Xactly what we needed!
Updated March 30, 2023

Xactly what we needed!

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

Overall Satisfaction with Xactly Incent

Xactly Incent was onboarded in 2016. Prior to 2016 commissions were completed using a home-grown database and many, many spreadsheets. Xactly was able to integrate the home-grown database into their program and eliminate most of the manual processes that were in place. Today Xactly Incent is working great with our new updated systems (Dynamics, Salesforce)
  • Prior to 2020, we paid commissions on when an order shipped. This could be a year or more after booking the order. Xactly has the ability to look backward at quota attainment, rate, and comp plan details.
  • The new year comp plan set up is pretty easy and once it's set, you can trust it to work
  • I really enjoy their training classes. I've always learned exactly what I needed to and they give you a good baseline to understand how to figure some things out for yourself.
  • Xactly offers some free training and certificates, which is great.
  • The Premium Support option is worth the money. Response and Results are immediate
  • I don't care for the "buckets" used for reporting. It would be nice if I can get all info in one report i.e. contract #, customer info, product info, item amount, attainment info, rate, calculation, payment, etc. This would eliminate the need to vlookup multiple reports.
  • Add a "select all" option on the download report icon. This would eliminate me having to delete one report at a time, which wouldn't be so horrible if it was just one click but it's not.
  • Updating the layouts of the exported reports and onscreen reports is not that user-friendly and is very time-consuming.
  • Using Xactly has greatly reduced the time to complete commissions from a month to a day.
  • It allows for greater transparency and provides a common dwelling to house sales reps reporting and statements
  • Auditing for accuracy and fairness is much easier and faster
  • In terms of investment... nothing in Xactly is free. Very costly even for the most minor changes
Having the ability to label each type of commission and bonus allows for senior management to evaluate the cost of the programs and then determine the effectiveness of the program. This has really helped to streamline the companies priorities and utilize our resources where we see tangible benefits.
We utilize several platforms to measure and manage sales performance. Xactly's ability to report commission expense has a great impact on setting territory quotas and sales forecasting/accruals.
These platforms have recently been implemented (2020) and so far working as expected.
Finance and Accounting use Xactly for forecasting and accrual.
I'm not sure what other products my company considered. Xactly was already in place upon my hire.

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?


I think it's well suited for almost any type of customer. Once the plans are set up, it's really plugged and play and that point. However, if detailed reports are required then the Xactly user needs some Excel skills. Xactly does require the user to be analytical and detailed-minded if there is an issue with the setup. If the person is not process-minded, they may have difficulty finding the error.

Xactly Incent Feature Ratings

Sales compensation plan creation
Complex sales crediting
Sales compensation process automation
Incentive auditing/regulation compliance
Sales compensation dashboards & forecasting
ICM mobile visibility
Personalized dashboards

Using Xactly Incent

140 - 99% are sales reps, mgrs and directors
1 - Analytical, detail minded, out of the box thinker, ability to self teach, focused
  • commission processing
  • forecasting/accural
  • sales reporting
  • none that I can think of
  • not looking to do more than it currently does
It's expensive given some of it's limitations in customizing (without the use of a SOW)

Evaluating Xactly Incent and Competitors

Yes - Home grown sales order system coupled with a very extensive spreadsheet system
  • Ease of Use
Xactly took away the 60-100 hr work week and made it a 9-5 job
Would look for a program that's more customizable

Xactly Incent Implementation

Xactly Incent Training

  • Online Training
  • In-Person Training
small classes, good teacher
easy to follow

Configuring Xactly Incent

Xactly Incent Support

They always resolve me issue
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Yes... wanted immediate help, whenever we need it. And we use it.
Yes - I don't know. It's not a report I use very often and haven't checked recently
Yes, over this past weekend. My upload file wouldn't work. They figured out why and I made the change. The column header said "User" which according to person setup, that would be there name. However, the file was really wanting their email address. I suggested they update the header.

Using Xactly Incent

For the reps, it's super easy. For admins, it can be difficult
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Slow to learn
Lots to learn
  • setting up a new person
  • setting up quota/rates
  • creating comp plans
  • creating commission plan
  • closing commissions each month
  • getting a report with all order and commission information without having to merge reports
  • can't use two or more instances of Xactly i.e. US, Canada and LATAM. If I'm working in the US version and want to use compare it to LATAM setup, it closes me out of US once I open LATAM. No sure why since my logins are different for each
  • can't hide old/unused rules, rates, quotas, etc
Yes - ok, I guess. no complaints from the field

Integrating Xactly Incent

  • nothing, FTP is sent 3 times a day. no interaction between systems
  • File import/export

Upgrading Xactly Incent