What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Xactly Incent

81 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Xactly Incent

81 Ratings
Score 8.1 out of 101

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Likelihood to Recommend

Adaptive Insights

We are a medium-sized holding company, and Adaptive Insights has worked tremendously well for us! We do not currently use it to consolidate our business units, but we plan on exploring that soon. If you find yourself spending numerous hours creating financial statements and budgeting in Excel, then Adaptive Insights may be for you! It saves us an exponential amount of time in variance analysis, refreshing financial statements, and budgeting.
Denise Lewis 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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
Xactly Incent
Long-term financial planning
Adaptive Insights
8.9
Xactly Incent
Financial budgeting
Adaptive Insights
8.9
Xactly Incent
Forecasting
Adaptive Insights
9.1
Xactly Incent
Scenario modeling
Adaptive Insights
8.3
Xactly Incent
Management reporting
Adaptive Insights
8.2
Xactly Incent

Consolidation and Close

Adaptive Insights
7.5
Xactly Incent
Financial data consolidation
Adaptive Insights
7.9
Xactly Incent
Journal entries and reports
Adaptive Insights
5.5
Xactly Incent
Multi-currency management
Adaptive Insights
7.7
Xactly Incent
Intercompany Eliminations
Adaptive Insights
7.5
Xactly Incent
Minority Ownership
Adaptive Insights
7.0
Xactly Incent
Local and consolidated reporting
Adaptive Insights
8.3
Xactly Incent
Detailed Audit Trails
Adaptive Insights
8.6
Xactly Incent

FInancial Reporting and Compliance

Adaptive Insights
8.3
Xactly Incent
Financial Statement Reporting
Adaptive Insights
9.0
Xactly Incent
Management Reporting
Adaptive Insights
8.6
Xactly Incent
Excel-based Reporting
Adaptive Insights
8.5
Xactly Incent
Automated board and financial reporting
Adaptive Insights
8.5
Xactly Incent
XBRL support for regulatory filing
Adaptive Insights
6.9
Xactly Incent

Analytics

Adaptive Insights
7.6
Xactly Incent
Personalized dashboards
Adaptive Insights
7.3
Xactly Incent
Color-coded scorecards
Adaptive Insights
6.8
Xactly Incent
KPIs
Adaptive Insights
8.0
Xactly Incent
Cost and profitability analysis
Adaptive Insights
8.1
Xactly Incent
Key Performance Indicator setting
Adaptive Insights
8.1
Xactly Incent
Benchmarking with external data
Adaptive Insights
7.3
Xactly Incent

Integration

Adaptive Insights
8.6
Xactly Incent
Flat file integration
Adaptive Insights
8.4
Xactly Incent
Excel data integration
Adaptive Insights
8.8
Xactly Incent
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Xactly Incent

Pros

  • Adaptive handles the concept of "versions" very well. This makes budgeting, forecasting, and scenario planning particularly easy. You can compare actuals vs budget, vs budget @ different rate, vs forecast or vs prior year all at the quick click of a button.
  • Multi-user, multi-location, multi-currency handled with ease within the system.
  • Adding or removing GL codes, levels or dimensions is really easy and is updated across the entire model.
  • The reporting writing part of the solution is excellent. Once the data is in, you can report any parameter against any other.
Andy Clifton profile photo
  • 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

  • The in-house consultants who originally set up Adaptive were poor listeners - and as a result built a model that didn't work for my organization. I had to hire an outside consulting firm with more experience with nonprofits to redo my model. I lost about 1 year of usefulness as a result.
  • Mastering attributes for reporting takes time. The system can do many things, but not without lots of time and effort. I ended up hiring a consultant to build initial reports I needed. I'm comfortable enough now to edit and update, but still have some hesitancy building new reports. One difficulty I have is not knowing the impact a single change, such as the name of a field, can have on everything else associated with that named field or dimension or attribute. It would be nice to have a map showing the links between everything.
Daniel Killpack profile photo
  • There are some areas where the tool's UI and design are not consistent. In one area, it looks one way, but in another area, it looks different, requiring you to pay attention to what you are doing so that you don't make a mistake or get confused.
  • Some functionality requires work arounds to work the way we want it to. Luckily, it can handle what we need, but it takes more work to get the work around built.
  • The Professional Services team is not the easiest to work with. I prefer to build my own rules/settings. I only need to use them to make changes to our DELTA automation system.
Robert R. Walters profile photo

Likelihood to Renew

Adaptive Insights8.5
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 Incent9.9
Based on 25 answers
We just did renew the service
No photo available

Usability

Adaptive Insights7.7
Based on 75 answers
Building complex reports is still difficult to do when using dimension or level attributes. Formulas are still a challenge.
Daniel Killpack profile photo
Xactly Incent8.2
Based on 6 answers
When the commission structure (plans, rules, formulas etc) is set, it works great and there is no fluctuation. But getting to that point or having to change course once arrived, keeps it from being a 10,
Jesse Duncan profile photo

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Performance

Adaptive Insights9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo
Xactly Incent10.0
Based on 1 answer
No answer on this topic is available.

Support

Adaptive Insights6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo
Xactly Incent7.9
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 Insights8.2
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 Incent6.4
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 Insights8.2
Based on 13 answers
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke profile photo
Xactly Incent7.6
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

Breadth of Deployment

It is used throughout the company in different divisions and at our corporate level. When used in a division recently the personnel from different departments directly inputted data and monitored their budget against actual. It is very user friendly and flexible.
Harry Vasels profile photo
No answers on this topic

Alternatives Considered

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
We chose Xactly due to the company's goals and proven track record to improve incentive compensation. They have proven that they can work to solve all our compensation problems. We have grown with the business and look forward to the future and the offerings that Xactly will bring to the table
Pamela Black profile photo

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
This is one of the best features as personnel in different areas at different sites can work together on the budget, forecast or "what-if" models.
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Data Integration

Adaptive Insights7.6
Based on 17 answers
We have used Adaptive for years and it works well as we adapt to changing business scenarios. We can make changes and see potential impacts to our business before they occur.
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Scalability

Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo
Xactly Incent7.0
Based on 1 answer
No answer on this topic is available.

Return on Investment

  • The most positive impact has been on time. While it took some time to get things set up correctly, once we did, we were able to report results very quickly.
  • The budgeting process has gone much more quickly.
  • What-if scenarios are a little trickier. There are multiple ways you can do it. We have chosen to use assumptions for percentages and then copy the original version to a "what-if" version and change the assumption it is pointing to. However, this is a bit clunky.
  • Month-end reporting is getting faster and faster the more we automate through Adaptive.
Amy Kee, CPA profile photo
  • Xactly incent has allowed us to reduce headcount as a result of automating processing.
  • Xactly Incent has increased the trust between sales and finance and provides more accurate commission calculations.
Pamela Black profile photo

Pricing Details

Adaptive Insights

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

Adaptive Insights More Information

Xactly Incent

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

Xactly Incent More Information