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…
Recent Reviews
How Xactly Incent Differs From Its Competitors
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
1 video
Xactly Incent Review: Manages Compensation Without Having To Put In Manual Tracking Work
02:31
Pricing
N/A
Unavailable
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…
Entry-level set up fee?
- Setup fee required
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
19 people also want pricing
Alternatives Pricing
What is Mediafly Intelligence360?
Mediafly Intelligence360, based on InsightSquared's solution acquired by Mediafly in 2021, is a sales analytics and development platform that also supports demand generation analytics and SaaS reporting. It is designed for providing insights into sales processes, closing rates, pipeline and revenue…
What is Oracle Sales?
Oracle Sales guides sellers with intelligent recommendations to help them focus on the most valuable prospects at the right time. These machine learning-based CRM selling tools center around clean, complete customer data from internal and external sources.
Product Demos
Xactly Incent Self-Guided Product Tours (Form Fill)
www.xactlycorp.com
Features
Return to navigation
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 easily navigate through simple and visually enhanced designs.
- Supported: Data integrations: Integrate 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
Compare with
Reviews and Ratings
(397)Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
December 14, 2023
Financial Services Compensation Processing
Bi-Monthly processing of advisor commissions. Xactly allows us to process cash collected by advisors into the system to generate commission calculations by team and any splits. We utilize Xactly Analytics for reporting that is used by other departments to ensure accuracy of payroll processing.
- Advisor Statements
- Analytics Reports
- User Interface
- Calculation Engine - Very difficult to navigate formula based setups
- Analytics processing delays - Can take up to 1.5Hrs to get an updated report
- Disaggregated data. Don't have the functionality to pull many periods for review.
17.5%
1.8
N/A
N/A
N/A
N/A
- It was a great replacement from manual excel formulas that we were using previously
- Provides us the reports we need to finalize payroll periods.
- Xactly Analytics processing only once per hour is incredibly inefficient. This causes major delays.
- Formula driven and lookup table driven compensation calculation can be very difficult to create without the use of a consultant who knows the backend system inside and out. SQL appears to be a way more functionable solution.
N/A
N/A
Automate advisor commissions from Incent to Workday.
N/A
3
Advisor Commissions
1
Outside Incent Consultant
- Automated Advisor Commissions Calculations
- Internal Advisor Reporting
- Payroll Reports
- Unsure
- Unsure
No
- Other
Upgrade from manual excel tracking
Scalability and Ease of Use
- Don't know
- Unsure
- No Training
Difficult to learn and implement
Update to a SQL based calculation engine
Unsure
Yes - Forced too otherwise wouldn't get timely responses that would keep us on track with quick deadline turnarounds. Our team cannot clear a stuck queue and have to rely on support for this.
Yes
Somewhat
I cannot
- Viewing reports
- Setting up unique team splits
- Needing lookup tables for everything
- Having to have Connect knowledge for anything to be scaleable
- Workday
Unsure
- Unsure
- File import/export
Unsure
N/A
Wasn't involved
Wasn't involved
- No impacts
- Nothing
No
April 04, 2023
Room to improve, but doing its best
In our company is Xactly used for tracking sales and consecutive payment of sales commissions.<br>I am personally uploading sales and consecutive commissions to the Xactly system.<br>The main problem I see is that almost everything is manual work and you still have to do a lot of pre-callculations aside. <br>Moreover still a lot of double work e.g setting up a user = 4 steps: people, position, hierarchy, license
- regular updates
- good support
- design
- pre-callculations
- less manuall steps
36.666666666666664%
3.7
N/A
N/A
70%
7.0
- comparison Sales vs Sales commission
Actually here is a big room for improvement.<br>Lot of data needs to be calculated manually. <br>Small room for customized calculations.
Mainly for comparing Sales vs Sales commissions (%) or Sales Quotas vs actual Sales
I don't think we have any
Finance - data about actual commissions to be paid<br>Sales reps - checking targets vs. real sales<br>Sales commission analysts - uploading sales and calculating sales commissions, maintaining sales reps database
I haven't used any before
100
Sales Representatives
Sales Commission Analysts
Finance
Sales Commission Analysts
Finance
5
Sales Commission Analysts - calculations, sales upload, quotas upload, management of users - accesses, profiles etc
Tech support - technical stuff
Tech support - technical stuff
- sales overview
- sales commissions overview
- sales quotas/targets overview
- sales commission calculations
Not Sure
- Don't know
Change management was a minor issue with the implementation
- persuade sales reps to use Xactly for reviewing their commissions
- customize for our use
- Online Training
- No Training
I don't recommend this approach.
more filters less double-clicks
no
No
- design/ user interface
- search bars
- custom calculations
- Salesforce
- Oracle
- File import/export
- hierarchy update
- more search options
- design
No
Yes
from free to paid I guess
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
- Xactly has eliminated the need to compile spreadsheets of commission data and minimizes internal emails and questions.
- One stop shopping for reporting and no shadow accounting
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.
We are not currently using any of the other modules. Sales forecasting may be a great product and solutions but currently is out of our price range for use.
Sales results are consistently monitored to predict commission expense as well as goal achievability. Used primarily by finance and Sales ops.
Good tool out there for our needs Intuitive, easy to use
- Xactly Incent
- Xactly Connect
250
Sales and Finance
2
Business acumen, Excel
- Accurate Calculations
- Reporting
- Audit capability
- Rankings
- What If scenarios
- expense predictablity
Yes
Manual Xcel spreadsheets
- Price
- Product Features
- Product Usability
- Third-party Reviews
Fit and product usability
ask more questions about the implementation process
Stay on top of consultants and understand what they are doing
- Implemented in-house
- Third-party professional services
No
Change management was a big part of the implementation and was well-handled
- Not understanding how the rules were defined and formulas used to build the plans
- configuration not moving correctly from Sandbox
- Online training
- In-person training
- Self-taught
no, you need training to understand all of the components and how they work together.
be involved as much as possible, be sure to understand the configuration
Some - we have done small customizations to the interface
Not so easy, quite a few complicated formulas to drive the desired results
Some - we have added small pieces of custom code
calculations through Delta process to determine net sales value
crediting was configured for sales credit
N/A
No
Yes
it depends on the issue, now with the new platform to report issues, there is no severity flag
It is harder to track someone down to respond
- Creating people , positions, heirarchy, plans
- Adding goals, understanding how formulas are used within calculations and rules if you did not do the setup
Yes
- Sales Force
Still in progress for estimation of commissions
N/A
- File import/export
- Single Signon
No
Understand your requirements and Xactly's
No
No
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.
- Better control on all the Commissions Calculations.
- Better visibility and transparency for sales reps about their Commissions Calculation.
- It helps to save time on quota and personal information updates.
I'm not really in charge of that, but I assume this is being used by Revenue Ops and FP&A.
Right now we use other tools for that purpose, maybe in the future we can what Xactly offers.
All the information flows from Salesforce to Xactly, so we don't need to worry a lot of missing something.
Revenue Operations uses the plans to accomplish their goals, also some information is obtained by IT, but Finance is the one that is getting more benefits.
We used Obero in the past, Incent is so much better.
200
Basically it's used by all the sales representatives to check their statements and it's also used by Revenue Operations and Finance.
4
Basically Finance is who takes care about anything related to Xactly and we also have IT to help us in case we need it. The skills required for supporting Incent were basically acquired with the initial training provided.
- Calculation of all Commissions payout worldwide.
- Generation of Compensation Plans.
- Sales representatives can check their Commissions calculation.
- Forecasting maybe.
Yes
We used Obero in the past, which never actually worked correctly, it was just like an Excel spreadsheet. We wanted to automate the process and make it more user friendly.
- Product Features
- Product Usability
- Product Reputation
The decision was not mine, but from what I know we were looking for the best product available to calculate Commissions and we found Xactly. We investigated a lot and looks like Xactly has a great reputation and then when we saw the product it looked like a really helpful tool.
I think we won't change anything.
- Implemented in-house
Yes
Don't remember the exact phases, but basically we first had some meeting to explain the way we calculate commissions, then the Xactly team prepared a demo. We had a week of training and then UAT took place, after testing basically we checked all the details and accepted the project.
- Not a lot of issues, just maybe the fact that our Commissions Calculation is a bit weird in some cases.
- no training
I had in-person training.
No - we have not done any customization to the interface
No - we have not done any custom code
I don't think we did any really specific customization
Yes
It was actually solved really fast.
We were having issues with terminations for Managers and Sales Engineer, which should receive prorated commissions to their termination date. The system was not calculating that correctly, the support team told us that it was due to the fact that some rules were not assigned to their plans and that actually solved the issue. It was an easy fix but we were not able to detect it before, and the support team did it really fast!!
- Update people records (Quota, Variable, etc.).
- Upload data.
- Generate Incentive Statements.
- Download more than one Compensation Plan (you can just download one by one).
Yes, but I don't use it
- Salesforce
All the opportunities come from Salesforce, it was really easy to make the integration.
- File import/export
- Single Signon
As it was flawless for us, I don't think I have any advice.
We have monthly meetings to check whatever we need.
Everything was great.
No
- I think an upgrade is coming soon so we're waiting for it.
- Looks like it will be visually better.
No
No
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.
- Positive for sure.
- On our case it is more than 50% which is really great.
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.
We do take to consideration all these tools what Xactly offers.
we have Salesforce, SAP, CLI systems integration with Incent via sftp transfers.
The following departments are using data from Incent: finance - to forecast budget for future payouts to audit the outcome, payroll - to pay employees their sales comp dollars base on Incent reports, sales operations - to analyze the quarterly and yearly performance, hr - to have data to design, adjust Sales incentive plans when required.
Reliability, Accuracy, Simplicity, "Time spent" factor. Definitely recommended product.
- Xactly Incent
- Xactly Connect
180
We have all kind of people with business functions who uses Xactly Incent. The list starts from Sales representatives, Sales Managers, Sales Directors, Executive team, Sales Operations team, Finance team, Human Resources team. Xactly partners and developers during the development, testing and implementation, Xactly Support when you are in trouble with Incent.
1
To support Xactly requires minimum 1 person as business administrator with knowledge of Sales Compensation, Finance skills, Analytical skills, Technical skills, It could vary from the complexity and changes if need to be completed. IT developers with SQL code knowledge to support to implement the required changes as they occur for instance once a year, may be more often, may be random once in 2 -3 years.
- Assess to the Xactly Incent from anywhere in the world as long as Internet works.
- Information presented in real time all the time.
- Possible competed automation process from orders creations calculations to paycheck in the Bank as per Incent statement.
- Easy to use and it is really user friendly interface.
- Estimator tool that can estimate "how much I will get commissions if I close the deal"
- We have gone from the old static system no visibility, no real time update, back in 2012 to the Xactly Incent to provide complete visibility, control, transparency, real time information and calculations right on a spot. We are glad we did get rid of the old inefficient system to calculate Sales compensation.
- To combine Xaclty Incent with Connect to get compete control in our hands of Sales Compensation from development to Implementation and support.
Yes
We have replaced our old system STAIRS as it did not meet the up to date technology, Old style. Static information, no visibility, sales did not know how they are doing in progress. That had to be changed and we have found what suits our needs, requirements in Xactly Incent.
- Price
- Product Usability
- Product Reputation
- Vendor Reputation
I would stop here to give you more details on Product Usability. Xactly is very easy to use. It is very stable system. Maintained with updates by vendor every month and most beauty is accessible from anywhere with internet connection. Sales people can not change any numbers, it is browser view only to them. Exportable reports in PDF or Excel.
At the time of 2011 Xactly did not have such module as Connect and we had to use Delta for automation, completely relied on the Xactly team or partners to make any changes. With Connect piece that gives 100% control in your hands from design, develop, implement, maintain Xactly Incent without need to contact Xactly for changes. We would integrate Xactly Incent with Connect to fulfill compete control.
No
- making mistakes and learning the system on the go.
- Online training
- in-person training
it is possible to have self-taught however, takes time. I recommend to use in-person (in-class) or on-line training and let professionals lead that.
to save a time and money recommend to use professional services to handle the configuration to be done right.
No - we have not done any customization to the interface
No - we have not done any custom code
We have added some custom fields for use.
Yes
We are customers with Premium support, it means 24/7 hours, quick responds, with resolutions in couple three hours instead of up to 48 hours. There is a dedicated people with knowledge of our functional requirements and design of compensation plans. Basically you get what you pay for. This is a good description.
No
There was one time when orders in batch were stuck with calculations and it got "frozen" for hours in processing queue to process the line of batches, There is no other way to resolve it as to contact Xactly support and to remove that stacked batch from the processing queue in order to move on with other batches. Support was exceptional in terms of time and issue has been resolved in a matter of few minutes. They saved our day at that time.
- To calculate batches to Credits or Calculate batches to Incentives.
- Upload the orders
- Create user
- To create formulas and rules
Yes
We have enabled the mobile ui functionality for sales people to see how they are doing on the phone, on a go. They like it. I would like to mention that Mobile UI version is not for admins to work. It works on iPhones, androids, blackberries. As Admin you can see who is using what kind of version.
- Salesforce
single sign on in salesforce and access to Xactly from salesforce.
- no plans yet
no plans yet
- Single Signon
- AppExchange or similar marketplace
single sight on with salesforce and app-exchange to access from salesforce.
I would advise to use salesforce single sign on as it works perfectly for sales people and it is secured as well.
Easy to negotiate and to deal with, just to make sure everything is discussed and negotiated to meet your needs.
Advise: do the homework, get prepared and request all you need.
Yes
Xactly team does updates and new features on a monthly bases to make sure all the areas are working as expected and improved.
- new features
- improvement on analytics tool
No
No