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Plans FAQs

Find detailed answers to all your questions about Plans

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Compensation terms and parameters

Q. Can Xoxoday ICM software enable a wide variety of variable compensation terms and parameters for transactional bonus management?

A. Yes. The Xoxoday compensation management solution is designed to handle a wide range of compensation terms, including quota-based payouts, tiered bonuses, SPIFFs, ABM-led rewards, deal-level overrides, accelerators, decelerators, and more. Admins can configure custom rules per pay component, assign weights to metrics, define payout logic using slab/tier-based thresholds, and apply multipliers based on performance or role segments. These parameters can be set up directly via the admin console or imported through integration pipelines.

Q. Can Xoxoday ICM tool enable applying a default set of terms and parameters to a team or an individual and then adjusting them as needed?

A. Yes, The Xoxoday ICM tool allows you to apply a default set of terms and parameters to both teams and individuals. You can configure standard rules, such as commission rates, target quotas, and performance metrics, and then adjust them based on specific needs or circumstances. This flexibility ensures that your incentive plans can be customized efficiently without disrupting the overall structure. Whether you need to tweak performance goals for an individual rep or adjust commission rates for a team, the solution offers simple, scalable options for fine-tuning compensation settings.


​Engaged Activation

Q. How can gamified challenges be configured based on role, store format, and KPIs?

A. The Xoxoday ICM tool enables easy configuration of gamified challenges, tailored to different roles, store formats, and KPIs. Using a no-code engine, admins can:

1. Customize for Roles: Set challenges for various roles (e.g., associates, managers) based on specific KPIs.

2. Adapt to Store Formats: Configure challenges for different formats like grocery, fashion, and electronics.

3. Define KPIs: Gamify metrics such as sales, basket size, or customer satisfaction with personalized milestones. Real-time leaderboards, badges, and streaks keep teams engaged.


​Q. Does Xoxoday ICM software have level systems for motivation with milestone tracking and digital recognition?

A. Xoxoday's Sales Performance Management (SPM) tool offers a level-based motivation system, enabling organizations to gamify performance with real-time milestone tracking and digital recognition.

Key Features:

1. Level System with Progression: Employees are assigned levels (e.g., Bronze, Silver, Gold) based on performance. Advancement occurs when milestones are achieved, such as completing sales targets or receiving positive customer feedback.

2. Milestone Tracking: Milestones are linked to KPIs, with progress bars, badges, and streak counters visible on employee dashboards. These can be customized by frequency (daily, weekly, or monthly).

3. Digital Recognition: Upon reaching milestones, digital badges and leaderboard visibility are awarded, with in-app notifications and optional sharing on engagement platforms.

4. Behavioral Triggers: AI-driven nudges remind employees when they are close to a milestone or level, keeping morale high and momentum going.


Q. Does Xoxoday SPM solution allows time-bound missions and reward cycles for special events or campaigns?

A. Yes, Xoxoday's incentive compensation management solution allows admins to configure time-bound missions and reward cycles tailored to special events, seasonal promotions, or campaigns. These missions can be role-specific and tied to short-term KPIs, such as weekend upsell challenges or festival conversion contests. The system automatically triggers rewards once the mission goals are achieved, ensuring high engagement during key retail periods and driving targeted outcomes within defined timelines.

Q. Does Xoxoday SPM solution supports self-nomination or contest-based bonus challenge flows?

A. The ICM solution supports self-nomination and contest-based challenge flows where associates can opt into bonus missions beyond their standard goals. These challenges are configurable by role or store format and can include criteria like “Top 5 add-on sellers this week” or “Self-nominate to unlock a double-points campaign.” Winners are recognized via leader boards and receive rewards automatically through integrated payout options.


​Q. Does Xoxoday SPM solution enables onboarding gamification for new joiners with quick wins and goal familiarity?

A. Xoxoday SPM tool enables onboarding gamification by setting up “quick win” missions and introductory challenges for new joiners. These include simple, early goals, like first sale, first upsell, or completing a product quiz, to build confidence and familiarize them with KPIs. Visual progress tracking, instant badges, and early rewards help accelerate engagement and align new employees with performance expectations from day one.


​Q. Does Xoxoday ICM software provide behavioral nudges based on underperformance, proximity to goals, or store traffic patterns?

A. Xoxoday ICM software offers AI-powered behavioral nudges that are triggered by contextual performance data such as underachievement, nearing goals, or shifts in store traffic. These nudges are delivered in real-time via mobile notifications and are tailored to individual roles and KPIs. For example, if an associate is 80% toward a target or if footfall is rising, Xoxoday ICM software prompts timely actions like upsell reminders or shift prioritization, helping staff course-correct or capitalize on high-traffic opportunities.


Incentive Configuration

Q. Does Xoxoday ICM tool includes real-time payout estimator visible to staff based on goal progress?

A. Yes, the ICM software includes a real-time payout estimator that lets staff view potential earnings based on their current progress toward goals. This feature helps associates understand how close they are to unlocking commissions, bonuses, or rewards, and adjusts dynamically as performance data updates. It improves motivation by making earnings tangible and transparent.


​Q. Does Xoxoday ICM tool allows eligibility filters by attendance, behavior, or compliance status?

A. Yes, the sales commission management solution allows administrators to set eligibility filters for incentive qualification based on parameters like attendance, behavioral flags, or compliance adherence. These conditions can be integrated into plan logic—e.g., disqualifying users with unapproved absences or rewarding only those with completed mandatory trainings, ensuring performance is recognised only when foundational criteria are met.


Q. Does Xoxoday ICM tool offer rule-based configuration of goals, slabs, and payout structures across teams/formats?

A. Xoxoday's ICM tool offers a no-code, rule-based engine to configure goals, incentive slabs, and payout structures tailored to different teams, store formats, roles, and regions. Admins can define eligibility, performance tiers, commission percentages, and special logic (e.g., tenure-based multipliers or category-specific bonuses) with full flexibility. These rules can be cloned, adjusted, or scheduled for specific time periods, ensuring precise alignment with business needs.


Q. Does Xoxoday ICM tool support for multi-level incentive plans (individual, team, store-wide)?

A. Yes, Xoxoday ICM tool, the incentive compensation management solution, fully supports multi-level incentive plans across individual, team, and store-wide structures. Incentives can be layered, e.g., personal sales goals, team-based achievements, and collective store performance targets, with separate rules, tracking, and payouts for each. This structure drives collaboration while still recognizing individual contribution, ensuring motivation across all levels.


Q. Does Xoxoday ICM tool offer configurable periodicity – daily, weekly, monthly incentive programs?

A. Yes, Xoxoday's ICM software offers fully configurable periodicity for incentive programs, allowing admins to set up daily, weekly, monthly, or even ad-hoc plans. Each cycle can have its own KPIs, milestones, and reward logic, enabling targeted engagement and continuous motivation across retail roles and formats.


Q. Does Xoxoday ICM software support for stackable incentives across roles or overlapping tasks?

A. Yes. The platform supports stackable incentives, enabling employees to earn multiple rewards across overlapping tasks or roles. For instance, an associate can simultaneously qualify for an individual sales bonus, a team milestone reward, and a seasonal campaign payout, each governed by distinct rule sets and tracked separately within the same system.


​Q. Does Xoxoday ICM software have the ability to handle a wide variety of sales incentive plan designs with highly diversified businesses and sales operating models?

A. Yes, Xoxoday's ICM software is designed to manage a broad range of sales incentive plan structures, making it suitable for businesses with diverse sales operations. It allows for the simultaneous running of multiple plans, which can be interconnected or operate independently, depending on the organization's needs. These plans can run across different products, SKUs, geogrpahies, teams, seasons etc simultaneously. This flexibility ensures that complex incentive structures can be efficiently managed, regardless of the diversity in business models or sales strategies.

Sales plan

Q. Does Xoxoday ICM tool enable users to model, compare, test, and roll out new plans and promotions quickly without relying on IT?

A. Yes, the Xoxoday ICM tool empowers users to model, compare, test, and roll out new incentive plans and promotions through a user-friendly, configurable no-code interface. This feature minimizes reliance on IT, enabling business users to efficiently manage and optimize their sales compensation and incentive programs independently. The flexibility and ease of use of the platform ensure that businesses can adapt quickly to changing needs and market conditions, streamlining the entire process from design to deployment.

Q. Can Xoxoday ICM tool create complex sales plans with ease using intuitive drag-and-drop interfaces and preconfigured templates?

A. Yes, the Xoxoday ICM tool offers a user-friendly interface that leverages intuitive drag-and-drop functionality. Users can effortlessly create, edit, and copy existing sales compensation plans with ease. The tool's preconfigured templates further simplify the design of complex incentive structures, allowing users to quickly customize plans to meet specific business requirements. This feature ensures that creating and managing sales plans is both efficient and flexible, making it easier to adapt to evolving sales strategies.

Intermittent transaction bonus recipients

Q. Can Xoxoday ICM tool allow for some individuals to receive transactional bonus payments solely on an ad-hoc basis, to be loaded via batch or manually entered?

A. Xoxoday ICM tool, the ICM solution, supports ad-hoc bonus configurations through both manual inputs and batch uploads. Admins can:

- Configure one-time rewards or exceptions as part of a payout plan.

- Use Excel uploads or manual entries to grant bonuses for individuals based on special performance or business logic.

- Set up approval workflows for validation of such entries

Payment, payout & payroll

Q. Can Xoxoday provide the ability to automatically calculate primary transactional bonus revenue amounts for the relevant time period by individual after data sources are loaded?

A. Yes, Xoxoday's sales commission management tool automatically calculates transactional bonus revenue amounts for individuals after the relevant data sources are loaded. Once the required computation logic is setup, all the parameters will auto compute based on the latest available data. This calculation is based on configurable commission schemes and sales data, ensuring that bonuses are computed accurately and efficiently without manual intervention.


Q. Can Xoxoday ICM tool provide the ability to schedule payment for a certain transactional bonus amount or type, by individual?

A. Yes, the Xoxoday ICM tool offers robust functionality to schedule payments for transactional bonuses by individual. With customizable individual plans, users can configure the tool to distribute bonuses according to specific schedules or milestones. The system automatically triggers payments once the required conditions are met, ensuring timely and accurate compensation. This automated approach not only improves operational efficiency but also enhances the consistency and reliability of incentive payouts across the organization.


Q. Can Xoxoday ICM solution provide the ability to allocate primary transactional bonus funds to secondary recipient(s) through automated predetermined formulas, with full tracking?

A. Yes, it can be configured, but will require a flag/identifier to determine which deals qualify for this. The platform enables the allocation of primary transactional bonus funds to secondary recipients through automated, predetermined formulas. These formulas can be configured within the system to ensure seamless and accurate distribution of bonus funds based on set rules. Additionally, The platform provides comprehensive tracking to ensure full visibility and auditability of these transactions. This ensures that all allocations are transparent and traceable, meeting the needs of financial controls and reconciliation.

Q. Can Xoxoday ICM tool provide the ability to allocate primary transactional bonus funds to secondary recipient(s) through manual designation, with full tracking?

A. Yes, it can be configured to enable that, but yes, will require a manual input. The platform supports the manual designation of secondary recipients for transactional bonus funds. This feature allows managers or administrators to assign funds to recipients manually, ensuring flexibility in fund distribution. The solution provides full tracking of these allocations, including the ability to audit and verify all transactions, thus ensuring transparency and accountability in the process.


Q. Can Xoxoday ICM tool allow for manual or systematic indication of transactional bonus revenue tier information for individuals by time span?

A. Yes, the Xoxoday ICM tool allows for both manual and systematic indication of transactional bonus revenue tier information for individuals across different time spans. The tool is highly configurable and supports the creation of custom compensation plans, including tiered bonus structures based on specific performance metrics over designated periods.

It enables organizations to automate the calculation of bonuses based on set parameters, such as revenue achievements or milestone completions, while also providing the flexibility to manually adjust or override bonus tiers as needed. This ensures that both automatic and manual interventions can be seamlessly integrated into the compensation process, enhancing accuracy and adaptability.


​Q. Can Xoxoday ICM Tool allow for manual or systematic addition of a starter transactional bonus revenue tier amount for individuals by time span?

A. Yes, the Xoxoday ICM tool provides flexible functionality to add a starter transactional bonus revenue tier for individuals. This can be done either manually or systematically. Users can configure custom revenue tier structures that can be applied to individuals based on specific time spans or performance criteria.

The solution allows for dynamic tier configurations, enabling you to automate or manually adjust bonuses as per the set parameters, ensuring that your incentive plans are scalable and adaptable to individual needs and organizational goals. These adjustments can be easily managed through the system’s intuitive interface, ensuring transparency and efficiency in incentive processing.

Q. Can Xoxoday ICM Tool enable budget controls for schemes and prevent payouts from exceeding the allocated budget?

A. Can Xoxoday ICM Tool enable budget controls for schemes and prevent payouts from exceeding the allocated budget?


Q. Can Xoxoday commission management solution enable manual or systematic (with approvals) approach to adjust payment schedules?

A. Yes, an admin has the rights to modify the payment schedule for each plan. The ICM solution allows both manual and automated adjustments to payment schedules. Admins can configure recurrence rules, set buffer times, and manage exceptions through approval workflows.

Q. Does Xoxoday ICM solution allow for systematic release of payroll outputs by the commission/bonus team?

A. Yes, the platform has APIs that can be configured with the payroll system. Xoxoday ICM tool enables the commission or bonus team to review, approve, and systematically release payroll outputs after verification. The platform integrates with payroll systems via computed APIs and supports multiple payout formats such as bank transfers, gift cards, and rewards catalog. This ensures payouts are timely, accurate, and aligned with internal validation procedures.


Rule and calculation overrides for dates

Q. Can Xoxoday enable overrides of the date associated with a transaction that drives standard rules and calculations?

A. Yes, all such exception will require manual intervention and customization. The platform allows for date overrides within its system, which means users can adjust the date associated with a transaction without affecting the standard rules and calculations. This flexibility helps accommodate special circumstances and business requirements, ensuring that compensations are correctly processed even in exceptional cases.

Q. Can Xoxoday ICM solution enable overrides by approval role(s) of waterfall tier that drives standard rules and calculations?

A. Yes, the platform supports overrides by approval roles in the waterfall tier structure. Managers or other authorized personnel can make adjustments to compensation calculations based on approval, allowing for flexibility in cases where the standard rules need to be altered. This ensures that any necessary exceptions are handled with proper governance.


Scalability
Q. Can Xoxoday ICM tool provide the ability to accommodate new rules and parameters, heavier usage volumes, and more users as the business grows?

A. Yes, the Xoxoday ICM tool (Sales Commission Management Software) is designed to scale seamlessly with your business growth. Our robust system can handle complex business rules and high-volume data processing, ensuring that all rules and parameters can be easily configured and applied to an unlimited number of users or payees. Whether you're processing millions of data records across multiple data tables or adapting to new business needs, the Xoxoday ICM tool can efficiently manage and compute incentives, delivering the scalability, flexibility, and performance required for growing businesses.

Transaction Visibility

Q. Can Xoxoday ICM tool support what-if analysis of adjusting the probability and key attributes of pipeline deals and seeing the change in potential transactional bonus payments?

A. Yes, the Xoxoday ICM tool offers a robust what-if simulator that allows users to model various scenarios by adjusting key attributes of pipeline deals. This feature enables sales leaders and compensation managers to track potential earnings, understand how changes in deal probability or other critical factors impact incentive payouts, and optimize commission plans accordingly. By running different simulations, users can forecast transactional bonus payments under various conditions, making it easier to plan for different sales outcomes and manage compensation structures effectively. This flexibility empowers organizations to align compensation more strategically with business goals and sales performance.

Report & Analytics

Q. Can Xoxoday ICM software support what-if analysis of adjusting pooled resource holdback (like office and analysts) and impact on individual transactional bonus amount?

A. Yes, a what-if simulator can be supported by the Xoxoday ICM tool. what-if simulator can be utilized to track the potential earnings from each deal. The platform supports "what-if" analysis, including scenarios where pooled resource holdbacks (such as those for office and analysts) are adjusted.

The system allows users to simulate how changes in holdbacks will impact individual transactional bonuses. This flexibility helps sales managers and HR teams make informed decisions by providing predictive insights into compensation adjustments before they are implemented.


​Q. Does Xoxoday ICM tool offer incentive effects simulation results for different scenarios to analyze success of the incentive or schemes?

A. Yes, the commission management solution, offers simulation tools to evaluate the potential success of various incentive scenarios, aiding in the planning and optimization of incentive schemes. These tools enable organizations to input different variables and assumptions, allowing them to run detailed simulations and predict outcomes before implementation.

This is achieved through advanced analytics and real-time data integration, which help in assessing the effectiveness and alignment of the schemes with business objectives​.

Q. Does Xoxoday ICM solution provide a simple, uncluttered summary of transaction bonus total for the relevant pay period, for the individual?

A. Yes, the Xoxoday ICM tool offers a clean, user-friendly interface that provides individuals with visibility into their transactions, earnings, and KPI data. The tool summarizes transaction bonus totals through intuitive dashboards that are designed to avoid unnecessary clutter.

Key features like milestones, badges, and leaderboards enhance user understanding, while AI-driven widgets personalize the experience by presenting only the most relevant information for each user, ensuring a streamlined and clear view of their performance and earnings.


​Q. Can Xoxoday ICM tool provide the ability to view calculations related to transaction bonus components for the relevant pay period, for the individual?

A. Yes, Xoxoday's sales commission management software can provide the necessary computation, transactions and KPIs can be enabled for individuals. The solution provides sales representatives with real-time visibility into their transaction bonus components, including detailed calculations for the relevant pay period.

Users can view breakdowns of each component contributing to the bonus, such as product-specific incentives, multipliers, and campaign-based rewards. This is accessible through personalized dashboards configured by admin users and driven by data ingested from CRM or ERP systems like Salesforce, Oracle, DMS or SAP.

Q. Does Xoxoday ICM tool provide visibility to transaction bonus components for the relevant pay period, for the individual?

A. Yes, the ICM platform allows each individual to have access to their present as well as historic payout data.

The platform offers individualized dashboards that clearly display all bonus components linked to the current pay period. These dashboards use gamified widgets (e.g., KPI scorecards, nudges, and leaderboards) to visually represent each component, such as base commission, accelerators, and achievement bonuses—allowing individuals to easily track what they've earned and how.

Q. Does Xoxoday SPM tool have the ability to create/manage/report on spiffs/contests?

A. Yes, any client can create custom reports for each plan you can including spiffs/contests that are run separately. SPIFFs and sales contests are core capabilities in the solution. The platform offers pre-configured plan templates for running SPIFFs, gamified contests, ABM-led campaigns, and product-based incentives.

You can set up time-bound schemes, assign budgets, define reward logic, and track participation using features such as leaderboards, milestones, badges, and KPI scorecards. Contest performance can be monitored through real-time dashboards and ROI widgets, enabling full visibility into campaign success.

Q. Can Xoxoday ICM tool enable forecasting based on historical and in-progress deals?

A. Yes, Xoxoday's ICM software can enable forecasting of potential earnings based historial sales & on deals in-progress. Powered by embedded AI models, it enables forecasting of commissions and earnings based on both historical data trends and real-time deal progression.

Sales reps and finance teams can use the Estimator tool to model outcomes under different attainment scenarios, while AI-based Commission Forecasting projects payout liabilities like, “If 80% of reps hit 90% attainment, total commissions could rise by 12%.”

Budgeting

Q. Can Xoxoday ICM Tool enable annual budgeting based on historical deals?

A. Yes, the Xoxoday ICM tool allows for simulated plans that help businesses estimate the expected spend on a new commission plan. By leveraging historical deal data and factoring in an expected growth rate, the tool can generate accurate budget forecasts. This feature enables organizations to predict commission payouts for the upcoming year, ensuring that budgeting aligns with both historical performance and future growth expectations.

This approach streamlines the budgeting process and provides valuable insights into the financial impact of compensation plans, enhancing decision-making and aligning sales goals with business objectives.

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