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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Sales Operation : Incentive statements provides visibility to goals and credit.
Finance : Helps to analyze budget vs actual sales cost
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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
- 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
(1-25 of 268)Incentivizing Sales Performance Made Easy
- General customization and custom reporting
- Calculation of complex plan rules and data
- The application runs quickly and efficiently
- Not much down time with the program
- Document routing and workflow
- I am a little confused by the employee setup and why there is a person and a position record and how they work together. Seems like it could be simpler, maybe just one screen to set up a new employee.
- I would like to have somebody to speak with when submitting support tickets. Some questions are quite complicated and would benefit from discussions, rather than trying to communicate an issue via email.
- Credit and commissions calculation and rule management.
- Hierarchy management.
- Indirect credit through named relationships.
- Calculation of commission amount subject to accelerators after quota achievement reaches a specific attainment percentage.
- Currency Conversion
- Customization of some interfaces--for example, the default download file format is XLSX. It would be great if I could be able to set it to CSV by default.
- Analytics: Terminated employees are not included in reports.
- Automation: It would be great to have a tool that allows us to create a sequence of steps with some parameters that could be run automatically and sequentially. For example, with one click get credit, commission, and bonus result files downloaded in a CSV format.
- Ability to download multiple Lookup tables at the same time
Xactly the way Variable Compensation should be!
- Keeps track of attainment
- Pays at an accelerated rate when attainment reaches a certain thresh hold
- prorates bonuses with a person's start date
- keeps track of ytd payments
- Proration of compensation from the effective date on the people record.
- Split of compensation where the position changes from one to the other mid month
- If one person needs a change in Hierarchy - the version need not be for ALL
Great Enterprise Solution
- Ease of Use
- Reduction of Adminstration Time
- Helps Automate Processes
- Meets qualifications for SOX compliance
- Would like more agility for change such as a drag and drop feature to move hierarchy
- More training that is freely available as the cost of classes is expensive and should be included in cost of maintaining and usage. When admins are not highly trained, it diminishes adoptation from the business.
Honest Review.
- Calculate.
- Product Support.
- Account management.
- Reporting within Incent directly - YTD reporting.
- Analytics - make reports easier to create.
- Streamline plan generation.
Great tool if you understand how to use it.
- Accuracy of calculation
- Display real-time results
- Ease of use
- Better reporting
- Better versioning
- Prior period processing ease
Solid structure, but lacks flexibility.
- Helps determine how much is paid for an order/transaction (true cost of sale).
- Good structure to help smaller companies get started on how a compensation system should be setup.
- For companies that are moving from another compensation system, there is a lot of effort to contort the existing data to fit the Xactly model.
- Quotas can't be calculated and/or prorated based on start date. It would require an excessive amount of customization to make work.
- Lots of global settings that impact many aspects of reporting. You can't pick different decimal precision for different elements.
Xactly Incent Review
- Calculate commission payments.
- Send and route comp plans via E-Docs.
- Overnight feed/update via Connect.
- Reporting in Analytics.
- Geography/Territory upload.
Works as promised !
Provides access to close to real-time incentive data for the sales team.
Xactly Incent is simple and easy to navigate for both our sales reps and our admin. We have many plans set up, updating hierarchies are easy as are administrating payouts adjustments.
- easy of use
- drill down capability
- transparency
- extraction capability
- processing time
- support response/resolution time
- configuration can be extensive
Great solution for our unique requirements
- Ease of data
- Person.position.user setup
- Analytic refresh timing is painful in my opinion
Xactly right!
- route plans
- easy access of dashboards and incentive statements
- applying accelerators
- including comments in manual payments when exporting the data
- being able to delete multiple manual payments at once
- updating batches without resetting everything to precredits
Robust SPM tool at a competitive price.
- The visibility it has given our Reps has been outstanding and the ability to drill down into specific orders/products has been a welcome new addition.
- The Xactly Incent Acct Mgmt team has been very responsive as well as an advocate for us when we had issues arise.
- Implementation was not as smooth as it could of been in my experience.
- Support is somewhat lacking in my opinion (we are currently on basic support).
Everything in one place!
- Calculating commission on different types of plans, including rate tables and kickers
- Providing detailed reports for the company to review for overall performance stats
- Allows sales reps to login and see their monthly commission in great detail
- There are a few tools or processes that could be more streamlined or user friendly
- Some of the commission reports could be a little easier for sales reps to read
Intuitive and Adaptable
- User friendly
- Great learning resources
- customable
- speed in statement population
- calculating orders being more automated
- freezing statement views
Xactly Incent Review
- Visibility
- Transparency
Xactly Incent
- Shows compensation details clearly and can easily edit
- Easy to use for new users
- reporting data easily available and adapted
- Releasing and unreleasing payment
- Speed of the queue when processing batches
- certain searches (held payments and exchange rates)
Financial Services Compensation 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.
Appreciative Admin
- Indirect Commission Plans
- Quick processing
- Customer Support is Fantastic
- Evolving software updates
- Reporting
- Payroll Approval
- Hierarchy Plans
Xactly Incent Review
- Regularly maintain software
- Math
- Support
- Integrations
- Transparency
- Implementation
- Requirements understanding
- Reporting
- Data analysis
Reliable and user friendly application
Xactly Incent meets our HR and legal requirements by allowing accurate implementation of designed plans, audit capability, plan routing and status tracking. It meets the Sales team requirements by giving visibility to goals and credits, transparency to achievements via incentive statements and ranking.
Xactly Analytics is a user friendly tool that allows us to automate a variety of reports and publish them on the user dashboard easily. It provides valuable insights into sales performance and compensation data. It allows organizations to analyze sales data in real-time, giving them a better understanding of sales performance and making informed decisions.
Xactly community portal and university offers an excellent resource from beginners to advanced learners. Monthly newsletters keeps the administrator up to date with upcoming changes. Tips n tricks Email series and quick learning videos (XUshorts) are my favorites.
- Incentive calculation per plan set by HR
- Transparency to achievements via incentive statements and ranking.
- Reporting and analytics
- offers learning resources
- providing plan doc visibility to business ops similar to incentive statements
- applying the process period to all pages from one place
- Incent refresh page UI is very scttered. It's hard to read and update the records as it is not in a yable format.
The Xactly way to Incentivize your sales team
- Transparency in how reps are paid
- Consistency in calculations
- Ease of use for both User and Admin
- Improve Analytics reporting particularly simplify Report creation
- Speed of processing can be improved.
- Ease of Plan design setup to aid Admins be able to configure with less help from consultants.
Xactly Incent is also well suited for end users who are able to see their progress on a regular basis.
PM Perspective on Implementation
- We were not able to fully leverage the out of the box point and click configuration due to our complex plans; however, that feature and ability is something that we hope to leverage in the future
- At a glance dashboards are very helpful
- The ability to leverage a hierarchy approach to commissions is helpful to establish pay structures
- The ability to support slightly more complex commission / higher volume of unique plans would be helpful
- Process flow documentation could be provided from Xactly to the team upon completion of an implementation
Manger, Compensation
The best part of using Xactly Incent, our sales agents have access to real-time finalized sales.
- Calculate Commission Statement
- Calculate unique bonuses for some of our Sales Agents
- Accurate payouts
- User friendly
- Detailed User guide
- Versioning for audit purposes
- Impersonation to assist with troubleshooting
- Robust analytics for adhoc deliverables
- More flexibility in versioning
- Weak functionality of the Objectives Tool and how it interacts with Incent
Xactly - Master Friendly!
- It calculates the commissions so accurate based on the plan that we setup
- It details the data reports in terms of Rankings, Payouts, Employee history etc
- It works great with the combination of other Xactly products like Connect for automated processes and Analytics for Reports
- When clearing out or deleting the data in Incent, certain areas allow deletion only one by one. Eg position, people etc. Would be great if this can be done in bulk.
- Could improve in the style/view/functioning of Incent user interface
- Can implement more features for end users interface to keep them more engaged and ignoring a feel of boring UI
At the same time, when there is a change of plans frequently or when complex new plans are created often, it becomes difficult sometimes to make changes quickly and get the expected results.