Data in Insights

Express data is captured starting with the first period that is closed in the system. Overall, things to note are:

• Payee Type is determined by Salesforce Role Hierarchy Name
• Calendar: Dummy months will cause data gaps
• Salary and quota information is pulled in based on what is showing up in your instance. For example, if Salary is not filled out under Plans > Define Plans the bar graph in Insights will show 0 for your company.
• The data showing in Insights is solely based on what is available in Express. There is no way to update only details in Insights and not in Express. For example, if you would like to include Salary into Insights, it will also have to be visible in Express which may make it visible to Sales Managers. 
• Region identifiers not currently pulled into Insights for Express customers

Who can see the data?

Only Sales Admin's who are added as a user when going to:


1. Insights > Setup > Users > Add User
2. Under "Accessible Applications" click "Incent" > Update User


No Sales Manager or Sales Rep Roles in Express (Setup under Express > Setup > Manage Users) will be able to see the Insights tab and will be able to access the information.