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Xactly Incent Pro is a cloud-based, secure sales incentive compensation solution for enterprise-class businesses. Incent Pro replaces tedious, spreadsheet-based manual processes, making any incentive compensation program easy to manage and error free.Xactly CorpXactly Incent provides great automation and insight into sales incentive processes and reviews2019-06-21T17:58:14.619ZWe went from Excel spreadsheets to Xactly Incent and have shown an increase in error-free payouts. Incent has also cut our quarterly processing time in half. We are now able to report to the sales team monthly instead of only quarterly as we did with Excel. Executives are able to see custom built dashboards monthly of what the expected payouts will be by team. Although we began using Incent for our North America sales team, we have now been rolling it out to teams in other countries.,Xactly Incent calculation plan changes are easy to manage if set up correctly. It only takes me a few minutes to make minor changes from quarter to quarter. By using rate tables and quotas it makes formula creation and adjustments a breeze.
Plan document routing by person makes it easy for me to assign a plan document to a new sales representative or to a current representative if they change teams.
Having customer incentive statements for each division makes it easy for me to adjust just that one team without affecting other teams,Beginning of year quota creation would be a great improvement if they could figure out how to make this easy. Being able to copy quotas that are used for products, weightings, sliding scales, etc from one year to the next would save me hours of work at the beginning of each year. Although it only takes a minute to create each one I have over 200 unique quota names I must create before uploading my actual quotas.,10,Although this has shown great efficiencies which has saved many hours per month as well as no need for extra headcount we have not officially completed a formal ROI.
My frustration level has definitely decreased in preparing multiple excel workbooks for each of our teams.
Inquiries from the sales teams have decreased to almost nothing due to system calculations instead of manual calculations often with errors that were missed in validation.
The Salesforce team loves it because they have better insight into their payouts much quicker prior to the final results going in front of the IC Governance Committee for approval.,,Xactly Incent
Xactly AlignStar
Xactly Insights
Xactly Objectives
Xactly ConnectPenny HatchXactly Incent, The Right Solution For Our Organization2019-06-08T22:53:30.572ZXactly Incent is being used across our organization by multiple departments within multiple business units. This includes our sales compensation administrators, sale team members, sales management, and sales operations.,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.,Due to fast growth and expansion, customer service can range from excellent to less than stellar. Some responses can be very helpful and timely. So, situations seem to drag on longer than they should.
The Incent analytics module (for advanced reporting) can be a blessing or a curse. It is very nice to have the functionality at my fingertips to manipulate reporting as needed without going back to Xactly for modification requests to saved reports. That being said, sometimes data points don't like to work with other data points and I have to come up with workarounds to get needed results.
The ability to include and exclude certain bonuses against guarantees/draws would helpful.,10,Xactly Incent has given us the ability to centralize our sales compensation administration across multiple business units. This has allowed our organization to reduce the number of resources that were dedicated to sales compensation and reallocate those resources to other business needs.
Centralizing our sales compensation allowed our organization to reduce the sources where the data resides. Previously, we had 5 - 10 people managing spreadsheets in multiple physical locations. Now, we've consolidated the majority of our sales compensation responsibilities to a few individuals.
Moving from spreadsheets to 1 online solution had reduced the amount of time it takes to pull together reporting across the entire organization.,SAP ERP,Salesforce App Cloud, Microsoft Office 365,10Matthew Greve, MBAXactly Incent -- too much training needed2019-06-29T02:54:04.426ZWe currently use it for our sales team, and it is managed by the finance and sales ops team. I am in the finance team, and since we don't have a compensation analyst, I, as a member of the FP&A team, handle all incentives. It helps automate our sales incentives process and reduces manual errors.,Reduces manual errors by helping double check.
It's easy to use for the sales team to see their targets and attainment.
It helps keep everything centralized on one system.
It reduces the use of manual spreadsheets.,It is still very manual, and requires a lot of uploading.
It can be very finicky.
It requires a lot of training for the admin.
It's very limited in transferring data between the different modules.,5,Positive: it is good for the sales team to be able to see their incentives all in a central location.
Negative: it's time consuming for the admin.
Negative: it needs a lot of expensive training.
Positive: it helps reduce errors in manual work.,,Xactly Incent
Xactly Objectives
Xactly ConnectGeena GarciaChoose Xactly2019-06-18T22:11:16.780ZXactly has great out of the box functionality that covers almost all business needs. The interface is somewhat intuitive and easy to navigate -- after minimal training, admins should be on their way to becoming power users in short time. The structured nature of all objects in Xactly help experienced admins understand any comp environment that uses Xactly very quickly. Sales reps gain good visibility into their sales plans and commissions, while also easily navigating the reports with minimal training.,Automation: get rid of inefficient manual processes
Accuracy: reduce shadow accounting
Reporting: gather insights now easily accessible in your Xactly database,Flexibility: limited in customizing features for more complex requirements
Analytics UI is not a great experience,9,Reduced shadow accounting
Increased accuracy
Created more efficient processes,IBM Incentive Compensation Management and Callidus Commissions,Xactly Incent
Xactly ConnectAndrew LinXactly Incent Review2019-06-17T20:05:00.090ZWe are using Xactly Incent within our organization for sales performance management and to manage our variable and incentive compensation plans for our sales and sale support professionals.,Step by Step by interface when configuring organizational information, you go in order until you are complete.
Easy to use and understand for sales reps.
Ease of importing data into Xactly.,The different user interfaces for creating crediting / bonus rules versus creating commission rules. One UI for creating any type rule would be simpler and easier to use.
Interconnect the creation of formulas, rate tables, lookup tables, etc... So if I'm creating a rule that needs a formula, give me the ability to be able to create the formula on the fly while I'm creating the rule.
The lookup table interface is incredibly lacking in functionality. We are currently utilizing 20+ lookup tables, but the UI doesn't even show us all the lookup tables we currently have configured in Xactly, we have to search to find our lookup tables. When we load lookup tables as well, it often loads an incomplete table so we have to do extensive checks to make sure Xactly takes everything.,8,We have been able to become a more agile and responsive team that has accommodated rapid growth in our business without the need to grow our team due to the efficiencies we have realized from Xactly.,,Xactly Incent
Xactly ConnectErick StokesPositive Xactly feedback!2019-06-14T11:39:39.730ZXactly is currently being used in the Finance department to calculate commissions as well as in the Sales department for commission statement visibility.,Commission statements are very straight forward and easy to read for our reps.
Sales comp plans are routed seamlessly and are stored in an organized manner.
Minimized commission calculation errors tremendously compared to spreadsheets.,Make connect user-friendly and easier to use for people who do not know SQL.
Analytics has too many restrictions and is not very flexible.,8,We are able to close the books much faster with Xactly.
Reduced commission errors.
Easy access for reps to see their commission statements,Xactly IncentRobert SangcoIncent Review2019-06-13T20:21:56.166ZXactly Incent was brought in to replace our existing, multiple spreadsheet process with an automated tool. We use it across various departments throughout the organization. Additionally, we support sales incentives for reps in the US, Canada, EMEA, and parts of Asia. It has really helped to increase rep confidence with their sales compensation calculations.,Detailed incentive calculations
End-user visibility for compensation statements
Automation via Connect Platform,A bit of a learning curve to master administration
Cost,8,Increased traceability to sales compensation data.
Analytics: we can easily pull together metrics on how much compensation we are paying out.,,Xactly IncentStephen CraigSales visability comes first2019-06-13T20:06:17.773ZIncent is being used by my business verticals within Information from approx 230 users at present. The main reason we mad the decision to move to the platform was for sales visibility of their sales numbers and compensation.,Visibility of comp calculation not only to the sales reps but also the sales managers.
Plan docs, we previously used to complete in Word then manually send out PDFs for acceptance, the system has saved so much time and effort on this.
Plan design is easy to scale, once you build your core compensates it’s very easy to create new scalable plans using this.,The display needs a facelift (UI) it’s looking a little dated now.
We used to use PPP, however, this process, due to the way we work, actually stops clarity on commission due until the month is closed, which we found unacceptable
User set up all the way through the stages does not flow and needs an update to ensure it’s clean and simple to follow.,9,As previously mentioned, visibility to sales is key for the product and it does deliver on that, which I believe in turn reduced the number of time reps are self calculating or questioning their numbers.
Moving to the solution, the union also provided a good point in time to consolidate many plans into fewer plans and become consistent across the business as it stopped the random ad-hoc plans that seem to grow.,NADean WalesbyXactly is exactly what you should consider2019-06-13T18:58:05.710ZWe currently use Xactly Incent for our automated commission process. It is used across multiple departments from Sales to Operations.,Automation of commission calculations
Compensation plan distribution and tracking
Ease of view for reps for their tracking,One profile view of reps to include people/position/hierarchy/etc.
Streamline the onboarding process for adding new employees.,10,Simplified viewing of Sales Team results.,Xactly IncentJason BaileyBest ICM solution ever2019-06-13T18:53:54.155ZXactly Incent is being used to calculate monthly commissions by the Finance Team for our Sales Team, including the account executives, SDRs, Solution Consulting, CSMs and Sales management. It has automated a very manual process and allowed us to be able to analyze and review results instead of manually calculating commissions. The Sales Team can review their information prior to being paid and advised of any issues, which allows for adjustments prior to being paid.,Automates commission calculations and decreases the time spent on preparing them on a monthly basis.
Increases the Sales Team's understanding of their attainment and commissions.
Allows for more timely management review and approval prior to submission to payroll.,Being able to search and obtain information over a period of time instead just monthly and by type, i.e. credits/commissions having to be done separately.
Setting up a new employee on all the different tabs is time-consuming and cumbersome.
Being able to email the team when their statements are completely ready for review each month.,10,Reduced time processing commissions, fixing errors, sending out Excel spreadsheets to each sales person
Allows the Finance Team the ability to review and analyze information in a more timely manner for sales management.
It was step 1 in our automation journey. With Salesforce being directly connected to Xactly Incent, it shows what positive gains can be had when systems talk with each other and the value of the data that can be obtained to drive the business forward.,NABeth HigginsCompensation System Review - Xactly Incent2014-03-11T17:03:35.656ZOur department began looking for incentive compensation software about 6 years ago. During this time we identified that we were doing all sales compensation payroll manually and knew we need a software program to help us be more efficient. We finalized our decision on utilizing the Xactly Incent product. We are currently using this platform for our main sales force of 400 sales personnel tracking various levels of different compensation plans.,SOX Compliance Tracking
Draws and clawbacks
Analytics,More drag and drop ease of use throughout the system
More enhanced eDocs capabilities like creating templates that pull certain data points onto certain places in that said document, like mail merging
Improved hierarchy UI,10,No more manual processes allowing a much more smooth audit process
Reporting capabilities from start to end that were always time consuming to produce
Easy user setup in compensation plans,,10Cindi StevensonXactly Incent is the answer for any compensation plan - no matter the size2017-08-01T18:39:43.069ZOur entire sales team either uses Xactly or is in the process of being setup in the system. We use it to manage our sales credit, attainment & compensation.,Xactly has the ability to handle multiple complex compensation plans and calculations.
Sales reps and managers are able to view their revenue, attainment & compensation at any time and get real-time results.
Inaccuracies are easy to identify and also easy and quick to fix.
Automate your process with Connect,There are some issues with the standard template layouts but those can be fixed with custom templates.
Tthe draw section can get a little confusing trying to identify if it is recoverable or non recoverable draw.
They are always enhancing and updating the system. Whenever an issue is identified it tends to be immediately addressed.
If you need to reopen a period you have to reopen all subsequent periods and business groups.,10,Once plans are configured correctly, it can dramatically cut down on the processing time. I would say we save up to a week in processing time, between cross checking and manually checking formulas in Excel versus loading a file into Xactly and letting the system do all the calculations in a matter of minutes.
Headcount and manpower are not an issue when you have an automated system processing everything at the push of a button.
i would highly suggest considering adding Xactly Connect to your Xactly Incent configuration.,Excel,Xactly Incent
Xactly Insights
Xactly Connect,Tableau Desktop, Salesforce CPQ (formerly SteelBrick)James AgcaoiliXactly Incent - no more Excel2016-06-01T20:21:51.987ZIncent is used by our sales organization for sales compensation calculations along with performance metrics. Additionally, we are using Analytics for reporting and accounting accruals. Xactly Incent addresses the automation of commission calculations, along with the ease of accessibility for performance for the sales reps. It also helps managers understand where their sales reps are individually and as a team. We accomplish error free calculations and transparency to
end users.,Document management is used in our organization to allow sales reps to review and accept their plan documents. It easy to use and key to our organization
Details and transparency for sales reps - Sales reps love to see where they are against goal, how much they are being paid and where they rank among the troops
Accurate calculations - Usually never a question
Easy to understand
easy to manage mid-year and effective date changes,Analytical is not the easiest to use and is not very intuitive. There needs to be an easier way to get at some standard reporting metrics that are needed in every organization like pay and Performance and easily configure stack rankings.
The ability to forecast commission expense does not really exist or needs to be done in sandbox or live environment
Modeling is cumbersome
Customer Support,9,Xactly has eliminated the need to compile spreadsheets of commission data and minimizes internal emails and questions.
One stop shopping for reporting and no shadow accounting,,Xactly Incent
Xactly Connect,250,2,Accurate Calculations
Reporting
Audit capability,Rankings,What If scenarios,8,Yes,Price
Product Features
Product Usability
Third-party Reviews,ask more questions about the implementation process,Implemented in-house,No,Change management was a big part of the implementation and was well-handled,Not understanding how the rules were defined and formulas used to build the plans
configuration not moving correctly from Sandbox,7,Online training
In-person training
Self-taught,6,6,no, you need training to understand all of the components and how they work together.,7,be involved as much as possible, be sure to understand the configuration,Some - we have done small customizations to the interface,Some - we have added small pieces of custom code,N/A,No,Yes,6,Creating people , positions, heirarchy, plans,Adding goals, understanding how formulas are used within calculations and rules if you did not do the setup,Yes,8,8,10,9,Sales Force,,File import/export
Single Signon,7,Understand your requirements and Xactly's,8,7,No,No,NoHelen RendosGreat solution for your incentive based plans for any company large or small.2019-06-13T14:56:28.797ZWe are using Xactly Incent to process monthly commissions for our 1200 associates across 8 different plans.,Provides detailed training on all as aspects of the product by knowledge personnel
Extremely flexible to be able to incorporate any size or plan complexity into their platform,More flexibility in reporting pods for sales representatives
Versioning and editing of hierachies and named relationship feel a bit clunky when not doing an upload
To allow for multiple hierarchies in the system to be able to look at business in operations and a functional view,9,Been able to reduce expenses and repurpose staff to other initiatives
Consolidated monthly results in a central location that has allowed for prompt analysis and modifications to the plans,Xactly Incent
Xactly ConnectThomas CI love Xactly! It is powerful.2019-06-13T12:11:17.100ZIt is used by the Sales and Finance teams. We provide visibility of the current year attainment to the sales, reps and managers and planners, as well as the estimates and calculations for finance.,Detailed line items of credits and commissions.
Flexible commission rules.
Customized summary of incentive payout with different templates for different plan types.,Too much configuration (a lot of fields to fill out without a template) to create simple rules that work.
Some configurations are done in UI that requires both mouse and keyboard (but not with either one).
Visual elements are really hard and time-consuming to configure.
Being flexible means bigger chance to configure it wrong.,8,Incent has integration and processing features to take care of some manual operations, cutting down costs on this.
It has results available 24-7 cutting down expenses to support queries and provides information to get reps motivated.,,Xactly ConnectWing LeungHow Incent Can Make Your Life Better2019-06-13T12:06:45.991ZWe use Incent to payout sales comp to our hotel sales and events sellers as well as our global sales force. Using Incent has reduced the amount of time it takes us to pay out our sellers. We went from 6 -7 weeks to 3 weeks. Our accuracy was drastically increased as well.,Xactly is an expert in the sales comp arena.
Xactly is a great partner, always wanting their customers to be successful.
Xactly listens and reacts well to its customers.
Xactly is constantly looking for ways to enhance their offerings.,To capitalize on their Insights, it would be great to have better metrics that are consistent between customers.
Would like to have a better way to plan for accruals of future payouts.,10,Accuracy of payouts.
Accuracy of reporting in a timely fashion for our annual incentive trip.,CallidusCloud SPM,Xactly Incent
Xactly InsightsCharlene QuezadaTeam Lead, Commission and Incentive2019-06-13T11:52:50.971ZXactly Incent is being used globally for all our Field, SAs, Channel, and Customer Success. The biggest problem this tool had solved is to make our sales people more confident in the data quality and payment results. The next biggest hurdle was manual data calculations, manual distribution of statements, manual plan acknowledgments.,Reporting that is feeding off the data that once set up just works great without much of human intervention.
Sending plan documents and other letters that require Participants' acknowledgments in a single place.
Being able to see how frequently someone uses the tool! If people complain about the payments, chances are they have not bothered to even log in to see the data behind... which are correct 85% of the time!,Analytics reports need to be refreshed more frequently than every hour.
Xactly needs a makeover!!! It looks outdated and cleaner interface would be much appreciated it's the same look for the past 4 years since I've used it. If my husband saw me wear the same dress for 4 years, he would tell me I need new clothes :)
Back/Next navigation buttons. It's too much hassle to keep doing "New Search" when admin could just go to the next/previous screen via these options.
Certain windows have this 'hover over' action in order to see the options. Just make those options static and visible! What's the secrecy or coolness about the way it is currently working? Actual users get confused also when they don't know they need to hover over to see options. They get frustrated and email us being lost.,10,With Xactly Incent our internal processes have gotten better, we spend less time verifying calculations, loading data and can spend more time on analyzing the data in order to make better decisions.,,Xactly Incent
Xactly Objectives
Xactly ConnectJolanta NauronyteIt's Xactly What We Need!2019-06-12T23:06:31.037ZXactly Incent is a core module in our Sales incentive planning and payment system. It supports our 110+ internal sales people, plus our external reps.,Strengths include cloud-based implementation. We have a global sales force, and this platform serves them well.
The Incent UI is relatively easy to understand and learn.
Users appreciate the ability to receive an up to date view of their compensation plan.,Users have commented on some UI quirkiness. I need to ask more questions about this.
I would like to see a future roadmap.,7,Incent helps pay our sales team in a reasonable amount of time.
ROI is good, since we can manage the entire sales commissions process with 3 people.
The challenge is to bring on new Xactly technologies, which cost more money, before knowing if they will return an ROI.,Xactly Incent
Xactly Objectives
Xactly ConnectDave HalphideXactly: Game changer for sales organizations big and small!2019-06-12T20:32:58.793ZIncent is used by several departments within our organization. It solved our pay for performance manual process and allows us to predict trends and opportunities.,Data Aggregation: streamlined reporting.
Dashboard Display: everything at your fingertips.
Analytics: easy to create and share.,Dashboard dials point in time only custom date fields would be fantastic.
Sharing dashboards to individuals, not in a hierarchy.,10,To date, Xactly has saved us $75K in the form of an analyst. The product allowed us to reduce our workforce.,NAAmanda PerroneXactly Incent: A good tool to handle all your compensation needs2019-06-12T19:58:25.527ZWe currently use Incent to process the payment for the sales representatives that sell our product. It addresses the important problem of paying on time, reliability, and most importantly, we want it to be as clear and painless as possible.,Friendly end-user Interface
Great for dashboards
Easy to configure once the learning curve is over
Good support,Some of the tabs are Flash based so it requires going back and forth activating and deactivating access.
Some of the config interface is old.
It times out the session seemingly at random,10,Easy to provide support to
Less time is spent creating spreadsheets
It has some automatically created dashboards so it's easier to interpret without spending a lot of time going through the data.,Salesforce Community Cloud,Xactly Incent
Xactly ConnectBrandon (Branch ) SanchezNewly Implemented Xactly User2019-06-12T19:37:09.942ZWe use this for about 120 of our sales people across the organization. We've recently implemented it to centralize their payments/details and look forward to adding leaders in the near future. This has helped us to have a concise view of all sales people instead of having their data spread across many spreadsheets.,Allowing admins to impersonate users provides an excellent deep dive into specific individual's details and helping resolve anything that arises.
They help centralize all data into a concise area.
Help provide detailed reports for other departments such as accounting.,The inability to adjust older periods without having to jump through hoops makes things difficult.
Some of the formatting/views are a bit weird. Example: can't see certain buttons needed without changing the zoom on the screen.,8,N/A - just implemented 3 months ago.,,Xactly Incentjacob hretzXactly - changing the game2019-06-12T18:03:29.481ZAt Viasat, we use Xactly to pay commissions to our installers and master agents. The software could be beneficial to our sales team who currently don’t use it.,Provides templates for manual uploads in more than one location.
Friends of Xactly program to help provide support across all customers. Very communal.,Less Flash applications
Better detailed errors messages to help users understand if the problem is technical vs. formatting,7,Clean reporing,NAAmanda Valle“Xactly Incent - Great Tool for Commissions”2016-05-25T20:48:52.190ZI am working on Xactly Incent for over four years now. We use Incent for calculating commissions for over 1500 people along with using Analytics for reports. The tool is used by the commissions operations team. The system offers a lot of customization, which helps us to design the most complicated commission plans at ease and calculate commissions accordingly.,Xactly is a great tool to work with along with the customization it offers in terms of designing the plans.
It offers lot of details to the sales reps in terms of their respective credits for each deal under each month i.e. there is lot of transparency.
Prior Period Adjustment (PPA) is a great addition to the system.
Xactly Analytics is a great reporting tool.,At the start of the year, the system requires a kind of fresh set up, which takes quite amount of time.
While I am writing Rules, I need to create a new Order Type or Credit Type, I cannot create it from the Rules page. Instead I have to go to the specific page to create these Order or Credit Type and then return to the Rules page to write the Rule.
More customization on the Incentive Statements will be a great addition.,10,Xactly Incent is definitely a positive investment for the company. It helps the sales team to understand their earned commissions better along with their credits otherwise that would have been a big issue without Xactly Incent.,None,Xactly Incent,TIBCO Spotfire,1500,2,Calculate Credits and Commissions for the Sales team and other teams.
Easy to read and understand Incentive Statements.
Good reports.,To upload the draw information, which helps to calculate the net commission amount due to the rep,Currently, we are using Xactly Incent in the best possible way. However, the new updates from Xactly helps in improving the usage.,10,No,Price
Product Features
Product Usability
Product Reputation
Vendor Reputation
Positive Sales Experience with the Vendor
Analyst Reports
Third-party Reviews,No change,Third-party professional services,Change management was minimal,No significant issues,9,Online training
Self-taught,8,No, initial training is really required to learn the product.,Yes,We were busy with calculating commissions for a quarter when we encountered an issue with the system. Plus it was a weekend. We created a case with the Support team as the issue was impacting the commission calculation. We were not sure if there will be anyone available to help us out to resolve the case. But to our surprise, the Support team was quick to respond on the case and gave some alternate options to try, which worked in our case. The Support team contacted again later and followed up in the following days to make sure we did not had any further issues.,10,Writing Credit/Commission rules
Creating Incentive Statements,Setting up a new user
Setting up Quotas and Credits to be used in Rules
New-Year set up,Yes, but I don't use it,9,8,8,Single Signon,8Prashant GuptaXactly in Review2019-06-08T23:58:43.048ZWe're using Xactly Incent to pay our salespeople. We have many different "flavors" or "types" of plans that can change on a fairly regular basis, and Xactly enables us to track all of these different changes and methods we have for paying the different roles. Xactly has enabled us to expand our sales force dramatically.,Providing fast, accurate results
Enabling managers to view their employees' compensation
Allowing us to make changes to plans mid-year,Improve automation of setup
Frequently automatically signed out
Difficult to audit from the backend,7,Positive - increased accuracy
Negative - lengthened process
Positive - allowed for mass updates,Tableau Desktop, Salesforce Analytics Cloud, MySQLKevin HuntleyWonderful tool!2019-06-18T18:44:37.165ZWe use it throughout all of our sales organization and anyone who is on a commission plan. FP&A uses the reporting for forecasting, we also use it to generate our accrual journal entries.,Shows detailed commission reports
Versions different records on people position, quotas, etc.
Keeps historical data,More Users for Ops so they can see certain teams
More audit reports
Updating User records easier,9,We now have all our sales teams in Xactly!
Much more viability for all teams
Would love more of a monthly manager approval process,Xactly Commission Expense Accounting (CEA)Alyssa ShepardUnspecified
Xactly Incent
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June 21, 2019
Xactly Incent provides great automation and insight into sales incentive processes and reviews
We went from Excel spreadsheets to Xactly Incent and have shown an increase in error-free payouts. Incent has also cut our quarterly processing time in half. We are now able to report to the sales team monthly instead of only quarterly as we did with Excel. Executives are able to see custom built dashboards monthly of what the expected payouts will be by team. Although we began using Incent for our North America sales team, we have now been rolling it out to teams in other countries.
- Xactly Incent calculation plan changes are easy to manage if set up correctly. It only takes me a few minutes to make minor changes from quarter to quarter. By using rate tables and quotas it makes formula creation and adjustments a breeze.
- Plan document routing by person makes it easy for me to assign a plan document to a new sales representative or to a current representative if they change teams.
- Having customer incentive statements for each division makes it easy for me to adjust just that one team without affecting other teams
- Beginning of year quota creation would be a great improvement if they could figure out how to make this easy. Being able to copy quotas that are used for products, weightings, sliding scales, etc from one year to the next would save me hours of work at the beginning of each year. Although it only takes a minute to create each one I have over 200 unique quota names I must create before uploading my actual quotas.
Xactly Incent is being used across our organization by multiple departments within multiple business units. This includes our sales compensation administrators, sale team members, sales management, and sales operations.
- 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.
- Due to fast growth and expansion, customer service can range from excellent to less than stellar. Some responses can be very helpful and timely. So, situations seem to drag on longer than they should.
- The Incent analytics module (for advanced reporting) can be a blessing or a curse. It is very nice to have the functionality at my fingertips to manipulate reporting as needed without going back to Xactly for modification requests to saved reports. That being said, sometimes data points don't like to work with other data points and I have to come up with workarounds to get needed results.
- The ability to include and exclude certain bonuses against guarantees/draws would helpful.
July 30, 2019
Xactly Incent -- too much training needed
We currently use it for our sales team, and it is managed by the finance and sales ops team. I am in the finance team, and since we don't have a compensation analyst, I, as a member of the FP&A team, handle all incentives. It helps automate our sales incentives process and reduces manual errors.
- Reduces manual errors by helping double check.
- It's easy to use for the sales team to see their targets and attainment.
- It helps keep everything centralized on one system.
- It reduces the use of manual spreadsheets.
- It is still very manual, and requires a lot of uploading.
- It can be very finicky.
- It requires a lot of training for the admin.
- It's very limited in transferring data between the different modules.
June 18, 2019
Choose Xactly
Xactly has great out of the box functionality that covers almost all business needs. The interface is somewhat intuitive and easy to navigate -- after minimal training, admins should be on their way to becoming power users in short time. The structured nature of all objects in Xactly help experienced admins understand any comp environment that uses Xactly very quickly. Sales reps gain good visibility into their sales plans and commissions, while also easily navigating the reports with minimal training.
- Automation: get rid of inefficient manual processes
- Accuracy: reduce shadow accounting
- Reporting: gather insights now easily accessible in your Xactly database
- Flexibility: limited in customizing features for more complex requirements
- Analytics UI is not a great experience
June 17, 2019
Xactly Incent Review
We are using Xactly Incent within our organization for sales performance management and to manage our variable and incentive compensation plans for our sales and sale support professionals.
- Step by Step by interface when configuring organizational information, you go in order until you are complete.
- Easy to use and understand for sales reps.
- Ease of importing data into Xactly.
- The different user interfaces for creating crediting / bonus rules versus creating commission rules. One UI for creating any type rule would be simpler and easier to use.
- Interconnect the creation of formulas, rate tables, lookup tables, etc... So if I'm creating a rule that needs a formula, give me the ability to be able to create the formula on the fly while I'm creating the rule.
- The lookup table interface is incredibly lacking in functionality. We are currently utilizing 20+ lookup tables, but the UI doesn't even show us all the lookup tables we currently have configured in Xactly, we have to search to find our lookup tables. When we load lookup tables as well, it often loads an incomplete table so we have to do extensive checks to make sure Xactly takes everything.
June 14, 2019
Positive Xactly feedback!
Xactly is currently being used in the Finance department to calculate commissions as well as in the Sales department for commission statement visibility.
- Commission statements are very straight forward and easy to read for our reps.
- Sales comp plans are routed seamlessly and are stored in an organized manner.
- Minimized commission calculation errors tremendously compared to spreadsheets.
- Make connect user-friendly and easier to use for people who do not know SQL.
- Analytics has too many restrictions and is not very flexible.
June 13, 2019
Incent Review
Xactly Incent was brought in to replace our existing, multiple spreadsheet process with an automated tool. We use it across various departments throughout the organization. Additionally, we support sales incentives for reps in the US, Canada, EMEA, and parts of Asia. It has really helped to increase rep confidence with their sales compensation calculations.
- Detailed incentive calculations
- End-user visibility for compensation statements
- Automation via Connect Platform
- A bit of a learning curve to master administration
- Cost
June 13, 2019
Sales visability comes first
Incent is being used by my business verticals within Information from approx 230 users at present. The main reason we mad the decision to move to the platform was for sales visibility of their sales numbers and compensation.
- Visibility of comp calculation not only to the sales reps but also the sales managers.
- Plan docs, we previously used to complete in Word then manually send out PDFs for acceptance, the system has saved so much time and effort on this.
- Plan design is easy to scale, once you build your core compensates it’s very easy to create new scalable plans using this.
- The display needs a facelift (UI) it’s looking a little dated now.
- We used to use PPP, however, this process, due to the way we work, actually stops clarity on commission due until the month is closed, which we found unacceptable
- User set up all the way through the stages does not flow and needs an update to ensure it’s clean and simple to follow.
June 13, 2019
Xactly is exactly what you should consider
We currently use Xactly Incent for our automated commission process. It is used across multiple departments from Sales to Operations.
- Automation of commission calculations
- Compensation plan distribution and tracking
- Ease of view for reps for their tracking
- One profile view of reps to include people/position/hierarchy/etc.
- Streamline the onboarding process for adding new employees.
June 13, 2019
Best ICM solution ever
Xactly Incent is being used to calculate monthly commissions by the Finance Team for our Sales Team, including the account executives, SDRs, Solution Consulting, CSMs and Sales management. It has automated a very manual process and allowed us to be able to analyze and review results instead of manually calculating commissions. The Sales Team can review their information prior to being paid and advised of any issues, which allows for adjustments prior to being paid.
- Automates commission calculations and decreases the time spent on preparing them on a monthly basis.
- Increases the Sales Team's understanding of their attainment and commissions.
- Allows for more timely management review and approval prior to submission to payroll.
- Being able to search and obtain information over a period of time instead just monthly and by type, i.e. credits/commissions having to be done separately.
- Setting up a new employee on all the different tabs is time-consuming and cumbersome.
- Being able to email the team when their statements are completely ready for review each month.
June 13, 2019
Compensation System Review - Xactly Incent
Our department began looking for incentive compensation software about 6 years ago. During this time we identified that we were doing all sales compensation payroll manually and knew we need a software program to help us be more efficient. We finalized our decision on utilizing the Xactly Incent product. We are currently using this platform for our main sales force of 400 sales personnel tracking various levels of different compensation plans.
- SOX Compliance Tracking
- Draws and clawbacks
- Analytics
- More drag and drop ease of use throughout the system
- More enhanced eDocs capabilities like creating templates that pull certain data points onto certain places in that said document, like mail merging
- Improved hierarchy UI
Our entire sales team either uses Xactly or is in the process of being setup in the system. We use it to manage our sales credit, attainment & compensation.
- Xactly has the ability to handle multiple complex compensation plans and calculations.
- Sales reps and managers are able to view their revenue, attainment & compensation at any time and get real-time results.
- Inaccuracies are easy to identify and also easy and quick to fix.
- Automate your process with Connect
- There are some issues with the standard template layouts but those can be fixed with custom templates.
- Tthe draw section can get a little confusing trying to identify if it is recoverable or non recoverable draw.
- They are always enhancing and updating the system. Whenever an issue is identified it tends to be immediately addressed.
- If you need to reopen a period you have to reopen all subsequent periods and business groups.
June 13, 2019
Xactly Incent - no more Excel
Incent is used by our sales organization for sales compensation calculations along with performance metrics. Additionally, we are using Analytics for reporting and accounting accruals. Xactly Incent addresses the automation of commission calculations, along with the ease of accessibility for performance for the sales reps. It also helps managers understand where their sales reps are individually and as a team. We accomplish error free calculations and transparency to
end users.
end users.
- Document management is used in our organization to allow sales reps to review and accept their plan documents. It easy to use and key to our organization
- Details and transparency for sales reps - Sales reps love to see where they are against goal, how much they are being paid and where they rank among the troops
- Accurate calculations - Usually never a question
- Easy to understand
- easy to manage mid-year and effective date changes
- Analytical is not the easiest to use and is not very intuitive. There needs to be an easier way to get at some standard reporting metrics that are needed in every organization like pay and Performance and easily configure stack rankings.
- The ability to forecast commission expense does not really exist or needs to be done in sandbox or live environment
- Modeling is cumbersome
- Customer Support
We are using Xactly Incent to process monthly commissions for our 1200 associates across 8 different plans.
- Provides detailed training on all as aspects of the product by knowledge personnel
- Extremely flexible to be able to incorporate any size or plan complexity into their platform
- More flexibility in reporting pods for sales representatives
- Versioning and editing of hierachies and named relationship feel a bit clunky when not doing an upload
- To allow for multiple hierarchies in the system to be able to look at business in operations and a functional view
June 13, 2019
I love Xactly! It is powerful.
It is used by the Sales and Finance teams. We provide visibility of the current year attainment to the sales, reps and managers and planners, as well as the estimates and calculations for finance.
- Detailed line items of credits and commissions.
- Flexible commission rules.
- Customized summary of incentive payout with different templates for different plan types.
- Too much configuration (a lot of fields to fill out without a template) to create simple rules that work.
- Some configurations are done in UI that requires both mouse and keyboard (but not with either one).
- Visual elements are really hard and time-consuming to configure.
- Being flexible means bigger chance to configure it wrong.
June 13, 2019
How Incent Can Make Your Life Better
We use Incent to payout sales comp to our hotel sales and events sellers as well as our global sales force. Using Incent has reduced the amount of time it takes us to pay out our sellers. We went from 6 -7 weeks to 3 weeks. Our accuracy was drastically increased as well.
- Xactly is an expert in the sales comp arena.
- Xactly is a great partner, always wanting their customers to be successful.
- Xactly listens and reacts well to its customers.
- Xactly is constantly looking for ways to enhance their offerings.
- To capitalize on their Insights, it would be great to have better metrics that are consistent between customers.
- Would like to have a better way to plan for accruals of future payouts.
June 13, 2019
Team Lead, Commission and Incentive
Xactly Incent is being used globally for all our Field, SAs, Channel, and Customer Success. The biggest problem this tool had solved is to make our sales people more confident in the data quality and payment results. The next biggest hurdle was manual data calculations, manual distribution of statements, manual plan acknowledgments.
- Reporting that is feeding off the data that once set up just works great without much of human intervention.
- Sending plan documents and other letters that require Participants' acknowledgments in a single place.
- Being able to see how frequently someone uses the tool! If people complain about the payments, chances are they have not bothered to even log in to see the data behind... which are correct 85% of the time!
- Analytics reports need to be refreshed more frequently than every hour.
- Xactly needs a makeover!!! It looks outdated and cleaner interface would be much appreciated it's the same look for the past 4 years since I've used it. If my husband saw me wear the same dress for 4 years, he would tell me I need new clothes :)
- Back/Next navigation buttons. It's too much hassle to keep doing "New Search" when admin could just go to the next/previous screen via these options.
- Certain windows have this 'hover over' action in order to see the options. Just make those options static and visible! What's the secrecy or coolness about the way it is currently working? Actual users get confused also when they don't know they need to hover over to see options. They get frustrated and email us being lost.
June 12, 2019
It's Xactly What We Need!
Xactly Incent is a core module in our Sales incentive planning and payment system. It supports our 110+ internal sales people, plus our external reps.
- Strengths include cloud-based implementation. We have a global sales force, and this platform serves them well.
- The Incent UI is relatively easy to understand and learn.
- Users appreciate the ability to receive an up to date view of their compensation plan.
- Users have commented on some UI quirkiness. I need to ask more questions about this.
- I would like to see a future roadmap.
Incent is used by several departments within our organization. It solved our pay for performance manual process and allows us to predict trends and opportunities.
- Data Aggregation: streamlined reporting.
- Dashboard Display: everything at your fingertips.
- Analytics: easy to create and share.
- Dashboard dials point in time only custom date fields would be fantastic.
- Sharing dashboards to individuals, not in a hierarchy.
We currently use Incent to process the payment for the sales representatives that sell our product. It addresses the important problem of paying on time, reliability, and most importantly, we want it to be as clear and painless as possible.
- Friendly end-user Interface
- Great for dashboards
- Easy to configure once the learning curve is over
- Good support
- Some of the tabs are Flash based so it requires going back and forth activating and deactivating access.
- Some of the config interface is old.
- It times out the session seemingly at random
June 12, 2019
Newly Implemented Xactly User
We use this for about 120 of our sales people across the organization. We've recently implemented it to centralize their payments/details and look forward to adding leaders in the near future. This has helped us to have a concise view of all sales people instead of having their data spread across many spreadsheets.
- Allowing admins to impersonate users provides an excellent deep dive into specific individual's details and helping resolve anything that arises.
- They help centralize all data into a concise area.
- Help provide detailed reports for other departments such as accounting.
- The inability to adjust older periods without having to jump through hoops makes things difficult.
- Some of the formatting/views are a bit weird. Example: can't see certain buttons needed without changing the zoom on the screen.
June 12, 2019
Xactly - changing the game
At Viasat, we use Xactly to pay commissions to our installers and master agents. The software could be beneficial to our sales team who currently don’t use it.
- Provides templates for manual uploads in more than one location.
- Friends of Xactly program to help provide support across all customers. Very communal.
- Less Flash applications
- Better detailed errors messages to help users understand if the problem is technical vs. formatting
June 12, 2019
“Xactly Incent - Great Tool for Commissions”
I am working on Xactly Incent for over four years now. We use Incent for calculating commissions for over 1500 people along with using Analytics for reports. The tool is used by the commissions operations team. The system offers a lot of customization, which helps us to design the most complicated commission plans at ease and calculate commissions accordingly.
- Xactly is a great tool to work with along with the customization it offers in terms of designing the plans.
- It offers lot of details to the sales reps in terms of their respective credits for each deal under each month i.e. there is lot of transparency.
- Prior Period Adjustment (PPA) is a great addition to the system.
- Xactly Analytics is a great reporting tool.
- At the start of the year, the system requires a kind of fresh set up, which takes quite amount of time.
- While I am writing Rules, I need to create a new Order Type or Credit Type, I cannot create it from the Rules page. Instead I have to go to the specific page to create these Order or Credit Type and then return to the Rules page to write the Rule.
- More customization on the Incentive Statements will be a great addition.
June 08, 2019
Xactly in Review
We're using Xactly Incent to pay our salespeople. We have many different "flavors" or "types" of plans that can change on a fairly regular basis, and Xactly enables us to track all of these different changes and methods we have for paying the different roles. Xactly has enabled us to expand our sales force dramatically.
- Providing fast, accurate results
- Enabling managers to view their employees' compensation
- Allowing us to make changes to plans mid-year
- Improve automation of setup
- Frequently automatically signed out
- Difficult to audit from the backend
June 18, 2019
Wonderful tool!
We use it throughout all of our sales organization and anyone who is on a commission plan. FP&A uses the reporting for forecasting, we also use it to generate our accrual journal entries.
- Shows detailed commission reports
- Versions different records on people position, quotas, etc.
- Keeps historical data
- More Users for Ops so they can see certain teams
- More audit reports
- Updating User records easier
Xactly Incent Scorecard Summary
About Xactly Incent
Xactly Incent Pro is a cloud-based, secure sales incentive compensation solution for enterprise-class businesses. Incent replaces tedious, spreadsheet-based manual processes, making any incentive compensation program easy to manage and error free.
In addition to ICM and territory management capabilities, last year Xactly added quota management and objectives management modules--additional SPM features.
In addition to ICM and territory management capabilities, last year Xactly added quota management and objectives management modules--additional SPM features.
Xactly Incent Video
Visit http://www.xactlycorp.com/resources/guides/product-video-incent-pro-deep-dive to watch Xactly Incent video.
Xactly Incent Integrations
Xactly Incent Competitors
IBM Incentive Compensation Management, Synygy, CallidusCloud, Varicent
Pricing
Does not have featureFree Trial Available?No
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Required
Xactly Incent Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Apple iOS, Android |