Xactly Incent - no more Excel
Updated October 22, 2021

Xactly Incent - no more Excel

Helen Rendos | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

Incent is used by our sales organization for sales compensation calculations along with performance metrics. Additionally, we are using Analytics for reporting and accounting accruals. Xactly Incent addresses the automation of commission calculations, along with the ease of accessibility for performance for the sales reps. It also helps managers understand where their sales reps are individually and as a team. We accomplish error free calculations and transparency to
end users.
  • 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
  • Xactly has eliminated the need to compile spreadsheets of commission data and minimizes internal emails and questions.
  • One stop shopping for reporting and no shadow accounting
Performance Analytics allow us to see how the comp plan is performing vs sales results. It also allows us to see where we may be paying too much or too little.
We are not currently using any of the other modules. Sales forecasting may be a great product and solutions but currently is out of our price range for use.
Sales results are consistently monitored to predict commission expense as well as goal achievability. Used primarily by finance and Sales ops.
Good tool out there for our needs Intuitive, easy to use

Do you think Xactly Incent delivers good value for the price?


Are you happy with Xactly Incent's feature set?


Did Xactly Incent live up to sales and marketing promises?


Did implementation of Xactly Incent go as expected?


Would you buy Xactly Incent again?


  • Xactly Incent
  • Xactly Connect
Analytics report writing is not the cumbersome. Getting a pay to performance all in one report is difficult. Stack Ranking report should be easy as it is a report that is built into dashboards, this should not have to be a report that needs to be built with formulas. There should be some standard pay to performance metric reports out of the box that should have to be paid for with Insights. Insights could be a great product but does not allow for the granularity that is needed for our organization.

Using Xactly Incent

250 - Sales and Finance
2 - Business acumen, Excel
  • Accurate Calculations
  • Reporting
  • Audit capability
  • What If scenarios
  • expense predictablity

Evaluating Xactly Incent and Competitors

Yes - Manual Xcel spreadsheets
  • Price
  • Product Features
  • Product Usability
  • Third-party Reviews
Fit and product usability
ask more questions about the implementation process
Stay on top of consultants and understand what they are doing

Xactly Incent Implementation

Be more involved in rule creating and understand how each and every component is designed. This will help in the long run when you need to make plan changes
  • Implemented in-house
  • Third-party professional services
Change management was a big part of the implementation and was well-handled
  • Not understanding how the rules were defined and formulas used to build the plans
  • configuration not moving correctly from Sandbox

Xactly Incent Training

  • Online training
  • In-person training
  • Self-taught

Standard by the book - follow the guide

It's a little hard to take this back to reality

no, you need training to understand all of the components and how they work together.

Configuring Xactly Incent

Analytics is limited in the objects that tie together
be involved as much as possible, be sure to understand the configuration
Some - we have done small customizations to the interface - Not so easy, quite a few complicated formulas to drive the desired results
Some - we have added small pieces of custom code - 
calculations through Delta process to determine net sales value
crediting was configured for sales credit

Xactly Incent Support

There needs to be a way to contact support other than submission through a portal.
Good followup
Problems get solved
Kept well informed
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
Support doesn't seem to care
Slow Initial Response
Yes - 

it depends on the issue, now with the new platform to report issues, there is no severity flag

It is harder to track someone down to respond

Using Xactly Incent

Like to use
Unnecessarily complex
Difficult to use
Slow to learn
Lots to learn
  • Creating people , positions, heirarchy, plans
  • Adding goals, understanding how formulas are used within calculations and rules if you did not do the setup

Integrating Xactly Incent

needed to make sure data objects are mapped in correct order for data input file
  • Sales Force
Still in progress for estimation of commissions
  • File import/export
  • Single Signon
Understand your requirements and Xactly's