Incentivizing Sales Performance Made Easy
I am an administrator and help commissionable employees with questions or issues. I use Xactly Incent to troubleshoot issues and for …
Overview
What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize…
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How Xactly Incent Differs From Its Competitors
Awards
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Popular Features
- Sales compensation plan creation (79)7.575%
- Sales compensation process automation (77)7.474%
- Personalized dashboards (79)7.373%
- Complex sales crediting (74)7.171%
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Xactly Incent Review: Manages Compensation Without Having To Put In Manual Tracking Work
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What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize higher quota…
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What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate, and manage incentive compensation—from simple to complex—and align seller behavior with revenue goals. Xactly Incent aims to help customers to:
* Reduce time spent on plan administration
* Realize higher quota attainment
* Eliminate payout errors and increase payout accuracy
* Drive better performance with commission visibility
With its integrations, companies can combine compensation data from CRM, ERP, HCM, and other critical business systems in existing stacks to provide a holistic view of program effectiveness.
Xactly’s Intelligent Revenue Platform brings together operational and intelligence capabilities, enabling users to align plan, design, manage, incent, and forecast functions into one cohesive platform. Its ability to integrate Xactly Incent across the broader revenue engine enables users to make strategic decisions with revenue data.
Other solutions include Xactly Forecasting, Xactly Extend, and Xactly AlignStar.
Xactly Incent Features
Sales ICM Features
- Supported: Sales compensation plan creation
- Supported: Complex sales crediting
- Supported: Sales compensation process automation
- Supported: Incentive auditing/regulation compliance
- Supported: Sales compensation dashboards & forecasting
- Supported: Incentive modeling
- Supported: Agile incentive strategy
- Supported: ICM mobile visibility
Sales Gamification Features
- Supported: Sales rep view
Analytics and Reporting Features
- Supported: Personalized dashboards
Additional Features
- Supported: Flexible compensation plan design: Create and manage any type of commission plan with reusable elements like rules, quotas and rate tables.
- Supported: Reporting and customizable dashboards: Over 100 out-of-the-box reports and personalized dashboards to track sales and plan performance.
- Supported: Plan document and workflow management: Configure, track, and manage compensation processes.
- Supported: Sales rep and manager dashboards: Increase rep productivity and trust with on-demand visibility into their commissions and payouts.
- Supported: Incentive statements: Detailed incentive statements for transparency and visibility at the individual or team level.
- Supported: Commission estimator: Where a team can see how much they can earn based on opportunities.
- Supported: Incentive plan summaries: Provides reps with a holistic view into their individual plans with summaries that include plan quotas, commission rates, and SPIF programs.
- Supported: Data integrations: Integrate with CRMs, ERPs, or HCMs, like Salesforce, Microsoft Dynamics and Netsuite
- Supported: API connector
- Supported: Single Sign-on (SSO)
- Supported: Analytics
- Supported: Multi-currency
- Supported: Prior period processing: Allows for reprocessing prior periods to generate retroactive adjustments to results.
- Supported: Advanced search capability: An optimized search designed for large data sets that allow downloading of all result types.
- Supported: Modern user experience: Administrators can navigate through simple and visually enhanced designs.
- Supported: Data integrations: Integrates with CRMs, ERPs, or HCMs, like Salesforce, Microsoft Dynamics, and Netsuite.
Xactly Incent Screenshots
Xactly Incent Video
Xactly Incent lets users design and automate compensation plans, to drive profitable business, build more resilient revenue, and get sales reps back to selling.
Xactly Incent Integrations
Xactly Incent Competitors
Xactly Incent Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| 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 |
Xactly Incent Downloadables
Frequently Asked Questions
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize higher quota attainment, eliminate payout errors and increase payout accuracy, drive better performance with commission visibility.
With its integrations, companies can combine compensation data with CRM, ERP, HCM and other critical business systems in existing stacks to provide a complete view into program effectiveness.
Reviewers rate KPIs highest, with a score of 8.5.
The most common users of Xactly Incent are from Enterprises (1,001+ employees).
Comparisons
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Reviews and Ratings
(397)Attribute Ratings
Reviews
(101-125 of 268)Companies can't remove reviews or game the system. Here's why
November 03, 2021
Xactly Incent is Exactly what's needed for VC processing
Our organization uses Xactly Incent to manage the Variable Compensation process. This includes all workflow routing to employees with VC plans, employees accepting/signing those plans, management approval of plans, company communication of results and payouts, etc. Historical tracking with routing and approval dates and timestamps is also provided to employees.
- Easy approvals through on-screen clicks in the proper fields.
- Clear availability of historical tracking information.
- Good on-screen cues for any To Do's.
- In the Document Management List, you have to click on the View icon - the entire row should be clickable for the View action, not just the icon.
- I see no way to select a single item in my Document Management List, and then Download that. Clicking Download only seems to be for All items.
- After performing a Search, that yielded, say, 2 items - I see no way to easily refresh to the full list again. I click the browser refresh and it takes me all the way back to top-level navigation, which is a pain.
November 03, 2021
Architecture
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.
- Ease of use.
- Very flexible integration.
- Native integration with Saleforce.
- Performance against the large objects like credits.
- More data transformation functions.
- Integration with cloud object storage.
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).
- It is a friendly user interface.
- It is linked to the company database.
- It is a dynamic system.
- When adding more triggers to evaluate the eligibility, it shows that the system has challenges to adapt to the changes.
- For example, if adding the DBA (collection status) as a trigger, the system cannot automate the calculation.
- The system also does not clarify if the sales orders are being paid by the customers or not as a trigger to pay the sales rep. The customer needs to pay 50/50 even if the sales order is being canceled.
October 22, 2021
Xactly Incent - no more Excel
Score 8 out of 10
Vetted Review
Verified User
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.
- 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
October 20, 2021
Accurate and User Friendly
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
- Better support process
October 14, 2021
If utilized for full potential, great product
It is used as the main commission plan for our entire organization (i.e. sales and recruiting). The modules are nice so sales can forecast and predict what they need or where they are at to move into the next category or how well they are doing.
- It's nice to avoid any manual errors in calculating commissions.
- Sales team can see exactly where they are at and how they can forecast for the future.
- The team feels as if they have more data at their hands.
- The modules for recruiting are not as vast as the ones for sales.
- Because it is a plug and chug, any exceptions made or odd circumstances cannot be captured by Xactly and trying to do a work around actually provides to be troublesome sometimes.
- The system is very finicky, in that things have to be done in a specific step by step order or the calculations will be off.
October 14, 2021
Incent Review
Incent is used by our Sales team - I do not have visibility across other groups.
- Tracks progress to plan.
- View details of commissions.
- Poor UX.
- Slow update time from Salesforce to Incent.
- Better integration to Salesforce (links to opportunities driving commissions).
October 11, 2021
Very useful product
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.
- Easy and straightforward for the sales team to look at their deals and payout.
- There is functionality for every single aspect of a sales plan that your org needs.
- It's very customizable.
- User interface has been improved but could still use some work.
- A little over-complicated at times-- lots of steps to accomplish a small goal.
- Sandbox instance is more trouble than it's worth to use.
October 08, 2021
Xactly Incent for rapid growth software startup
Score 9 out of 10
Vetted Review
Verified User
Xactly Incent is being used to integrate with Salesforce, calculate and payout commissions, sales plan approval workflow, commission inquiries, sales performance reporting, and commissions audit. Incent is being used to improve a high-touch process of pulling our sales bookings, sales comp plan approvals through emails, organize sales crediting hierarchy separate from our organizational hierarchy, provide reporting to downstream systems of NetSuite and Xactly CEA, and move away from Excel.
- Able to calculate complex commission calculations.
- Canned incentive statements.
- Audit logging.
- OKTA SSO.
- Mobile statements.
- UI is complex.
- Improve Integration with Xactly CEA and NetSuite.
- Ability to generate sample commission statement as a canned report for training sales teams.
- Error messaging is ambiguous.
- Reporting not able to be pushed to data warehouse or other systems.
- Single calendar only which can cause issues with subs with different calendar.
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.
- Quarterly commission payout.
- Populates credits based on specific criteria.
- Allows for quick updates as plans change.
- The new left hand menu is not as user friendly due to how the eyes generally look at the system.
- The layout is archaic; should revamp completely or go back to what was previously there.
- Find a way to integrate orders and results into one view.
September 29, 2021
Great compensation software tool!
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.
- Calculates commission.
- Shows attainment rankings.
- Routes plan acknowledgement forms and other documents for approval/review.
- The ability to void invalid documents that were routed and approved in order to reissue correct documents.
- Simplify creating formulas for processing commissions.
September 29, 2021
I Love Xactly
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.
- User interface.
- User-friendly.
- Accuracy.
- Efficiency.
- Territory assignment.
- Quota-setting.
September 24, 2021
Xactly vs Callidus
Score 10 out of 10
Vetted Review
Verified User
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.
- Xactly is constantly improving their products. I like the fact that they now have Connect for us to use. That way, we don't have to depend on their DELTA team if we need to make any changes on our end.
- The new user interface navigation looks really clean and user friendly
- It will be nice if we can make versioning steps easier if someone moves from one role to another.
- Calculated quotas cannot be accessed from analytics.
- If we can have the uploading word doc for sales plan into text section keeps the formatting the same as the word doc. Currently, when we upload, I have to go in and reformat the whole doc in Xactly.
September 24, 2021
Xactly Incent is exactly what our company needed!
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%.
- User-friendly for the sales team and administrators.
- Support has become top notch, very responsive, and helpful.
- Ease of being able to drill down into the detail.
- Customized and flexible configuration.
- Analytics reporting refresh upon reprocessing incentives. The time has been improved, but it is still lengthy.
- The analytics data connection between source data. Many data source tables don't work well together.
- Setting the time for processes to run can be tricky when you are processing incentives for multiple times/zones.
September 23, 2021
Exactly!
Score 10 out of 10
Vetted Review
Verified User
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.
- Customer Portal is a great platform for Xactly users to come together to discuss new ideas and methods.
- Release of new features regularly.
- Clear and repeated communication for key updates.
- More documentation (text or video) would be good. Some features are not intuitive. For example, quota relationship and pay curves.
- Formula creation [could be] made easier. It's not always easy to find out what's wrong with the formula.
- Allow items in queue to be rearranged by dragging (as opposed to arrows currently).
- Allow more customization of Incentive Statements. For example, transaction details, the look of it (colour, arrangement, gauges).
- Incentive statements reflect results immediately (no 15min lag).
September 01, 2021
Direct answers from a real user's perspective
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).
- Incent is very user friendly. It is easy to navigate and find the information you want even if you have never logged in before or have had no official training.
- Calculations are able to run quickly, even when data sets are large and plans are complicated with multiple criteria/rules. This is extremely important when in a time crunch and needing details ASAP!
- It is very easy to customize Incent to fit any need or want for an organization.
- My biggest issue with Incent is that I am unable to download the same details that I upload. My company has 27 additional, custom columns, that are uploaded each month. When I navigate to Results > Commissions or Credits, I am only able to download the 'standard' fields. There is no option to download the additional custom fields that were loaded.
- The Named Relationships section can be difficult to work with. It is easy to accidently load a new version of data that deletes what was previously there.
- When loading orders, there is no error that pops up if the 'Batch Name' is accidently unique for each row. Each upload should have one batch name but I have mad the mistake of accidently dragging down a number that increases with each row making each line it's own batch and making it a nightmare to delete the mistake (you must delete one by one).
August 20, 2021
Xactly Incent is great for taking care of Sales Commissions
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.
- It's really easy for all sales employees to check their Incentives Statement, even manager can check all the information about their team.
- It's great for generating compensation plans and managers can easily approve them in the system.
- It's really easy to make any quota or other personal information updates when needed.
- Visually it doesn't look so good, looks a bit outdated, so I really hope that the coming update makes it better.
- About the compensation plans, it would be good to have an option to download all the available plans, right now you can just download them one by one.
August 16, 2021
Xactly Makes Life Easier
We are currently using it for our entire commission calculation for our sales teams. It has allowed us to move from manual calculation to automation.
- Calculation of ACV.
- Calculation of SPIFFS.
- Pod views at manager and rep level.
- Overall, happy with our current instance.
August 11, 2021
Xactly Incent one of the leading products in this space
Score 9 out of 10
Vetted Review
Verified User
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.
August 11, 2021
Xactly Incent - Simple & Effective Commission Calculations
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.
- Provides transparency to monitor progress and goals
- Helping prioritize goals based on commission targets
- Target accuracy and the level of detail you can dive in to
- Easier to understand incentive details - credits in and out can be confusing
- Interface and navigation could be made easier- it isn't very confusing at the moment, so this would just be a small upgrade
- Would be nice if dashboard updates in real-time
August 01, 2021
Fantastic for calculations and tracking, but platform integration requires understanding the fine print
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.
- The ability to break up the opportunity to pay commissions in stages saves significant time that would otherwise be spent updating spreadsheets.
- Once you get through the first year of set-up, tracking and duplicating commission plans across reps and rolling plans from year to year is easy!
- The visibility of results against quota gives reps and managers real time status.
- We have never been able to build a direct interface to our G/L. Therefore, we upload opportunities and release information each month. This is the reason I have never highly recommended the tool. It helps tremendously with the calculations, which is why we use it. But the first few manual steps are frustrating.
July 31, 2021
Flexible to help us scale
Sailpoint uses Xactly for all sales commissions processing for the entire Sales department (600+ employees). Xactly calculates quota credits and commissions for each employee. Employees view their quota attainment within Xactly.
- Flexible software to handle our complex compensation plan.
- Great customer service to help us ensure we are always using best practices when it comes to setting up and calculating sales commissions.
- Ability to easily integrate with other software.
- Reporting could use some improvement.
- New employee setup can be tedious. Have to go to numerous tabs within the software to finish entering a new hire.
- Big learning curve. Took me 6+ months to feel somewhat comfortable with software after going through the admin certification course. The layout of the software isn't very intuitive.
July 30, 2021
Benefits for a Controller
[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.
- The best part of Incent is the "drill down". I need to see the detail to be able to review the sales activity. I find the drill down feature easy to use and fast.
- Next, I like that I can see the commission that is being paid out by each component of sales. Often times a salesperson is confused or unsure of what their commission should add up to be and this provides a good detailed explanation.
- The "on-line" approval is easy to complete and the review summary is also convenient.
- Honestly, I find the program very easy to use and also easy to train others to use. Our internal procedures are sometimes less convenient, but this is no fault of Incent.
July 26, 2021
Sales Support use of XACTLY
Used to monitor the sales incentive plan based on internal sales data from Salesforce and overlay of sales data. This is based on both monthly numbers for salespeople and annual numbers for Support personnel. This has shown exactly what payment people can expect from their activities and feedback for our HR/Payroll team.
- Shows sales numbers
- Visual representation of data.
- Live data
- Live data is dependent on external inputs.
- Only provides a single model.
- Does not allow for monthly, quarterly, and annual models.
July 21, 2021
Xactly is critical to our GTM strategy
Xactly Incent allows us to accurately & timely pay our team in an environment where each paycheck is derived from up to thousands of individual orders. Additionally, the ranking reports are a great motivator and viewed everyday by our team.
- Rule-based commission calculation
- Flexible system that enables on the fly spiffs and temporary programs without significant admin overhead required
- Xactly was difficult to learn from an admin perspective, there's lots of content within the support community but it can be difficult to find the content you need.
- The analytics platform needs work; however, they are actively doing just that with a beta on the way.