This product assessment synthesizes insights from 7 recent reviews across three dimensions to provide a comprehensive overview of Xactly Incent®. The platform is primarily used for commission calculation, with 5 of 7 reviewers highlighting its ability to automate and streamline this process for sales and GTM representatives. A significant benefit lies in its reporting and visibility features, cited by 4 reviewers, which enhance the accuracy of payouts and enable historical tracking. Furthermore, users leverage sales performance analytics to refine compensation strategies, with 4 reviewers noting improvements in plan design, payout forecasting, and reduced sales representative turnover. While Xactly Incent® is generally well-received for quota and territory management (2 of 7 reviewers), experiences with its sales forecasting capabilities are more varied, indicating a potential area for improvement or a more niche application.

Pros

Automates and streamlines commission calculations for sales and GTM representatives.
Provides robust reporting and visibility features for accurate payouts and historical tracking.
Enables data-driven improvements to compensation plans, reducing turnover.
Facilitates quota and territory management with improved visibility into performance against targets.

Cons

Sales forecasting capabilities receive mixed reviews regarding data insightfulness.
Some users may find the sales forecasting capabilities require further refinement.

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

From 7 reviews

Summary

This report synthesizes 7 recent reviews to understand how users employ Xactly Incent® and the business problems it addresses. A primary use case is commission calculation, cited by 5 of 7 reviewers. These reviewers appreciate Xactly Incent's ability to automate and streamline the commission process for sales and GTM representatives. Furthermore, 4 of 7 reviewers highlight the reporting and visibility features, emphasizing the accuracy of payouts and historical tracking.

Reviews

279 Reviews

Xactly Incent - Best in its class

Rating: 9 out of 10

May 14, 2025

Use Cases and Deployment Scope

With Xactly Incent I can trust the accuracy of the payouts (commissions and bonuses) regardless of how complex the comp plans are. It offers transparency, great historical tracking, reporting, quota loading, etc. I find it very user friendly and configuring the comp plans is quite easy. Analytics is a great, versatile tool. First class support always available, providing great help.

Pros

Automatic commission/bonus calculations
Reporting
Support - always very helpful
Quota loading

Cons

Formulas - management

Likelihood to Recommend

It offers transparency, historical tracking of people details, commissions, bonuses, payments, quotas, etc. Manual payments and draws are easy to process.
It's a good tool for reporting all loaded / calculated elements.
I find it very user friendly and configuring the comp plans is quite easy.
Xactly Support offers great help for each open case.

Nicole Bossie

Senior Sales Compensation Analyst in Finance and Accounting at Olympus Canada (51-200 employees)

Vetted Review

7 years of experience

View profile

Xactly Incent

Rating: 10 out of 10

Incentivized

April 18, 2025

Use Cases and Deployment Scope

We have migrated most of our sales plan participants to Xactly Incent for their incentive calculation and reporting. Previously, all of our calculations were done manually in Excel. This left us vulnerable to human error and incorrect incentive payments. We also used to email the individual incentive statements to each participant. This was another risk of sharing confidential information with the wrong person. Xactly Incent has eliminated both of these risks for our company.

Pros

Built specific to our needs. We don't have to change our plans to fit their box.
Handles large quantities of data with no issue.
Gives participants progress to goals to keep them motivated.

Cons

Giving more than one manager access to view a participant's data. For dual reporting employees.
Would like more flexibility with the Standard Incentive Statement.
Easier process for setting up the new year.
The drill down function to get to the detailed data is limited to 20 standard columns. Would like it to be customizable by component.

Likelihood to Recommend

Being that Xactly Incent is custom built to meet our specific plan requirements, it has been well suited for almost everything. One scenario where we could use some improvement is manager reporting. Better visibility into the roll up of any team goals and team actuals. Also some of the incentive payment information is a bit clunky. We calculate incentives each quarter on a YTD basis and then subtract was has already been paid. Sometimes this creates a shortfall for the sales rep that needs to carry forward. Reporting for this doesn't flow easily.

Tammy Hickman

Director of Sales Compensation in Human Resources at Sunflower Bank (1001-5000 employees)

Vetted Review

4 years of experience

Xactly Incent and Forecasting review

Rating: 9 out of 10

Incentivized

April 18, 2025

Use Cases and Deployment Scope

We use Xactly Incent to calculate credits and commissions, report results to sellers and to executives, and generate reports in a payroll-compatible format. It replaces a time-consuming array of Excel spreadsheets and efficiently enables the processing of sales data.

Pros

Efficiently processes (and reprocesses if necessary) sales and adjustment data.
Easily digestible reporting for sellers.
Ability for the administrative user to update rules, plans, and structures.

Cons

The Analytics function seems robust, but is unintuitive to the point that we don't use it (in favor of exporting full data and building our own reports).
While changing rules and logic for fields existing in Xactly is straightforward, adding new data fields to be pulled in from our Salesforce system requires services support.

Likelihood to Recommend

It seems like an excellent and adaptable tool for our use case of several hundred sellers and a single data source. Further, I've seen glimpses of its abilities beyond our requirements (we've barely touched on the Trigger components) but know that it could certainly fill a different set of needs than we have.

Verified User

Manager in Finance and Accounting (1001-5000 employees)

Vetted Review

6 years of experience

Xactly Incent is a great tool for the Commission process

Rating: 9 out of 10

Incentivized

April 18, 2025

Use Cases and Deployment Scope

I am the Commissions Manager. Xactly Incent automates the commissions process for our sales and BDR teams. We automate the feed from SalesForce to Xactly Incent so that our teams can automatically see what their commissions are at any point throughout each month. Xactly Incent also streamlines the document handling process so that the reps can sign their plans in Xactly Incent and review them at any point throughout the year. We currently have reporting for our reps that allows them to see their attainment at a glance. With the new reporting coming out on April 18th we are really excited to see the upcoming changes for Xactly Incent.

Pros

Xactly Incent allows quick feed changes with Connect.
Xactly Incent allows intuitive plan design so that quick changes can be made with plan changes.
Document Management allows quick disbursement of plans to reps as well as record management of the plans.
Xactly Incent allows visibility to the reps at any time so that they do not have to wonder what their commissions are.

Cons

Reporting is a big issue with Xactly Incent; however, they are rolling out a new reporting platform on April 18th which we are thrilled about.
If Connect was made more intuitive that would be amazing. It is very funtional and easy to use currently. It would be great if it was designed more like the plan design.

Likelihood to Recommend

The platform is absolutely amazing for all parts of the commission process. The only drawback is reporting. The new funcionality will be coming out and from the presentations it looks like the new platform will be taking care of the previous issues. I cannot give the software a perfect 10 yet; however, I am anticipating rating it a 10 after the reporting comes out.

Verified User

Analyst in Finance and Accounting (1001-5000 employees)

Vetted Review

10 years of experience

Xactly Incent® - motivation tool for sales

Rating: 9 out of 10

Incentivized

February 26, 2025

Use Cases and Deployment Scope

It is the software we use in my company for commissions. There we can have visibility of the deals we closed, the commission attached to each deal, and visbility of our quoted split by quarter.

Pros

Visibility of all the commissions. Per quarter and per opportunity
Visibility of how much we've achieved in % and amount of our annual quota.
Visibility of our quota overlay, based on the uplifts we've made

Cons

The way they organize the detailed information of each opp.
The filters they use to search for an opp.
It could include more details about your profile and how you calculate the commissions.

Likelihood to Recommend

I love the way you visualize the overall commission dashboard, the dollar amount of what I closed, and the numbers divided by Q and month. However, when analyzing the information in more depth, it seems confusing and complicated to me.

Lina Rodriguez

Renewals Specialist in Sales at Extreme Networks (1001-5000 employees)

Vetted Review

4 years of experience

Verified on LinkedIn

Xactly Incent® - gives the xact numbers and incentives

Rating: 9 out of 10

Incentivized

February 8, 2025

Use Cases and Deployment Scope

We use it to calculate the sales commission for all the GTM representatives. It was implemented to calculate and display commissions for Sales, pre-sales, Customer Success, Marketing, and support staff. It has an estimator, a Dashboard for overview and a Team Dashboard & individual incentive statement. It also has Target acceptance module to ensure no discrepancy in Targets assigned in Power BI & the Xactly Incent®.

Pros

Overall Attainment Dashboard
Individual Attainment statement
Target acceptance statement
variable pay estimator

Cons

Individual statements can be more detailed

Likelihood to Recommend

Target Setting - As a listed company every GTM rep has to accept the targets assigned to them Incentive Estimator - We can pre-calculate the incentive for the Quarter based on assuming achievement. Statement - We can view the detailed statements of every individual regarding each deal and incentive. Incentive calculation - we could see the incentive we received for the quarter and we will receive for the month

Verified User

Account Manager in Sales (1001-5000 employees)

Vetted Review

2 years of experience

Xactly Incent® Review

Rating: 7 out of 10

Incentivized

February 4, 2025

Use Cases and Deployment Scope

We use Xactly Incent® to track OTE, comp, quota, variable comp and define compensation strategies. it has simplified and streamline our end-to-end incentive compensation programs both for sales and services organization. We use it in conjunction with Anaplan that sets the GRD, and targets by different lines of business. Have been using it for over 5 years at my current company

Pros

Really good at helping us plan our comp strategy
Track attainment against plan
Excellent reporting capabilites
Easy to use

Cons

Some features that are in Anaplan - Example, Assigning Territories and Regions
Easy Feed from Salesforce - when we measure booking Targets
Integration to Oracle

Likelihood to Recommend

solid product for what it is designed to do. Not designed as a finance tool but would be nice if I can load my GRD straight into Xactly Incent® or get feed from Salesforce. GRD - Geo Region District

Verified User

Director in Sales (5001-10,000 employees)

Vetted Review

7 years of experience

Yay Xactly.

Rating: 10 out of 10

Incentivized

May 28, 2024

Use Cases and Deployment Scope

We use the system as our source of truth for all commissions. Our reps are able to track their sales and commission payments using the system. Prior to implementing it exactly, we used an Excel spreadsheet to calculate commission. Then, I uploaded them to an outdated system; the reps had no visibility of their commission or how we came up with the numbers. Now that they can see it, they can inquire if items are missing or incorrect, and we can make it right so they trust the process.

Pros

Lay out of statements are easy for the reps.
Reports are easy to pull.
Auditing tools help.

Cons

Non hierarchy based reporting tools.
No historical views of data.
New views are hard to use.

Likelihood to Recommend

I’ve used other systems, and this is the easiest for the reps to view. It has a layout that is easy to understand and explain. On the administrative side, I can quickly pull reports to identify problems, and it is very easy to search. I like the fact that I can download most items.

Verified User

Analyst in Finance and Accounting (1001-5000 employees)

Vetted Review

3 years of experience

Incentivizing Sales Performance Made Easy

Rating: 9 out of 10

Incentivized

January 10, 2024

Use Cases and Deployment Scope

I am an administrator and help commissionable employees with questions or issues. I use Xactly Incent to troubleshoot issues and for management reporting. Xactly Incent addresses the problem of managing multiple compensation plans that have very complicated calculations that would be challenging with other financial tools.

Pros

General customization and custom reporting
Calculation of complex plan rules and data
The application runs quickly and efficiently
Not much down time with the program
Document routing and workflow

Cons

I am a little confused by the employee setup and why there is a person and a position record and how they work together. Seems like it could be simpler, maybe just one screen to set up a new employee.
I would like to have somebody to speak with when submitting support tickets. Some questions are quite complicated and would benefit from discussions, rather than trying to communicate an issue via email.

Likelihood to Recommend

Xactly Incent is well suited for communicating commission information to the field. I love that they can just log on and see all the data they need to verify the commissions they receive. I also like the option to post messages and announcements within the application.

Bryan Summers

Senior Accountant in Finance and Accounting at BMS CAT (1001-5000 employees)

Vetted Review

1 year of experience

Xactly the way Variable Compensation should be!

Rating: 10 out of 10

Incentivized

January 2, 2024

Use Cases and Deployment Scope

Use Xactly Incent to pay quarterly and annual commissions and bonuses. It keeps track of all the bookings and payments made on particular orders. We have split assignments as well as various lines of business - which are brought in from SFDC, and Xactly Incent module is able to complete the calculations and the analytics module provides the reports that are used by our leaders.

Pros

Keeps track of attainment
Pays at an accelerated rate when attainment reaches a certain thresh hold
prorates bonuses with a person's start date
keeps track of ytd payments

Cons

Proration of compensation from the effective date on the people record.
Split of compensation where the position changes from one to the other mid month
If one person needs a change in Hierarchy - the version need not be for ALL

Likelihood to Recommend

It is well suited where sales are based on revenue, bookings or subscription. Quotas for multiple years can be maintained and the Xactly Incent module is capable of providing the attainment% as well as Team Rankings by team. Visibility of payments, attainment, performance of team on landing page is extremely valuable to our leaders.

Verified User

Manager (1001-5000 employees)

Vetted Review

2 years of experience

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