Xactly Incent®

Create custom dashboards and reports without the help of IT or administrators.

Track and analyze performances with interactive, color-coded balanced scorecards.

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Ability to set key performance indicators for measuring progress towards goals.

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

AI forecasting of future sales revenue.

Provide the ability to rapidly visualize and identify pipeline changes.

Easy for Sales to create incentive compensation plans without IT assistance.

Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

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.

Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

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.

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.

Includes pre-designed sales competitions based on common sales goals and KPIs.

System administrators and/or players can design customized sales competitions, with different challenges, types of rewards, etc., depending on company culture, goals, and KPIs.

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).

Allows for multiple competitions of different types to be going on simultaneously; this kind of complexity is especially important for enterprises.

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.

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.

Users can view results or participate in games and contests on their mobile devices.

Managers and players receive notifications about game developments, game/quota deadlines, and updated competitive rankings.

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.

Pulls sales performance data and details from Salesforce CRM.

Gamification software reports on individual and team sales results in an engaging, clear, and simple way.

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.