Getting started for admins - FAQs

Quick answers for Admins to set up accounts, manage profiles, and navigate the dashboard

Overview

Does Xoxoday provide Incentive Compensation Management Software/Services? Please share the offering name/URL

Yes. Xoxoday offers Compass (https://compass.xoxoday.com/), an Incentive Compensation Management (ICM) platform that automates commission and incentive payouts based on your business rules.

Compass streamlines sales incentive management by eliminating manual effort and errors through:

• Automated commission calculations
• Workflow automation
• Data integration & real-time synchronization
• Notifications & reminders
• Report automation

By leveraging these capabilities, Compass ensures accurate, transparent, and efficient program management—freeing teams to focus on strategic decision-making and performance optimization.

How Xoxoday ICM Powers Your End-to-End SPIFF Program?

The Xoxoday ICM tool offers a fully customized setup for the SPIF program, enabling administrators to design tailored incentive structures, participant groups, milestones, and recurring schemes that align with the program’s goals.

• The Xoxoday SPM solution simplifies deal registration through seamless integrations with CRMs like Salesforce and HubSpot, ensuring every deal is captured accurately via web or mobile interfaces for automated incentive tracking.
• Participants can monitor their performance in real time through interactive dashboards, KPI scorecards, leaderboards, and earnings summaries—supported by nudges and visual progress indicators to keep them motivated and informed.
• The Xoxoday’s sales compensation platform also provides a comprehensive global rewards catalog where participants can redeem their SPIFF points for digital and physical gift cards, merchandise, travel experiences, financial rewards, or charitable contributions.
• Administrators can easily manage website content, update promotions, and customize communication templates to deliver timely program updates.
• The Xoxoday SPM solution automates point calculations based on predefined program rules and business logic. Points are computed in real time for each eligible sale, milestone, or deal registration, ensuring transparency and accuracy.

What differentiates your company from other companies providing SPM Solution?

Xoxoday differentiates itself by offering a highly flexible, AI-powered Sales compensation and incentive management solution that extends beyond traditional supplier scorecards to influence supplier performance through automated incentives and real-time engagement actively.

What sets the platform apart:

• AI-Driven Optimization: The platform includes advanced features such as predictive analytics, plan effectiveness scoring, fraud detection, and real-time leaderboard forecasting to proactively manage supplier performance and mitigate risk.
• Configurable Architecture: It enables complete customization of KPIs, approval workflows, exception handling, and performance tiers, without deep technical dependency.
• Gamified Experience: The platform transforms supplier engagement with milestone tracking, nudges, KPI scorecards, and badge-based recognition, making performance management interactive and motivational.
• Flexible Reward Payouts: Whether through bank transfers, gift cards, or merchandise, the platform supports multi-currency, multi-format reward disbursements across global suppliers.
• Enterprise-Grade Compliance and Scale: The platform supports 50+ currencies, 100+ languages, and adheres to global standards like ISO 27001, SOC2, GDPR, and HIPAA.

Unlike conventional SPM tools that focus only on monitoring, Xoxoday delivers a scalable and engaging approach to supplier performance management, driving both accountability and motivation at every level of the supplier network.

Does Xoxoday's sales commission management software enhance accuracy and efficiency in processing monthly commissions?

Yes. Xoxoday ICM tool significantly improves the accuracy and efficiency of monthly commission processing by automating core tasks and integrating with platforms like Salesforce, Oracle, and SAP to ensure real-time, reliable data.

Key capabilities include:

• Automated commission calculations based on assigned plans, reducing manual errors
• Support for unique cases such as guaranteed payouts and temporary plan changes
• Approval workflows for leaders and admins to review before release
• Easy data export to Excel/ERP for payroll processing

By automating these steps, Compass reduces administrative overhead, ensures compliance, and delivers accurate, transparent, and timely commission payouts every month.

Is the Xoxoday ICM software available for the healthcare industry?

Yes. Xoxoday ICM tool supports healthcare organizations by automating commission and incentive workflows for professionals such as GPs and surgeons. It simplifies complex processes like calculating, tracking, and disbursing incentives tied to patient care, referrals, and other services.

Key benefits include:

• Accuracy & transparency – minimizes manual errors, ensures timely and fair payouts, with real-time visibility into earnings.
• Time & cost efficiency – reduces administrative load, enabling staff to focus on patient care.
• Performance & motivation – links effort to income with customizable incentive programs.
• Regulatory compliance – maintains audit trails and aligns with healthcare standards.
• Flexibility & scalability – adapts to growing practices, complex structures, and models like value-based care.

By streamlining financial operations, Compass helps healthcare providers improve trust, motivation, and ultimately, patient outcomes. ​ Q. What is Compass? Xoxoday Compass helps transform incentive management and performance achievement via games, milestones, leaderboards, gamification, and real-time reporting.

What is Gamification?

Use of gaming concepts in non-game contexts to encourage participation and engagement.

Dashboard

Can Xoxoday ICM software provide visibility to transaction bonus totals and components for an individual’s direct reports?

Yes. The Xoxoday ICM software provides role-based dashboards for managers to view bonus details of their direct reports, including transactions, plan components, payout modifiers, and goal attainment for the relevant pay period. Supervisor tracking is automatically enabled based on hierarchy, while KPI scorecards, bonus calculators, and plan explainer widgets make the data transparent, easy to interpret, and motivating for teams.

Does the platform provide a single global view for management to review regional performance?

Yes. The Xoxoday SPM solution offers a centralized global dashboard where management can view, compare, and analyze performance metrics across all participating regions. This unified interface enables management teams to monitor global trends, assess partner performance, and make informed strategic decisions efficiently.

Account Management

Does Xoxoday ICM software have the ability to create workflows for sales managers to make and change account assignments?

Yes. The Xoxoday ICM software allows sales managers to create and modify account assignment workflows directly within the platform. Changes are managed through plan recalculations and re-assignments, ensuring account distributions remain aligned with sales strategies. Workflows can be automated for quick adjustments and real-time tracking of assignments.

Does Xoxoday's SPM tool have the ability to create, distribute, and track signatures for plan documents digitally within the tool?

Yes. Through partner integrations, the Xoxoday ICM tool supports the creation, distribution, and tracking of digital signatures for plan documents. The platform manages the full document lifecycle from creation to signature collection and tracking, streamlining approvals and eliminating manual processes. ​​

Does Xoxoday's ICM tool have the ability to manage exception requests within the tool?

Yes. The Xoxoday ICM tool manages exception requests directly within the platform. Exceptions can be handled via predefined rules or manual adjustments during approval. Users can submit requests for review, while the system tracks, approves, and resolves them, ensuring efficient processing with full visibility and transparency.

Settings and Role-based access

Can Xoxoday ICM tool enable secure access to the system, limited to pre-identified individuals and assigned role(s)?

Yes. The Xoxoday ICM tool allows secure access for pre-identified individuals only, with permissions assigned based on roles. Role-based access controls (RBAC) ensure sensitive data and functions are restricted according to responsibilities, enhancing security and compliance.

Engaged Activation

Does the Xoxoday ICM solution enable personalized progress tracking with gamified dashboards for each associate?

Yes. Xoxoday’s Sales Gamification software provides each associate with a personalized gamified dashboard to track real-time progress against KPIs. Features include progress bars, daily and weekly goal completion indicators, earnings estimators, and leaderboard positions. This interactive dashboard keeps employees engaged by making performance transparent, trackable, and rewarding. ​

Payment, payout & payroll

Can Xoxoday ICM tool provide the ability to load released payroll information into ADP by individual?

A. Yes. The Xoxoday ICM tool integrates seamlessly with third-party payroll systems like ADP, allowing automated transfer of released payroll information, including individual-level data. Using robust data transformation capabilities, the tool ensures payroll data is accurately mapped, validated, and transferred in the required format. This streamlines payroll processing, eliminates manual data entry, reduces errors, and improves operational efficiency.

For more information on integrations, visit https://help.compass.xoxoday.com/en/ ​

Performance Monitoring

Does Xoxoday SPM solution provide live dashboards with drill-down by store, associate, and performance metric?

Yes. The Xoxoday SPM software provides live dashboards with multi-level drill-down capabilities, allowing managers to view performance by store, associate, and KPI. These dashboards deliver real-time visibility into progress, leaderboard standings, and trends, helping leaders identify top performers, spot gaps, and take timely action across locations.

Reports & Analytics

Does Xoxoday ICM software have web-based dashboards and reports for sales reps, sales comp admin personnel, and other users?

Yes. The Xoxoday ICM tool offers both web-based and mobile app access for sales reps, compensation administrators, and other stakeholders. Users can track performance and earnings in real time, fostering transparency, engagement, and motivation across teams.

Support

Can Xoxoday SPM tool support a streamlined point of contact and shared coverage for transactional bonus questions?

Yes. The Xoxoday SPM tool provides a streamlined point of contact for transactional bonus queries and can integrate with customer support, allowing sales teams and stakeholders to reach out easily. It also enables shared coverage so inquiries are resolved promptly during peak periods or when the primary contact is unavailable. ​

Need help? Reach out to your support team or [e-mail].