Xactly works as expected as for Sales Performance Management
We use Xactly as the source of truth for Sales compensation. We track our quota attainment and respective payouts against targets through …
Xactly Incent
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Xactly Incent
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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Top Rated
2022
Best of
2022
Best of
2022
Popular Features
View all 27 features- Sales compensation plan creation (6)8.686%
- Sales compensation dashboards & forecasting (7)8.080%
- Complex sales crediting (6)8.080%
- Personalized dashboards (6)8.080%
Reviewer Pros & Cons
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User Review: Xactly Incent Manages Compensation Without Having To Put In Manual Tracking Work
02:31
Pricing
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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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Product Demos
Xactly Incent: Get Compensation Plans Right and Payouts Perfect
02:31
Features Scorecard
Analytics and Reporting
8.8
88%
Sales ICM
7.5
75%
Sales Gamification
8.2
82%
Product Details
What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the 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
And 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.
Xactly aims to bring together operational and intelligence capabilities to drive revenue operations success with their Intelligent Revenue Platform, enabling users to align planning, performance, and prediction functions into one cohesive platform. Its ability to integrate Xactly Incent across the broader revenue engine is how it enables users to make strategic decisions with revenue data. Other solutions include Xactly Forecasting, Xactly Sales Planning and Xactly AlignStar.
* Reduce time spent on plan administration
* Realize higher quota attainment
* Eliminate payout errors and increase payout accuracy
* Drive better performance with commission visibility
And 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.
Xactly aims to bring together operational and intelligence capabilities to drive revenue operations success with their Intelligent Revenue Platform, enabling users to align planning, performance, and prediction functions into one cohesive platform. Its ability to integrate Xactly Incent across the broader revenue engine is how it enables users to make strategic decisions with revenue data. Other solutions include Xactly Forecasting, Xactly Sales Planning 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
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 Downloadables
Xactly Incent Integrations
- Sage Intacct
- HubSpot Marketing Hub
- Slack
- Salesforce
- Workday
- Oracle Netsuite
- Microsoft Dynamics
- Financial Force
- SAP
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 |
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 and Sales compensation plan creation and Sales compensation process automation highest, with a score of 8.6.
The most common users of Xactly Incent are from Enterprises (1,001+ employees).
Comparisons
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Reviews and Ratings
(285)
Reviews
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December 06, 2022
Xactly works as expected as for Sales Performance Management
Score 6 out of 10
Vetted Review
Verified User
- Shows Quarterly and Annual Attainment
- Source of truth for quota at large orginzation
- Xactly is often doing product updates with downtime
- Difficult to drill into specifics and understand sales 'pay curve'
October 25, 2022
Xactly Incent great ICM solution
Score 9 out of 10
Vetted Review
Verified User
- Processing commissions is easy
- Administration is very easy to learn and pickup
- Rules are easily configured or updated
- Reporting is essential and analytics does a great job
- Some tabs or categories can be provided for read only access but not all functions
- Deleting hierarchy versions can be a bit confusing
September 28, 2022
Xactly gets the job done, make sense of your comp and quota attainments
- Provides comp reports that make sense of complex comp plans
- Enables me to easily slice/dice sort reviews to view month, YTD, recent, etc
- My company "cheats" and sometimes manually just dumps things into a SPIFF bucket, I feel the Xactly tool could provide more flexibility to enable custom comp buckets
September 26, 2022
Xactly helps me understand where I’m tracking on my goals
- Break down Commissions
- Understand % to quota on a monthly, quarterly, and yearly perspective
- Reviewing and signing internal documents
- The UI looks a bit dated
- There seems to be certain data that’s redundant around commissions, steepening the learning curve
August 02, 2022
Xactly Incent Review 2022
Score 9 out of 10
Vetted Review
Verified User
- User interface.
- Admin support and community portal.
- Plan design and rule development.
- workflows and document pathing is not straightforward
- bonus rules
- remove information that is not up to date from the community portal
July 20, 2022
Good Product, does the things we need
Score 10 out of 10
Vetted Review
Verified User
- Integration of data into the Xactly Incent system is easy and straight forward.
- The community portal is extremely helpful. You will be able to find answers to any question you have.
- The product performs well for everything we use it for.
- The interface does look old.
- There is a little bit of setup needed to get everything set, like for a rebrand.
May 31, 2022
Xactly Incent for a medium sized organization
- Calculating group plans for managers who didn’t get quotas but received revenue as a percentage of their DRs earnings
- Using logic to differentiate different commission structures by product
- Nullifying product commissions even if they generate revenue for those that do not qualify for commissions
- Having proper org charts and detailed information on license types
- It could have better ways to edit plans
- Breaking quotas requires a monthly calculation instead of the system automatically pre-populating it after receiving the annual quota amount
- Breaking the system between analytics and Incent
February 19, 2022
Xactly Incent is a Very Good Product
- The team we have been working with at Xactly Incent has been fantastic. They have been able to efficiently translate our needs into functional design in Xactly and have been very quick to fix any issues that we have uncovered. Additionally, they have been very responsive to feedback and suggestions.
- The analytics module offers a lot of flexibility for building out additional reporting and complements Xactly Incent very well. It is relatively easy for someone with moderate technical ability to pick up.
- Xactly Incent does what we need in terms of commissions and bonuses. Results are accurate and are able to be processed daily in a reasonable amount of time.
- Xactly Incent offers a wide variety of training on all of their different modules, including incent, analytics, and connect, allowing a high degree of flexibility if a business wants greater control over their configuration.
- Xactly Incent was built with monthly and quarterly periods in mind. A business that uses a weekly or bi-weekly cadence for commissions requires a more customized implementation and will need to use analytics reports to supplement the built-in reporting.
- Maintaining it can be clunky. There are many places where it feels like it could be more streamlined. For example:
- *We needed to create copies of all compensation plans for 2022 even when there was no change to the plan configuration.
- *When working with the hierarchy, there is no way to upload a small set of records to add to an existing version. Either the full hierarchy needs to be re-uploaded, or each record needs to be added manually.
February 01, 2022
Xactly what we needed!
Score 8 out of 10
Vetted Review
Verified User
- 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.
- 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.
January 31, 2022
Xactly - delivers almost exactly what's needed
Score 7 out of 10
Vetted Review
Verified User
- Processing large quantities of data in a short space of time against a set of specific rules.
- Ensuring accuracy and consistency of data across large volumes of calculations.
- Giving end user visibility as soon as data is processed.
- Allowing users to raise queries directly in the system.
- Give advance notice of roadmap deliverables. eg expected in 6-12 months.
- Provide ability for users to append screenshots to queries made via the application.
January 28, 2022
Xactly gets the job done with the right admin experience
January 25, 2022
The right tool for dealing with complex compensation plans
Score 9 out of 10
Vetted Review
Verified User
- Calculate unique and complex commission plans automatically.
- Gives visibility to Salesforce of commissions earned with supporting detail.
- The amount of storage for revenue data is great and uploaded quickly into the system.
- Availability to edit a user's email address.
- Exporting a list of profiles.
December 05, 2021
Xactly - excellent system if you are willing to make the investment
- 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
November 28, 2021
First thoughts from new admin user
- Incentive dashboards
- Data processing and reliability
- Analytics
November 11, 2021
Beats Spreadsheets!
- Provides a detailed drilldown of the deals Sales reps close and their commissions for deals
- Provides clean dashboards and reports from the Analytics section that provide us real time data
- Syncs with our Salesforce instance to automatically load orders without us having to add anything manually
- Interface seems a little outdated
- Many tabs that can be reduced since many of them point in the same direction
- Adjustments to orders can be a little complex (should be as easy as manually adjusting an order in a spreadsheet)
November 11, 2021
Sales rep thoughts
- Shows monthly sales numbers
- Calculates commissions
- shows history
- has yearly payout info
- hard to figure negative commissions
- needs to show calculation
- get confusing when there are negatives taken out
November 09, 2021
Xactly promises made and promises kept!
Score 7 out of 10
Vetted Review
Verified User
- Easy to upload batches.
- The admin can perform certain processes without waiting until process cycles occur.
- User can easily access the system.
- Setting up calendars so that they appear on the Analytics reporting needs to be improved, There are entirely too many steps in this process and I always have to have the Support team assist with this process.
- Needs to have a method so if one rep in a batch has an error, you do not have to remove, re-upload, and process the entire batch.
- It would be great if actions taken would have immediate updating to the various reports, so you are not waiting on the 2 hour processing to occur to see the results.
November 09, 2021
Comprehensive Tool to Help with all of our Sales Commissions Needs
- Intuitive interface for sales people.
- Ability to customize sales plans.
- Helpful customer service team.
- Ability to propose new ideas and have them be implemented.
- Ease of creating/customizing new plans.
November 04, 2021
Xactly Incent for Internal Use and Customers
- Comprehensive analytics and reporting.
- Troubleshooting and managing formulas.
- Complete and accurate calculations.
- Rationalization of analytics and reports.
- Real-time dashboard updates.
- Modeling can be confusing.
November 04, 2021
Enterprise Class Commissions Tool
- Dashboard.
- Estimating commissions.
- Clear reports and statements.
- Improved mobile functionality.
- Keep multiple years of historical incentives.
- Detailed line items for targets.
- Monthly summary.
- Ways to see supporting information.
- Simplify the information with smart callouts on what lines are most important.
- Better support for the browser "back" button.
- Way to ask questions of managers about specific numbers or an annotation function for explanations.
- Clearer explanation of number or ways to hide unnecessary data by role.
November 03, 2021
Xactly Incent is Exactly what's needed for VC processing
- 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
- 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.
- 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
- 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