Xactly

Score8.6 out of 10

489 Reviews and Ratings

See Xactly in Action

Xactly

See Xactly in Action

What is Xactly?

The Xactly Intelligent Revenue Platform unifies the full revenue lifecycle into a single system of action to orchestrate and optimize revenue outcomes. Powered by 21+ years of data, the platform’s AI automates workflows and connects data across an existing ecosystem.

Categories & Use Cases

Media

Screenshot of the Chat-based AI Assistant interface surfacing compensation insights, attrition risk predictions, and quota recommendations, drawn from 20+ years of proprietary SPM data.

Screenshot of a rep-facing incentive statement showing commission earned, quota attainment, and deal-level payout breakdown in a single view.

Screenshot of a multi-dimensional forecast view showing deal health scores, risk signals, and AI-generated revenue trajectories across commit, best case, and pipeline categories.

Screenshot of a view of territory design decisions that used to take quarters now take days with the coverage visibility and quota alignment field teams need to hit plan.

Screenshot of the what-if scenario modeling view with plan variants, projected spend, pay equity impact, and attainment outcomes compared side by side, powered by 20+ years of benchmark data.

Screenshot of a single source of truth dashboard for territory assignments, headcount, credits, and quota targets with workflow approvals for mid-year changes built in.

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Screenshot of the Chat-based AI Assistant interface surfacing compensation insights, attrition risk predictions, and quota recommendations, drawn from 20+ years of proprietary SPM data.

Game notifications & updates
Managers and players receive notifications about game developments, game/quota deadlines, and updated competitive rankings.
Category average: 8.9
Incentive auditing/regulation compliance
Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.
Category average: 8.2
Complex sales crediting
Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.
Category average: 8.2

Mobile game functionality
Users can view results or participate in games and contests on their mobile devices.
Category average: 3.2
Social competition / Game collaboration
There is a social element to the competition; the gamification software allows users to post, like, share, and comment on each others’ wins and losses, or integrates to the company’s social/collaboration channel(s). May also allow non-salespeople to get involved.
Category average: 5.5
Sales game integration to Salesforce
Pulls sales performance data and details from Salesforce CRM.
Category average: 3.2

Most Frequent Users

Top 3 industries using Xactly.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Information

34.1%

98 installations of 287

“We use Xactly to manage the sales incentive process from new employee draws (guarantees), revenue tracking to targets, calculation of the payments, approval of those payments and reporting to finance and HR.”
— Manager, Compensation, USA Today Co.

#2 most frequent

Professional, Scientific, and Technical Services

16.4%

47 installations of 287

“primarily for commission calculations and tracking how much we're making and if everything is in order.”
— Territory Account Executive, Softchoice

#3 most frequent

Manufacturing

13.2%

38 installations of 287

Pros

Accurate and automated sales commission and bonus calculation.
Provides clear transparency for sales representatives on earnings and quota progress.
Robust reporting and data visualization for tracking incentives.

Cons

Dated user interface and experience.
Reporting and data visualization tools require modernization and often necessitate data export.
Limitations in real-time data availability and system updates.

Nicki StJohn View profile

Manager, Compensation in Finance and Accounting at USA Today Co. (10,001+ employees)

Use Cases and Deployment Scope

We use Xactly to manage the sales incentive process from new employee draws (guarantees), revenue tracking to targets, calculation of the payments, approval of those payments and reporting to finance and HR. Approximately 1,200 employees' sales incentives are handled completely through Xactly and we are working to convert another division of an additional 300 employees to the process as well.

Pros

Audit Controls
Reporting Options
Customer Support

Cons

Functional Navigation
Advanced filtering for downloads

Return on Investment

Transparency for Sales Reps
Faster reporting to stakeholders (50% faster)
Fewer errors in process (HR data, quotas, credits, calculated payments)

Jackson Aaron View profile

New Business Sales Executive in Sales at Dow Jones (1001-5000 employees)

Use Cases and Deployment Scope

Xactly helps me track my sales goals for monthly, quarterly, and annual attainment. It's great for seeing how much I am getting paid, with a thorough breakdown of revenue achievement and payouts for each check. Additionally, it shows how I am performing against the rest of my team and the organization as a whole.

Pros

Tracking Payouts with good details across sales.
Detail breakdown for each month.
Organizational Performance tracking.

Cons

Provide more team breakdowns.
Show how my sales team specifically is performing against the company goal.

Return on Investment

I cant see my team's goal correctly.
Tracking performance for others it's clear as it doesn't highlight who is at what goal.

Axel Muid

Sales Development Representative in Sales at Motive (5001-10,000 employees)

Use Cases and Deployment Scope

im working as a sdr in motive and we use Xactly to calculate our monthly incentives and see how much we have earned. The problems it addresses are that if we didn't use it then we would not know how much is our company paying us in incentives and how much commissions have we earned for the month, so i think its pretty helpful and also helps us with transparency cause our company does not tell us how much commissions we have earned. That is also the scope of our work with incentives and commissions

Pros

it provides us with transparency with our incentives
it helps us see how much commissions are being paid out to us
it also helps us manage documents for work purposes

Cons

i think it should be more detailed
more info is needed for older people
it dosent notify for new docs sent to me or new comissions being added

Alternatives Considered

2VizCon Sales

Julio Arroyo

Account Manager in Sales at KnowBe4 (1001-5000 employees)

Use Cases and Deployment Scope

Pros

Help Track commissions
Keep track of deals and close rate
Helps understand payouts

Cons

Make clearer the pay structure of deals
Easier to understand commission rates

Return on Investment

Positive on keeping track of closed deals
Positive on following up on paid out deals
negative with breaking down structure of which deal needs to pay

Alternatives Considered

Workday Workforce Management

Jasjeet Singh View profile

Territory Account Executive in Sales at Softchoice (1001-5000 employees)

Use Cases and Deployment Scope

primarily for commission calculations and tracking how much we're making and if everything is in order.

Pros

I like the linking to our target to show how much over/under we are
linking commissions to individual sales

Cons

needs improvement in linking commissions to specific sales orders
interface is user friendly, but can be polished more to show relevant data for sales professionals.