Xactly - delivers almost exactly what's needed
January 31, 2022

Xactly - delivers almost exactly what's needed

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

Xactly is used to issue commission plans and calculate credits and commission against those issued plans. Plan types are varied ~35 versions across ~800 users. Xactly gives end-user access to statements and transparency to commission calculations which can be tied back to source system data, allowing reps to spend less time reconciling data and more time selling.
  • 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.
  • Easy to track total cost of commission, and split this by various metrics when required
  • Transparency of calculations allows end-users to spend less time reconciling and more time selling.
  • Analytics could do with a focused user group to allow customers to realize the benefits of systematic reporting.
As year on year data becomes available, a larger source data set is established. Assessing the achievement against the specific terms of the commission plan each year allows management to identify the elements that really incentivize - it's not always the items that are expected that bring the best results!
We are strong users of Incent and Analytics and have integration with a number of other applications on the roadmap. The Accounting modules are also on our radar to utilize in the near future. Analytics data coming out of Xactly Incent supports Sales Performance Management and drives Territory Planning changes for future years.

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Xactly is well suited to large, complex data sets whereby many different plan structures and rules are in place. As long as a rule can be written, Xactly can calculate commission based on data inputs faster and more accurately than other methods. The Analytics suite is less user intuitive than other systems and could benefit from some development and user input to unleash the full potential of this feature.