IncentViz Training and Help Center

IncentViz: Training Curriculum

This document provides a training curriculum for each of the IncentViz Roles.

IncentViz: How it Works- User Guide

This document provides a high-level overview and flow diagram describing “How IncentViz 
Works” in business terms.

IncentViz: How it Works- Tutorial

This video provides a high-level overview and flow diagram describing “How IncentViz 
Works” in business terms.

IncentViz: Understanding Sales Plans- User Guide

This document provides a definition of terms and a general explanation of an IncentViz Sales Plan. This guide is useful for anyone using IncentViz and has the need or desire to understand a Sales Plan.

IncentViz: Browser Features - User Guide

IncentViz uses a browser-based interface; therefore, many standard browser functions can be utilized while using IncentViz.

IncentViz: Browser Features - Tutorial

This video provides an overview of the browser-based interface of IncentViz.

IncentViz: Filter Features- User Guide

In IncentViz, form fields like Cust Name or Cust ID let you instantly pull up matching customer records. Just enter a value, and IncentViz retrieves all related records for that form.

IncentViz: Filter Features- Tutorial

This video provides an overview of the IncentViz Filter Feature.

IncentViz: Sales Manager Dashboard - User Guide

This document contains the definition of terms and the general use of IncentViz by sales management.

 

IncentViz: Sales Manager Dashboard - Tutorial

This video provides a high-level overview of the sales manager role in IncentViz and how to navigate the sales manager dashboard.

 

IncentViz: Salesperson Dashboard - User Guide

This document contains the definition of terms and the general use of IncentViz by a salesperson or other entity that receives compensation calculated and reported by the IncentViz application.

 

IncentViz: Salesperson Dashboard - Tutorial

This video provides training on how to navigate the salesperson dashboard.