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Top Rated
220 Ratings
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159 Ratings

Adaptive Insights, a Workday company

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Top Rated
220 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.6 out of 101

Xactly Incent

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159 Ratings
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Score 8.4 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

Incent would be suited for any scenario that I can think of. We have been able to adapt Incent to all of our plan needs. Since our initial set up we have made many improvements within Incent making our processes better with each change.
Penny Hatch 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
8.2
Xactly Incent
Long-term financial planning
Adaptive Insights, a Workday company
8.3
Xactly Incent
Financial budgeting
Adaptive Insights, a Workday company
8.7
Xactly Incent
Forecasting
Adaptive Insights, a Workday company
8.9
Xactly Incent
Scenario modeling
Adaptive Insights, a Workday company
6.8
Xactly Incent
Management reporting
Adaptive Insights, a Workday company
8.4
Xactly Incent

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Xactly Incent
Financial data consolidation
Adaptive Insights, a Workday company
8.0
Xactly Incent
Journal entries and reports
Adaptive Insights, a Workday company
5.9
Xactly Incent
Multi-currency management
Adaptive Insights, a Workday company
7.2
Xactly Incent
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Xactly Incent
Minority Ownership
Adaptive Insights, a Workday company
7.2
Xactly Incent
Local and consolidated reporting
Adaptive Insights, a Workday company
8.1
Xactly Incent
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Xactly Incent

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.7
Xactly Incent
Financial Statement Reporting
Adaptive Insights, a Workday company
8.8
Xactly Incent
Management Reporting
Adaptive Insights, a Workday company
8.5
Xactly Incent
Excel-based Reporting
Adaptive Insights, a Workday company
7.0
Xactly Incent
Automated board and financial reporting
Adaptive Insights, a Workday company
7.5
Xactly Incent
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.5
Xactly Incent

Analytics

Adaptive Insights, a Workday company
7.2
Xactly Incent
Personalized dashboards
Adaptive Insights, a Workday company
7.5
Xactly Incent
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
Xactly Incent
KPIs
Adaptive Insights, a Workday company
7.3
Xactly Incent
Cost and profitability analysis
Adaptive Insights, a Workday company
8.2
Xactly Incent
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.0
Xactly Incent
Benchmarking with external data
Adaptive Insights, a Workday company
5.9
Xactly Incent

Integration

Adaptive Insights, a Workday company
8.1
Xactly Incent
Flat file integration
Adaptive Insights, a Workday company
7.9
Xactly Incent
Excel data integration
Adaptive Insights, a Workday company
8.1
Xactly Incent
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.2
Xactly Incent

Pros

Adaptive Insights, a Workday company

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo

Xactly Incent

  • Xactly provides a high level of transparency between sales compensation administrators, Sales Operations, sales reps, and sales management.
  • Managing multiple types of pay plans across multiple business units requires a sales comp solution that is highly flexible and customizable. No matter how unique a commission calculation is or how frequently the calculation is "tweaked", I feel that I have the right solution to make the needed changes on the fly to accommodate our business needs.
  • Xactly Incent has given us the right solution to accommodate our business as it has grown through development, acquisitions, and restructuring. Calculation accuracy and reporting through custom reporting allows our sales compensation team to be a valuable partner with our internal management, Sales Operations, and Finance/Accounting teams.
Matthew Greve, MBA 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 8.8
Based on 33 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald profile photo

Xactly Incent

Xactly Incent 9.9
Based on 27 answers
Our company is totally invested in Xactly with close to 2000 reps being paid out of it. We have 3 instances and there is no other method to calculate commissions. I feel the cost (although I do not know the amount) is also very competitive for the benefits.
Jesse Duncan profile photo

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.3
Based on 77 answers
The Adaptive Suite is well-rounded. We love the add-on OfficeConnect because it allows us to quickly pull data from Adaptive in a report format. Once you set up the OfficeConnect, it's as easy as pushing a button to re-run. This has been especially helpful for month-end reporting and reconciling data in the Budget.
Samantha Monastra profile photo

Xactly Incent

Xactly Incent 6.8
Based on 7 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
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

Xactly Incent

Xactly Incent 8.2
Based on 2 answers
Xactly Incent is always available except for the time when it is going under regular maintenance/enhancements, which happens once a month. And Xactly Team lets us know in advance when this happens.
Prashant Gupta profile photo

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 7.7
Based on 3 answers
Xactly Incent's performance is great. I have not seen any delay in page load.
Prashant Gupta profile photo

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.6
Based on 12 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 6.5
Based on 6 answers
Our sales rep was at the tip of the spear and provided amazing from side support - our implementation was complete within a month - we started actively using as a team and replaced Excel!
Steven McQueen profile photo

In-Person Training

Adaptive Insights, a Workday company

No score
No answers yet
No answers on this topic

Xactly Incent

Xactly Incent 5.5
Based on 1 answer
Standard by the book - follow the guideIt's a little hard to take this back to reality
Helen Rendos profile photo

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 6 answers
Online webinars provided by Adaptive Insights gave me the opportunity to explore more features in AI and perform my tasks more efficiently.
Lenny Wu, MBA, MA, CPA, CGA 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 8.5
Based on 14 answers
Be open to working up the plan in a way that leverages the power of the software.

Look to maximise the knowledge transfer early on - the software is very usable. You'll be able to maintain it yourself rather than being hooked to the partner
Lee Hawthorn profile photo

Xactly Incent

Xactly Incent 6.6
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

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis 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
Some aspects of the application are very scalable (formulae, metadata changes, adding/changing users, etc.) while others are less so (dashboards, data integration etc.)
Bob Katz, CMA, CFM, CFP® profile photo

Xactly Incent

Xactly Incent 7.3
Based on 2 answers
No answer on this topic is available.

Return on Investment

Adaptive Insights, a Workday company

  • Our budgeting and forecasting cycles are now faster, more accurate and can evolve dynamically throughout the process. This is especially important in our business which is experiencing rapid growth.
  • Our ability to push out bespoke reporting to business owners has massively improved.
  • For our most recent budget cycle, we were able to simply and quickly illustrate the impact of foreign exchange fluctuations to our board.
Andy Clifton profile photo

Xactly Incent

  • Incent has allowed me to process commissions on my own until we reached about 250 sales reps (~20 plan variations). I would not have been able to do the amount of work that I do by myself without a tool that automated a large part of the processes. I only recently hired someone to work with me and feel we could handle hundreds more between the two of us. I would not be as comfortable saying that otherwise.
  • Xactly gave us a platform that allowed our audits to go a lot more smoothly. There was less searching for various documents, and more up front answers which allowed us to spend less time working with auditors and more time processing commissions.
  • Sales reps spend less time figuring out their commissions and more time selling.
Robert R. Walters profile photo

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

* per seat, per installation

Xactly Incent

General

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

Add comparison