• Home
  • Blog
  • How to automate ranking reports in Xactly Connect™

Blog

How to automate ranking reports in Xactly Connect™

0 Comments

Author: Matt Hausbeck, Senior Consultant

Canidium is the leading sales performance, incentive compensation, and sales process optimization consultancy. They have been a leading partner of Xactly for seven years, and have a dedicated, Xactly-certified team. Strategic, technical, and managed services are components of an integrated portfolio that helps their customers achieve their corporate goals and objectives optimizing their sales performance and process improvements.

Sales reps are competitive by nature, but how do you harness their edge and motivate them to meet and exceed both their own goals as well as your organization's? Publishing the current sales reps' rankings is a great way to create some friendly competition on the sales floor, and has other benefits! If you're using Xactly Connect™, then automating ranking publishing is easy to do and takes only a few minutes, even if you're not familiar with
the feature! 


Boost ROI by automating ranking report publication using these simple steps

  1. Log into your Xactly Incent™. 

  2. Click the drop-down at the top-right corner of the page and click Connect.
     Connect

  3.  Open the Command Editor.
    Command Editor

  4. Now you’re going to create a variable that represents the period that you want to publish your ranking report through. Based on your requirements, pick one of the following options and copy and paste the corresponding code into your command editor.

    1. If you want to publish through the current period, then copy the following into the command editor:
      set v_publish_ranking_period_name =
      SELECT NAME
      FROM xactly.xc_period xper
      WHERE LookupPeriodTypeByPeriodName(xper.Name) = 'MONTHLY'
      AND start_date <= ToDate(Now())
      AND end_date >= ToDate(Now())
      Order By start_date DESC
      LIMIT 1;

    2. If you want to publish through the first open period, then copy the following into the command editor:
      set v_publish_ranking_period_name =
      SELECT NAME
      FROM xactly.xc_period xper
      WHERE LookupPeriodTypeByPeriodName(xper.Name) = 'MONTHLY'
      AND xper.IS_OPEN = 1
      Order By start_date
      LIMIT 1;

    3. If you want to publish through the last closed period, then copy the following into the command editor:
      set v_publish_ranking_period_name =
      SELECT NAME
      FROM xactly.xc_period xper
      WHERE LookupPeriodTypeByPeriodName(xper.Name) = 'MONTHLY'
      AND xper.IS_OPEN = 0
      AND NAME != 'EOT'
      Order By start_date DESC
      LIMIT 1;
    4. If you want to publish through the period prior to the current period, then copy the following into the command editor:
      set v_publish_ranking_period_name =
      SELECT NAME
      FROM xactly.xc_period xper
      WHERE LookupPeriodTypeByPeriodName(xper.Name) = 'MONTHLY'
      AND start_date <= ToDate(Now())
      AND end_date >= ToDate(Now())
      Order By start_date DESC
      LIMIT 1;
  5. Highlight the code and click Run.
    Run

  6. Delete the code in the command editor.

  7. Copy and Paste the following into your command editor: 

    create step s_publish_ranking as (
    incent publish ranking (PeriodName=:v_publish_ranking_period_name, ProcessName=Now()));

  8. Highlight the code and click run.

  9. Exit the command editor.

  10. Click the Assets tab and click the clock icon.
    Clock

  11. Enter/Select the following parameters
    1. Name: Publish_Ranking
    2. Payload: s_publish_ranking
    3. Status: Active
    4. Click Hourly
    5. Click Save
  12. You're all set! Enjoy a friendly, more competitive environment and more ROI!

Canidium has an Xactly-certified team that is dedicated to our Xactly practice, and is ready to help you realize the ROI that you can get out of your solution! Learn more at canidium.com/xactly!

Opt-in below to receive future pieces that can benefit your organization, 
or simply go to our contact page to write us a message! 

Receive future pieces

Categories

See all