Xactly Review Insights

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Insights from Xactly Reviewers

Based on 27 verified reviews published in the last 18 months

What other products like Xactly have you used or evaluated?

27 answered

Reviewers evaluating products similar to Xactly occasionally cited Salesforce, with 11% of the 27 reviews mentioning it. These mentions primarily focused on various modules or related products within the Salesforce ecosystem, suggesting that users often encounter Xactly-like functionalities as part of a broader CRM or sales management suite. The sentiment regarding Salesforce was mixed, indicating that while it is a recognized platform in this space, specific implementations or integrated solutions might lead to varied user experiences. The references highlight Salesforce's presence in the competitive landscape, particularly through specific tools like 'Sales Force Assistant' or 'Salesforce Agentforce Revenue Management', rather than as a direct, standalone competitor to Xactly for all its functions. Some reviewers also noted its integration with other compensation management tools, such as 'CaptivateIQ and Salesforce Spiff', further emphasizing its role as a foundational platform that can be extended or complemented by specialized solutions.

Salesforce

3 mentions

Salesforce was mentioned by 11% of reviewers, primarily in the context of specific modules or integrated solutions rath…

Salesforce was mentioned by 11% of reviewers, primarily in the context of specific modules or integrated solutions rather than as a direct, all-encompassing alternative to Xactly. Reviewers noted its presence in the broader sales and revenue management ecosystem, often alongside or in conjunction with other specialized compensation tools. This suggests that while Salesforce is a recognized platform, its utility in a similar capacity to Xactly often involves particular applications or integrations.

What positive or negative impact (i.e. Return on Investment or ROI) has Xactly had on your overall business objectives?

27 answered

Xactly generally contributes positively to business objectives, primarily by enhancing transparency for sales representatives and improving the accuracy of compensation processes. A significant portion of reviewers, 44%, noted that Xactly provides sales reps with real-time visibility into their earnings and quota attainment, which helps reduce disputes and acts as a strong motivator for improving sales performance. The platform also substantially improves operational efficiency and accuracy, with 26% of reviewers highlighting its role in reducing errors in calculations and increasing trust in payment systems. Furthermore, 19% of reviewers reported faster reporting to stakeholders and automated calculations that save time for compensation teams. While the platform aids in achieving business objectives and cost savings, as cited by 15% and 11% of reviewers respectively, some mixed sentiment was observed regarding its ability to track team performance and goals, with 15% of reviewers noting both positive aspects for individual tracking and challenges with team-level visibility.

Sales Rep Transparency and Understanding

12 mentions

Reviewers frequently commend Xactly for providing sales representatives with clear, real-time visibility into their ind…

Reviewers frequently commend Xactly for providing sales representatives with clear, real-time visibility into their individual performance and potential earnings. This transparency helps reps understand their progress towards quotas and forecast their paychecks, which in turn reduces disputes and acts as a strong motivator for improving sales performance. This was a notable benefit for 44% of reviewers.

Accuracy and Error Reduction

7 mentions

Xactly significantly enhances the accuracy of compensation calculations and reduces errors by automating processes that…

Xactly significantly enhances the accuracy of compensation calculations and reduces errors by automating processes that previously relied on manual spreadsheets. This automation fosters greater trust among the sales force regarding their payments and ensures a more auditable and governed approach to incentive management. Reviewers appreciate the ability to more easily identify and resolve payment issues, a point made by 26% of reviewers.

Reporting Speed and Efficiency

5 mentions

The platform contributes to improved operational efficiency by accelerating reporting and automating complex incentive…

The platform contributes to improved operational efficiency by accelerating reporting and automating complex incentive calculations. Reviewers noted that this leads to significant time savings for compensation teams and allows for faster delivery of insights to stakeholders. This agility in handling incentives also translates into potential operating expense savings for organizations, as mentioned by 19% of reviewers.

Business Objective Achievement

4 mentions

Xactly is reported to have a positive impact on achieving overall business objectives, including contributing to sales…

Xactly is reported to have a positive impact on achieving overall business objectives, including contributing to sales increases and meeting budget goals. The system's ability to automate incentive calculations reduces reliance on manual resources, further supporting organizational aims. It also assists in creating sales compensation plans that align with company objectives, a benefit cited by 15% of reviewers.

Tracking Performance and Goals

4 mentions

Reviewers reported mixed experiences regarding Xactly's ability to track performance and goals. While it is seen as pos…

Reviewers reported mixed experiences regarding Xactly's ability to track performance and goals. While it is seen as positive for individuals to monitor their own quota attainment and closed deals, some users indicated challenges in correctly viewing or tracking team-level goals. The platform provides a reliable place for personal numbers but may not always clearly highlight team performance, as noted by 15% of reviewers.

Describe how you use Xactly in your organization. What are the business problems the product addresses and what is the scope of your use case?

27 answered

Xactly is primarily utilized by organizations to manage and track sales incentive compensation, addressing business problems related to accurate and transparent payout processes. A significant majority of reviewers, 63%, highlight its core utility in commission tracking and calculation, enabling precise management of sales incentives from initial draws to final payments and reporting for finance and HR. The platform also serves as a critical tool for individual contributors to monitor their earnings and understand their compensation plans. Beyond its core calculation capabilities, Xactly is valued for its user-friendliness and intuitive interface, noted by 33% of reviewers, which simplifies navigation and configuration of complex compensation plans. Furthermore, the product assists in performance monitoring and goal achievement, with 26% of users appreciating its ability to provide clear visibility into sales targets and progress. The system's reporting and analytics features, mentioned by 19% of reviewers, offer historical data and dashboards for comprehensive insights into sales performance and quota attainment. Lastly, its integration capabilities, particularly with platforms like Salesforce, are cited by 7% of reviewers as beneficial for streamlining workflows and centralizing data.

Commission Tracking and Calculation

17 mentions

Reviewers consistently praise Xactly for its robust capabilities in managing the entire sales incentive process, from t…

Reviewers consistently praise Xactly for its robust capabilities in managing the entire sales incentive process, from tracking revenue and targets to calculating and approving payments. The platform provides accuracy and transparency for complex compensation plans, allowing both administrators and individual sales personnel to monitor earnings and understand their commission structures effectively. This core functionality is highlighted by 63% of reviewers as a primary use case.

User-Friendliness and Interface

9 mentions

A notable portion of reviewers, 33%, commend Xactly for its intuitive and easy-to-navigate interface. Users find the pl…

A notable portion of reviewers, 33%, commend Xactly for its intuitive and easy-to-navigate interface. Users find the platform straightforward to understand, which facilitates efficient management of commissions and allows even new users to quickly become proficient. This ease of use contributes to a positive user experience.

Performance Monitoring and Goal Achievement

7 mentions

Xactly serves as a valuable tool for sales professionals to track their individual performance and progress towards sal…

Xactly serves as a valuable tool for sales professionals to track their individual performance and progress towards sales goals. Reviewers appreciate its ability to provide clear breakdowns of revenue achievement and potential payouts, which helps them stay on target and understand what is needed to meet or exceed objectives. This aspect is mentioned by 26% of reviewers.

Reporting and Analytics

5 mentions

Reviewers find Xactly's reporting and analytics features beneficial for gaining insights into sales data and historical…

Reviewers find Xactly's reporting and analytics features beneficial for gaining insights into sales data and historical performance. The platform offers transparency and dashboards that provide a comprehensive overview of monthly, quarterly, and yearly quotas versus incentives, aiding in tracking and decision-making. This functionality is noted by 19% of reviewers.

Integration and Automation

2 mentions

While mentioned by a smaller segment of reviewers, the integration capabilities of Xactly, particularly with CRM system…

While mentioned by a smaller segment of reviewers, the integration capabilities of Xactly, particularly with CRM systems like Salesforce, are seen as advantageous. These integrations help organizations centralize data and streamline sales quota tracking, contributing to a more unified operational environment. This feature is highlighted by 7% of reviewers.

Please provide some detailed examples of areas where Xactly has room for improvement.

27 answered

Reviewers identified several areas where Xactly could be improved, primarily concerning its user interface, data presentation, and operational efficiency. The most frequently cited area for development was Reporting and Data Visualization, noted by 26% of reviewers, who expressed a desire for more modern visuals and a simplified dashboard experience, often requiring data export to create comprehensive reports. Closely related, User Interface (UI) and User Experience (UX) issues were raised by 22% of reviewers, with specific concerns about the system's dated appearance, cumbersome formula writing, and lack of persistent user settings. Furthermore, 15% of reviewers pointed to limitations in Real-time Data and Updates, indicating a need for more immediate data availability and faster system updates. Mobile Functionality was also a point of concern for 11% of the reviewers, who suggested the development of a dedicated mobile application and broader browser compatibility. Finally, Data Integration and Customization was mentioned by 7% of reviewers, who found that integrating data required significant coding effort and that commission statements lacked sufficient customization options. These observations collectively suggest opportunities for Xactly to enhance its user-facing features, data immediacy, and system flexibility.

Reporting and Data Visualization

7 mentions

Reviewers frequently highlighted Reporting and Data Visualization as an area needing improvement, cited by 26% of the f…

Reviewers frequently highlighted Reporting and Data Visualization as an area needing improvement, cited by 26% of the feedback. Users found the current reporting capabilities cumbersome, often requiring them to export multiple files to construct a single report. Additionally, reviewers suggested that the visual presentation of data could be modernized and that the summary dashboard lacked clarity, making it difficult to understand at a glance.

User Interface (UI) and User Experience (UX)

6 mentions

The User Interface (UI) and User Experience (UX) of Xactly were a concern for 22% of reviewers, who described the GUI a…

The User Interface (UI) and User Experience (UX) of Xactly were a concern for 22% of reviewers, who described the GUI as dated, with one noting it "seems to be from 2010." Users desired a more interactive and user-friendly interface, pointing out issues such as the lack of notifications for new documents or commissions and cumbersome drag-and-drop formula writing. A recurring frustration was the system's inability to retain user settings and views, requiring readjustment upon each login.

Real-time Data and Updates

4 mentions

Approximately 15% of reviewers expressed a need for more Real-time Data and Updates within Xactly. Users indicated that…

Approximately 15% of reviewers expressed a need for more Real-time Data and Updates within Xactly. Users indicated that not all information is consistently available during updates, and the system often takes too long to refresh. Reviewers desired more immediate access to up-to-date numbers and a higher frequency of system updates to ensure data currency.

Mobile Functionality

3 mentions

Mobile Functionality was identified as an area for enhancement by 11% of reviewers. Users specifically requested the de…

Mobile Functionality was identified as an area for enhancement by 11% of reviewers. Users specifically requested the development of a dedicated mobile application to improve accessibility and suggested features like alerts for quota attainment. Additionally, some reviewers noted browser compatibility issues, requiring them to switch browsers to use the platform effectively.

Data Integration and Customization

2 mentions

Data Integration and Customization presented challenges for 7% of reviewers. They reported that integrating data into t…

Data Integration and Customization presented challenges for 7% of reviewers. They reported that integrating data into the system often necessitated extensive coding and training, indicating a complex process. Furthermore, users desired more robust customization options for commission statements, suggesting current capabilities were insufficient for their specific needs.

Please provide some detailed examples of things that Xactly does particularly well.

27 answered

Xactly is frequently recognized for its robust capabilities in commission tracking and calculation, a feature highlighted by 59% of reviewers. The platform automates the calculation of commissions, bonuses, and spiffs, providing detailed and accurate payout information to sales teams. Beyond core calculations, 41% of reviewers commend Xactly's reporting and data visualization tools, noting their intuitive dashboards and ability to display granular data effectively. This allows users to track incentives across various timeframes and gain insights into sales performance. Reviewers also appreciate the platform's user interface and ease of use, with 26% describing it as intuitive and user-friendly, making it simple to navigate and find necessary information. This contributes to clear sales and commission visibility, a benefit cited by 19% of reviewers who value the ability to easily see current sales numbers and earned commissions. Furthermore, Xactly helps users understand their progress against targets, with 7% of reviewers noting its utility in showing how they are tracking against quotas and providing a clear picture of expectations. Overall, the system is valued for bringing clarity and automation to complex compensation processes.

Commission Tracking and Calculation

16 mentions

Xactly excels at automating the complex process of commission and bonus calculations, providing sales teams with precis…

Xactly excels at automating the complex process of commission and bonus calculations, providing sales teams with precise and detailed payout information. Reviewers frequently highlight the system's accuracy in linking commissions to individual sales and its ability to estimate and track earned commissions effectively. This functionality is crucial for ensuring transparent and reliable compensation management.

Reporting and Data Visualization

11 mentions

The platform offers strong reporting capabilities and intuitive data visualization, enabling users to gain comprehensiv…

The platform offers strong reporting capabilities and intuitive data visualization, enabling users to gain comprehensive insights into sales performance and incentives. Reviewers appreciate the dashboards that display monthly progress against yearly achievements and the ability to access granular data for more detailed analysis. This helps in understanding performance trends and the financial implications of sales activities.

User Interface and Ease of Use

7 mentions

Xactly provides a user-friendly experience, characterized by an intuitive graphical user interface and straightforward…

Xactly provides a user-friendly experience, characterized by an intuitive graphical user interface and straightforward navigation. Reviewers find the platform easy to use, allowing them to quickly locate the information they need. The clear design and drill-down views contribute to a positive user experience.

Sales and Commission Visibility

5 mentions

Xactly enhances transparency by offering clear visibility into current sales numbers and earned commissions. Reviewers…

Xactly enhances transparency by offering clear visibility into current sales numbers and earned commissions. Reviewers value the dashboard view, which makes it easy to see all relevant sales data and provides a clear output of commission figures. The system also categorizes profit, commission, and credits effectively, aiding in financial understanding.

Performance Against Targets

2 mentions

The platform helps users monitor their performance relative to established targets and quotas. Reviewers note that Xact…

The platform helps users monitor their performance relative to established targets and quotas. Reviewers note that Xactly clearly shows how individuals are tracking against their goals, providing a clear picture of expectations. This feature supports performance management and motivates sales teams by making progress visible.

How are other departments in your organization (e.g. HR, Finance, IT, Sales Operations, Revenue Operations, etc.) using data from Xactly solutions to help achieve their business goals or initiatives? (If no other departments are leveraging Xactly solutions in your business, please skip this question).

27 answered

Xactly solutions are widely adopted across various departments within organizations, extending beyond sales teams to support critical functions in finance, human resources, and sales operations. Finance departments, cited by 19% of reviewers, primarily leverage the platform for managing sales compensation calculations, tracking quarterly accruals, and analyzing the cost of goods sold, ensuring timely and accurate financial processes. Human Resources teams, mentioned by 15% of reviewers, utilize the data for managing user details, tracking hiring and termination trends, and calculating commissions, which aids in assessing compensation strategy effectiveness. Similarly, Sales Operations, also noted by 15% of reviewers, depends on Xactly for quota setting, account allocation, and incentive administration, using the insights to motivate and coach sales representatives. Furthermore, a smaller segment of reviewers, 7%, highlighted the solution's role in facilitating cross-functional strategic planning, positioning Xactly as a central 'source of truth' for broader organizational initiatives.

Finance Department Usage

5 mentions

Finance departments primarily use Xactly for critical financial operations related to sales compensation. This includes…

Finance departments primarily use Xactly for critical financial operations related to sales compensation. This includes calculating accruals, managing incentive disbursements, and analyzing the cost of goods sold. The solution helps ensure timely and accurate financial reporting and analysis, as noted by 19% of reviewers.

HR Department Usage

4 mentions

HR departments leverage Xactly solutions for managing employee-related data and performance metrics, particularly conce…

HR departments leverage Xactly solutions for managing employee-related data and performance metrics, particularly concerning compensation and user details. This includes tracking user information, managing hiring and termination trends, and calculating commissions due, as mentioned by 15% of reviewers. The data assists HR in assessing the effectiveness of compensation strategies.

Sales Operations Usage

4 mentions

Sales Operations teams utilize Xactly for strategic planning and administration of sales incentives. This involves crit…

Sales Operations teams utilize Xactly for strategic planning and administration of sales incentives. This involves critical functions such as quota setting, account allocation, and incentive management, which helps in motivating and coaching sales representatives. Reviewers indicate that the tool supports accurate and fair compensation practices, a point raised by 15% of the reviews.

Cross-functional Strategic Planning

2 mentions

Beyond departmental-specific uses, Xactly data is leveraged for broader cross-functional strategic planning across orga…

Beyond departmental-specific uses, Xactly data is leveraged for broader cross-functional strategic planning across organizations. Reviewers indicate that the solution serves as a "source of truth" that enables departments to move beyond day-to-day execution into more strategic initiatives. This overarching benefit was noted by 7% of reviewers.