What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

Xactly Incent

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83 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101

Xactly Incent

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83 Ratings
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Score 8.1 out of 101

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Likelihood to Recommend

Adaptive Insights

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
9.3
Xactly Incent
Pixel Perfect reports
Adaptive Insights
9.0
Xactly Incent
Customizable dashboards
Adaptive Insights
10.0
Xactly Incent
Report Formatting Templates
Adaptive Insights
9.0
Xactly Incent

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Xactly Incent
Publish to PDF
Adaptive Insights
8.0
Xactly Incent
Report Versioning
Adaptive Insights
8.0
Xactly Incent
Report Delivery Scheduling
Adaptive Insights
8.0
Xactly Incent

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Xactly Incent
Long-term financial planning
Adaptive Insights
8.9
Xactly Incent
Financial budgeting
Adaptive Insights
8.8
Xactly Incent
Forecasting
Adaptive Insights
9.1
Xactly Incent
Scenario modeling
Adaptive Insights
8.2
Xactly Incent
Management reporting
Adaptive Insights
8.1
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
5.6
Xactly Incent
Multi-currency management
Adaptive Insights
7.6
Xactly Incent
Intercompany Eliminations
Adaptive Insights
7.5
Xactly Incent
Minority Ownership
Adaptive Insights
7.1
Xactly Incent
Local and consolidated reporting
Adaptive Insights
8.3
Xactly Incent
Detailed Audit Trails
Adaptive Insights
8.5
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
8.4
Xactly Incent
Automated board and financial reporting
Adaptive Insights
8.5
Xactly Incent
XBRL support for regulatory filing
Adaptive Insights
7.0
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
8.0
Xactly Incent
Key Performance Indicator setting
Adaptive Insights
8.0
Xactly Incent
Benchmarking with external data
Adaptive Insights
7.3
Xactly Incent

Integration

Adaptive Insights
8.6
Xactly Incent
Flat file integration
Adaptive Insights
8.3
Xactly Incent
Excel data integration
Adaptive Insights
8.7
Xactly Incent
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Xactly Incent

Pros

  • Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
  • Its features provide for good planning, budgeting, and forecasting.
  • The ability to create customized reports is a very nice touch - we are able to share this across our organization.
Jessalyn Ka profile photo
  • The direct integration with SFDC is great. Ensures all the correct data is loaded into Xactly. But having the option to upload data as well for adjustments or one off scenarios.
  • The implementation team we worked with was great. At every step we knew what was expected of us and what the project plan was. Even when our PM left the company, the manager stepped in and we didn't miss a beat.
  • The ability for sales to be able to see their achievement in the system, broken down by each category is the comment I hear most from sales. Much easier to see the data than trying to find it in an excel spreadsheet.
  • The End User Training - you get 2 training's from Xactly which is great, especially for a company like ours that has sales people all across the globe. We were able to train the majority of them with the live training. For those that weren't able to attend, the recording is available for them.
Steve Benson profile photo

Cons

  • The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports.
  • I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be.
  • The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.
Jessalyn Ka profile photo
  • If the compensation plans are fairly complex like ours are, you might need to have the Xactly development team put in extra time in the set up. This leads to extra cost.
  • Some fields can't be updated (i.e. the email address field). We were in the process of being acquired when we were going through implementation and had to scramble with the acquiring company to get the new email addresses as once they are in the system, you can't update it at the user level. You would have to inactivate that user record and create a new user record.
Steve Benson profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
Thought I could share my experiences with your readers.
Lenny Wu, MBA, MA, CPA, CGA profile photo
Xactly Incent10.0
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 Insights7.7
Based on 75 answers
The reports are exactly what we need however accessing it from the various sections is not as simple as it should be
Jessalyn Ka 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 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 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
Although having a set of spreadsheet and workbooks helps to define the logic and processes, preparing a requirements document is also an important element in a successful implementation. In addition, dedicating a knowledgeable user as part of the "Scrum" development allows focus and permits the implementation to proceed without time loss and promotes knowledge transfer. Finally, having an onsite developer speeds the process and can reduce the overall cost as well.
Bob Katz, CMA, CFM, CFP® 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
I have used Incentive before. I feel that Xactly is superior. There were some nice features with Incentive, but it did not allow reps to view their statements, which is a super feature with Xactly. While I did not make the decision to select Xactly I am totally happy with it. Incentive no longer supported the version we were using, and it eventually broke down leaving no choice but spreadsheets for several months. Xactly has great support and we generally enjoy it.
Jesse Duncan profile photo

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
With workflow I am able to track progress on budget and forecast projects in a timely manner. There is also an organiser to track and assign tasks to users. Security is very flexible.
Robin Webber profile photo
No score
No answers yet
No answers on this topic

Data Integration

Adaptive Insights7.6
Based on 17 answers
It is very simple to update data, both monthly actuals and budgeting data, using an Excel template or the connector.
Robin Webber 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

  • Budget process has been shortened, while at the same time allowing greater detail. Visibility of prior activities across multiple years has provided greater understanding of the budget/forecast at the lower levels of the company.
  • Month End reporting cycles have been simplified and shortened. Reliability is increased as errors in data transfer between spreadsheets and/or files have been eliminated.
  • Weekly reporting to operating groups is now provided with significantly less resources in the accounting group. Accounting team members are able to concentrate more on accuracy in the accounting entries and less on data entry into reports.
Mikel Christopherson profile photo
  • 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

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