---
title: Xactly Reviews
meta_title: 'Xactly Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1096 reviews by the users' company size, role or industry
  to find out how Xactly works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 1096
  scale: '5'
date_modified: '2026-08-13'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Xactly Reviews
**Vendor:** Xactly  
**Category:** [Sales Compensation Software](https://www.g2.com/categories/sales-compensation)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 1,096
## About Xactly
Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com.



## Xactly Pros & Cons
**What users like:**

- Users find Xactly to be remarkably **easy to use** , thanks to its intuitive interface and efficient commission management. (182 reviews)
- Users appreciate the **speed and accuracy** of Xactly in managing compensation and tracking commission progress. (60 reviews)
- Users appreciate the **intuitive interface and comprehensive features** of Xactly, enhancing usability and performance tracking. (49 reviews)
- Users value the **automation and streamlining** of complex compensation processes with Xactly Incent&#39;s flexible solutions. (30 reviews)
- Users value the **ease of use and advanced data insights** from Xactly, facilitating commission management and team oversight. (30 reviews)
- Users praise Xactly for its **intuitive design and user-friendly experience** , making navigation and usage straightforward. (30 reviews)
- Users praise the **accuracy** of Xactly, appreciating quick updates and clear breakdowns of commission payouts. (29 reviews)
- Users appreciate the **effective handling of complex incentive calculations** by Xactly, enhancing versatility and simplicity for teams. (29 reviews)
- Ease of Understanding (24 reviews)
- Users appreciate the **commission tracking** feature of Xactly, enabling better visibility and improvement in sales performance. (23 reviews)

**What users dislike:**

- Users find Xactly&#39;s interface **not intuitive** , facing difficulties with navigation and understanding essential functions. (49 reviews)
- Users face challenges with **slow loading** , experiencing delays and under-developed reporting that hinder overall efficiency. (34 reviews)
- Users find the **outdated UI** of Xactly unappealing, desiring a more modern and intuitive design for better usability. (29 reviews)
- Users express concerns about **timely data updates** , as reports often lag behind and create stress during month-end. (27 reviews)
- Users experience **difficult navigation** in Xactly, complicating access to reports and necessary information efficiently. (25 reviews)
- Users find the **poor interface design** of Xactly cumbersome and lacking modern usability improvements. (22 reviews)
- Users note that Xactly&#39;s interface is **not user-friendly** , causing confusion and a learning curve for many end users. (21 reviews)
- Update Issues (21 reviews)
- Users find the **insufficient detail** in Xactly cumbersome, hindering customization and clarity in revenue tracking. (18 reviews)
- Navigation Difficulty (18 reviews)

## Xactly Reviews
  ### 1. Commssion Visibility & Tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** March 27, 2025

**What do you like best about Xactly?**

It seems that new releases continue to push out imporvements for me as the user.   SOme of the updated dashboards have been fantastic and insgihtful in showing me exactly where I stand on my OTE.  There really is no more guessing or hoping what my payout will look like.

**What do you dislike about Xactly?**

I've noticed that during peak times the app can be a little slower to load.  If you could allow a deeper level of customization that would be amazing.

**What problems is Xactly solving and how is that benefiting you?**

It shoes me Xactly where my progress is at it realtes to OTE.  It's a key piece of our playbook so reps can see where they stack up as far as commissions go.

  ### 2. Unmatched Accuracy That Delivers Results

**Rating:** 5.0/5.0 stars

**Reviewed by:** Clarence O. | Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** January 12, 2026

**What do you like best about Xactly?**

Accuracy and Accurate, automated compensation calculations: It takes the guesswork out of commission and bonus calculations, helping ensure payouts are correct and timely without manual spreadsheets.

**What do you dislike about Xactly?**

Steep learning curve: For new users, the interface and logic can feel complex at first—especially when setting up or navigating intricate plans.

**What problems is Xactly solving and how is that benefiting you?**

1. Manual, error-prone compensation calculations
• Traditionally, sales commissions were calculated using spreadsheets or disparate systems, leading to mistakes and inconsistencies.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. I recommend reaching out to the XU team (xactlyuniversity@xactlycorp.com) to get enrolled into training. We have a large catalog of free courses to support you through any challenges you may face with the learning curve! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 3. Xactly - A Worthwhile Investment

**Rating:** 4.0/5.0 stars

**Reviewed by:** David M. | Sr. Sales Compensation Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** January 17, 2023

**What do you like best about Xactly?**

Continue to believe that the customer and technical support teams at Xactly are first class.  Always responsive, always able to solve my issues.

**What do you dislike about Xactly?**

After five years of Xactly usage, I continue to believe that its biggest downside is the significant time required to learn the product.  

**What problems is Xactly solving and how is that benefiting you?**

We are able to process quarterly incentives accurately and quickly.  This is saving us from having to make multiple adjusting payments after the fact.  More importantly, it plays a role in reducing employee turnover as our sales force trusts their commission calculations and does not think they are being cheated by poor execution on the quarterly calculations.

  ### 4. Reliable and Accurate Commission Tracking

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nick F. | Enterprise Business Development Representative, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 15, 2026

**What do you like best about Xactly?**

I like that Xactly is very accurate and reliable, with updates that keep me aware of what I'm earning. The initial setup was easy, and these aspects make commission tracking efficient and straightforward for me.

**What do you dislike about Xactly?**

I have nothing negative to say.

**What problems is Xactly solving and how is that benefiting you?**

Xactly keeps me aware of what I’m earning; it’s very accurate, reliable, and up-to-date.

  ### 5. Lead Sales Compensation Analyst

**Rating:** 4.5/5.0 stars

**Reviewed by:** Justin N. | Sales Compensation Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Good incentive management solution. PPP is fantastic

**What do you dislike about Xactly?**

It can feel a bit rigid at times. It works great when used exactly as intended, but it becomes difficult when you need to customize things occasionally.

**What problems is Xactly solving and how is that benefiting you?**

PPP has been a great help

  ### 6. Effortless Commission Tracking Made Easy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jacob G. | Senior Account Director, Enterprise (> 1000 emp.)

**Reviewed Date:** April 13, 2026

**What do you like best about Xactly?**

I like how easy it is to navigate Xactly, which helps me track my commission effortlessly. The setup was easy, and our team didn't have any lift, making the transition smooth.

**What do you dislike about Xactly?**

Nothing, i like everything about it

**What problems is Xactly solving and how is that benefiting you?**

I use Xactly to track my commission, giving me a one-stop shop to view it easily.

  ### 7. Easy-to-Use Custom Calculations with Room to Grow Reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jay A. | Senior Financial Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

The customization of the calculation process. Ease of use and desire to expand reporting capability.

**What do you dislike about Xactly?**

Looking forward to the expansion of AI within the tool.

**What problems is Xactly solving and how is that benefiting you?**

Improving reporting capabilities and giving real time metrics for sales leaders

  ### 8. Dynamic & Flexible Incentive Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 11, 2023

**What do you like best about Xactly?**

I really like the flexibility of Xactly. The use of formulas, lookup tables, and rules makes it easy to design sales incentive compensation. These features contribute to a dynamic experience and help in accurate sales comp calculations.

**What do you dislike about Xactly?**

The Analytics module but it's being fixed in the reporting module

**What problems is Xactly solving and how is that benefiting you?**

I use Xactly for accurate sales comp calculations. Its flexibility with formulas, lookup tables, and rules makes for easy design and a dynamic experience.

  ### 9. Easy-to-Navigate UI for Finding and Tracing MOM Commissions

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Xactly?**

UI helps me find MOM commissions easily, Allow me to look at trace how I got to a number.

**What do you dislike about Xactly?**

Workflow to ask admin to revise the commission or investigate a anomaly

**What problems is Xactly solving and how is that benefiting you?**

Month over Month, Quarterly, etc commission payout
Track what is paid and what is coming

  ### 10. Sales compensation analyst

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lyndsey T. | Sales Compensation Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Quickly provide a to sales information on their credits and commissions

**What do you dislike about Xactly?**

Named relationships interface is very manual

**What problems is Xactly solving and how is that benefiting you?**

Providing real time information to sales on credits and how they are paid

  ### 11. Accurate, Transparent Incentive Compensation with Clear Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.)

**Reviewed Date:** January 14, 2026

**What do you like best about Xactly?**

What I like best about Xactly Incent is how well it handles incentive compensation plans. It makes calculations more accurate and transparent, and the reporting helps both admins and sales teams clearly understand payouts and performance.

**What do you dislike about Xactly?**

Some parts of Xactly Incent feel complex and take time to learn especially when setting up or changing compensation plans. The interface can also feel a bit slow at times, and reporting customization could be more flexible.

**What problems is Xactly solving and how is that benefiting you?**

Xactly Incent helps us manage complex incentive compensation plans in one place. It automates calculations, reduce manual errors, and makes payouts more accurate and transparent. This saves a lot of time for our team and builds more trust with sales teams since they can clearly see how they incentive are calculated.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. I recommend reaching out to the XU team (xactlyuniversity@xactlycorp.com) to get enrolled into training. We have a large catalog of free courses to support you through any challenges you may face with the learning curve! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 12. Xactly Forecasting; AI enhanced Forecasting Approach, but Lacks Modern Infrastructure

**Rating:** 4.5/5.0 stars

**Reviewed by:** sheetal m. | Systems Manager , Arts and Crafts, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 18, 2025

**What do you like best about Xactly?**

Xactly Forecasting has provided us with accurate and reliable forecasts, making us proactive 
We spot business weaknesses, helping us ti set actionable insights to mitigate losses
Xactly connects with secure and resilient data sources, helping is to instantly react to changes 
The onboarding process is easy and well facilitated by the support team

**What do you dislike about Xactly?**

Users who lack skills on modern forecasting tools finds it hard to work with Xactly Forecasting 
The app is slow to refresh on data updates, which may delay on our real time reporting

**What problems is Xactly solving and how is that benefiting you?**

We use Xactly Forecasting to create a historical pipeline, which builds an accurate prediction sequence 
We connect Xactly Forecasting with multiple CRm, helping us consolidate opportunities and lead for our company 
The app offers risk analysis, which gives sentiments on our business visibility and performance metrics 
We get rights or access to forecasting data as the company’s stakeholders

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We understand that there is a steep learning curve, and Xactly University is here to help! If you ever need training, please reach out to your CSM or Xactlyuniversity@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 13. Easy Team Collaboration When You Need It

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rebecca W. | Strategic Consultant - Focus on Sales Strategy &amp; Planning, Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

The ability to call and work with the team when need.

**What do you dislike about Xactly?**

Turn around time on certain things. It can take longer than needed.

**What problems is Xactly solving and how is that benefiting you?**

Streamlining, automation and visibility

  ### 14. Effortless, Efficient Compensation Team Administration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erick S. | Sr Manager, Sales Operations, Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Efficiency of administering compensation teams

**What do you dislike about Xactly?**

Latency when we are trying to finalize month end

**What problems is Xactly solving and how is that benefiting you?**

Continuing to scale our commissions in the face of restrained resources

  ### 15. Smart Logic That Delivers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bac N. | BI Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

The logic behind it and simplicity creating plan

**What do you dislike about Xactly?**

The analytics. It’s so outdated. I’m excited for the ai reporting

**What problems is Xactly solving and how is that benefiting you?**

Streamlining and visibility for the rep

  ### 16. Powerful SPM tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew H. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Robust, scalable system capabilities and complexity potential

**What do you dislike about Xactly?**

Steep learning curve and compartmentalized functions can be difficult to navigate and configure

**What problems is Xactly solving and how is that benefiting you?**

Recurring variable compensation calculations

  ### 17. Visionary, Secure Leader in the Space

**Rating:** 5.0/5.0 stars

**Reviewed by:** URVI B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Visionary, secure and leader in that space

**What do you dislike about Xactly?**

Certain elements need consistency, each consultant can build the system very differently

**What problems is Xactly solving and how is that benefiting you?**

Automation, data integration, and forecasting.

  ### 18. Robin Harris Alkreidly

**Rating:** 5.0/5.0 stars

**Reviewed by:** ROBIN H. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

The service has been great. The people have been very nice.

**What do you dislike about Xactly?**

The complexity to use the Connect Portal.

**What problems is Xactly solving and how is that benefiting you?**

The automation of VC.

  ### 19. Everything in One System—Simple and Convenient

**Rating:** 4.0/5.0 stars

**Reviewed by:** Keenna S. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Having everything in one system and the customer service

**What do you dislike about Xactly?**

The difficulty in configurations of our plans

**What problems is Xactly solving and how is that benefiting you?**

Ai agents for the plan design

  ### 20. Great At-a-Glance Dashboards, But Needs More Actionable Widgets

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** March 10, 2026

**What do you like best about Xactly?**

Dashboard homepages that allow me to see everything at a glance.

**What do you dislike about Xactly?**

Dashboards should be more actionable without having to go to a new page.

**What problems is Xactly solving and how is that benefiting you?**

I want to know which commissions are coming which months without a timely analysis. This allows me to focus on work and leave the reporting and forecasting to xactly.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We have taken note of the UI/UX feedback, we we are always looking to improve our product! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 21. Excellent Training and Incentive Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Patricia  V. | Business analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Training classes and help with incentives

**What do you dislike about Xactly?**

Property naming fields, and mapping to loaded data source

**What problems is Xactly solving and how is that benefiting you?**

Minimize time spent on calculating commissions

  ### 22. Effortless to Use and Easy to Get Started

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brian B. | AVP/HR Governance Manager , Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Ease of use for sales team and administration

**What do you dislike about Xactly?**

Some reporting components are difficult to use

**What problems is Xactly solving and how is that benefiting you?**

Overall time to pay sales team

  ### 23. Compatible Interface and Easy Organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alesha S. | Payroll Liaison, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Interface compatibility. User functionality and ease of organization l.

**What do you dislike about Xactly?**

Rollouts are cumbersome and sometimes lack care.

**What problems is Xactly solving and how is that benefiting you?**

Commission. Calculations and reporting

  ### 24. Powerful Calculations, Simplec Setup for Sales Incentives

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ayopo J.

**Reviewed Date:** November 13, 2025

**What do you like best about Xactly?**

I appreciate Xactly Incent for its ability to handle complex sales incentive calculations effectively. The tool manages multilayered self-incentives as well as group and joint sales incentives, making it incredibly versatile for my team's diverse needs. I find this feature particularly beneficial because it simplifies what could otherwise be an overwhelming task involving numerous variables and conditions. Additionally, I admire that the initial setup of Xactly Incent is simple and straightforward, allowing for a smooth integration into my workflow.

**What do you dislike about Xactly?**

None noted

**What problems is Xactly solving and how is that benefiting you?**

I use Xactly Incent for handling complex sales incentives, offering multilayered and joint incentive calculations that meet our detailed commission needs effectively.

  ### 25. Helpful tool for managing commission expenses and staying compliant

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rodjeason G. | Project Cost  Officer , Real Estate, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 14, 2025

**What do you like best about Xactly?**

I really like that it takes the headache out of calculating and tracking commission expenses. Everything is automated, which means I don’t have to worry about errors creeping in from spreadsheets. It also makes compliance with ASC 606 a lot easier, and I appreciate that it integrates well with other systems we use.

**What do you dislike about Xactly?**

The setup wasn’t super simple at first—it took some time for our team to get used to the system. The dashboard could be a little more intuitive, and customizing reports sometimes feels more complicated than it should.

**What problems is Xactly solving and how is that benefiting you?**

Before using Xactly CEA, commission expense reporting was stressful and time-consuming. Now, it’s much more accurate and audit-ready. It saves our finance team a ton of time every month and gives leadership confidence that the numbers we share are reliable.

  ### 26. Xactly Review from a Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** April 25, 2023

**What do you like best about Xactly?**

Visibilty across historical compensation. Ease of use in handling even with multiple Account Executives under my bucket

**What do you dislike about Xactly?**

Interface is a bit old school. There's a few seconds of delay as well loading information.

**What problems is Xactly solving and how is that benefiting you?**

Xactly allows me to spend more time selling and less time on manually tracking how I am progressing towards my target. It also gives me a historical baseline on past performance and compensation info.

  ### 27. Responsive Support and Strong Roadmap Backed by Deep Expertise

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

They have many years of expertise. The PS team and the Customer Success team are very responsive and helpful whenever I need support. They also have a great product roadmap.

**What do you dislike about Xactly?**

The time lag with data refresh, especially with Analytics.

**What problems is Xactly solving and how is that benefiting you?**

The automated payout calculation process and the communication around it.

  ### 28. Good UX, but overall experience needs improvement

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Semiconductors | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Incent has a good UX, customer support is readily available.

**What do you dislike about Xactly?**

Implementation has been extremely painful and developers are not very accountable. Data integrity has been an ongoing concern with failed jobs.

**What problems is Xactly solving and how is that benefiting you?**

Territory management, planning. Centralizing planning into one place is beneficial, with the ability to set effective coverage periods.

  ### 29. Orchestrated, Connected Data View That Delivers

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

It provides an orchestrated view that is able to connect all the data.

**What do you dislike about Xactly?**

Xactly reporting could be improved a lot, and it would be helpful if it offered more industry-specific reports.

**What problems is Xactly solving and how is that benefiting you?**

The core commission program is solid, and it’s able to roll out yearly changes without any issues.

  ### 30. If you aren't using Xactly, you're doing it wrong!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Krysta D. | RevOps Compensation Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2025

**What do you like best about Xactly?**

I have been using Xactly Incent for a little over 3 years and I am genuinely impressed with how much it has streamlined my workflow.  One of the things I appreciate most is the automation.  Automation is a total game changer!! Calculating commissions used to be a tedious, manual task that took up too much of my time.  Now, with just a few inputs, the software handles everything accurately and efficiently.  I really like how it accommodates different commission structures, whether its tiered, flat rate or custom plans. 

The integration with our Salesforce CRM has been integral in the success of implementing this software into our day to day! 

Customer support and consulting through Canidium has been TOP NOTCH! Anytime I've had a question or needed help customizing something, the support team has responded quickly.  

Overall this software has significantly improved how I manage payouts and team incentives.  It's reliable and flexible!

**What do you dislike about Xactly?**

The only real challenge with Xactly Incent for us has been Ease of Use in Analytics.  That being said, Xactly has heard the challenges and is launching a new and improved version of Reporting for the end users!

**What problems is Xactly solving and how is that benefiting you?**

Xactly Incent is solving all of our commission struggles! The streamlining of plans and automation to our Salesforce is essentially in this success!

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We are currently working on our reporting function and we appreciate your feedback. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 31. Xactly  is intuitive, data-driven, and now even smarter with AI-powered features on the horizon.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Angie c. | Senior Sale Commission Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2025

**What do you like best about Xactly?**

I've been using Xactly for some time now, and it's clear the platform is evolving in a direction that prioritizes both intelligence and usability.  With its growing set of features, especially the upcoming AI enhancements, Xactly continues to be a strong choice for sales compensation and performance management.
Xactly offers a well-thought-out user experience.  The platform is intuitive once it's configured, with dashboards and menus that are logically organized and easy to navigate.  While the initial setup can be a bit technical depending on your org’s complexity, day-to-day usage is straightforward.  Features like guided workflows and robust search functionality make it easier for users to get what they need quickly, without hunting through layers of options.
The platform has a modern, clean design that’s both professional and user-friendly.  Visuals are used effectively to highlight trends, goals, and performance metrics.  Reports and dashboards are well-structured and visually appealing, which helps when presenting insights to leadership or sales teams. Xactly manages to combine aesthetics with functionality in a way that enhances the user experience without overwhelming it.

**What do you dislike about Xactly?**

While Xactly has many strengths, there are a few areas that could be improved.  One of the main challenges is the lack of instructor-led training.  Most of the available training is self-paced, which makes it difficult to ask questions or get clarification in real time—especially when dealing with complex setup scenarios.  Additionally, the cost of training and certifications is quite high, which can be a barrier for teams looking to fully leverage the platform.

Another area of concern is the decline in the quality of premium support.  In the past, support was more responsive and hands-on.  Lately, support often struggles to assist with more complicated issues, and the default response is frequently to recommend professional services—sometimes even for changes that should be manageable in-house with the right guidance.

**What problems is Xactly solving and how is that benefiting you?**

Xactly Incent helps solve the complexity of managing and tracking sales compensation plans.  Before using the platform, calculating commissions was time-consuming, error-prone, and difficult to scale.  With Xactly, we’ve been able to automate commission calculations, ensure accuracy, and provide clear visibility into earnings for both sales reps and leadership.

This has improved trust in the compensation process, reduced disputes, and saved our team significant time during payout cycles.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We are always working to make the product more user friendly, your feedback is appreciated. Regarding the lack of ILT scheduled classes, this is out of the norm for XU. We are bringing up new staff and are doing our best to get classes scheduled. If you are looking for classes to get scheduled please reach out to Xactly University@xactlycorp.com and we can assist in getting a special session scheduled. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 32. Data updates take too long

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andre S. | Senior Manager Customer Success, Computer & Network Security, Enterprise (> 1000 emp.)

**Reviewed Date:** November 26, 2024

**What do you like best about Xactly?**

Reporting around team performance has improved

**What do you dislike about Xactly?**

Mobile app can be more detailed and easier to navigate

**What problems is Xactly solving and how is that benefiting you?**

Allows the team to track their progress towards achieving their targets

**Official Response from Sonia Cabrera Rossi:**

> We appreciate your feedback and will consider it as we continuously strive to enhance our users' experiences. In regards to imports taking too long, we have had very positive feedback recently from our customers on accelerated processing times, and we are available to speak with you to see how we can resolve any issues you are experiencing. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 33. Xactly - A Perfect SPM tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Abinaya S. | Analyst sales commission , Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2023

**What do you like best about Xactly?**

Now the new UI has been updated and it is super cool and the new estimator option is also amazing

**What do you dislike about Xactly?**

Nothing so far, it is amazing tool for sales commission

**What problems is Xactly solving and how is that benefiting you?**

Commission - Variable pay for the sales team

  ### 34. Accurate, Transparent Reporting with Straightforward Plan Management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Accurate calculations, clear transparency, and straightforward plan management.

**What do you dislike about Xactly?**

Refresh is slow sometimes.  Reporting is not intuitive yet.

**What problems is Xactly solving and how is that benefiting you?**

It provides accurate commission calculations for the sales representatives, with full transparency into how those commissions are calculated.

  ### 35. Powerful Data Layer Modeling with Extend

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Data layer model combined with extend applications

**What do you dislike about Xactly?**

Documentation or community portal is hard to navigate

**What problems is Xactly solving and how is that benefiting you?**

Bring data layer to common place so there is no time lag between reporting and Oncent

  ### 36. Easy to Understand

**Rating:** 5.0/5.0 stars

**Reviewed by:** Peter A. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2024

**What do you like best about Xactly?**

The speed in which Xactly is being updated has been fantastic.  I am able to understand my commission payout within a few days of deals closing.

**What do you dislike about Xactly?**

I find it sometimes difficult to navigate between different payout structures.

**What problems is Xactly solving and how is that benefiting you?**

It allows me to find how I am tracking to goal and my monthly commission statements.

  ### 37. Very User-Friendly Platform That Makes Training New Sellers Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Very user friendly and easy to train new sellers on.

**What do you dislike about Xactly?**

Reporting abilities for those without full suite of products.

**What problems is Xactly solving and how is that benefiting you?**

Sales compensation automation, reporting, and hosing comp plan details.

  ### 38. Easy to Implement and Get Started

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Easiness to implement the compensation plans

**What do you dislike about Xactly?**

The rigidity the Incent give when it comes to building custome dashboard and statement

**What problems is Xactly solving and how is that benefiting you?**

Easy implementation of Incentive Compensation plans

  ### 39. Excited about the possibilities

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Being able to automate credit assignments for mapping transactional data.

**What do you dislike about Xactly?**

Customization of people records and proration.

**What problems is Xactly solving and how is that benefiting you?**

Automation of transactional data mapping and less manual errors.

  ### 40. Senior commission analyst

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Reliability is a great source of comfort

**What do you dislike about Xactly?**

I dislike the long setup time for new plans and connect work

**What problems is Xactly solving and how is that benefiting you?**

Sending out plans for signature.

  ### 41. Xactly Platform Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tahleel A. | Sr Account Executive - Mid Market, Enterprise (> 1000 emp.)

**Reviewed Date:** July 28, 2025

**What do you like best about Xactly?**

Xactly provides advanced analytics, allowing companies to forecast sales performance, model incentives, and align plans with strategic goals. Its predictive insights using AI/ML, strategic planning capabilities, and dashboards are decision-friendly. Easy to use, Implementation, Integration and support is second to none. Frequent users find it convenient.

**What do you dislike about Xactly?**

Xactly is a powerful tool, but not always intuitive especially for new admins or users unfamiliar with incentive comp systems.

**What problems is Xactly solving and how is that benefiting you?**

Xactly eliminates  inaccurate, delayed, or overly subjective sales forecasts by using real-time data, AI/ML models, and historical performance to provide more objective, data-driven forecasts.

  ### 42. Great Commission Tracking, But the UI Needs a Modern Refresh

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2026

**What do you like best about Xactly?**

To see my commissions and how I'm tracking

**What do you dislike about Xactly?**

The overall user interface is not that great. Should look much better for 2026

**What problems is Xactly solving and how is that benefiting you?**

Tracking my commission in sales

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. I recommend reaching out to the XU team (xactlyuniversity@xactlycorp.com) to get enrolled into training. We have a large catalog of free courses to support you through any challenges you may face with the learning curve! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 43. Good ICM tool. Does what i need it to do.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 21, 2024

**What do you like best about Xactly?**

Easy to establish calculation of complex rules and data

**What do you dislike about Xactly?**

Reporting functionality can be difficult to manage

**What problems is Xactly solving and how is that benefiting you?**

Accuracy and quick payout processing

**Official Response from Sonia Cabrera Rossi:**

> Thanks for your feedback. It's great to hear you find Xactly Incent easy to use. Our Xactly Community portal and Xactly University provide educational materials on all of our products, including reporting features. If you think it would help, we would be happy to speak with you and point you in the right direction. If you find a solution to any of the issues we discuss, we invite you to update your initial ranking. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director Xactly Product Education

  ### 44. Xactly review - xactly upside

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Xactly?**

Calculate commission and plan document routing

**What do you dislike about Xactly?**

The UI is slow and a lot of white space.

**What problems is Xactly solving and how is that benefiting you?**

Not available

  ### 45. Best tools to calculate and manage sales commission

**Rating:** 5.0/5.0 stars

**Reviewed by:** Syed A. | Senior Strategic Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** April 30, 2025

**What do you like best about Xactly?**

Clear and precise information about commissions for sales reps, and projections for the next cycles

**What do you dislike about Xactly?**

Multiple documents can sometimes get confusing

**What problems is Xactly solving and how is that benefiting you?**

GIves you very detailed and viewable and approvable data both by the user and the administrator

  ### 46. Impressive Upgrades to Xactly: Streamlined, Powerful, and Ready for Implementation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jagannath P. | Manager, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** May 16, 2025

**What do you like best about Xactly?**

The recent upgrade is impressive, as it brings all reporting platforms together in one tab, simplifying navigation. The streamlined import/export facility is another fantastic enhancement. Additionally, I really appreciate the AI/ML features and the new PLAN implementation functionality.

I'm excited to utilize these upgrades with my existing license and look forward to implementing them in the current financial year. Great work, Xactly team!

**What do you dislike about Xactly?**

One downside of the Delta process is that it still takes too much time

**What problems is Xactly solving and how is that benefiting you?**

Complexity in Compensation Management: It simplifies the process of managing and calculating commissions and incentives, eliminating manual errors and reducing administrative burden. Xactly Incent ensures that incentive plans are aligned with organizational objectives, driving better performance and results.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We are always working to make the product more user friendly, your feedback is appreciated. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 47. Excellent Workflow Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2025

**What do you like best about Xactly?**

Having everything in one clean layout that's easy to interpret or flow through is a major advantage that many organizations have not come to realize quite yet. Productivity suffers dramatically when utilizing various software options to complete various tasks that could otherwise be completed in a more Streamlined process like Incent. This makes training, and absorbing of that training more efficient and productive.

**What do you dislike about Xactly?**

The only thing that comes to mind, is that sometimes many options can be counterproductive or confusing. Not to say that once utilizing, I may experience this. But I believe there could be a challenge in ensuring that folks are using Incent for the appropriate functions and knowing about the capabilities that they do have access to. I believe it could be helpful to provide exemplary cases or processes that have been implemented in an effort to display the functions, capabilities and usefulness of incent.

**What problems is Xactly solving and how is that benefiting you?**

Our previous model relied on our CRM to present the information to us in a complicated manner that was scattered amongst many different dashboards/displays and had to be configured uniquely to display or demonstrate the results we were trying to see. It was taking way too much time, and despite my engagement with Incent I do believe that I see a light at the end of the tunnel with Xactly, which will simplify those efforts.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We are always working to make the product more user friendly, your feedback is appreciated. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 48. Meh - Hard to understand and often an annoyance

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 22, 2025

**What do you like best about Xactly?**

As someone that is strictly going into Xactly to view reports, I'm not sure whether my issues are with the actual product or the implementation of it.  

It's solid at giving me the info that I need, I guess.

**What do you dislike about Xactly?**

It seems overly clunky and as I said in the "likes" about Xactly, I'm not 100% sure whether my issues are with the actual product or how it was implemented in my organization.

I find that it's often difficult to navigate to find the numbers that I'm looking for.  I often have to wade through multiple steps, just to find a basic report (ie. Monthly Commission).  I have also found it annoying that I can't just view a document and always have to download it every time.  Nitpicky? Yep, but it can be quite annoying.

**What problems is Xactly solving and how is that benefiting you?**

It solves having to use a spreadsheet and gives transparency to my comp.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are always working to make the product more user friendly, your feedback is appreciated. If you are looking for best practices to find reports take a look at our Shorts in Community. We are making steps to make the interface more user friendly constantly. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 49. Great tool for tracking incentives and commissions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Varun K. | Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about Xactly?**

Easily able to access commission details and history.

**What do you dislike about Xactly?**

The whole experience can be more intuitive and made better looking.

**What problems is Xactly solving and how is that benefiting you?**

Giving me a clear view of commissions earned and pending.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We have taken note of the UI/UX feedback, we we are always looking to improve our product! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 50. Effortless Commission Tracking and Team Management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 06, 2026

**What do you like best about Xactly?**

It clearly broke down commissions by month and catergory, easy to view and understand and also easy to manage teams commissions also

**What do you dislike about Xactly?**

Maybe it could look nicer on the page and also when you’re signing documents for team and go back it takes you all the way back to the first page

**What problems is Xactly solving and how is that benefiting you?**

Being able to view and understand commisksnand also signing documents referring to commissions

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We have taken note of the visual feedback, we we are always looking to improve our product! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education


## Xactly Discussions
  - [Why does BBB state that the bussines file wasn’t opened untill 2/2021 with no reviews and posted reviews go back 3 years?](https://www.g2.com/discussions/43654-why-does-bbb-state-that-the-bussines-file-wasn-t-opened-untill-2-2021-with-no-reviews-and-posted-reviews-go-back-3-years) - 1 comment, 1 upvote
  - [I don&#39;t see much documentation on the website in terms of FAQ, etc. Is there an online resource I can use if I have any questions?](https://www.g2.com/discussions/xactly-incent-documentation) - 1 comment, 1 upvote
  - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment

- [View Xactly pricing details and edition comparison](https://www.g2.com/products/xactly/reviews?page=2&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-13+01%3A57%3A36+-0500&secure%5Bsession_id%5D=2c89aa7d-73e5-4fb8-a4cf-20d845d6f49e&secure%5Btoken%5D=632a924160ef38f247f0c3ec2326b5db9fbfd8a1eaa6eb3e716992a8e09087d6&format=llm_user)
## Xactly Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Workday Compensation](https://www.g2.com/products/workday-compensation/reviews)
  - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews)

## Xactly Features
**Additional Functionality**
- Data Import/Export
- Commission Calculator
- Forecasting
- SSL Security
- Status Tracking
- Single Sign On
- Alerts/Notifications
- Reporting/Analytics
- Activity Tracking
- Multi-Currency
- Commission Scheduling
- Search/Filter
- Access Controls/Permissions
- Commission Rules/Conditions
- Performance Metrics
- Financial Analysis
- Generative AI
- Real-Time Reporting
- AI Copilot

**Sales Rep Portal**
- Commission Estimator
- Dispute Management
- Compensation Statements
- Plan Documents and Agreements
- Individual and Team Performance Reports
- Mobile User Support
- Agency Commission
- Tiered Commissions
- Percentage Commissions
- Split Commissions
- Flat Commissions
- Template Management
- Document Management
- Compensation Management
- Compliance Management
- Audit Management
- Incentive Management
- Workflow Management
- User Management

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Platform**
- Reward Structuring
- Event Management
- Workflow Automation
- Compensation History
- Automated Compliance
- Performance Management Integration
- Embedded Analytics
- Reporting Capabilities
- Compensation Data Management
- Internationalization
- Bonus Management
- Real-Time Data
- Reporting/Analytics
- Benefits Management
- Commission Management
- Incentive Management
- Payroll Management
- Budget Management
- Workflow Management
- Compliance Management
- Performance Management
- Document Management
- Employee Management

**Performance reviews**
- 360 Reviews
- Customizable Forms
- Review Cycle Tracking
- Ongoing Performance Tracking
- Applicant Tracking

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Sales Performance Features - Sales Planning**
- Account Scoring
- Revenue Planning
- Account Segmentation
- Sales Performance
- Sales Forecasting
- Integrations
- Scenario Modeling

**Platform - Compensation Planning**
- Compensation Budgeting
- Merit Cycle Planning
- Pay Transparency
- Automated Compliance
- Reward Structuring
- Compensation History
- Succession Planning
- Salary Planning

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Agentic AI - Revenue AI Platforms**
- Natural Language Interaction
- Proactive Assistance
- Autonomous Task Execution
- Cross-system Integration
- Decision Making
- Adaptive Learning

**Additional Functionality**
- Onboarding
- Individual Development Plans
- Career Development
- Approval Process Control
- Customizable Branding
- AI Copilot
- Reminders
- Customizable Templates
- Employee Profiles
- Employee Engagement
- Learning & Development
- API

**Management Portal**
- Sales Org Performance Reports
- Monitor Sales Rep Performance
- Quota Assignments/Management
- Commission splits and overrides
- Workflow and Approvals
- Budgeting
- Customizable Reports

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Goals**
- Goal Setting/Tracking
- Company Goals And OKRs

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Marketing Leads
- Contact Capture

**Benchmarking and Equity - Compensation Management**
- Benchmarking Data
- Pay Equity
- Salary Bands

**Territory Management - Sales Planning**
- Territory Management
- Territory Planning

**Additional Features - Compensation Planning**
- Reporting Capabilities
- Workflow Automation
- Integrations

**Platform - Revenue AI Platforms**
- Conversation Intelligence
- Predictive Forecasting
- CRM Data Enrichment
- Actionable Insights
- Risk Flagging
- Workflow Orchestration
- Sales Coaching
- Pipeline & Deal Management
- Customer Data Capture

**Additional Functionality**
- Approval Process Control
- Duplicate Detection
- AI Copilot
- Customizable Reports
- Role-Based Permissions
- Employee Onboarding
- Alerts/Notifications
- Data Import/Export
- Reminders
- Customizable Templates
- Compensation Statements
- Goal Setting/Tracking
- Automated Receipt Matching
- Organizational Charting
- Market Data Analysis
- Employee Reward Programs
- Employee Portal
- Compensation Plan Modeling
- Employee Database
- Audit Trail

**Additional Functionality**
- Approval Process Control
- Duplicate Detection
- AI Copilot
- Customizable Reports
- Role-Based Permissions
- Employee Onboarding
- Alerts/Notifications
- Data Import/Export
- Reminders
- Customizable Templates
- Compensation Statements
- Goal Setting/Tracking
- Automated Receipt Matching
- Organizational Charting
- Market Data Analysis
- Employee Reward Programs
- Employee Portal
- Compensation Plan Modeling
- Employee Database
- Audit Trail

**Administration**
- Adjustments/Dispute Resolution
- Comp Modeling - Ease of Admin
- Comp Modeling - Design Flexibility
- Comp Statement Calculation and Distribution
- Reports and Dashboards
- Sales Hierarchy Management
- Activity Dashboard

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**Feedback**
- Continuous Feedback
- Requesting Feedback
- 1-On-1 Meetings
- Public Praise
- Surveys & Feedback
- 360 Degree Feedback

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Quota & Capacity Management - Sales Planning**
- Quota Management
- Capacity Management
- Quota Planning

**Platform**
- Third-Party Integrations
- Financial Integration
- HCM/HRIS Integration
- Customization
- APIs
- Internationalization
- Performance and Reliability
- Accounting Integration

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Data**
- Dashboards And Reports
- Historical Data
- Customizable Reports
- Real-Time Data

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Social Media Integration
- Website Integration

**Agentic AI - Sales Planning**
- Autonomous Task Execution
- Multi-step Planning

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Platform**
- Customization 
- Integration APIs
- Internationalization
- User, Role, and Access Management
- Activity Dashboard
- Activity Dashboard
- Mobile Access
- Activity Dashboard
- Training Management
- Goal Management
- Feedback Management
- Action Management
- Mobile Access
- Activity Dashboard
- Benefits Dashboard
- Activity Dashboard
- Feedback Management
- Performance Management
- Recruitment Management
- Compliance Management
- Training Management
- Calendar Management
- Employee Management
- Orientation Workflow Management
- Task Management
- HR Management
- Help Desk Management
- Mobile Access
- Payroll Management
- Document Management
- Job Description Management
- Social Media Integration
- Mobile Access
- Activity Dashboard
- Third-Party Integrations
- Assessment Management
- Social Media Integration
- Activity Dashboard
- Mobile Access
- Third-Party Integration
- Initiative Management
- Workflow Management
- Community Management
- Employee Referral Management
- Candidate Management
- Workflow Management
- Communication Management
- Advertising Management
- Application Management
- Email Management
- Job Management
- Discount Management
- Pipeline Management
- File Management
- Job Management
- Data Storage Management
- Compensation Management
- Employee Management
- Job Application Management
- HR Management
- Competency Management
- Performance Management
- Compliance Management
- Job Description Management
- Evaluation Management
- User Management
- Role-Based Permissions
- Third-Party Integrations

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Performance Management**
- Succession Planning
- Multi-step Planning
- Natural Language Interaction

**Agentic AI - Sales Compensation**
- Natural Language Interaction

**Additional Functionality**
- Employee Portal
- Performance Metrics
- Self Service Portal
- Customizable Templates
- Generative AI
- Employee Management
- Employee Profiles
- Reporting & Statistics
- AI Copilot
- Alerts/Notifications
- Weighted Performance Measures
- Third-Party Integrations
- Peer Appraisals
- Personalization and Recommendation
- Compensation Management
- Performance Appraisal
- Individual Development Plans
- Self Assessment
- Skills Assessment
- Performance Review Management
- Document Management
- Workflow Management
- Training Management
- Employee Database
- Approval Process Control
- AI Summarization
- Competency Management
- API
- Employee Recognition
- Onboarding
- Career Development
- Customizable Branding
- Reminders
- Employee Engagement
- Learning & Development
- Workflow Automation

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

## Top Xactly Alternatives
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