Results: Run Calculations
Calculations are arguably, the most powerful tool within Express. This tools is what processes and produces results, Commission Statements, and overall Payouts in Express.
All results are based on when calculations run. There are three levels of calculations, indicated by the color of the checkmark next to "Results":
| A gray checkmark indicates no results have run. The Payroll File, Salesforce Reports, Commission Statements, and Dashboards will not be updated as of the current period if the checkmark is gray. |
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| A light green checkmark indicates partial results have run. This is seen when changes to plans have been made or additional deal(s) have been imported into Express. |
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| A solid green checkmark indicates completed results. Once this checkmark appears, the Payroll File, Salesforce Reports, Commission Statements, and Dashboards have been updated as of the current period. |
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| When calculations are running, the spinning wheel will show. It is not recommended to re-run calculations, import deals or releases, or save any changes to plans when this wheel is spinning. |
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| If an error has occurred a red dot will appear. To review what the error is go to Results > Run Calculations > Show Steps > Show Old Logs. For any additional help, please contact Xactly Support. |
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Calculations are broken out into 3 steps. You can expand the Calculation tool and see each step processing by clicking "Show Steps":
Step 1: Process Credits & Payments:
In this step, all credit and payment rules will process. This does not produce a payout, but will produce results under Results > Manage Results > Payments. It is recommended when testing to only run Step 1 and review results under the Payments tab. To finalize results, you will need to run Steps 2 and 3.
NOTE: To expand this view, click the gray triangle icon next to "Process Credits and Payments". The Payments tab will only be updated when both Credits and Payments have run in Step 1.
Step 2: Releases: Process Current Releases:
In this step, calculations will process any and all holds being released or deleted from Express. There are Four Types of Holds. If the hold is not a System Hold (i.e. Monthly, Quarterly, Semi-Annual, Annual), the holds can be Released or Deleted.
NOTE: Any Error details can be found under the Release tab. Not all companies have holds and releases.
Step 3: Finalize Payment
This last step in calculations allows for all results to be finalized across all objects. This includes the:
- Commission Statement/Incentive Statement
- Payroll File
- All Salesforce Reporting
- Rep and Manager Dashboards
Calculate a Specific Plan:
If you want to run calculations for the specific plan(s), you will need to click on the Show Steps button:
1. Under Select Plan, click on the little arrow next to "Process Credits & Payments"
2. Deselect "Select All Plans" > Select the plan(s) that you want to run specifically
3. Click Run All Steps, and it will run for those plans that were selected
Making Changes After Calculations Run:
When you have calculated results in a period, certain functions within Express become locked. In order to “unlock” these functions, you need to Undo Calculations. Undoing calculations will delete all calculated results, releases, and attainments in the current period. This will allow you to, for example, delete a deal.
Undo All Steps:
To undo calculations click on Made a Mistake and then select the appropriate buttons (Undo Releases, Un-finalize Payments, Undo Calculation, and Delete Manual Adjustments).
*Please note, when it comes to undoing calculations, it will not affect past period (closed period) credits, payments, or manual adjustments. However, undoing will delete all results for the current period and you will need to re-release any holds.
Old Logs:
Show/Hide Old Logs will show you the number of deals/credits along with the payees it has processed. It keeps a record of when the calculations were run.
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