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…
Managing commissions for a sales organization of a technology company
Xactly the way Variable Compensation should be!
Great Enterprise Solution
Honest Review.
Great tool if you understand how to use it.
Solid structure, but lacks flexibility.
Xactly Incent Review
Works as promised !
Provides access to close to real-time incentive data …
Great solution for our unique requirements
Xactly right!
Robust SPM tool at a competitive price.
Everything in one place!
Intuitive and Adaptable
Xactly Incent Review
How Xactly Incent Differs From Its Competitors
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Compensation Management
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Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
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%
Reviewer Pros & Cons
Video Reviews
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Pricing
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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- Setup fee required
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Xactly Incent Self-Guided Product Tours (Form Fill)
Features
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
- 7.3Personalized dashboards(79) Ratings
Create custom dashboards and reports without the help of IT or administrators.
- 8.7Color-coded scorecards(2) Ratings
Track and analyze performances with interactive, color-coded balanced scorecards.
- 8.5KPIs(3) Ratings
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
- 9.3Key Performance Indicator setting(2) Ratings
Ability to set key performance indicators for measuring progress towards goals.
- 9.3Benchmarking with external data(2) Ratings
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
- 8.7Revenue Forecasting(2) Ratings
AI forecasting of future sales revenue.
- 8.6Pipeline Analytics(2) Ratings
Provide the ability to rapidly visualize and identify pipeline changes.
Sales ICM
Features around incentive compensation management for sales
- 7.5Sales compensation plan creation(79) Ratings
Easy for Sales to create incentive compensation plans without IT assistance.
- 7.1Complex sales crediting(74) Ratings
Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.
- 7.4Sales compensation process automation(77) Ratings
Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.
- 7.2Incentive auditing/regulation compliance(63) Ratings
Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.
- 7.2Sales compensation dashboards & forecasting(72) Ratings
Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.
- 7.2Incentive modeling(55) Ratings
Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.
- 6.7Agile incentive strategy(51) Ratings
Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.
- 6.8ICM mobile visibility(48) Ratings
Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.
Sales Gamification
Features related to gamifying sales operations.
- 8Sales contest templates(1) Ratings
Includes pre-designed sales competitions based on common sales goals and KPIs.
- 9Custom sales contests(1) Ratings
System administrators and/or players can design customized sales competitions, with different challenges, types of rewards, etc., depending on company culture, goals, and KPIs.
- 8Team competitions(1) Ratings
Enables contests involving groups of employees playing against one another, rather than one-on-one competitions or every rep for themselves (as with a leaderboard).
- 9Multiple competitions(1) Ratings
Allows for multiple competitions of different types to be going on simultaneously; this kind of complexity is especially important for enterprises.
- 9Contest flexibility(1) Ratings
Administrators can make adjustments to competition design, duration, etc. as needed, allowing sales managers to test and modify different competitive dynamics for agile improvement. Also helps keep contests aligned with current company goals.
- 7.5Sales rep view(68) Ratings
Sales reps have their own profiles/personal view of the platform to monitor performance, progress, and goals. May include mini-games or coaching; often mobile access is important.
- 8.6Mobile game functionality(2) Ratings
Users can view results or participate in games and contests on their mobile devices.
- 8.6Game notifications & updates(2) Ratings
Managers and players receive notifications about game developments, game/quota deadlines, and updated competitive rankings.
- 8Social competition / Game collaboration(1) Ratings
There is a social element to the competition; the gamification software allows users to post, like, share, and comment on each others’ wins and losses, or integrates to the company’s social/collaboration channel(s). May also allow non-salespeople to get involved.
- 8.6Sales game integration to Salesforce(2) Ratings
Pulls sales performance data and details from Salesforce CRM.
- 8Sales performance reporting(3) Ratings
Gamification software reports on individual and team sales results in an engaging, clear, and simple way.
- 5TV streaming(1) Ratings
Results of competitions, along with other motivational and competitive material, can be televised. This may be a matter of digitally displaying the sales performance report (static), or may be more like a news report/continuous content feed.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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 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
Comparisons
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Reviews and Ratings
(397)Attribute Ratings
- 8Likelihood to Renew44 ratings
- 8.9Availability10 ratings
- 6.1Performance11 ratings
- 7.2Usability22 ratings
- 5.8Support Rating22 ratings
- 8.7Online Training8 ratings
- 7.4In-Person Training8 ratings
- 3.9Implementation Rating14 ratings
- 4.6Configurability10 ratings
- 4.8Product Scalability11 ratings
- 4.8Ease of integration8 ratings
- 7.9Vendor pre-sale8 ratings
- 8.8Vendor post-sale8 ratings
Reviews
(51-75 of 268)Dashboards, reporting, UX, ease of use-- Fantastic!
- Dashboards - Attractive, accurate, easy to interact with
- Reporting - Easy, immediate access to current and historic comp data
- Ease of use - Everything at your fingertips; clean UI
- Turnaround time - Seems to be a lag between when my org processes commissions and when they appear in Xactly; this could absolutely be due to delays on our end
Xactly Review
- Incentive Statement is a great reporting tool
- Flexibility to Code New Plans every year
- Managing Employee data and their hierarchies is made simple
- Admins should have flexibility to refresh sandbox
- The email functionality in Xactly should have option to have an attachment
- Incentive statements on Admin screen takes a bit longer to show up
I recommend Xactly
- Calculating the commissions
- Showing the results very in a very intuitive form
- The reporting part
- The sales reps cannot see their commission detailed
- It is not a live tool
- The data reprocessing is taking very long
Xactly is what we need :)
- Can accommodate complex plans and rules
- User friendly
- You can set-up it yourself (some features) and no need for a Consultant for each and every change
- Historical data in statement view and reports
- Refreshing the data- time-consuming
- Deleting data for an already created position with deals
Xactly is less appropriate when refreshing the data and keeping historical data from one refresh to the other.
Xactly - compensation tool for complex plans
- SFDC integration
- Allows leaders to see direct reports incentives
- Suitable for complex plans
- UX
- small visibility for things calculated in triggers
- Incentive statement Customization
- complex plans can be incorporated
Con
- statement view
- not so user friendly for reps
-historical data
The business problem I find the most annoying is the fact that we have to manually refresh the data and recalculate.
The refresh cannot be performed at any time because we might affect another team that uses the tool in parallel.
- nice display of the data
- nice summaries
- kick off data process
- data recalculation process
Senior Sales Comp Specialist - using Xactly Incent
- commission calculation
- customizations
- data viewing
- History of adjustments
- Data auto-refreshed (in case of hierarchy change for example)
- download statement from statement view
- It shows me high-level summaries, and low-level details for each software sale to a customer, and the individual line items within a deal that I'm paid on.
- It shows quarterly and annual attainment vs. my goals.
- It allows me to export all the data for a particular report, which is very helpful for doing further analysis with Microsoft Excel.
- It helps me archive data and reports for updating my LinkedIn profile each year.
- It may be an issue with how my current company implements Xactly Incent, but I would like to see more frequent updates than monthly.
- If I could run what-if scenarios to project out future months/quarters, this could be helpful for my full-year planning.
Room to improve, but doing its best
- regular updates
- good support
- design
- pre-callculations
- less manuall steps
less suited for customized commission calculations
Xactly Incent - tried and true sales comp tool
- Flexibility of tools
- Accuracy
- Logic flow of calculations
- UI navigation for admin
- Ease of use for end user
- Workflows seem outdated
Xactly Incent and Analytics - 5 Years Experience
- Self Service Reports
- Dashboard Visibility
- Data Uploads
- Not intuitive to make plan changes
- Analytics is still code based with SQL
- Better canned reporting
Not as suited for complex plans that are constantly being changed.
Xactly review
- precision
- historical data available
- multiple reporting possibilities
- plan documents routing
- You can always go back to previous periods to check, review, or recalculate commissions anytime you need, perform your analysis or create dashboards with reports.
- For very specific client set up may be tool a bit not user friendly and you need to update multiple rules, formulas and other things for calculation to work, even for 1 seller impacted and even changing 1 small thing on the commission plan.
- Formulas in Xactly are limited to certain length, so sometimes you need to find another workaround how to get what you want with other functions/rules and match them.
- Also, creation of single report is sometimes not very user friendly when there is a need to use complicated counted formulas.
- Back office is not that much user friendly.
Xactly Incent - a fully customizable & scalable tool that yields trust with our sales force.
- Plan Component Customization
- SFDC Integration for nightly data refreshes
- UX for employees to see their performance & payouts
- Service Desk (not a robust inquiry option)
- Attainment Reporting
- Non-SQL based Connect coding.
Complex Commission Plan Handling
- Complex Sales Commission Plan handling
- Integration with Salesforce
- Historical Organization structures, quota, plans and results
- Reporting is adequate but could be improved by allowing some of the fields and information that are available and used in the calculates within Incent, to allow those fields to be show on Incentive statements/details that the sales reps can view.
- ability to create customized report views/graphs that can be used for executives and other management to view performance of the sales teams.
- communication of payment results for sales employees
- automation of commission calculation
- financial reporting capabilities
- ease of implementation
- ease of adjusting standard credit results
- education and onboarding process for admin and end-users
Honest Opinions of Xactly Incent
- Impersonation tool
- Incentive statements
- Allows leaders to see direct reports incentives live
- Refresh time
- Could have used end user training on our material, not generic material
- Some setup steps can be cumbersome and confusing
- tracking volume when set up is correct
- gives a snap shot of actual to quota
- gives an estimate of the current commission payment
- too much detail on the sales order for our sellers when they look at their volume.
- no report to just show a summary of volume by pricing number on a project for seller
- to many reference files to set up place holders to track volume for an individual seller
Great Sales Performance Management Tool
- Quota Management
- Customization of Plans & Plan documents
- Incentive statement Customization
- Multiple Version creation under quota section as it throws error after second version
- Better view of Incentive statement
Xactly what we need
- Ease of use
- Organized
- Quick Calculation
- Flexibility
- Support team could use some improvements
- Ability to copy and recreate current environment for the following years calendar
Would choose Incent each time.
- Commission Visibility
- Takes Feedback
- Plan Building
- Reporting
- Customization
- Point in Time functionality
- Handles a wide variety of incentive types (commission, target-based bonus, bounty, kicker)
- Integrates data from multiple platforms to perform calculations
- Refreshes key data overnight so employees can track their earnings progress daily
- Allows for sending and archiving of incentive plan documentation, including electronic signature acknowledgment
- Xactly Incent requires a significant amount of programmer support to maintain.
- Employee statements are not particularly customizable, which can make it hard to communicate certain types of incentive calculations
- Xactly Incent does not provide management with an easy way to view aggregate commission payouts
Xactly Incent
- Incent allows for relatively easy updates to plan configuration
- The tool runs very quickly when we process what we call a sync or pipeline
- Most objects can be updated via mass uploads
- Some of the recently updated views are not always intuitive, so I have to reach out to support for assistance, for example in figuring out how to run a query
- I am struggling a bit with the document management tool but need to take more training
- We have not adopted the prior period processing function as it seems like a big change where the negative impacts might outweigh the benefits
I have found the monthly incentive statements to be too person-centric and when a payee moves between roles some of the data for the old role is reflected with data for the old role and it makes the plan to date metrics confusing.
Making complex situations look easy.
- Calculate
- Data Storage
- Support
- Dashboards
- Reporting
- Cumbersome
One feature that I would like to see is having more automation from HR feeds and feeds into Payroll
Xactly what we needed!
- Prior to 2020, we paid commissions on when an order shipped. This could be a year or more after booking the order. Xactly has the ability to look backward at quota attainment, rate, and comp plan details.
- The new year comp plan set up is pretty easy and once it's set, you can trust it to work
- I really enjoy their training classes. I've always learned exactly what I needed to and they give you a good baseline to understand how to figure some things out for yourself.
- Xactly offers some free training and certificates, which is great.
- The Premium Support option is worth the money. Response and Results are immediate
- I don't care for the "buckets" used for reporting. It would be nice if I can get all info in one report i.e. contract #, customer info, product info, item amount, attainment info, rate, calculation, payment, etc. This would eliminate the need to vlookup multiple reports.
- Add a "select all" option on the download report icon. This would eliminate me having to delete one report at a time, which wouldn't be so horrible if it was just one click but it's not.
- Updating the layouts of the exported reports and onscreen reports is not that user-friendly and is very time-consuming.
Quick Setup, Fast execution and Reliable results
- running bunch of excel sheet calculation overcomes in Xactly incent, the process is error free and can rely on the the numbers generated from it
- e2e deals closed in single view, incentives statements, other POD dashboard and analytics reporting make work easy
- turn around time to close the monthly commissions and gathering data for further payroll processes
- Analytics reporting and easy guide on building reports
- navigation in incent, e.g. backspace doesn't work in incent
- Lookup table, it should not save the records until and unless you click on save button
- Plan docs should be more flexible. e.g. relabeling of quota, credit should not impact other Plan docs created