graphical summary of how you
are performing against your earning goals

9. myIncentive
• Click on the “myIncentives” Tab
• This displays your commission results for the
current year

10. Incentive Statement
• Provides a complete view into how you are
performing

11. Incentive Statement
• Your performance by Qtr
–You can expand each qtr to show each month by clicking here

12. Incentive Statement
• Your Total Sales and Cancellations by Month
–You can look at the individual jobs making up your months performance
by clicking the underlined total

13. Incentive Statement
• The detail behind your totals

14. myIncentive
• In the myIncentive tab you can see:
– Your Targets and performance for each attainment level for both
Sales and Finance Sales
– Your Total Sales and Cancellations showing Sales, Finance Sales,
Cancellations, ASPs, Failed on Day and NPS
– Your Commissionable Sales – showing the combined totals of your
commissionable jobs
– Your Sales Commissions – showing the commission earned from the
jobs detailed above
– Your Bonuses – Showing the commission earned from NPS and any
Product Bonuses
– Your Payments – Showing the actual total of your payment.

15. What do I do if I have queries?
• As with the existing commission scheme, if you
have any queries with regard to the calculation of
your commission please discuss this with your STM.
• If you have any questions about the new system or
how to do something please contact your STM in
the first instance.

16. 16 © 2009 Xactly. All rights reserved. Proprietary and Confidential.