---
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. Not intuitive.  Too complex

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** October 31, 2024

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

The overview page (I believe it's called incentives statement) is the only thing that I like about exactly because it's high level.

**What do you dislike about Xactly?**

xactly is too confusing and complex, especilly when you want to understand what you get paid on for particular opportunity. It's overkill of information that doesn't make sense. There should be overall categories such as ACV total amount, Total commission, total spiff, any if there are negatives, what is that total and why. If this info is in here some where....to confusing and complex to find it

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

I can get an overview of what I'm getting paid and when, and where I'm at with my number...that's the only benefit.  It's to complex for anything else

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to respond. We would be happy to talk about your experience, learn from it, apply the information to future projects, and help you with your present needs. If you would like to discuss this, please get in touch with me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 2. CRWD Alliance Persona Xactly Review

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 08, 2024

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

Xactly provides real-time tracking of commissions, which allows salespeople to see exactly how much they've earned, how close they are to their goals, and what they need to do to maximize their earnings.

The tool reduces errors in commission calculations, which is crucial for maintaining trust. Salespeople appreciate the transparency in understanding how their commissions are calculated.

Xactly often includes features that help salespeople set goals and track progress towards incentives, which can be highly motivating.

A user-friendly interface is another common highlight, making it easy for salespeople to navigate and understand their earnings without needing extensive training.

Xactly often integrates with CRM systems, allowing salespeople to easily connect their activities and results with their commission data, streamlining their workflow

**What do you dislike about Xactly?**

Some users find the tool's complexity daunting, especially when first starting out. The breadth of features can be overwhelming, making it difficult for some to navigate without extensive training.

Although Xactly aims to provide real-time data, there can sometimes be delays in updates or discrepancies in data, which can frustrate users who rely on up-to-the-minute accuracy for their earnings tracking.

While the tool is highly configurable, some users have reported that the customization process can be cumbersome. If not set up correctly, it might not fully align with specific sales processes or compensation plans.

For smaller companies or teams, the cost of implementing and maintaining Xactly can be a concern. Some salespeople feel that the investment in the tool may not be justified if the company doesn't leverage its full potential.

Some users feel that the mobile interface isn't as robust or user-friendly as the desktop version, making it harder to access key information on the go.

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

Visibility into Quota Attainment and associated deals

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your review. I’m glad to hear that you are pleased with Xactly Incent and how easy it is to navigate. We have had very positive feedback recently from our customers on accelerated processing times, and we would love to speak with you to see how we can resolve any issues you are experiencing. I am more than happy to speak with you about Xactly University and all of the resources available that may help staff with the initial learning curve. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 3. Utilization of Xactly Incent

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 14, 2025

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

The UI is intuitive and easy to understand.

**What do you dislike about Xactly?**

I would be happy if the data is reflected more quickly.

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

It helps manage performance throughout the year.

  ### 4. Good Full Vision

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 14, 2025

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

Just taking a look I'm having at a glance all my numbers.

**What do you dislike about Xactly?**

Not sure where my comissions are coming from

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

I know in advance my salary

  ### 5. IGT PacWest Region

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** February 11, 2025

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

The ability to export data to excel easily.

**What do you dislike about Xactly?**

scrolling and ability to view large chunks of data.

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

It allows me to compare YoY performance/compensation data by category.

  ### 6. App to keep track of your progress

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 14, 2025

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

details of each transaction are very specific if you want to track each order

**What do you dislike about Xactly?**

takes long to load all the information in system

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

incentive counter

  ### 7. Good tool

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** February 20, 2025

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

Good overall tool; up to date information.

**What do you dislike about Xactly?**

At times info is hard to find information.

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

Accurate info on territory and comp plan.

  ### 8. Clear Overall

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 13, 2025

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

The clear information regarding what was closed and how you will compensated.

**What do you dislike about Xactly?**

soem figures are not clear regarding remining payments from pending from before.

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

NA

  ### 9. Keeps me up to date in real time!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiffany M. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2024

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

Ive never used a tool like Xactly before where I can log in, at any point of the day, during any given month, and know where my commissions stand and all the detail around it. It helps audit my current numbers internally to ensure me, as well as everyone on my team, is paid out Xactly what needs to be paid out and gives me confidence in my earnings in real time.

**What do you dislike about Xactly?**

I dont have any dislikes about using Xactly. It helps me plan with my team and I absolutely love it!

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

as a manager of a CS team, it helps me to proactively plan compensation in real time.

  ### 10. lender

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 12, 2025

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

keeping track of goals my throughout the year

**What do you dislike about Xactly?**

i do not have a dislike about the incent

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

if i am getting credit for particular product

  ### 11. Xactly Forecasting

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** October 28, 2024

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

Xactly is a great tool to consolidate data from different CRM instances.

**What do you dislike about Xactly?**

User interface must be modernized and redisgned to be more user friendly. The company has to to redisign the process for manual forecat adjustments to allow instant sync. The tool is slow to refresh data. The tool also needs to have more flexibilitiy to adjust out-of-the-box solution and map it appropriately to customer needs. Health Score must be modernized and redesigned and must be more predictive and must allow for "if" statements. Reports design must be modernized as well.

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

The primary problem that Xactly forecasting is solving is data consolidation. It bring data from multiple CRMs and data sources into one solution.

  ### 12. easy to understand YTD on quota and see commissions earned

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 25, 2025

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

Xactly is simple to use! I review the dashboard weekly and the commissions earned monthly.

**What do you dislike about Xactly?**

I have not had experience with any other tools- this one does the job!

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

There is no problem. Its a monthly tracking of progress and compensation.

  ### 13. Real-time data processing,  seamless integration & robust technical and product support.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 26, 2024

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

A web application offers users interactive and dynamic online experiences through a browser, combining real-time data processing, user input, seamless integration with back-end systems, and robust technical and product support.

**What do you dislike about Xactly?**

1.  PAF Issuance detailas along with there PAF comments in one sheet, still waiting for support team response.
2. Nee to make over of UI, so we can access from Mobile \ Tab as well.
3. More traing modules and more examples on Rules & Formulas .
4. Add case studies of Plan Implementation for Bonus commission

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

Data freezing whle data integration from another application to Xactly application, So end user does not scared about there figure

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your positive feedback and rating; we value the time and information you shared. Regarding any potential concerns you raised, I would be happy to speak with you. In addition, I would like to direct you to the Xactly Community, where you may access a collection of more than 300 XactlyShorts videos on our products. You can also schedule an Office Hours session with one of our Xactly Product trainers. My email address is srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 14. easy to use

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 13, 2025

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

it shows the percentage and breakdown in an easy to grasp method.

**What do you dislike about Xactly?**

dashboard is simple and easy to understand

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

follow my production

  ### 15. {"translation":"Thank you for your compliment! How can I assist you further?"}

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2025

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

Accuracy number for the Sales Engineers' bookings.

**What do you dislike about Xactly?**

Nothing, the system is really very good.

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

it is showing my numbers

  ### 16. Exactly is ok - its better than nothing!

**Rating:** 3.0/5.0 stars

**Reviewed by:** Jeff C. | Enterprise (> 1000 emp.)

**Reviewed Date:** November 01, 2024

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

Its shows bookings and payments so I can have a running look at my commissions

**What do you dislike about Xactly?**

ITs delayed delivery and lack of detail or explanation about why some comp is deferred anad it doesnt explain why comp is deferred - should be notes section or some text that helps explain it better

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

It only gives me a glimpse in to my commissions nothing more than that - not always 100% accurate

**Official Response from Sonia Cabrera Rossi:**

> We appreciate your comments, and we'll consider them as we work to improve our users' experiences continuously. Regarding seeing additional details, it's possible that your company isn't taking advantage of all the features available through Incent. You can forward my name to the administrator with whom you work, and I could speak with them if you believe I can assist in any way. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 17. Feels like an extended beta.

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** February 11, 2025

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

It is better than SalesForce or other manual looks at data.

**What do you dislike about Xactly?**

Difficulty logging in, information not coherently organized, interface confusing. Pop-up windows intefering with views of data. Too much left/right scrolling and not customizable enough. Pipeline "Flowlitics" still in beta and probably deserving of that title.

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

Helps me understand my revenue projections and shape of my pipeline.

  ### 18. Manager, Commission Ops

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 17, 2023

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

Incent has a user-friendly UI. Easy to configure new plan designs and offers effective different ways to design the same thing, giving options to simplify the configuration.

**What do you dislike about Xactly?**

Manual order adjustments or Retro changes to prior period has been very manual and requires additonal checks.
Analytics reporting can get challenging if you don't know all the Incent schemas, none the less creating reports with ease has been challenging.

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

Optimizing commissions. It benefits from easy config setup and automated commissions. We are at 100% of automating our comp plan designs since the past 2 years which has increased our performance and paying out accurately.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and for giving us such a positive rating. I'd be happy to recommend the Community Portal and Xactly University if you're looking for educational resources on analytics. Additionally, our product roadmap includes an Operational Reporting tool that will be valuable—keep an eye out for that! I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 19. Fantastic

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 12, 2025

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

all the info there is satisfactory.It might be interesting to have more information about how the calculation happens

**What do you dislike about Xactly?**

I think the approach for inexperienced users could be improved with explanatory notes on the fields. Personally after 8 years I no longer have this problem, but at the beginning it was complex

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

nc

  ### 20. Perfect tool to see compensation credits

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 12, 2025

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

The figures you need are exactly presented in a way that you will undestand it.

**What do you dislike about Xactly?**

I think it works pretty well for its purpose. Thre is nothing that I can think of that I dislike.

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

It give me the updated commission based on the actual sales I bring to the company

  ### 21. antiquated..

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** February 12, 2025

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

dashboard and modification of opp within the tool. individual views and coaching tab.

**What do you dislike about Xactly?**

Constant disconnection and refreshing of cache cookies etc. Does not refresh within the system need to wait till hourly refresh to see updates and new calculations.. feels quite antiquated..

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

forecasting... management of sales numbers. front line manager.

  ### 22. Xactly is direct, user friendly and easy to navigate.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 08, 2024

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

Xactly provides all the data I need right at my finger tips.
Reports are easy to create, data is easy to read and the dashboard is easy to navigate.

**What do you dislike about Xactly?**

The only negative experinces that I have encountered with Xactly are related to duplicate data and inaccurate reports on occassion, these incidents could be related to an internal problem with my organization and not with Xactly. 
It would be cool if Xactly had a simulator to project compensation based on different performance levels.

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

Provides a comprehensive, user-friendly platform for me to gather performance and compensation data. Also allows me to pull historical data for analysis.

  ### 23. An Outstanding platform for performance and precision

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 08, 2024

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

1. Comprehensive Compensation Management: Xactly Incent offers a robust, end-to-end solution for managing sales compensation, which reduces the time and effort required to calculate and administer incentives.

2. Real-Time Visibility: The platform provides real-time insights and dashboards, allowing both sales teams and management to track performance and earnings, which drives motivation and alignment with business goals.

3. User-Friendly Interface: Xactly Incent’s interface is intuitive and easy to navigate, making it accessible for users at all levels of technical expertise.

**What do you dislike about Xactly?**

Performance: At times, users might experience slower performance, particularly when running complex reports or processing large volumes of data.

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

Providing Rev./PD/CM reporting and SIP calculation.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your review. I’m glad to hear that you are pleased with Xactly Incent and its ease of use. We have had very positive feedback recently from our customers on accelerated processing times, and we would love 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

  ### 24. Very helpful

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

Xcatly helps me manage my goals and set new personal goals.

**What do you dislike about Xactly?**

I wich it coul be more intuitive and clear. Theres somethings i still dont understand about xactly.

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

xactly is a very important tool in my work, because it helps me and allow me to have a clue about how i'm doing in my job and how mch i will recived in comissons.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your positive feedback and rating; we value the time and information you shared. Regarding any potential concerns you raised, I would be happy to speak with you. In addition, I would like to direct you to the Xactly Community, where you may access a collection of more than 300 XactlyShorts videos on our products. Xactly University offers many courses on our products too. My email address is srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 25. Many improvements needed

**Rating:** 2.0/5.0 stars

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

**Reviewed Date:** February 16, 2025

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

Not sure I like it. Lots of improvements needed.

**What do you dislike about Xactly?**

UX is not user friendly. Many times, I had issues in logging in and had to reset the password. Mobile app is not working for me.

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

I sign the commission plan and check my quota/commission status.

  ### 26. Very Good

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 28, 2024

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

Xactly allows me to view my compensation in and easy way. I love the visualizations and analytics.

**What do you dislike about Xactly?**

The navigation could be simplary.I I feel the way the various periods are displayed could me made easier to understand

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

As an employe it gives me live data of my sales compensation and this helps me track my potential earnings on a daily basis.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. We've been improving our user interface over the last few years, and we hope it's helped with some of the issues you've raised.  If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 27. Accurate and Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lina R. | Associate Inside Sales Rep / Sales Support Rep., Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2024

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

It is easy to use and understand. I have access to all the important information regarding my commissions. You have all the documents, metrics, and numbers in one single platform.

**What do you dislike about Xactly?**

I don't use all the features, so it would be helpful if I could filter my view to show only the tools and information I use and need.

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

I have visibility into my AOP, including how much I have achieved as a percentage, as well as the exact numbers I’ve closed each month, quarter, and fiscal year. It’s helpful in every way.

  ### 28. It has been good enough.

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** February 11, 2025

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

It is a good platform to enable the incent information to sales agents. The dashboard design is friendly to us and understand.

**What do you dislike about Xactly?**

It takes some time to show the information on the screen.

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

To have transparency all the time about the incent and performance.

  ### 29. Quality tool, accurate rev forecasting

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** October 09, 2024

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

You have quite a bit of data at your fingertips - but it doesn;'t feel overwhelming at all. Because of the platform's capacity to slice data by segment, it really feels as though you don't need to spend any more time within the platform than necessary. You can find information about sales by virtually any segment, without diving sub-report after sub-report to get there.

**What do you dislike about Xactly?**

Small item here, but I think, in some places, the UI can be improved.

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

Xactly can help our organizaion solve a few problems. But most importantly, it can help us attribute the source of our revenue, down to demographic specifics.

  ### 30. Xactly is a great tool once properly programmed.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brianna R. | Sr. Analyst, Sales Compensation, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2024

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

Once the tool is properly programmed, the calculations run very smoothly. I also love there is an integration to salesforce so reps can see real-time commission data. To add on, the statement view is clean and easy for reps to read.

**What do you dislike about Xactly?**

The reporting dashboard is not intuitive and hard to setup, as well as programming. We have to outsource for both of these and it would be great if we could easily do ourself.

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

Xactly helps solve our incentive statements. By reps being able to login to see their comp, it has helped decreased our individual question influx.

**Official Response from Sonia Cabrera Rossi:**

> I appreciate you taking the time to comment. I'm thrilled to hear that Xactly Incent has provided you with a great overall experience and that you are satisfied with its integrations and calculations. You may find lots of helpful dashboard-related articles on our Xactly Community portal and Xactly University. I can be contacted at srossi@xactlycorp.com if you would like to discuss your experience in more detail. Thank you. Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 31. user interface could be much better, lots of scrolling

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** February 18, 2025

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

amounts are hyperlinked to see what's behind

**What do you dislike about Xactly?**

it's difficult to scroll and have everything you want to see in one view

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

shows me on which opportunties my team and I do get paid and on which won deals

  ### 32. Clear as day!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 26, 2024

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

Everything is on point, from the numbers, the data and the incentives. It's very helpful in terms of going through our day to day wins as well as setbacks like churns.

**What do you dislike about Xactly?**

I don't have a complain at all to be honest. Since I started at Zoom everything was very clear in terms of the incetives I receive not needing to ask about it from my leaders anymore since the data backs up everything and gives me a clear picture of what I earned and possibly lack.

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

Xactly lets me know where I'm at and where I need to be. It also provides information about the wins and loses providing data in each section. I'ts just a matter of being curious and opening up some.

  ### 33. Excellent product. However, there is a discrepancy between our intuition and the forecast.

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** November 11, 2024

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

The positive aspects are that activities are reflected as a health score and that multiple forecast figures are presented.

**What do you dislike about Xactly?**

However, I would like the logic behind the forecast figures to be more sophisticated and generated automatically from past data.

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

Introducing cross-departmental revenue forecast standards for budget management.

  ### 34. My daily check-up.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 31, 2024

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

What I like mos about incent is the ability to daily check my sales numbers for the month. Let's me know exactly where I stand and where I need to go. Super for planning out the remainder of my month.

**What do you dislike about Xactly?**

What I most dislike is at times it does not update quickly enough. Additionally, I like to be able to check my numbers by mid-Sunday afternoon. This is key for me in planning my week!

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

Incent solves never having to guess where my number is, and the exact amount remaining I need to hit my target number.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your review. I’m glad to hear that you are pleased with Xactly Incent and the ability to see the information you need to plan out your month. We welcome the opportunity to discuss your experience regarding updates and processing times. If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 35. Awesome Resource

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

The way i am able to track my commissions is awesome on this tool. I get the complete insights of my performance without much effort so would definitely recommend this tool.

**What do you dislike about Xactly?**

I do not see any negatives about this tool.

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

This benefits me immensely as it helps me track my overall performance.

  ### 36. Very efficient and intuitive

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 18, 2025

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

The overview and the option to drill down into details

**What do you dislike about Xactly?**

not really dislike, but som time what is on the balancve can be  somewhat confusing

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

being the the source of through to my com plan

  ### 37. better to have more visuals

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** February 19, 2025

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

i like the chart and excel download  format, good to natvigate

**What do you dislike about Xactly?**

too little analysis on the data, can have more parameters

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

see any discrepancy between the report i got and the compensation i got

  ### 38. Never made any sense of the numbers presented

**Rating:** 1.5/5.0 stars

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

**Reviewed Date:** February 20, 2025

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

The month by month granularity of information

**What do you dislike about Xactly?**

Not intuitive. The numbers are presented with no explanation of what they represent and how they are calculated in a simple manner.

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

Understanding my monthly commission.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment, I am sorry that you are having a difficult time understanding your commissions. I recommend looking into our End User Training if you have not already taken that, or reach out to your admin to ask them in more detail to understand how your comp plan works! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 39. Clean, clear, and correct.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Micah P. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2024

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

I appreciate the speed at which I can track my commission and deal progress.  We have many tools to see how a deal is going, and Xactly helps me plan my reward for it.

**What do you dislike about Xactly?**

Xactly is great.  Sometimes our data in saleforce takes some mapping and cleaning, but once it connects it's up to date.

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

With the many different pieces of our comp plan it's almost impossible to manually calculate commission on complicated sales.  This shows the different line items and pieces clearly.

  ### 40. Feels a little old in terms of navigation options

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** February 18, 2025

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

Keeps us up to date on the numbers.  Fairly graphical.

**What do you dislike about Xactly?**

Feels a little old in terms of navigation options.  Cannot click on back arrows without crashing the application.

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

Getting up to date data.

  ### 41. Good

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

Automatic calculcation of commissions 
Would be even better to translate that in an "after tax" mode, taking into accounts local legislation

**What do you dislike about Xactly?**

UI could be better and the navigation to access old results from the past aren't very smooth

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

complex comp model - Xactly makes it easily understandable for all sellers

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to share your feedback; we appreciate it. We've been improving our user interface over the last few years, and we hope it's helped with some of the issues you've raised. Please contact me at srossi@xactlycorp.com if you think it would be beneficial to speak with a member of our team to address your concerns. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 42. Great tool to manage your commissions

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 19, 2025

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

Great to know achievements and how to get to your objectives

**What do you dislike about Xactly?**

Sometimes it takes ages to refresh and show real numbers

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

Helping me understand how we commission on our lines of businesses

  ### 43. average

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** February 19, 2025

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

The data is good once you are able to find it.

**What do you dislike about Xactly?**

Not user intuitive, have to search for reports, cannot filter easily.

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

Gives visibility into recent sales performance and future comisison paymetns.

  ### 44. nice program

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 19, 2025

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

it is easy to see and readi
user friendly

**What do you dislike about Xactly?**

wish it  had more details and  more of abreakdown on the sales submitted

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

I see a  total  of my sales   and    a commission

  ### 45. good analytics data

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

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

I greatly value the automation that simplifies commission calculations, real-time data access from any device, and integration with Masimo's SF.

**What do you dislike about Xactly?**

Using it efficiently may require advanced technical skills or specialized support. We only know the data up to the end of each quarter.

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

In general, I find Xactly Incent to be a robust solution that improves the accuracy and visibility of commissions, although some aspects of customization and advanced configuration could be improved to offer an even smoother and more accessible experience.

  ### 46. Good Tool

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** February 12, 2025

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

Incentive is clear and shows transaction level details to breakdown.

**What do you dislike about Xactly?**

Not real time.  Transactions are updated/refreshed on a monthly basis. Having commission calculation logic available would be helpful.

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

Clarity on incentive payout amount each month.

  ### 47. I like Xactly.  I just wish it didnt take 10 days after the month end to see the report.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 13, 2025

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

I like Xactly.  I just wish it didnt take 10 days after the month end to see the report.

**What do you dislike about Xactly?**

Time after month end to get the earnings report.

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

solves the issue of commission statement

  ### 48. ICM Helps Alleviate Day-to-Day Process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dora P. | Sr Sales Comp Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 21, 2024

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

I really enjoy working within Incent to mitigate the manual process of trying to calculate via excel sheets. It's proven to be a great system to help compute the incentive compensation plans with ease.

**What do you dislike about Xactly?**

Currently the reporting aspect lacks the trust that the information or the data points are there to help provide the masters or analayze the data.

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

The manual calculation of incentives for our end users.  That's I providing a great return of investment in time.  I have the ability to now have time for the priorities that matter.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to provide feedback. I'm glad to hear that your overall experience with Xactly Incent has been positive and that you are happy with its calculation of incentive compensation plans. Our Xactly Community portal and Xactly University contain a wealth of reporting-related content that you may find useful. I may be reached at srossi@xactlycorp.com if you want to speak further about these resources. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 49. Useful commission in one place

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 20, 2025

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

All your commission information in one place

**What do you dislike about Xactly?**

Used Xactly for 4 years and it's been a really good system.

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

Reporting what commission is due, how I'm performing overall against targets.

  ### 50. It's easy to read and understand

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 21, 2025

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

Allows me to track my deals, and make sure everything is correct

**What do you dislike about Xactly?**

it's sometimes takes a while to produce the info I need

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

It solves my tracking with closings

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. We are pleased to hear that the product is working well for our customers.  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=4&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-13+10%3A33%3A57+-0500&secure%5Bsession_id%5D=e41c0a99-9856-431f-b003-14431feebf74&secure%5Btoken%5D=c7ae198922b69b290869749c3bb34e7c5f2aec374ae2e6f8f06c7ccd5230ac32&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

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