Likelihood to Recommend Board is a useful tool with a great set of features. We migrated from human apps to board and we find it relatively fast in search results and better-managed threads and forums. There are some areas, such as UI and interactions which could be improved but overall a great product. The learning section is also pretty good.
Read full review 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.
Read full review Pros The user interface is intuitive and easy to navigate You don't need programming knowledge to create dashboards which is a great flex for non-technical users You can seamlessly convert large, raw, and complex data to meaningful reports to visualize better and plan to act accordingly The financial forecasting that Board provides post-analysis is truly reliable Read full review 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 Read full review Cons Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity. We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler. Read full review 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. Read full review Likelihood to Renew Board is a fantastic product for swift BI solution delivery when compared with its peers. Ease of use, support and integration with Microsoft Office Addin open a wide horizon of opportunities for further enhancements to solutions. Easy bespoke app development capabilities make it a winner for us. BOARD is just like a white canvas, it lets you explore your creative side while designing and delivering a solution
Gaurav Suri Finance Business Partner - Business Intelligence Developer
Read full review 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.
Read full review Usability From a user perspective, Board is quite simple to use. You can evaluate the presentation of the data, the navigation, the configuration of the users, the selection of the data etc ... It would have a better rating if it were even more intuitive as regards the construction of a project, starting from the database, to the info-cubes, to entities, to data acquisition procedures from other servers.
Read full review 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.
Read full review Reliability and Availability 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.
Read full review Performance very fast and no integration problems
Read full review 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.
Read full review Support Rating The only time I needed assistance was due to a problem in the prints: the colors of the brochures as they were on the screen were not reproduced in the print, but a series of standard colors were reproduced. This fact made colored numbers on a colored background illegible. From the assistance they confirmed that it was a problem of version 10.2 that occurred when leaving the brochures with the default colors proposed by Board. To obtain the desired colors, they had to be personalized ... I didn't like the solution very much and the technician who recommended it didn't like me either, but they would have solved the problem with the following versions. In any case, the assistance was quick and effective even if not exactly efficient.
Read full review 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.
Read full review In-Person Training Board is fairly simple and straight forward. Advance training on workflows and procedures is a good one but the training content only touches through the interesting areas. training content needs to cover a few areas more in-depth
Gaurav Suri Finance Business Partner - Business Intelligence Developer
Read full review 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.
Read full review Online Training 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.
Read full review Implementation Rating The problem of user profiling in our context is certainly quite complex. The complexity is given by the fact that the company is divided territorially into logistic points of sale, but at the same time they are virtually divided into divisions (or specific implementation areas) and points of sale of competence. The same operator can have access to data at different logistic sales points, sales points of competence and divisions.
Read full review 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
Read full review Alternatives Considered Board has been more complete when compared to
Anaplan . Although I didn't participate in the buying decision of any of those products I have used both and by far Board just has more features. It's more than a CPM, it's BI and CPM put together. If I had to make a choice now it would be Board.
Read full review 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
Read full review Scalability 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
Read full review Return on Investment Board facilitates proactive decision making - it gives all the insights of the company's needs, which includes predictive analytics and manipulation of data to make different types of reports. Easy to use for non-programmer and integration with other software is seamless. It has [the] ability to handle large amounts of data. It facilitates advanced decision-making. Read full review 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. Read full review ScreenShots Xactly Incent® Screenshots