Skip to main content
A trusted digital agency

Governance and Reporting

Schedule a Personalized Demo

Accurately Model, Forecast, and Report

Simply design and review plans before releasing. Create plans in your modeling environment to achieve confidence in the actual outcomes. Apply standard templates, create ad hoc reports, or use a vast array of analytic tools within your solution to drill deep into sales data. Access data like never before.​

Iconixx supports

Three reporting methods: Ad hoc reporting, Designed reports, and Analytics.

Ad hoc reports are on-demand queries that allow users or administrators to retrieve filtered sets of the system’s operational data. These queries can be saved, modified, and copied to promote easier period-over-period reporting.

Designed reports can include period end calculations, periodic compensation, goal attainment, merit increases, along with historical information. These are pre-defined, static reports which require assistance from Iconixx to implement and facilitate. Designed reports can be emailed via notification or downloaded to a desired formation, including Excel and PDF.

Iconixx Analytics widgets display real-time summary information in easy to read graphical formats. Typical information displayed includes industry or product rankings, personal and team attainment, historical tracking, and team performance. These widgets are pre-defined during implementation. The data represented is drawn from an OLAP data mart which is optimized for aggregating and segmenting data against various criteria.

Designed Reports and Iconixx Analytics pull data from the Iconixx Data Mart,. This separate database which facilitates fast, efficient reporting and prevents reports from using incomplete data or calculations. The transfer of data from the operational system to the Data Mart is either controlled by the environment administrators or can be automated.

Reporting in Iconixx

utilizes relationships with the Iconixx applications.

The key relationships are in the areas of Transactions, Results, Payees, Planning and Plan Elements, Workflow, Audit History, and Other.


including the relationship between transactions and credits, commission, and payments.

Planning and Plan Elements

plan information, draws and deferrals, performance value, quotas, and rate tables.


ncluding commissions, credits, metrics, bonuses, payments, and payroll

Audit History

display information using historical records for credit adjustments, formula changes, payee changes, and so forth.


including data, status and approval path.


Customers, Products, Territory Assignment, System Roles by User, Session History.

“We are excited to be able to provide our team with an automated solution to motivate our sales reps. With Iconixx, we have a much more efficent commission payment process.”


Schedule a Free Consultation

Our average activation period is a mere 10 weeks, so you needn’t worry about excessive down time.

Close Menu
Ballast Point Ventures

Ballast Point Ventures is a later-stage venture capital fund established to provide expansion capital for rapidly growing, privately owned companies in diverse industries, with a particular emphasis on companies located in Florida, the Southeast, and Texas. The BPV partners have more than 70 years of combined experience investing in and building high-growth companies in a number of industries, including healthcare, business services, communications, technology, financial services, and consumer goods. BPV has $200 million under management and seeks to make equity investments ranging from $3 million to $10 million.

Harbert Management Corporation

Harbert Management Corporation seeks to generate superior returns for their investors by identifying and investing in the most promising early growth stage companies in the Southeastern U.S. HMC seeks to capitalize on what it believes are compelling regional dynamics, such as a strong and fast-growing economy, significant research and development activities, and an established entrepreneurial community. The HMC team combines substantial investment, advisory, and operating experience with capital and networking contacts to support great entrepreneurial teams in successfully executing their growth plans. With offices in Birmingham, Alabama; Richmond, Virginia; and Gainesville, Florida, it’s well positioned to partner with entrepreneurs throughout the Southeast.

KBH Ventures

KBH Ventures was an early investor in Iconixx Software. KBH's investment philosophy plays a significant role in the firm's successful track record. KBH believes in running businesses to be cashflow positive and profitable every month. Startups and companies in a startup mode, such as one that has been purchased in distress, are expected to generate revenue within the first six months and reach profitability within the first 12 to 18 months. KBH also only invests in or acquires companies that are in the startup phase or have less than $20 million in revenues. KBH targets technology companies that offer business-to-business services.

S3 Ventures

S3 Ventures is an early expansion and growth stage venture firm with $200 million under management. It’s focused on information technology solutions that solve large business problems. S3 also invests in medical devices that improve the human condition. S3 invests in category-defining opportunities. It partners with the team and help focus methodically on what it takes to build a successful company. S3 today helps talented entrepreneurs take their technology and market knowledge and form valuable businesses in a repeatable fashion. Investment sizes start at several million or more for Series A, B, and C financing.