Xactly Incent

We currently use Xactly for our whole Sales organization. We have just launched the system at the beginning of our fiscal year and we have successfully added 3 out of our 7 Sales departments into the tool. It's been the best thing to happen to our organization regarding compensation. Our success rate is high and our Sales teams love the interface. Previously, I was calculating commissions out of a Google spreadsheet; and while working on numbers manually can be easier to adjust, it was costing me my time to work on other tasks. Xactly helped me better my time management and prevented mistakes that I would make on a spreadsheet. I would always recommend Xactly to anyone who is dealing with complex compensation models. It's no wonder they are a top leader in their field.

We are constantly analyzing the trends on payments released and sending this data to stakeholders to better improve our sales organization. If we notice payments are usually higher in one team compared to others, it gives us an idea on how we can improve on these areas for future months and quarters.

We have used and implemented Xactly Incent internally and at customers to calculate and report on sales activity as well as revenue for our sales team, and Professional Services. [Xactly] Incent was used to manage scorecards and rankings for our sales leaders, and project teams. Professional Services and Sales use it to understand their pay requirements, while finance and sales ops use the analytics to drive better decisions for our leadership and customers alike. In most cases sales ops, sales and finance teams all use Xactly Incent because of the sharing of unified data. Customers have gone from inaccurate disjointed spreadsheets to global views providing the insight to better manage their business.

Data insights is by far superior with Xactly Incent as it exposes details for analysis of the Sales plan, what's working or what requires adjustment. It can help identify where an team member may be need help to drive and improve the results. Very helpful to make the right decision when dealing and balancing sales and compensation requirements.

We use Xactly Incent to calculate and report on sales commissions for our sales team. We also use it for scorecards and rankings for our sales leaders. The finance, sales ops, and sales teams all use Xactly Incent since it pertains to their areas. Sales uses it to understand their pay and finance and sales ops use the analytics to provide information to our leadership to drive better decisions.

We track types of sales, cost of sales, trends in companies, payouts etc. This year we have really built out the Analytics functionality to better understand trends etc. We also have been able to layer in some of our future sales forecasts to better forecast commission payments - even more relevant during Covid uncertainty.

Xactly Incent offers many programmable options required to design complicated and unique commission plans and calculate commissions automatically. The customer service team responds promptly to inquiries, and the case portal used to contact their team helps you track any issue from beginning to resolution. It is time-saving and helps us to reduce manual calculations for commission bonuses and other incentives. With Xactly Incent our team can be more productive and mitigate any risks or human error. Xactly Incent also helps sales reps to have visibility of their monthly commissions earned through their incentive statement.

Accounting uses the calculations from Xactly Incent to accrue and book commission expenses for the company. Payroll uses the commission calculation from Xactly Incent to pay the Salesforce.

We use Xactly Incent to calculate commission & bonus payments for our US sales team. The sales team logs in to view their monthly & quarterly details via their incentive statement. The accounting team uses it to produce monthly accruals and to send final payout amounts to payroll for processing. The finance team logs in to download the monthly data to update an attainment reporting dashboard (in PowerBI).

We are currently using the credit detail from Xactly Incent to populate a dashboard in our company's PowerBI system. Originally we built the details into Xactly Analytics but the sales team wanted additional details that were not easily provided through Analytics and the decision was made to move everything to PowerBI due to the increased flexibility.

Xactly Incent is used throughout our sales department to measure our progress within quarters and throughout the year vs targets/quotas. Xactly Incent gives us more clarity and transparency in our progress throughout the quarters and years to hit our targets and payouts (quarterly, annually, bonuses and other incentives). Access to Xactly Incent allows us to manage and adjust our day to day to align with the Purolator's targets.

This is handled at a higher level by a different team.

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.

Performance Analytics allow us to see how the comp plan is performing vs sales results. It also allows us to see where we may be paying too much or too little.

It is being used by 2 administrators and about 80-90 end users. I am the commissions analyst and create the plans in Xactly for our sales team and then our sales team looks at the end of the quarter to see their deals and payout. It gives transparency to the sales team and allows us to easily calculate their commissions.

We haven't been able to get any Xactly analysis up and running so we usually work in excel out of Xactly downloads and salesforce reports. We use this to inform sales planning and details about how much we are paying per dollar made or how much we are paying certain people, etc.

We are currently using Xactly Incent within our Sales organization to calculate attainment to goal and commissions earned. We also use it to route the yearly Plan Acknowledgement Forms to the teams for approval. Using Xactly Incent eliminated the need of processing commissions manually in Excel spreadsheets and then needing to email out to all the individual users for approval. Now everything is uploaded into one area and the individuals can go in at any time to view their current, past and estimated future commissions. It's a huge time saver and there is less room for errors using Xactly Incent.

Creating new plans, using a pay curve, assigning target incentives and appropriate goals that align with the territory they are reps assigned to has improved the way we've calculated compensation and in return, helps us to retain high-performing employees.

We used Xactly Incent to calculate commissions and bonus/SPIFF for our sales team. We also used Xactly Incent to send out comp plans. Since we started using Xactly, our data is very stable and no more inquiries from the sales team regarding their incorrect attainment and commissions. I also like the fact that everything sits in one place like the signed sales plan. This makes it easy when it comes to audit time.

We are working with AGI to do some benchmarking. As for sales performance analytics, I do use the Analytics module.

At Alight Solutions, we use Xactly Incent to administer the majority of our North American Sales Incentive Plans for our Sales Executives, as well as our first line Sales Managers and Sales Leaders. Using Xactly Incent has improved transparency and decreased calculations errors by more than 50%.

Comparing performances amongst our sales teams has enabled our sales leaders to gauge the effectiveness of our plans. [We ask the questions] is it driving the right behaviors and do we have the right colleagues in the correct sales roles?

Xactly Incent is being used in Financial Services Business Unit in HPE. Incent makes the sales compensation process auditable, stable, and consistent. It's cloud-based so all data is synced and all administrators see the same data. Updates are pushed to all users, and there is just one cloud-based instance. Rules and Formulae are easily maintained and updated in Incent. It's also easy to tell how the credits are generated for a salesperson.

We have commission forecasts to try to manage the commission costs. Also, before we roll out new sales plans, we model what the commission costs will look like using the proposed sales plans.

We use Xactly Incent to extract data and load it into our data warehouse and vice versa. We write code on Incent using Xactly connect features and generate the files and load [them] into the shared drive for further consumption. At the same time, we use a Salesforce connector to read and write from Xactly Incent.

We use the Xactly data to further understand the sales comp analytics as well as some key financial metrics.

Xactly was introduced to Schindler Elevator Corporate in 2018 and we used it as a platform to build the incentive system for the sales team (both New Installations and Existing Installations).

Incentives are being calculated manually by Excel.

We use Xactly to calculate commissions for about 516 salespeople. We have 38 sales comp plans. We have a quarterly comp plan and commission is paid monthly.

We will implement the performance analytics and the benchmarking models in 2022.

Xactly Incent is being used to calculate Sales Representatives' Commissions payout worldwide. It also helps us to generate all the Compensation Plans, such that the Sales Reps can access them and their managers can approve them through the system.

I'm not really in charge of that, but I assume this is being used by Revenue Ops and FP&A.

We started to use Incent in 2012 and replaced older system to meet business needs. It is used by Sales Operations department, Human Resources and Finance for Sales Compensation purposes and performance. It really eliminates all manual work that would be done by the old style. It addresses the in real time results as it provides information up to date. It is flexible on changes minor and major changes in your comp calculations. Great tool overall.

Data insights is a good addition to the Xactly Incent as it shows valuable details for analysis of the Sales plan, if it works well or require adjustment. Where person may be needs help and directions to improve the results. Very considerable and helpful to make the right decision when dealing with sales and compensation balance.

It is currently being used as the commission payout system. It is being used by Sales and Finance. It automates a lot of our processes in order to allow accurate quarterly payouts.

By looking at the payments per segments and region, we can understand how the plans for the same titles have a different impact on the sales rep. From there, it allows us to accurately adjust plans and variables to be more competitive in the industry while still still keeping a balanced approach to the overall comp plan.

We use it for sales, sale engineer, SDR, PS, and CS commissions. Our comp plans can be complicated and there are several components to keep track of for each. We're solving for paying commissions accurately and providing visibility into how commissions are calculated. We also have spiffs added in the middle of the year.

We do monte carlo analysis every year to make sure we arent coming up with any crazy incentives and stick to industry benchmarks for overall commission rates. The majority of the work goes into the account executives as that is where the largest quantity is and where the biggest risks are.

Our company uses Incent across two departments - Commissions and Sales. Commissions uses Incent as a tool to help make complicated commission rules and processes more automated. The sales department uses Incent as their main hub for all things commission and quota attainment related. We also use Incent's messaging feature [to] send out important documents like comp plans and terms and conditions for approvals.

We have multiple different sales teams and product types at our company, and within each team there are several unique comp/quota levers and rules for when and how you make a sale. With Xactly, we’ve been able to quickly isolate something as basic as accelerators and determine if we are applying them too early or not early enough across the sales org.

- Our organization uses Xactly incent to calculate and communicate incentive payouts for over 100 different roles across multiple business units. - We pull data from multiple finances, HR, and sales platforms to perform these calculations on a monthly, quarterly, and annual basis. - Commission payouts are communicated to individual employees and management through the Xactly Incent statement function - We also provide reports for management through the Analytics module that helps summarize key findings on commission expense.

We regularly use data from Xactly Incent to monitor compensation expenses across a wide variety of metrics. Xactly Incent proved very useful to us in identifying business units that were overpaying employees and reducing profitability. It also allows us to easily calculate average payouts for individual roles/job bands, etc.

We use Xactly to calculate commission earnings and payments, for sales reps in the US. Commissions are earned upon booking the sale and paid upon invoicing and cash collections. Xactly is able to manage the phases of payment. Unfortunately, it does not handle the foreign currency requirements for our foreign sales reps.

[Xactly] Incent is extensively used by our Sales Organization to manage all details of the monthly commissions. It provides targets, information on the sales activity being measured and the commission due to the Salesperson for the measured activity. Each month I provide each Salesperson their a download of their Sales activity and they in turn compare the detail to their own sales records for accuracy. After all adjustments are completed and submitted, I then provide a monthly summary of the commissions earned by person and forward to the General and Sales Manager for final review. Then if everything is approved, we upload an approval document.

I often like to review the detail of the Lost Business. Our organization does it's best to divide the reason for losses and I can see some detail on the reason when I drill down. A good example is the "change of owner" category included in lost business. <br><br>The same goes for New Business. I am able to quickly look at prior months and put together a trend of new sales if needed for a review of a Salespersons results.

Xactly is used by our US and International sales team members. We also warehouse bonuses which are calculated externally to have a one source location.

Xactly Incent is currently being used by our company to manage our global commissions process. There is one central team that maintains the people records, and a few individual teams across the globe that process the commissions portion. On a monthly basis, these teams upload the company's results and utilize Incent to calculate commission payments for our sales employees. Because of Incent, we are able to customize plans for our individual sales teams, which makes processing these commission payments a lot easier.

We rely on data extractions from Xactly Incent, as well as their Analytics platform in order to create monthly analyses of how the company performed.