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We just finished implementing Incent for our Sales Team to receive their regular commission statements. It helped us adjust to our fast-growing Sales Org and is saving us lots of manual work each month. We are also beginning to implement CEA to automate that process as well.
- There are a lot of options in Xactly, so you are usually able to accomplish anything you need.
- They have had pretty regular updates so there are always improvements being made.
- They have a community portal that allows you to provide ideas and vote on other people's ideas for things that aren't currently accessible in Incent.
- They could have the ability to download more data easier. For example, you can only export a few things in Excel, it would be nice if they would expand that in more areas.
- The formula and rule writing could be more user-friendly, maybe provide a more basic formula writing experience.
- I would like to see more customizability on the incentive statement. There are fairly limited options and it seems like adding more options would make it more useful.
We use Salesforce reports to track overall attainment for some groups but Xactly is our new source of truth for all groups fully implemented. There are good ways to download and use the data that weren't possible or were harder to get in Salesforce.
Incent is our global commission management solution. We use it to track sales, commissions and spiffs. It is the record of truth for all things related to commission.
- Easy to use
- Strong reporting
- history is easily accessible
- Analytics. Perhaps it is available and we don't use it, but I'd like to easily see YOY comparisons of all of the data.
As an individual contributor, I don't use these capabilities. But, as a global company with complex comp rules, my leadership relies upon Incent to develop annual plans.
March 20, 2021
It is used by the whole Sales team to manage/understand comp plan achievement, payments, and next promotion criterion. All of our bonuses and commission are put into the platform for us to approve/deny on a per-month basis, and it gives a breakdown against yearly quota achievement so we understand where we are against promotion criteria.
- Breakdown in % against achievements.
- Full overview of previous achievements.
- Central place for us to access documentation, pay slips, commission breakdown, etc.
- Provide a place to give feedback within the platform.
- Month/day breakdown of when criteria is hit instead of monthly.
- A better month by month breakdown (more detail about what/who).
This isn’t something I manage directly but I have seen the impact of it. From the data in Xactly and the data we have on sales rep performance, we have been able to change how we are paid commission, by better understanding quota attainment, the average time to achieve promotion bonus, etc and a new complaint was rolled out this year off the back of this.
November 05, 2020
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.
- Accurate calculations
- Supports audits by tracking and effective dating
- Easy to understand reports
- Easier troubleshooting for creating formulas
- Outlier functionality
- More personalization of the base reports
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.
October 16, 2020
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, sales operations, and Finance. We use Incent for Sales Compensation administration, sales team member performance, President's Club rankings, comp analytics, and monthly accrual submissions.
- 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. Some situations seem to drag on longer than they should. Recently, I have noticed a significant improvement in response time and resolution. They continually follow up with me to ensure that my open cases have been resolved before closing out the case.
- 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.
Our company has a very strong collaboration between Sales, Finance, Sales Operations, and HR to measure sales performance. Without Incent, pulling the data together needed to complete our analysis would be a challenge. We currently have a business unit that is not on Incent and it is a struggle to know where needed data is and if we're working with current spreadsheets. We're currently looking to fix this challenge by migrating that team to Incent ASAP.
Across the sales organization, reps, and sales management. Sales comp management tool. Sales comp analysis and management reporting
- Commissions calculation
- Analysis
- Reporting
- Reporting could be enhanced and more functionalities added.
- Quotas by account for drill down.
Having quotas and attainment for prior years is a good trend available in one spot. Transactional visibility by prod code has helped us change our commission methodology on low-margin products.
Mostly for commissions being paid out to sale folks. We link it to Salesforce and pull the data over to Xactly. I love the ease of use and dashboards provided. We've been using it for about 2 and a half years. Love the newly updated dashboards and search filters. Thanks all for the time!
- Using the dashboards
- Search filters
- Customer support when needed
- Additional dashboards
We are [using our own sales performance analytics and benchmarking data] but that would be outside of my department.
October 19, 2020
I am working on Incent for almost six years now. Incent is the best tool for commission calculation. The system provides complete functionality - from credits to commissions to draws, and then running reports/analytics. It offers a lot of functions and customizations required to design complicated commission plans and calculate commissions. I like the new UI for Incent that the team rolled out a couple of months ago.
Plus the new changes that the team brings are really good and make the product more usable & friendly.
- 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.
We are managing and streamlining the compensation plans to avoid difficult credit and commission rules
- Xactly Incent
- Online training
- in-person training
October 12, 2020
It's being managed by our Sales Compensation Operations team and Accounting Sales Commissions teams. All commissions employees have access. Xactly Incent automates most of our processes: bookings crediting, commission calculations, bonus calculations, creation and sending of compensation plan docs.
- Interface is easy to view and use
- Able to integrate with other Saas tools, like Workday and Tableau
- Easy to download reports
- Re-processing batches takes a long time.
- Can only download latest versions or all versions, not specific period(s)
- Too many steps to download a specific batch of processed orders
I'm able to do analyses to send to management more easily. Management is then able to make decisions quickly before the new fiscal cycle starts.
Xactly Incent is used in calculating the compensation for bonuses & commissions at Hitachi Vantara. Currently, it is only limited to compensation calculations. It helps in maintaining a history of payments for bonuses and commissions. Xactly has been used by Hitachi for the last 5 years. All and all it's a good tool.
- Can handle complex calculations
- History maintenance for audit
- User friendly
- Too many limits in terms of downloads
- PAF release process is not very easy to perform
- Cannot revert back to a particular point in time
- Process for bulk changes is not friendly
We are using Analytics to monitor various performance reporting at different levels, which helps the organization make better decisions in terms of target settings for the future, etc. Also, it helps in terms of monitoring the payouts given per year, which is also very critical for the executive committee for planning, etc.
October 15, 2020
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.
- Visibilty
- Dig in dip details info
- Calculations
- Analytics part
- Some information you want to see all together in one customized report like Credits, Quotas, Attainment, Commissions, and Bonuses.
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.
- Xactly Incent
- Xactly Connect
- Online training
- in-person training
Yes - Xactly team does updates and new features on a monthly bases to make sure all the areas are working as expected and improved.
Xactly is being used as an Incentive Compensation Management system to calculate and display commissions to the sales reps. It is being used by sales reps and sometimes finance. This system can consume data from BI system, calculate commissions, and display the results on the incentive statement on a daily basis. Reps can track how their performance is throughout the month.
- Modern user interface.
- Simple system configuration interface.
- Document builder (example: Comp plan agreement form).
- Workflows (to route documents from manager to rep for approval).
- Very informative Xactly community forum (extremely helpful in learning Xactly config rules).
- Not flexible (cannot handle very complex comp plans. We end up entering the final commission amount to the system).
- Limited automation (daily data import/calculation require custom Xactly Connect Code).
- No proration built in (requires admin to type in the prorated variable pay amount).
- Built in draw functionality does not meet business needs.
- Does not display negative balances until you finalize (lock) the period.
- Incentive Statements updates (every 15 mins) as you are running calculations which will display partial/wrong results to the sales reps. This limits how many calculations you can do during work hours, often requiring the admin to calculate outside of work hours. Our previous ICM product would only update statements once the calculation is done.
- Everything is case sensitive (even your email) and orders table does not accept symbols.
- A lot of annoying requirements when importing Excel files to the system. (A lot of trial an error until the file gets imported.)
- Hidden settings that are not taught during training.
- Person record errors can be very time consuming to fix as there are a lot of parts the system you have to go into to correct.
- No multi select delete functionality (you have to delete things one by one, but you can import as much as you want).
- IT has to rely on Xactly Support for most issues such as issues in Xactly connect integration (this has increased our time to resolve issues).
We do not use Xactly Analytics or any bench marking tool Xactly provides. We manually export calculated results and do analysis in Excel.
March 29, 2021
Whole Sales Org uses Xactly to manage variable compensation. We upload comp plans at the beginning of FY and then track achievement and commissions payment on regular basis.
- Monitor achievement on multiple metrics.
- Consolidated team view.
- Some basic dashboards to share with your team.
- Inconsistent updates. Sometimes numbers are different over multiple refresh of the same page in the same time frame.
- Dashboard feature not enough customizable.
- Navigation through pages too slow.
- Looking for specific transaction/record is not straightforward.
Our company uses Xactly for commission calculations and order tracking. It is used across all of sales, which is thousands of users. I know it's being used in the United States, and I assume we also use it globally. It is considered the source of truth for payouts and for commission cases.
- Consistent tracking.
- Order tracking.
- Commissions calculations.
- Difficult to drill down when there's a clawback.
- Doesn't always have the line item detail I need.
- Takes ~2 weeks for early-in-month deals to hit the dashboard.
We don't have commissions benchmarking data available at my company, so I don't have a way of doing this. I would be interested if this is functionality that my company could expose to the individual contributors or end users.
March 20, 2021
For the past four years that I've used Xactly, it has been used across the entire Sales organization. I am not sure about the entire organization itself. We use it to manage our commission sales on a monthly, quarterly, and annual basis. Each sale is logged in Xactly and it will break down the commission from each plus any other add-on payouts.
- Logs sales activity
- Tracks individual commission
- Breaks down monthly, quarterly, annually
- It is not as "pretty" as some other softwares but gets the job done.
- It is up to the AE to make sure Xactly is correct.
- Sometimes Xactly doesn't track as thoroughly.
Something that I do is check my commission every month and compare it to my reports to make sure I'm getting paid out appropriately.
Incent is used in EMEA to display target achievements and calculating sales commissions. It's streamlines the Commission Target setting process for general mangers and helps the sales employees to see on a daily basis what they achieved already. It enables sales managers to see over periods how their employees achieves their targets. Another benefit is the automated commission calculation. Next step is to get insights how target setting could be done better. Also to forecast how the commission payout will be.
- automated calculation of commissions for hundreds of employees without using big Excel files
- setup is very flexible and you can create a lot of different logics for the calculation
- one place for Targets, Achievements, Commission payments for whole EMEA
- The advantage of flexible setup is at the same time a Con. Everything need to be setup and will be programmed from the scratch. When you miss a scenario in the FRD phase or did not foresee it costs effort and money to get it later added. Due to the complexity there are a small errors in the starting phase until the system runs well. We needed nearly a year to get it working as expected.
- The functionalty is not intuitive and sometimes very complex to use. E.g. to create adjustments several steps in different menues are needed.
- the desgin was updated recently in the menue structure but most of the parts are still some kind of old fashioned
We're sharing and discussing the data on different management levels to drive the sales performance of employees to the best.
Also target setting is frequently under review and Incent helps to predict what could be the correct target for next period.
Also target setting is frequently under review and Incent helps to predict what could be the correct target for next period.
- in-person training
We use Xactly to calculate commission for our sales reps. It is being used by the Finance and Sales departments. It helps with the accruals and commission payments when the system works. Lately we are having so many issues with Xactly. Not sure if the company can't handle the growth of customer base or maybe they won't want to help existing customer because we already renew our contract with Xactly.
- Allows me to use the data to process analysis.
- Allows our company to calculate and recalculate commissions with the click of a button.
- Allows our sales to view their commission in a detailed view or summary view.
- Able to consolidate columns from other views into one report - eg. payments report to show the commission rate and credits
- Allow users to be able to refresh our sandbox environment for testing
- If you need to reopen a period you have to reopen all subsequent periods
- Be able to remove the commission on hold to a house acct
- Be able to view partial released vs partial hold commission
- Not able to group formulas with parentheses eg. excel can group with parentheses
- Lack of support when we have a dead line. Takes over hours to get response. Even the response is unable to solve our problem.
- Xactly Incent
March 19, 2021
Xactly Incent has been used to streamline our Commission reporting. Prior to using this, we were doing things somewhat manually. This has not only improved the accuracy and time spent from a commissions team standpoint, but also from the sales team. This is used for any sales or incentivized role.
- Reporting.
- Sales Incentives.
- Dashboards.
- Commissions Payout.
- n/a
- n/a
- n/a
This can help our leadership team see if goals need to be updated based on general trends.
[Xactly Incent] is used by Sales Reps/Managers/Distributors to keep up with Commissions. It is used daily to monitor sales.
We use it monthly to pull Commissions and payments to our Distributors and Direct Sales Reps. We enter contracts in Xactly Daily.
We use it monthly to pull Commissions and payments to our Distributors and Direct Sales Reps. We enter contracts in Xactly Daily.
- Calculates Sales
- Calculates Commission Payments
- Monitors Daily Activity of Sales
- Being able to do the more complicated contracts
- Being able to talk to different systems
- Having an easier way to put contracts in the system
This is done at a higher level but seems to be easy when calculations take place.
October 30, 2020
We use Xactly Incent to manage all of our sales comp plans. Incent handles all of the calculations we used to handle in Excel and allows us to keep a record of all plan changes and versions in one central location. Our sales teams are able log in and view their sales on a monthly basis and see how their commissions are impacted; our compensation team uses it daily.
- Commission Plan Administration
- Commission Calculation
- More complexity within rate tables: it would be awesome to combine the formula functions within rate tables; rate table versioning where tiers can change from one version to another
Using Incent has allowed us more time to review compensation on a more regular basis. Comp plans are reviewed on a yearly basis only.
September 28, 2020
We use Xactly to correctly calculate and report Sales Compensation earnings for our dealers that sell our services. In addition to that we use it to compensate for equipment reimbursement, installations and service calls that our fulfillment network perform. The largest business problem it addresses for us is allowing us to efficiently and accurately change our compensation structure as needed by the business.
- Provides flexibility in implementation of new plans.
- Xactly has a great end user experience.
- Auditing compensation is a breeze.
- Support is sluggish in response and/or understanding the core issue in order to assist quickly. Being able to discuss the issue with a person would be helpful and save back and forth messages that are time consuming.
- Better resources for self support, like a support catalog would be nice.
- QA analytics would be beneficial.
We have all of our compensation in one engine, Incent Analytics makes it easy for us to pull reports and see trends in how different compensation plans are either increasing sales, decreasing sales or staying flat. It is one piece of the puzzle in how we compensate but Incent helps make it easier.
September 20, 2020
Xactly Incent is currently being used to calculate variable compensation for our Sales, PreSales, and Business Development employees within our company.
- Helps determine how much is paid for an order/transaction (true cost of sale).
- Good structure to help smaller companies get started on how a compensation system should be setup.
- For companies that are moving from another compensation system, there is a lot of effort to contort the existing data to fit the Xactly model.
- Any non-basis proration for quotas and target incentive is not native and requires an excessive amount of customization to make work. Otherwise, a lot of manual work is required to constantly update and maintain this information.
- Lots of global settings that impact many aspects of reporting. I.e. if you set decimal places to 2, it will apply to all figures. Whether it's the unit price, commission payout, quota attainment, etc. they will be all set at 2 decimal places. You can't pick different decimal precision for different elements.
Incent is used by our sales organization for variable compensation calculations along with performance metrics. We also use analytics for reporting and accruals. Xactly Incent addresses the automation of commission calculations, along with ease of accessibility for performance reporting and transparency to details for the sales reps. Additionally, the system supports our audit processes. And provide a level of integrity to the data.
- Accurate calculations.
- Details and transparency for sales reps.
- Intuitive.
- Visibility.
- Analytics - data isn't always compatible with each other.
- Design of the incentive statement - wish that were more customizable.
- Document Management - ability to attach multiple documents.
Xactly Incent is being used by the Sales Department and Compensation teams. It helps us calculate commission based on the deals closed in Salesforce. it helps launch compensation letter documents to all field sales reps. Xactly Incent helps us build relationships within sales, for the credits to flow (such as in a hierarchy report). It provides information on the attainment of sales reps.
- Xactly calculates attainment.
- Xactly calculates commission and payments.
- Xactly creates compensation plan letters for the sales organization.
- Interface - it is old and it hasn't changed in years
- We should have an easier way to launch/approve compensation plans.
I do not have access to this information because I am not part of the team that is using sales performance analytics and benchmarking data.
October 02, 2020
My organization uses Xactly Incent to manage and administer Sales Performance Management (SPM) for over 800 sales employees. Xactly Incent allows us to administer quotas, results, and performance all on a single platform. We use Xactly Incent to process sales commissions for all sales members for the company. Also, we are able to process commission calculations and provide performance analysis for all teams we support in one location.
- Xactly calculates commssions accurately and allows our customers (sales employees) an opportunity to track their performance and help them see where there may be opportunities.
- Xactly provides unique analytics reports that allow us to see how a particular product is performing and where there are opportunities or whitespace we can target.
- There are some limitations on how detailed we can provide some data in the Incentive Statements.
- Sometimes there is a lag between the real data and when the analytics reports are updated. This can take up to 4 or more hours to correct and sometimes cause our analytics reports to show incorrect data.
We use the sales performance analytics to track performance for multiple contests including President's Club and any monthly or quarterly contests. The analytics reports help us see how we are performing with certain products and help identify which products may require additional resources or attention. Our Sales Leaders also use analytics reports to manage and provide performance appraisals for their teams.
Xactly Incent Scorecard Summary
What is 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.
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Xactly Incent Integrations
Sage Intacct, HubSpot Marketing Hub, Slack, TopOPPS, from Xactly, SalesForce, Workday, Oracle Netsuite, Oracle, Microsoft Dynamics, Financial Force, SAP
Xactly Incent Competitors
Anaplan, SAP/ CallidusCloud, Oracle, ICM
Xactly Incent 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 Support Options
| Paid Version | |
|---|---|
| Phone | |
| Live Chat | |
| Forum/Community | |
| FAQ/Knowledgebase | |
| Social Media | |
| Video Tutorials / Webinar |
Xactly Incent Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Apple iOS, Android |
| Supported Countries: | United States, Spain, China, France, Germany, Brazil, Italy, Japan, Mexico, Russia, South Korea, Taiwan, Sweden, Netherlands, Norway, Canada, Poland, Slovakia, Czech Republic, Australia, Brazil |
| Supported Languages: | English, Spanish, Chinese, French, German, Portuguese, Italian, Japanese, Spanish Russian, Korean, Traditional Chinese, Swedish, Dutch, Norwegian Bokmal, Polish Slovak, Czech |