Xactly

Score8.7 out of 10

431 Reviews and Ratings

See Incent in Action

Xactly

See Incent in Action

What is Xactly?

The Xactly platform is a revenue intelligence ecosystem that by consolidating forecasting, incentive compensation, and sales engagement workflows into a single source of truth, provides high-fidelity visibility into the revenue lifecycle.

Categories & Use Cases

Media

Admin Dashboard: A quick snapshot into the overall performance of current compensation plans and Incent instance.

Admin View of Quotas List and Dashboard: View and manage all quotas for teams.

Admin View of Pay Curves: Adjust pay curves for reps based on set thresholds, quota attainment percentages and multiplier rates and then use those to build out commission rules.

Admin View of Profiles List and Drilldown: Provides a comprehensive snapshot of payees’ details for streamlined reviewing and a detailed view of any payee in the system.

Rep Dashboard: Increase rep productivity and trust with on-demand visibility into their commissions and payouts.

Rep View of Incentive Estimator: Where teams can see how much they can earn based on current opportunities.

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Key Performance Indicator setting
Ability to set key performance indicators for measuring progress towards goals.
Category average: 8.5
Benchmarking with external data
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Category average: 7.9
Custom sales contests
System administrators and/or players can design customized sales competitions, with different challenges, types of rewards, etc., depending on company culture, goals, and KPIs.
Category average: 9.7

Incentive modeling
Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.
Category average: 6.9
Personalized dashboards
Create custom dashboards and reports without the help of IT or administrators.
Category average: 6.7
TV streaming
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.
Category average: 7.5

Mandar Moharil

Sales commission Analyst in Finance and Accounting at Snowflake Software (5001-10,000 employees employees)

Use Cases and Deployment Scope

Our entire company relies on Xactly Incent to track our performance against annual goals and quotas. With Xactly Incent, we can see how we are doing toward our goals and rewards throughout the quarterly and years, and we use it to manage and adjust our daily actions to reach our business objectives. Xactly Incent makes it easy to track and calculate monthly sales, quickly process payments, and give weekly incentive statements to sales representatives. It made our sales team's commissions more transparent and more accessible for them to follow daily, all while reducing the amount of time and work we'd otherwise have to spend manually calculating commissions in Excel.

Pros

design
automate
Sales compensation process automation
Sales compensation plan creation

Cons

Connect Integartion
Analytics report
Case Management through Xactly

Return on Investment

Efficiency
Accuracy
Productivity

Alternatives Considered

SAP Commissions

Usability

Mitch Witarsa View profile

Head of Sales Compensation in Finance and Accounting at Miro (1001-5000 employees employees)

Pros

Target Incentives and Quota assignments
Rate tables and compensation plan assignments
Routing of comp plans for participant acceptance

Cons

Commission statements needs more customization options
The drag and drop formulas writing are not natural and cumbersome to use
Data integration needs too much code and training

Return on Investment

Payees can see quota attainment and commission earnings in real time, reducing disputes and questions.
Automated calculations save time for the compensation team and reduce errors.
Supports complex plans across multiple roles, with TAM support and in-house admins ensuring accuracy and control.

Alternatives Considered

CaptivateIQ and Salesforce Spiff

Verified User

Analyst in Corporate (10,001+ employees employees)

Use Cases and Deployment Scope

We use Xactly Incent® for sales incentive compensation and sales performance management in our organization.

Pros

Ease of use
Advanced features/functionality
More granular data/timeframes to track incentives

Cons

Reporting
System process performance

Return on Investment

More regular tracking of incentives
Better granularity of data
Detailed audit trail possible
Ability to course-correct in case of exceptional issues

Alternatives Considered

Varicent

Usability

Tammy Hickman

Director of Sales Compensation in Human Resources at Sunflower Bank (1001-5000 employees employees)

Use Cases and Deployment Scope

We have migrated most of our sales plan participants to Xactly Incent for their incentive calculation and reporting. Previously, all of our calculations were done manually in Excel. This left us vulnerable to human error and incorrect incentive payments. We also used to email the individual incentive statements to each participant. This was another risk of sharing confidential information with the wrong person. Xactly Incent has eliminated both of these risks for our company.

Pros

Built specific to our needs. We don't have to change our plans to fit their box.
Handles large quantities of data with no issue.
Gives participants progress to goals to keep them motivated.

Cons

Giving more than one manager access to view a participant's data. For dual reporting employees.
Would like more flexibility with the Standard Incentive Statement.
Easier process for setting up the new year.
The drill down function to get to the detailed data is limited to 20 standard columns. Would like it to be customizable by component.

Return on Investment

Being about to see their progress towards goals is motivating participants to do more.
Stack ranking reports allow participants to see how they are performing compared to their peers. Creating some competition among the sales team.
More accountability of sales team to perform. No more excuse of I didn't know I was behind goal.

Vivek Kalyankar

senior sales commission analyst in Finance and Accounting at snowflake (1001-5000 employees employees)

Use Cases and Deployment Scope

Xactly Incent® is good tool to handle the bulk data . good at plan document routing. It handle calculations and shows statements in detail. But it fail at reporting part. Building the custom report is big task need to do back and fortth with Xactly Incent® consultant. It is not flexible in terms of statement view modification. and plug in with other applications. AI capabilities are missing in it. However itis good tool for any organization having bulk data to process.

Pros

plan doc routing
detailing on statement
ease of handling for Admin

Cons

Configuration part could be made easier. so that Admin will not require consultant's help whenever there is change
Sequencing of batch processing gives trouble many times. if we miss to allign correct sequence at the time of batch processing
building a report is bit complex job in Xactly Incent®compared to other tool in market.

Return on Investment

multiple teams use it for performance check for their sales rep
sometimes sales rep complains about statement detailing. View/ presentation can be modified per market requirement
sales ops has less visibility on handling the reports.