Author: Matt Hausbeck
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.
the feature!
Boost ROI by automating ranking report publication using these simple steps
- Log into your Xactly Incent™.
- Click the drop-down at the top-right corner of the page and click Connect.
- Open the Command Editor.
- 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.
- 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; - 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; - 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; - 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;
- If you want to publish through the current period, then copy the following into the command editor:
- Highlight the code and click Run.
- Delete the code in the command editor.
- 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())); - Highlight the code and click run.
- Exit the command editor.
- Click the Assets tab and click the clock icon.
- Enter/Select the following parameters
- Name: Publish_Ranking
- Payload: s_publish_ranking
- Status: Active
- Click Hourly
- Click Save
- 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!
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