---
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. Needs Better UI for Easier Commission Tracking

**Rating:** 2.5/5.0 stars

**Reviewed by:** Jayme B. | Senior Core Enterprise Account Development Representative, Enterprise (> 1000 emp.)

**Reviewed Date:** April 10, 2026

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

I really like how Xactly makes it easy to compare my monthly commissions. It helps me see how much I'm getting paid and how it stacks up against other months. This visibility into my earnings is something I find really valuable. The initial setup was also easy for me because I didn't have to do anything to set it up.

**What do you dislike about Xactly?**

The way that we reach Xactly with Okta or Salesforce can be time-consuming. It takes a while to find the right page and navigate to your commission. I feel the website could be formatted a lot better and more simply. I would probably rate it a five because I feel there are other types of software where you can have a better understanding of your commission each month and access it more easily with a better user interface.

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

Xactly solves the problem of a lack of visibility with my commission payouts, letting me track my earnings monthly and compare them across different months.

  ### 2. Flexible for Unique Sales Plans, Needs Streamlining

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** December 14, 2023

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

I love how Xactly is flexible and hands-on with unique plan structures, which allows our team and company to leverage different components to motivate sales. It helps make the process straightforward and easy to pull every month.

**What do you dislike about Xactly?**

There are certain things that could be more streamlined and little bugs like not being able to pull comments on manual payments

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

Xactly makes sales compensation and reporting straightforward and easy to manage every month. Its flexibility with unique plan structures allows our team to leverage different components to motivate sales.

  ### 3. Helpful for Tracking Commissions, Needs a UI Refresh

**Rating:** 2.5/5.0 stars

**Reviewed by:** Kaden B. | Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2026

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

I use Xactly to see my comp plans and commission payouts. It helps me know how much I'll get paid on commission. I like the way it shows how I am pacing towards my comp plan and appreciate that it displays the percentages.

**What do you dislike about Xactly?**

I feel like the UI looks super old-school. It needs a touch-up job.

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

Xactly helps me see my comp plans, know my commission payouts, and track how I'm pacing towards my comp plan with percentages.

  ### 4. 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

  ### 5. 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

  ### 6. Needs faster load times for my Incentives screen

**Rating:** 2.5/5.0 stars

**Reviewed by:** Mahsooq K. | Consultant, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** April 29, 2025

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

I like how the report shows the payments received in each month and quarter

**What do you dislike about Xactly?**

The loading time of the myIncentives screen. When I enter in to myIncentives, it takes more than 5 seconds to render the page. Every time I apply a new filter, it’s the same story.

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

Xcatly is where I see my bonus plan details and the payment against it. It shows quarterly and yearly attainment of the bonus.

  ### 7. Feels really clunky!

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** May 22, 2025

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

Gives detailed line items of every transaction involved in the compensation.

**What do you dislike about Xactly?**

Doesn't show which comp rules are applying for the transactions. The UI is horribly outdated. Is this really even needed? Feel like it could just be a custom SQL instance or something.

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

Shows the sales comp for individual contributors

**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. We are making steps to update the UI constantly as we roll out new products. I appreciate your time and feedback. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 8. Generally good but not without disappointments

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** February 12, 2025

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

Powerful admin tools in the Lookup Tables and Formulas. A good sales portal for sales reps.

**What do you dislike about Xactly?**

Tough procurement and implementation experience. Missing Multi-Factor Authentication. No audit trail for edited orders. Inconsistencies and bugs with localized characters and date formats. Various other hidden bugs that need workarounds.

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

Xactly Incent can automate daily commissions calculations and have the results available to sales reps via an online portal. This has helped our administrators to work more efficient, and has given an extra non-monetary incentive to our sales reps.

  ### 9. I see it useful  for my purpose

**Rating:** 2.5/5.0 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?**

Ability to see how I am pacing against quota

**What do you dislike about Xactly?**

Nothiong really, it serves my puropose well

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

I can see how I am pacing against quota and I can double check if all is correct

  ### 10. 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.

  ### 11. 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.

  ### 12. 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

  ### 13. 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

  ### 14. 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

  ### 15. 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.

  ### 16. 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.

  ### 17. 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.

  ### 18. Not user friendly

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** October 28, 2024

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

Good to see EUR as CRM , we use the local currency.
In Call / Out call can show.

**What do you dislike about Xactly?**

Forecasting purpose, we can't see the past submission to the global team.
we may need to add the submission columns which number we reported and show the gap between the previous wk and this week submitted number.

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

From CRM to Xactly, it takes 2 hours to integrate.
need to get the live data.

We don't see which number we submitted the previous forecast in Xactly.

  ### 19. x

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** October 28, 2024

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

dashboards, tabs ability to track sales and comission and knowing levels of commission

**What do you dislike about Xactly?**

the beginning of the month and the numbers are off i would like them to be more accurate

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

helping me know where my % to plan and pay out is

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your feedback. We welcome the opportunity to discuss your experience so we can see if we can find a resolution as well as ensure any issues you have encountered are addressed for future projects. If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 20. Sr Manager Sales

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** February 12, 2025

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

I like that all of he information is in one place.

**What do you dislike about Xactly?**

NOt all of the infomration applies to me.

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

Puts Commissions in one place

  ### 21. Very informative

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** February 11, 2025

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

it allows me to see my performance from a different view.

**What do you dislike about Xactly?**

there is nothing that i dislike about Xactly

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

none at this time

  ### 22. I which it was configured in a more user friendly way

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

That it provides data in a single place.

**What do you dislike about Xactly?**

I want better graphics and simplified detail in one view.

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

It is where i go for my comp statements.  Also to see my current yearly attainment.

**Official Response from Sonia Cabrera Rossi:**

> I appreciate you taking the time to leave a remark. I suggest you discuss this particular issue with your Xactly administrator because Incent can show information in a variety of ways, including pie charts and graphs. If you need anything else, I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 23. Very old looking UI

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** October 28, 2024

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

Not too many dashboards so it seems simple to use (even if it's ugly)

**What do you dislike about Xactly?**

old looking UI it isn't user friendlyyyy

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

it's giving insight into how much percent I am on my target (gamification)

  ### 24. Good, but could be better

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** February 13, 2025

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

Data, drill down  ability, level of data

**What do you dislike about Xactly?**

Method of which data is being displayed.

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

Commissions

  ### 25. helpful

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** October 28, 2024

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

I use Incent to review revenue dollars that has been captured and how I am trending towards my quota.

**What do you dislike about Xactly?**

Many times the information is not accurate especially when it pertains to adjustments for exceptions.

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

Helps me keep track of revenue dollars against my quota.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your feedback. We welcome the opportunity to discuss your experience so we can see if we can find a resolution as well as ensure any issues you have encountered are addressed for future projects. If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 26. Average experiecne

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** October 31, 2024

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

Unsure. I think it is a powerful tool in general but I am not impressed by the experience. It seems a bit dated.

**What do you dislike about Xactly?**

For our purposes the numbers are never shared in a timely manner.

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

Sharing targets, performance, calculating bonuses.

**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. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. 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

  ### 27. It´s not enough clear

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** October 29, 2024

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

We can see the % of the goal achieved and amounts.

**What do you dislike about Xactly?**

It is not enough clear, we usually have many doubts about the amounts of held comms

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

It is confidential and each team member can see their data.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. 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

  ### 28. Sales Engineer

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** August 08, 2024

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

I like the consonlodation of my numbers, and makes it easy to see it all in one place

**What do you dislike about Xactly?**

there is a bit of complexity and it would be nice if it could be simplified

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

meaking it easy to read

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. I'm glad you're happy with Xactly Incent and the convenience of having all your information in one spot! I am happy to speak with you about Xactly University and the Community Portal, with all the available resources that may help take some of the complexity away that you are feeling. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director Xactly Product Education

  ### 29. it's fine

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** October 31, 2024

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

it tells me what i need to know in an easy fashion

**What do you dislike about Xactly?**

UI is kinda iffy and dated looking i don't know what else to say

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

knowing where i stand and what i'm getting paid

**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

  ### 30. Reliable

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

I is quite easy to find needed information.

**What do you dislike about Xactly?**

It depends on input. Seems the input to the tool is updated seldom and relevant input is distributed late.

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

Getting consolidated view on achievments vs targets

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. 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

  ### 31. good

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

looks good to find out what item has credit.

**What do you dislike about Xactly?**

do not find out previous year result it is incomvenient.

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

cannot see previou year

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. I suggest you take this specific concern to your Xactly administrator. If you need anything else, I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 32. Understandable service

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** November 01, 2024

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

I like to see my sales on the front page

**What do you dislike about Xactly?**

Occasional errors, but these are alright

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

I don't have any problems

  ### 33. quite good

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** October 29, 2024

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

presentation is quite good and quite clear

**What do you dislike about Xactly?**

visibility of the orders it self is not showing

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

showing my results

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. 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

  ### 34. OK

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

Current updates on commissions.................

**What do you dislike about Xactly?**

if there is an error or question, the drilldown is a challenge

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

visibility, detail

**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. My email address is srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 35. Tracks commission well but the UI is not the best

**Rating:** 2.5/5.0 stars

**Reviewed by:** Stephen G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 26, 2024

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

Tracks commission and  progress towards plan. Also gives me insight into my bonuses

**What do you dislike about Xactly?**

The UI is out of date and not super intutitive.

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

Tracking comissions and bonuses as an individual contributor at a sales org

  ### 36. Challenging to set up but worth the effort

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** May 21, 2024

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

How it aggregates provided data and accurately calculates an output

**What do you dislike about Xactly?**

Not the most flexible. When changes are needed things become cumbersome

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

Automation

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. It's good to hear that you are getting the accurate information you need when you need it.  If you feel it would be beneficial to chat with someone more about your experience and the need for greater flexibility within the tool, I would be delighted to speak with you and provide resources. I may be reached at srossi@xactlycorp.com. We invite you to revise your original ranking if you discover a solution to any of the problems we address here. Thank you, Sonia Cabrera Rossi, Director Xactly Product Education

  ### 37. 6 Years of Xactly Experience

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** January 03, 2024

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

The layout is clean and user friendly. Easy to use from a sales perspective

**What do you dislike about Xactly?**

Reporting and Analytics is not the easiest to navigate. There are update too often.

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

Calculating monthly commission payments and attainment reporting for payroll processing.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. It's good to hear that you find Xactly Incent easy to use. Our Xactly Community portal and Xactly University have educational material on all our products, including Analytics. If you think it would help, we would be happy to speak with you and point you in the right direction. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 38. Happy 80% of the Time

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Enterprise (> 1000 emp.)

**Reviewed Date:** December 07, 2023

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

Helpful in calculating large amounts of complex data

**What do you dislike about Xactly?**

Not user friendly or intuive. Have to be very specific about how you input any data otherwise it doesn't work

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

Easy to use most of the time, and helpful in managing many different users levels and access.

  ### 39. Xactly Objectives doesn't give accurate information

**Rating:** 2.5/5.0 stars

**Reviewed by:** Ahmed N. | Sr. Customer Success Manager - Strategic Accounts, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 18, 2023

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

Its login features are good. Outside of that I don't like Xactly Objectives.

**What do you dislike about Xactly?**

It doesn't convey accurate information, and admins don't know how to set it up properly.

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

It's aimed at providing comprehensive information to the leadership team.

  ### 40. Sales Operations Sr Manager

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** January 23, 2023

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

After the inital learning curve, the system is easy/repetitive in its use. The support team is fantastic and always ready to answer questions!

**What do you dislike about Xactly?**

For more complex plan designs, the system becomes clunky in its use. Having to update information in multiple places for one functionality. And the output data requires manipulation before routing to Payroll or reporting.

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

Reliable system with excellent product support. Accurate attainment and pay calculation that provides visibility to reps and admins.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. It's good to hear that you find Xactly Incent easy to use and that our product support has been fantastic. We would be happy to talk with you about your experience and see if there are other resources we can provide to help. I may be contacted at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 41. Wonderful support staff, but difficult to maintain on your own

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** January 25, 2023

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

The support staff has always been extremely helpful, including getting cases opened and closed in a timely manner, as well as being able to get things pushed along by our CSM.

**What do you dislike about Xactly?**

Xactly is a useful tool that I have used throughout my career. It is difficult to maintain, difficult to manage in a setting where you are quickly growing and having tons of changes.  It feels like it's a better fit for a large scale enterprise company, rather than smaller companies that make large scale plan changes on a quarterly/semi-annual basis.

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

Xactly is our tool for calculating commissions.  We are using this to provide insights to sales reps to understand how they are performing against their sales plan and how much money they are making. This is also how we communicate what their plan is and how much they will be paid for sales.

  ### 42. Xactly Review

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** March 31, 2023

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

All information is in one place. It is nice to be able to impersonate a user and see what they are seeing to get better perspective. Nice to be able to toggle between months.

**What do you dislike about Xactly?**

Since I am not a super technical person on the computer, it can be a challenge to figure out where and why mistakes are happening. The refresh process takes multiple days which is cumbersome.

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

The impersonation tool is very helpful. In our previous system, we were not able to see what the end user was doing, which could cause a lot of issues and frustration.

**Official Response from Nancy White:**

> Thank you for your feedback. I am glad that you are finding the impersonation tool valuable. Based on your comments, I wonder if our new Calc Diagnostics tool may be helpful to you. This will allow you to gather insights into the success or failure of associated rules for selected orders. There is a XactlyShorts video in Xactly Community on this topic (just type Calculation Diagnostics in the Community search bar). Thank you, Nancy White, VP Customer Success 

  ### 43. Adjustable to every compensation plan but implementation is not always easy.

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** April 04, 2023

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

The flexibility Xactly offers to be able to set up the tool in such a way that it suits our very complex compensation plan.

**What do you dislike about Xactly?**

That the user interface sometimes feels like you are back to Windows XP making it complex to from time to time make simple changes.

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

Manual calculations of targets for sales and all the communication and insights for the reps that comes with having a bonus scheme.

**Official Response from Nancy White:**

> I appreciate your comments. I am glad to hear that Incent provides the flexibility to address your complex compensation plans. We have rolled out several Incent UI enhancements this year that will hopefully address your concerns. For additional information, there is an Xactly Community article titled "Incent UI Refresh Schedule" that may be of interest to you. Thank you, Nancy White, VP Customer Success

  ### 44. Good platform overall, just not sure it is the right platform for our business

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** March 31, 2023

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

Being a web-based program and the set up for Draws is a nice feature.

**What do you dislike about Xactly?**

For our data size, the processing time is the larget negative in my opinion.

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

Xactly is calculating our sales commissions per month, where in the past we downloaded reports into an excel workbook to calculate. This is much more streamlined.

**Official Response from Nancy White:**

> Thank you for your input. I'm glad that you have benefited from the "Draws" feature and that Incent has streamlined calculating your sales commission and I hope that you have seen the benefits from the recent release of our Next Gen Calc Engine (IMC). For additional information, there is an article in Xactly Community that may be of interest to you—just type "In-Memory Calc Engine FAQ" in the Community search bar. If you still have concerns, we welcome the opportunity to discuss your experience. Please contact me at nwhite@xactlycorp.com. Thank you, Nancy White, VP Customer Success

  ### 45. Xactly is visually a user friendly platform, but technical aspect is difficult.

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** March 30, 2023

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

Anytime visibility to sales incentive statement based on most recently updated data.

**What do you dislike about Xactly?**

Drill downs are challenging to understand when looking for sales credit due to the various components of incentive plans.

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

Shifting the calculations of sales incentive onto a web-based platform and out of Microsoft Excel.

**Official Response from Nancy White:**

> I appreciate your comments. It's great to hear that you found Incent to be user-friendly.  That is an area we give a lot of thought to and are continually investing in improvements. Because you describe some difficulties with drill-downs, we welcome the opportunity to explore your experience further and see if we have resources that may be useful. Please get in touch with me at nwhite@xactlycorp.com. Thank you, Nancy White, VP Customer Success

  ### 46. Robust, Yet Complicated Tool

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** January 23, 2023

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

The robust capabilities in the tool, is encouraging and empowering.

**What do you dislike about Xactly?**

Having the ability to own all aspects of the tool is complex. Formulas and rules aren't very user friendly.

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

We are issuing multiple component compensation accurately and on time.

  ### 47. Xactly Review

**Rating:** 3.0/5.0 stars

**Reviewed by:** Andrew M. | Accounting Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 26, 2022

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

Trevor is my customer contact and is generally very helpful. He is quick to respond when I need something from him. I appreciate him. The application works fine for the most part. It is usually dynamic enough for our team to make adjustments on the fly, as needed.

**What do you dislike about Xactly?**

The amount of time it takes for basic support requests to be processed is not good. I usually have to follow up many, many times before anything is addressed other than to say, "we are looking into it". I'm sure if we paid for the next tier of support, it would improve.. but I have to assume the reason why it's so slow at the basic level is to force you into the next tiered level. I have been working on getting a single support ticket addressed for well over 2 years. It's not leaving a good impression.

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

The application is certainly an improvement over our old process. The reporting is much more dynamic. Other than that I cannot say.

  ### 48. A powerful tool which will frustrate you along with solving your issues

**Rating:** 3.0/5.0 stars

**Reviewed by:** Omer A. | Senior Product Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** March 14, 2022

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

I like the speed and ability to manipulate multiple lines of logic and add things like stretch quotas VS perform quotas along with incentive calculations. Out of the box functionality is very advanced

**What do you dislike about Xactly?**

Limited regarding forming adaptive plans. We cannot keep making changes without extensive testing. It does not have a great UI compared to other simpler tools. It should be able to operate like a CRM or quickbook but it does not

**Recommendations to others considering Xactly:**

No, I think Excel non-sealable files depending on the requirement may be a safer solution than Xactly

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

Commissions and incentives calculations for our sales teams. Based on their department they could follow one of five plans and have quotas as well which are recorded

  ### 49. Nice Solution--When It's Available

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** November 16, 2021

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

Generally, the site is easy to navigate. The data granularity and dashboards are excellent. Search functionality is also good.

**What do you dislike about Xactly?**

I'm not sure if it is because of my employer or Xactly, but my info is only available for half of the month. When data is being inputted, users can only access documents and cannot see any attainment info.cannot see

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

Granular view into variable compensation data.

  ### 50. It's OK but the interface can be confusing

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** June 22, 2021

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

It has areas of storage for all documents associated with commissions

**What do you dislike about Xactly?**

I find the interface to be messy and not intuitive.  Also, e-mail notifications do not have links to the application so you have to go look around in the notification for whatever the notification was issued for.

**Recommendations to others considering Xactly:**

Plan to spend time learning the interface because it is not intuitive.  Also, the approvals often have buttons that are not each to find.

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

Communicating compensation plan performance and plan acknowledgments.


## 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?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-13+10%3A59%3A27+-0500&secure%5Bsession_id%5D=f8b6d1c5-539e-439e-bcfc-0088472e88bc&secure%5Btoken%5D=5b56decaaefc072edd5f5f2f15a64d1d27f8dee6a63df7119b1ee5d72c6b1454&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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