Xactly Incent Features

Xactly Incent

Inspire Performance

4.17/5 (231 reviews)

Competitor Feature Comparison

Agency Commission
Audit Management
Bonus Management
Commission Calculations
Commission Calculator
Commission Management
Commission Scheduling
Compensation Management
Compensation Plan Modeling
Compensation Statements
Flat Commissions
Incentive Management
Multi-Currency
Organizational Charting
Percentage Commissions
Reporting/Analytics
Salary Planning
Sliding Scale Commissions
Split Commissions
Tiered Commissions
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Agency Commission
Audit Management
Bonus Management
Commission Calculations
Commission Calculator
Commission Management
Commission Scheduling
Compensation Management
Compensation Plan Modeling
Compensation Statements
Flat Commissions
Incentive Management
Multi-Currency
Organizational Charting
Percentage Commissions
Reporting/Analytics
Salary Planning
Sliding Scale Commissions
Split Commissions
Tiered Commissions
Visit WebsiteCompare App
Agency Commission
Audit Management
Bonus Management
Commission Calculations
Commission Calculator
Commission Management
Commission Scheduling
Compensation Management
Compensation Plan Modeling
Compensation Statements
Flat Commissions
Incentive Management
Multi-Currency
Organizational Charting
Percentage Commissions
Reporting/Analytics
Salary Planning
Sliding Scale Commissions
Split Commissions
Tiered Commissions
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Mobile apps

iOS App


69 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Xactly Incent Feature Reviews

25 reviewers had the following to say about Xactly Incent's features:

Anonymous
Sales Operations (Computer & Network Security company, 1001-5000 employees)
Verified Reviewer

Xactly simplifies Sales Compensation Management

2019-03-28

Xactly has helped us to a great extend with respect to all our sales performance management needs like comp plans, quota management, territory management, sales forecasting, sales training.

Pros

Even extreme complex sales compensation plans are simplified via Xactly.

Cons

Reporting is a bit complex process and needs to be simplified.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Helen R.

Great tool for SPM Management and Reporting

2018-02-20

Ease of calculation, monthly time savings in calculating commissions, transparency for reps

Pros

Xactly allows us to provide transparency to reps and reporting to management.

Cons

Analytics is cumbersome and sometimes difficult to build required reports without case statements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Alexander K.

Verified Reviewer

Best Comp solution in the Market!!

2014-06-18

In addition, the Analytics module gives us the ability to provide quick and easy reporting for Payrol and Executive Staff.

Pros

Perfect for a fast, agile environment. Analytics allows for quick meaningful reports

Cons

Would love to see more archiving capabilities in addition to tags for clean up of configuration/docs

Source: GetApp
Helpful?   Yes   No
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Anonymous
A verified reviewer

Easy sales tracking and commission management

2018-04-10

Pros

I appreciate that it takes little daily management and I can refer to the platform to easily check sales and commission totals.

Cons

The analytics portion is a bit hard to work through and often takes longer to figure out how to run a report.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Matthew S.

Verified Reviewer

Great tool

2014-07-16

Xactly Analytics is also a very good tool for extracting data in a format you choose.

Pros

- Great reporting -Flexibility -Ease of use -New features added all the time

Source: GetApp
Helpful?   Yes   No
Read more
Rimsha K.

Verified Reviewer

Almost Perfect Product for Commissions Analysts everywhere

2014-08-28

My work as a commissions admin and analyst has become much easier and I am better prepared to provide fast sales performance to the VPs and CEO.

Pros

Faster commission calculation, all sales information in one location, user-friendly analytics reporting

Cons

Some limitations on reporting, payroll reports can be better, ability to automatically calculate batches

Source: GetApp
Helpful?   Yes   No
Read more
Laurent N.

Customer support is nil, zero

2019-12-13

Easy to find the commission payment.

Pros

Once inside, it is easy to navigate and see my team results.

Cons

Password management is a pain in the ...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Jocelyn F.

Verified Reviewer

Ease of Reporting

2014-06-23

This made my confidence grow in our financial numbers as well as the analytics that were being reported to management.

Pros

Reporting capabilities and the integration with Salesforce.com.

Cons

Customization around field names that are used on reporting.

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
Financial Systems Project Manager (Computer Software company, 1001-5000 employees)
Verified Reviewer

Xactly is a great tool!

2014-06-25

It makes it easier to administer sales performance and encourage sales to track their performance easily.

Pros

Easy to Configure plans and rules.Transparency of data and payments for the payees.

Cons

Analytics requires a good understanding of data model/bit of technical understanding behind custom queries to run reports.

Source: GetApp
Helpful?   Yes   No
Read more
David H.

Well designed and well built software

2019-12-13

Greater transparency for sales teams and greater flexibility for Management in setting incentives

Pros

Ease of use (inc on Mac) and ability to get going quickly

Cons

A little more complex to set-up / map data

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric S.

Xactly is a good tool for managing sales performance and commissions

2018-05-23

Xactly is a good tool for managing sales performance and commissions

Pros

It's a powerful app for managing sales performance and commissions and generating reports on sales and sales staff.

Cons

Implementation of the Xactly software wasn't the easiest thing, but we got through it, and it's up and running now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Elizabeth C.

Highly configurable Easy to use

2019-12-13

The ease of use and the ability to see their data in real time is motivating for them.

Pros

They like having a real time view of their commissions. Analytics reports provide what the system doesn’t so I am able to build custom reports for the various teams where they can pull on demand current reporting.

Cons

I would like to see the analytics reporting updated and easier to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Swapnil D.

Xactly is best software for Commission calculation but some process are really hard to digest

2019-12-19

Xactly incent is nice and well-designed tool for commissions calculations.

Pros

1)Starting from User till Quota management it is too good, and does awesome job. 2)Calculation process in dependent on many factors and Xactlty supports most of them today. 3)Analytics is very good which gives clear picture of overall performance. 4)This nov-19 xactly provided free certification which I really appretiate.

Cons

1) I can not do some repetitive task in bulk, which I really do not like about this software, for e.g. i. Initial Quota creation ii.Record deletion (Quota of User, Formulas, Credit and Commission rule) 2) Incentive statements are configuration is allowed up to the extent only, but for specific needs, I cannot do that in Default statement. For e.g. If I want to change the Credit type Lable name in one of the incentive statement it does not allow and it updated all the incentive statements where the same Credit Type is used. 3)Deal by Deal commission setup is hard if we try to do it on own, always need PS team help in that. 4)Also some uploads required .CSV and some .xls file format which is really not good, always need to change the format once the files are prepared.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam M.

Xactly has been transformative for our incentive compensation management!

2018-05-21

Increase commission payment accuracy, decreased processing time, better insights into compensation management

Pros

Xactly has enabled us to reduce commission processing time AND decrease the number of errors. The sales users not only love the increased confidence in their payments, but they also love Xactly's easy to use interface!

Cons

There is a bit of a learning curve to learn the software as an administrator, but once you have mastered Xactly the incentive compensation management possibilities are endless.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephanie C.

HR usage

2019-12-13

Xactly provides most of the information I need for my role as an HR Business Partner which is - in this case - mostly related to structure of commission plans, acceptance status/history, employee performance, quota/margin achievements, commission status, commissions per client, etc.

Pros

Makes commission entitlements transparent. Export to Excel functionality is very helpful

Cons

Selecting the right report is not always easy - no description of what information is included in a given report.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Hang L.

Verified Reviewer

Xactly Express is great for small biz

2015-06-09

I have to say Xactly Express is a tool that is very easy to use and learn.

Pros

The product is easy to use if your plan is simple.

Cons

Hard to get reports and have to learn and depend on SFDC reporting to pull data.

Source: GetApp
Helpful?   Yes   No
Read more
Carlos B.

Xactly Incent - Sales achievement driver

2019-12-13

Pros

The ability to have the quota and actual sales information in real time in a very friendly way for the sales force.

Cons

Ability to develop reports and dashboards

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Viky D.

Observation

2019-12-13

It is hard every beginning of the year when all has to be reprogrammed, it is never working at first time.

Pros

The fact this it has dashboard for the sellers

Cons

Complexity in doing reports. They are not easy to understand

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Curtice S.

Requires dedicated knowledge to ensure operational efficiency

2019-12-17

It has been a hard effort to build and maintain the system. We used Express before which was preintegrated with SFDC. With Incent you have to start over. Half our plans we cannot build out in the system.

Pros

Sales comp calcs not in excel.

Cons

Hard to integrate with CRM and HRIS systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
jeff k.

Not as helpful as I would like.

2019-12-23

Pros

I can see historical commissions I made

Cons

Lacks funtionalty poor reporting non-existent analytics data never up-to-date for current month (i know this is on the data entry side more than the xactly product) poor UI for estimating future commissions

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Padmaja Tallavajhala C.

Xactly is a great tool!!!

2018-02-21

Ease of automating and reduction of manual calculations of commissions.

Pros

Ability to automate data transfers from your ERP/CRM systems to Incent and data validations/calculations using DELTA without the use of manual uploads using the Excel Uploads.

Cons

Cons: 1. Analytics: A non-intuitive tool for regular users and need a solid understanding of your data in order to build reports that can be used by administrators and sales representatives. 2.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Helen R.

Verified Reviewer

A great tool for comp

2014-06-18

It has also increased accuracy and transparancy of the commissions and sales.. It has a great analysis tool and reporting The customer service is awesome as well!

Pros

easy calculations little down time transparency for sale reps reporting

Cons

reporting takes some time to learn

Source: GetApp
Helpful?   Yes   No
Read more
Anna M.

Pros & Cons of Xactly implementation

2019-12-16

Tools seems to be well designed. What could be improved is customer orientation, listening to customer needs, project management during implementation could be adapted to customer reality and needs.

Pros

Visualization of results, results at glance, historical data handy

Cons

Difficult to implement, naming convention not clear, not intuitive, time consuming to get started with.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer & Network Security company, 501-1000 employees)

It's been relatively decent, but the software is extremely difficult to use and understand.

2018-05-16

Pros

Decent reporting for sales force to see how they are achieving towards their plan.

Cons

User, People, Position, tons of start and end dates and nothing alerting you if you have some

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Donna M.

Xactly Better than Yesterday but still needs to keep getting better

2020-01-03

Xactly has a nice appearance and once we educate our sales members it is easier for them to follow.

Pros

I think that Xactly has a great look and for the standard commission practices it does well, it is highly valuable.

Cons

Xactly Analytics is a challenge because although it is part of the package, if all my commission data is in Incent, it should be easier to report off of it and it is not.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more