Dashboard Overview
Introduction
The incentX Dashboard is the first screen you see after logging in. It provides a centralized, real-time view of your organization's incentive program performance — aggregating data across commissions, rebates, trade promotions, and sales activity into a single visual interface.
Example: A sales operations manager logs in on the first day of the month and immediately sees that commission accruals are running 12% above forecast and one rebate program is approaching its payout threshold ahead of schedule. Without opening a single report, they have the information needed to take action — all from the Dashboard.
What the Dashboard Displays
The Dashboard surfaces key performance indicators (KPIs) and activity summaries across the modules you use in incentX. Depending on your role and configuration, this typically includes:
- Commission Accruals: Current period commission amounts accrued by rep, team, or program.
- Rebate Activity: Open rebate balances, claim status, and payout projections.
- Sales Performance: Invoice volumes, AR totals, and order activity from connected ERP or CRM data.
- Incentive Program Status: At-a-glance health indicators for active commission, rebate, royalty, and trade promotion programs.
- Pending Approvals: Outstanding items in the approval trail requiring action.
Dashboard Types
incentX uses two dashboard perspectives, each designed for a different role:
- Strategic Dashboard: High-level KPI tracking across all programs and periods. Intended for executives and finance teams who need to monitor overall incentive spend and program performance against targets.
- Operational Dashboard: Real-time monitoring of daily activity — invoice imports, accrual calculations, and program eligibility changes. Used by administrators and operations teams to ensure data is flowing correctly and programs are calculating as expected.
Navigating the Dashboard
Log in to incentX at https://app.incentx.com. The Dashboard loads automatically as your home screen.
Use the date range selector (top-right) to filter all Dashboard widgets to a specific period — current month, quarter, or a custom range.
Click any widget or KPI tile to drill into the underlying data. For example, clicking a commission accrual figure will navigate you to the filtered Commission listing for that period.
Use the menu icon (top-left) to navigate to any module — the Dashboard remains accessible at any time by clicking the incentX logo or the Dashboard menu item.
Key Concepts
- Real-time data: Dashboard figures reflect the current state of your data as of the last sync or manual refresh. If your ERP integration is set to sync overnight, figures may lag until the next sync completes.
- Role-based visibility: What appears on your Dashboard depends on your user role and the modules your organization has enabled. Administrators see all widgets; standard users may see only their own performance data.
- No data on Dashboard? If widgets appear empty, confirm that your ERP or CRM integration is connected and that at least one incentive program is active for the current period. See Application Settings Overview for integration setup.