Workday Adaptive Planning vs. Xactly Incent

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Workday Adaptive Planning
Score 8.1 out of 10
Mid-Size Companies (51-1,000 employees)
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.N/A
Xactly Incent
Score 7.9 out of 10
N/A
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize higher quota attainment, eliminate payout errors and increase payout accuracy, drive better performance with commission visibility. With its integrations, companies can combine compensation data with CRM, ERP, HCM and…N/A
Pricing
Workday Adaptive PlanningXactly Incent
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Workday Adaptive PlanningXactly Incent
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalRequired
Additional DetailsContact Xactly for a demo and pricing.
More Pricing Information
Community Pulse
Workday Adaptive PlanningXactly Incent
Considered Both Products
Workday Adaptive Planning

No answer on this topic

Xactly Incent
Top Pros
Top Cons
Features
Workday Adaptive PlanningXactly Incent
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Workday Adaptive Planning
9.3
1 Ratings
14% above category average
Xactly Incent
-
Ratings
Pixel Perfect reports9.01 Ratings00 Ratings
Customizable dashboards10.01 Ratings00 Ratings
Report Formatting Templates9.01 Ratings00 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Workday Adaptive Planning
8.0
1 Ratings
4% below category average
Xactly Incent
-
Ratings
Drill-down analysis9.01 Ratings00 Ratings
Formatting capabilities7.01 Ratings00 Ratings
Integration with R or other statistical packages8.01 Ratings00 Ratings
Report sharing and collaboration8.01 Ratings00 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Workday Adaptive Planning
8.0
1 Ratings
2% below category average
Xactly Incent
-
Ratings
Publish to PDF8.01 Ratings00 Ratings
Report Versioning8.01 Ratings00 Ratings
Report Delivery Scheduling8.01 Ratings00 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Workday Adaptive Planning
7.7
1 Ratings
1% above category average
Xactly Incent
-
Ratings
Pre-built visualization formats (heatmaps, scatter plots etc.)7.01 Ratings00 Ratings
Location Analytics / Geographic Visualization8.01 Ratings00 Ratings
Predictive Analytics8.01 Ratings00 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Workday Adaptive Planning
9.0
1 Ratings
3% above category average
Xactly Incent
-
Ratings
Multi-User Support (named login)9.01 Ratings00 Ratings
Role-Based Security Model9.01 Ratings00 Ratings
Multiple Access Permission Levels (Create, Read, Delete)9.01 Ratings00 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Workday Adaptive Planning
8.5
1 Ratings
6% above category average
Xactly Incent
-
Ratings
Responsive Design for Web Access8.01 Ratings00 Ratings
Mobile Application8.01 Ratings00 Ratings
Dashboard / Report / Visualization Interactivity on Mobile10.01 Ratings00 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Workday Adaptive Planning
8.7
174 Ratings
4% above category average
Xactly Incent
-
Ratings
Long-term financial planning8.5160 Ratings00 Ratings
Financial budgeting9.0171 Ratings00 Ratings
Forecasting8.7166 Ratings00 Ratings
Scenario modeling8.9157 Ratings00 Ratings
Management reporting8.4171 Ratings00 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Workday Adaptive Planning
7.6
140 Ratings
6% below category average
Xactly Incent
-
Ratings
Financial data consolidation7.8105 Ratings00 Ratings
Journal entries and reports7.967 Ratings00 Ratings
Multi-currency management6.880 Ratings00 Ratings
Intercompany Eliminations7.659 Ratings00 Ratings
Minority Ownership7.935 Ratings00 Ratings
Local and consolidated reporting8.593 Ratings00 Ratings
Detailed Audit Trails6.9116 Ratings00 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Workday Adaptive Planning
8.5
162 Ratings
3% above category average
Xactly Incent
-
Ratings
Financial Statement Reporting8.7143 Ratings00 Ratings
Management Reporting8.5157 Ratings00 Ratings
Excel-based Reporting8.1156 Ratings00 Ratings
Automated board and financial reporting8.6135 Ratings00 Ratings
XBRL support for regulatory filing8.625 Ratings00 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Workday Adaptive Planning
7.7
132 Ratings
4% below category average
Xactly Incent
8.6
79 Ratings
8% below category average
Personalized dashboards7.1114 Ratings7.379 Ratings
Color-coded scorecards7.394 Ratings8.72 Ratings
KPIs8.1107 Ratings8.53 Ratings
Cost and profitability analysis7.6111 Ratings00 Ratings
Key Performance Indicator setting7.995 Ratings9.32 Ratings
Benchmarking with external data8.366 Ratings9.32 Ratings
Revenue Forecasting00 Ratings8.72 Ratings
Pipeline Analytics00 Ratings8.62 Ratings
Integration
Comparison of Integration features of Product A and Product B
Workday Adaptive Planning
8.3
152 Ratings
0% below category average
Xactly Incent
-
Ratings
Flat file integration8.8118 Ratings00 Ratings
Excel data integration8.1146 Ratings00 Ratings
Direct links to 3rd-party data sources8.1112 Ratings00 Ratings
Sales ICM
Comparison of Sales ICM features of Product A and Product B
Workday Adaptive Planning
-
Ratings
Xactly Incent
7.1
84 Ratings
19% below category average
Sales compensation plan creation00 Ratings7.579 Ratings
Complex sales crediting00 Ratings7.174 Ratings
Sales compensation process automation00 Ratings7.477 Ratings
Incentive auditing/regulation compliance00 Ratings7.263 Ratings
Sales compensation dashboards & forecasting00 Ratings7.272 Ratings
Incentive modeling00 Ratings7.255 Ratings
Agile incentive strategy00 Ratings6.751 Ratings
ICM mobile visibility00 Ratings6.848 Ratings
Sales Gamification
Comparison of Sales Gamification features of Product A and Product B
Workday Adaptive Planning
-
Ratings
Xactly Incent
8.1
68 Ratings
11% below category average
Sales contest templates00 Ratings8.01 Ratings
Custom sales contests00 Ratings9.01 Ratings
Team competitions00 Ratings8.01 Ratings
Multiple competitions00 Ratings9.01 Ratings
Contest flexibility00 Ratings9.01 Ratings
Sales rep view00 Ratings7.568 Ratings
Mobile game functionality00 Ratings8.62 Ratings
Game notifications & updates00 Ratings8.62 Ratings
Social competition / Game collaboration00 Ratings8.01 Ratings
Sales game integration to Salesforce00 Ratings8.62 Ratings
Sales performance reporting00 Ratings8.03 Ratings
TV streaming00 Ratings5.01 Ratings
Best Alternatives
Workday Adaptive PlanningXactly Incent
Small Businesses
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Score 8.4 out of 10
Mediafly Intelligence360
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Score 7.8 out of 10
Medium-sized Companies
Centage
Centage
Score 9.6 out of 10
Everstage
Everstage
Score 9.5 out of 10
Enterprises
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Oracle Fusion Cloud ERP
Score 8.2 out of 10
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Score 9.5 out of 10
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User Ratings
Workday Adaptive PlanningXactly Incent
Likelihood to Recommend
8.9
(203 ratings)
7.8
(268 ratings)
Likelihood to Renew
7.7
(43 ratings)
8.0
(44 ratings)
Usability
9.0
(109 ratings)
7.2
(22 ratings)
Availability
7.3
(11 ratings)
9.0
(10 ratings)
Performance
9.1
(5 ratings)
6.2
(11 ratings)
Support Rating
8.1
(33 ratings)
5.9
(22 ratings)
In-Person Training
8.2
(2 ratings)
7.4
(8 ratings)
Online Training
7.3
(9 ratings)
8.7
(8 ratings)
Implementation Rating
9.4
(27 ratings)
4.0
(14 ratings)
Configurability
8.2
(5 ratings)
4.7
(10 ratings)
Contract Terms and Pricing Model
7.3
(1 ratings)
-
(0 ratings)
Ease of integration
8.2
(8 ratings)
4.9
(8 ratings)
Product Scalability
8.6
(12 ratings)
4.9
(11 ratings)
Professional Services
8.2
(1 ratings)
-
(0 ratings)
Vendor post-sale
8.2
(4 ratings)
8.8
(8 ratings)
Vendor pre-sale
6.4
(4 ratings)
7.9
(8 ratings)
User Testimonials
Workday Adaptive PlanningXactly Incent
Likelihood to Recommend
Workday
Adaptive is much more versatile than most planning software, and in most ways better than Excel for planning and analytics. It is great and bringing together data from multiple sources, especially if on the Workday platform, and really allows your team to collaborate in real time without any issues unlike trying to work in Excel workbooks at the same time or needing an adminstrator to enter data for you. Power users can even update models and reports themselves and share with others. The flexibility of designing your own models is also great in allowing you to plan however granular you need and have different methods of planning for different business units but bring it all together consolidated.The reporting is the least useful feature. Yes, OfficeConnect gives you all the power of Excel and PowerPoint and is great if you can utilize it, but for now it only works on Windows when many businesses have shifted to Apple or Google platforms. Also, OfficeConnect is not fast or easy to use, like the web reports and web dashboards, which are great for quick ad-hoc reports but not great for presentation-level reports. This creates a huge disconnect in the quickness of analytics, if you want to run and show in depth analytics you'll need OfficeConnect due to the limited functionality and limited formula capabilites of Adaptive web reports which requires someone to build and maintain and refresh the OfficeConnect reports which is slow and not easily shared with other users.Also the planning functionality of the 3 sheet types have not been updated in years. Some new features or sheet types would be greatly appreciated.
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Xactly Corp
Xactly Incent is well suited for communicating commission information to the field. I love that they can just log on and see all the data they need to verify the commissions they receive. I also like the option to post messages and announcements within the application.
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Pros
Workday
  • It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform
  • It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product
  • It can be integrated with any system including ERP, BI or CRM
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Xactly Corp
  • It calculates the commissions so accurate based on the plan that we setup
  • It details the data reports in terms of Rankings, Payouts, Employee history etc
  • It works great with the combination of other Xactly products like Connect for automated processes and Analytics for Reports
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Cons
Workday
  • Variable Time Roll-ups. Different entities within our company look at "years" differently, but we're only able to specify one global time roll-up for aggregating data quickly, which can lead to some confusion.
  • Administrative UI. Management of Access Rules and ordering sheets from an administrative point of view can be a bit tedious and have received less attention than other features recently.
  • List Sheet Reporting. Any sheet that is a variable list of things (like People, Capital Projects, Marketing Programs) is somewhat constrained in how it can be reported on. Adaptive provides two kinds of reports but both leave something to be desired when reporting on this kind of data.
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Xactly Corp
  • Maintaining Hierarchies can become difficult throughout the fiscal year if you have a multi-layered commissions model. My team would benefit from a smoother mechanism to update/maintain hierarchies in the system.
  • Special characters are not supported in the tool and that can become a problem given we use the system globally.
  • Game changer if the system allowed more customization on the people object.
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Likelihood to Renew
Workday
For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
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Xactly Corp
Xactly Incent is a great tool for calculating commissions. The interface is user friendly and the system is set up in a way that allows for multiple setups for each commission plan. Over the last couple years since I have been on the commission team we have been able to optimize our plans to promote scalability. Our sales and accounting teams have become familiar with navigating the system which promotes transparency. From an audit perspective, Incent provides us with the reports and data we need to provide to our auditors.
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Usability
Workday
Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.
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Xactly Corp
The devil is in the detail. It's not intuitive to use, also not for Sales employees. You need to train them. For superusers like me you need a lot of training to administrate the system. It has a lot of functionalities and complexity like staging and upload orders, reset triggers, updating & creating rate tables. A lot of formulars are necessary to learn.
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Reliability and Availability
Workday
There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
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Xactly Corp
Xactly Incent is always available, they have planned monthly maintenance on Friday nights but are very proactive to communicate it. Monthly maintenance is useful as they address any bugs and also are constantly upgrading the user interface to make it easier to use.
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Performance
Workday
All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
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Xactly Corp
Xactly Incent performs extremely well. I have not experienced it "slowing down" when usage is heavy. This is particularly true when it comes to the regular recalculation of credits and commissions. It is not uncommon for Xactly to be dealing with hundreds of thousands of orders/credits in a pay period, but the system handles it well. Xactly recently changed their calculation engine and the speed for regular refreshes increased significantly.
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Support Rating
Workday
Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
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Xactly Corp
They take the time to understand the system. They keep us updated on the status of our cases. Finally, their continued follow up ensuring the initial issue was resolved is very nice. They will not close the case out until they have confirmed that our issue has been completely resolved and fixed.
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In-Person Training
Workday
This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
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Xactly Corp
It was great, good explanations and good training material provided, we were able to get a really good idea of how to use the system. I also think that it was enough time to learn how to setup the system.
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Online Training
Workday
They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
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Xactly Corp
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.
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Implementation Rating
Workday
Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
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Xactly Corp
We have been satisfied with the implementation overall. The person from Xactly professional team was on our site to support the implementation and give us guides and instructions on how to operate the system in our case. it was really helpful moments. We have learned what and how to test Xactly Incent
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Alternatives Considered
Workday
Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
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Xactly Corp
I have been working on Incent since one year. I found it to be the greatest tool for calculating commissions. From credits to commissions to sketches, the system has it all, including the ability to conduct reports and statistics. It has a lot of features and customizations that are necessary for creating complex commission plans and calculating commissions. I enjoy its modern and user-friendly interface that makes the product more fascinating. Furthermore, the team's latest updates are excellent and make the product more effective and friendlier
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Contract Terms and Pricing Model
Workday
Good read only seat access
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Xactly Corp
No answers on this topic
Scalability
Workday
We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
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Xactly Corp
It's very flexible. In most cases it can be adapted to your needs by programming which may cost extra money. We have a lot of different complans and close to 1.000 employees using Xactly in EMEA. It's mainly used by Sales and Finance
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Professional Services
Workday
This is now available in house at Workday which is convenient.
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Xactly Corp
No answers on this topic
Return on Investment
Workday
  • Adaptive Insights has had a positive impact on organizational expansion. With our break-even analysis we have created, what would once take place in a notebook or Excel, we have created templates and can run a conservative estimate on revenue and costs quite quickly. We have cut back on research and time on expansion by months this way, to mere hours.
  • One negative impact is the costs with implementing connections between our other ERP systems with Adaptive Insights. Currently, we would like to have near real-time data, but cannot due to the costs. Currently, I am tasked with uploading from multiple systems and this can be time consuming, especially during a close.
  • Overall, positively we have had an excellent experience. The ease of the functionality and the easy learning curve have enabled everyone on my team to have an enjoyable experience.
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Xactly Corp
  • We are able to quickly and easily identify duplicate credit and commission calculations through data extracts in Incent.
  • We have literally saved hundreds of thousands of dollars by identifying gaps in our sales operations processes, which were giving multiple people credits on the same deals, across multiple GEOs.
  • We have cut processing time by 75% through Xactly Incent automations versus calculating manually in Excel.
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ScreenShots

Workday Adaptive Planning Screenshots

Screenshot of Adaptive Planning balance sheets.Screenshot of Adaptive Discovery visuals.Screenshot of Adaptive Planning expense variance analysis report.Screenshot of Adaptive Discovery visuals with drill-down capabilities.Screenshot of Adaptive Planning in-sheet visualizations (waterfall chart)Screenshot of Sparklines are used to visualize trends and make adjustments visually

Xactly Incent Screenshots

Screenshot of Admin Dashboard: A quick snapshot into the overall performance of current compensation plans and Incent instance.Screenshot of Admin View of Quotas List and Dashboard: See and manage all quotas for teams.Screenshot of Admin View of Pay Curves: Adjust pay curves for reps based on set thresholds, quota attainment percentages and multiplier rates and then use those to build out commission rules.Screenshot of Admin View of Profiles List and Drilldown: Provides a comprehensive snapshot of payees’ details for streamlined reviewing and a detailed view of any payee in the system.Screenshot of Rep Dashboard: Increase rep productivity and trust with on-demand visibility into their commissions and payouts.Screenshot of Rep View of Incentive Estimator: Where teams can see how much they can earn based on current opportunities.