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Top Rated
215 Ratings
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83 Ratings

Adaptive Insights, a Workday company

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Top Rated
215 Ratings
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Score 8.7 out of 101

Xactly Incent

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83 Ratings
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Score 8 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

Xactly Incent

For a company of our size (a sales team of about 100), Xactly makes perfect sense. We are at the point where we have some manual exceptions to our process, but we'll really be able to build our plans into Xactly rather than building Xactly into our plans down the road. Prior to working at Diligent, I worked for another company where we had a sales force of nearly 500 employees and over 300 compensation plans for those employees. In that scenario, Xactly would have been very difficult and expensive to manage very customized incentive plans. But if you can implement the software while your business is in the growth stage before it's fully mature, you'll be able to work around that (and Xactly also encourages you to simplify plans, because you don't want to have to manage anything too complex in the system)!
Katelyn Hurley profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Xactly Incent
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Xactly Incent
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Xactly Incent
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Xactly Incent

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
Xactly Incent
Drill-down analysis
Adaptive Insights, a Workday company
9.0
Xactly Incent
Formatting capabilities
Adaptive Insights, a Workday company
7.0
Xactly Incent
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
Xactly Incent
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0
Xactly Incent

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Xactly Incent
Publish to PDF
Adaptive Insights, a Workday company
8.0
Xactly Incent
Report Versioning
Adaptive Insights, a Workday company
8.0
Xactly Incent
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Xactly Incent

Data Discovery and Visualization

Adaptive Insights, a Workday company
7.7
Xactly Incent
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights, a Workday company
7.0
Xactly Incent
Location Analytics / Geographic Visualization
Adaptive Insights, a Workday company
8.0
Xactly Incent
Predictive Analytics
Adaptive Insights, a Workday company
8.0
Xactly Incent

Access Control and Security

Adaptive Insights, a Workday company
9.0
Xactly Incent
Multi-User Support (named login)
Adaptive Insights, a Workday company
9.0
Xactly Incent
Role-Based Security Model
Adaptive Insights, a Workday company
9.0
Xactly Incent
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights, a Workday company
9.0
Xactly Incent

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Xactly Incent
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Xactly Incent
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Xactly Incent
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Xactly Incent
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
Xactly Incent

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
Xactly Incent
Long-term financial planning
Adaptive Insights, a Workday company
8.8
Xactly Incent
Financial budgeting
Adaptive Insights, a Workday company
8.7
Xactly Incent
Forecasting
Adaptive Insights, a Workday company
9.0
Xactly Incent
Scenario modeling
Adaptive Insights, a Workday company
8.0
Xactly Incent
Management reporting
Adaptive Insights, a Workday company
8.0
Xactly Incent

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Xactly Incent
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Xactly Incent
Journal entries and reports
Adaptive Insights, a Workday company
5.7
Xactly Incent
Multi-currency management
Adaptive Insights, a Workday company
7.4
Xactly Incent
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Xactly Incent
Minority Ownership
Adaptive Insights, a Workday company
6.9
Xactly Incent
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Xactly Incent
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Xactly Incent

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.1
Xactly Incent
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Xactly Incent
Management Reporting
Adaptive Insights, a Workday company
8.4
Xactly Incent
Excel-based Reporting
Adaptive Insights, a Workday company
8.2
Xactly Incent
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
Xactly Incent
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.8
Xactly Incent

Analytics

Adaptive Insights, a Workday company
7.5
Xactly Incent
Personalized dashboards
Adaptive Insights, a Workday company
7.3
Xactly Incent
Color-coded scorecards
Adaptive Insights, a Workday company
6.8
Xactly Incent
KPIs
Adaptive Insights, a Workday company
7.8
Xactly Incent
Cost and profitability analysis
Adaptive Insights, a Workday company
7.9
Xactly Incent
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.8
Xactly Incent
Benchmarking with external data
Adaptive Insights, a Workday company
7.3
Xactly Incent

Integration

Adaptive Insights, a Workday company
8.4
Xactly Incent
Flat file integration
Adaptive Insights, a Workday company
8.1
Xactly Incent
Excel data integration
Adaptive Insights, a Workday company
8.6
Xactly Incent
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
Xactly Incent

Pros

Adaptive Insights, a Workday company

  • Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department.
  • The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks.
  • Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.
Gary Grzesiak profile photo

Xactly Incent

  • It automates the calculation completely. While it is possible to do this in Excel with few errors, Xactly ensures that the same rules are applied to people of the same "type" and it makes it very easy to see who is getting commission and credit for a specific sale.
  • It is great for "security" purposes, too. It isn't possible to send the wrong Excel file to the wrong person. Before when we would send out statements with Excel, we had to double and triple check that we were sending the right statement to the right person. Now, the user logs in and can only see their own statement which eliminates the possibility for human error in that regard.
  • Xactly makes it very easy to see what commissions were earned on each individual deal, which will be essential to our business following the new rev rec standards coming to light in 2018.
Katelyn Hurley profile photo

Cons

Adaptive Insights, a Workday company

  • The format of reports when downloaded to Excel or PowerPoint could use improvement.
  • Would be nice if you could inactivate GL accounts when they are no longer being used.
  • Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.
Gary Grzesiak profile photo

Xactly Incent

  • There are some rather obvious things that seem to be overlooked-- for example, when you perform a search of records there isn't a "back to search results" functionality once you drill down into the records. If you want to go back to the list of search results after drilling down, you have to run an entirely new search.
  • The reps complain that they have to download Adobe Flash, which Xactly uses. That's pretty outdated software. Would be nice if it wasn't required.
Katelyn Hurley profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.6
Based on 32 answers
Intuitive and Easy to MaintainThe Adaptive Suite is a very reliable Corporate Performance Management Solution. The solution is very easy to.use and provides timely, quality reporting. We have used the solution continuously for six years and been very pleased with the ongoing enhancements. Beyond our own positive experience we support many clients across commerce, industry and government. Nearly all our supported customers provide very positive feedback and continue to renew their subscriptions.
Greg Clarke profile photo

Xactly Incent

Xactly Incent 10.0
Based on 25 answers
Cost and in-house administration are the two biggest drivers of my renewal decision. If based solely on functionality, my rating and likelihood to renew would be lower.
Christina Kouchalakos Eftimiou profile photo

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.5
Based on 76 answers
Adaptive Insights is incredibly easy to use! OfficeConnect makes creating and updating financial reports a breeze!
Denise Lewis profile photo

Xactly Incent

Xactly Incent 8.2
Based on 6 answers
Xactly like any software has a learning curve but lots of resources are available to help get you up and running
Renae Clary profile photo

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 answers
It's never been out of action when we've needed to use it.
Lee Hawthorn profile photo

Xactly Incent

No score
No answers yet
No answers on this topic

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo

Xactly Incent

Xactly Incent 10.0
Based on 1 answer
No answer on this topic is available.

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 6.8
Based on 11 answers
Support requests are always handled promptly and resolved favourably.Many user support requests arise during initial deployment and use and often represent questions relating to best methods or how to approach their particular situation, which we gladly assist with as we provide the appropriate skills transfer training and assistance.As clients become more knowledgeable in working with the product suite then they tend not to ask many questions.
Greg Clarke profile photo

Xactly Incent

Xactly Incent 7.9
Based on 5 answers
The Support team is very fast and knowledgeable. I can't say a bad thing about them.
Matthew Smith profile photo

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo

Xactly Incent

Xactly Incent 6.4
Based on 3 answers
Xactly offers training on new releases on a monthly basis and training on basic principles regularly via registration. My experience with both is that they do not provide the in-depth knowledge necessary to truly master the system and advanced courses still do not go to the level needed to autonomously manage the system and plans. Professional services are a large part of any cloud based service such as Xactly and I feel a reliance on such paid consulting services is a great money-maker for Xactly.
Christina Kouchalakos Eftimiou profile photo

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 13 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo

Xactly Incent

Xactly Incent 7.6
Based on 3 answers
Be more involved in rule creating and understand how each and every component is designed. This will help in the long run when you need to make plan changes
Helen Rendos profile photo

Alternatives Considered

Adaptive Insights, a Workday company

We did not go through a full-blown software selection process, nor have I used other products in the past. Previous to Adaptive, we used Management Reporter (formerly FRx, now part of Microsoft Dynamics GP) for our financial statements, and Excel for our budgeting. Adaptive is far superior to either of those.We pursued Adaptive mainly through word of mouth. When discussing the availability of products with other accounting professionals, it was clear Adaptive was becoming the industry leader for our company size. We had a demo of the product presented by them. Since we liked it so much, we decided to go with them even though we had not reviewed other products.
Jack Kersjes profile photo

Xactly Incent

Xactly has the best integration with SFDC. We are completely immersed in SFDC, so this was very high on the list of needs. The User Interface was also a feature that tipped the scales in favor of Xactly. Although the other platforms we researched had certain components that might have worked a little better than the similar functionality in Xactly, you have to look at the overall product. And for the money, Xactly delivers in every way we needed.
Steve Benson profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo

Xactly Incent

Xactly Incent 7.0
Based on 1 answer
No answer on this topic is available.

Return on Investment

Adaptive Insights, a Workday company

  • Month-end reporting: It's hard to say how much time Adaptive Insights has provided, but I can say we no longer have formula errors in Excel reports and refreshing financial statements every month only takes a couple of clicks.
  • Budgeting/forecasting: We have saved a tremendous amount of time in our budgeting cycle. After importing a budget in Adaptive Insights and setting up the model with formulas, we are able to copy the most recent budget version into the next budget version and review. Being able to budget in Adaptive Insights also removes the possibility of formula and linking errors that come with Excel.
Denise Lewis profile photo

Xactly Incent

  • Building and testing new plans used to take weeks with our former product, this only takes hours (and in some case, minutes) with Xactly.
No photo available

Screenshots

Pricing Details

Adaptive Insights, a Workday company

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation
Additional Pricing Details

Xactly Incent

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
Additional Pricing Details

Add comparison