--- 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'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'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'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. Robust Solution with Accurate Payouts, Needs Better Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Michael B. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I like that I can recalculate a month if there's a change. It allows me to go in, make the necessary changes, and have everything reload where it needs to be. This feature lets me handle changes that happen in the middle of the month, allowing me to correct things before the month closes. **What do you dislike about Xactly?** The reporting had trouble getting the right reports or the reports that we need. And kinda learning how to do that. It was a little hard as we had trouble getting initially our data into the system. And so that kinda slowed down the learning curve and some of the things that we wanna to try when we were in an implementation. And training. **What problems is Xactly solving and how is that benefiting you?** Xactly keeps our commission payouts accurate, with less manual work, and allows me to recalculate and update changes easily, keeping everything in place. ### 2. Powerful Commission Management, But Advanced Reporting and Updates Take Effort **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Xactly?** Xactly stands out for how well it brings clarity and structure to complex incentive compensation processes. The platform makes it straightforward to manage commission plans, track performance in real time, and maintain accuracy in payouts—all in one place. I especially value the transparency it offers to both leadership and sales teams, which helps build trust, reduces confusion, and keeps everyone aligned on goals. **What do you dislike about Xactly?** While Xactly is a powerful platform, there can be a learning curve when getting started, especially for users who are new to incentive compensation tools. Some of the more advanced configuration and reporting features may require additional training or support to fully take advantage of them. Additionally, certain processes—such as updating compensation plans or generating highly customized reports—can feel less intuitive than expected. The functionality is there, but improvements to the user interface and more streamlined workflows in these areas would make the overall experience smoother and more efficient. **What problems is Xactly solving and how is that benefiting you?** Xactly addresses the challenge of managing complex incentive compensation processes in a scalable, accurate, and transparent way. Without a dedicated platform, calculating commissions, tracking performance, and handling plan changes can become highly manual, time-consuming, and prone to errors. By centralizing these workflows, Xactly supports accurate and timely payouts, which helps build trust with sales teams and reduces the time spent on disputes or manual corrections. From an account management perspective, it also offers clear visibility into performance data and compensation metrics, enabling more informed decision-making and stronger alignment between sales strategy and broader business goals. Overall, this results in greater efficiency, improved team confidence, and stronger performance. ### 3. Easy Setup and Transparent Reporting, Room for Analytics Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Helen R. | Sr. Manager - Sales Incentive Compensation, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2012 **What do you like best about Xactly?** I like Xactly for its ease of use. The new reporting plan docs are also something I appreciate, especially because I don't need to send them via email, which is convenient. **What do you dislike about Xactly?** I find the analytics in Xactly hard to use. **Recommendations to others considering Xactly:** Try and be as involved as possible when going trhough implementation and plan design. If you don't know how the consultant has written your plan rules, it may take some time to get up to speed and troubleshoot issues. **What problems is Xactly solving and how is that benefiting you?** Xactly solves transparency and reporting issues in sales compensation and performance management. ### 4. AI Automation Enhances Our Compensation Management **Rating:** 4.0/5.0 stars **Reviewed by:** violeta s. | OASISS Fellowship, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I like how Xactly consolidates business processes into one application, which helps with audit ability and speed. I also appreciate the push towards AI automation for tedious tasks. For example, I can automate the validation process with AI instead of doing it manually, which adds value to my work processes. **What do you dislike about Xactly?** The platform is strict in regards to how certain things need to be implemented. For example, only having one active hierarchy at a time. I cannot have a reporting hierarchy and a crediting hierarchy at the same time. Xactly is a new tool for us and requires a learning curve. **What problems is Xactly solving and how is that benefiting you?** Xactly consolidates business processes into one app, improving audit ability and speed. The push towards AI automation streamlines tasks like validation, reducing manual effort. ### 5. Flexible Reporting with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Shannon L. | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I like Xactly's flexibility to adjust reporting and include fields, which is invaluable for providing clean reports that offer sales leaders actionable insights. The system's ability to flexibly adapt between different segments when different quota metrics are important is a major plus, allowing for scalability over time and reducing the time spent sifting through data. Additionally, I'm excited about the upcoming AI integrations. **What do you dislike about Xactly?** It could be easier to build reports. Knowing what fields to pull when the naming conventions we established aren’t great. **What problems is Xactly solving and how is that benefiting you?** Xactly provides visibility into aggregated role reporting and rep level data, offering flexibility to adjust reports and include fields for actionable insights. It's scalable across segments, though report building could be easier, especially with naming conventions. ### 6. Automation and Integration Make Xactly Essential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Xactly?** I use Xactly for paying commissions and appreciate how it automates tasks that would be impossible to track manually in spreadsheets. The automation feature is particularly beneficial and makes my work easier. I also like the data integration with Salesforce, which is crucial for managing and scaling commission tracking efficiently. Automatic calculation of quotas and the ability to see relationships between rules are additional aspects I find valuable with Xactly. **What do you dislike about Xactly?** The UI and UX could be improved; there are too many tabs to switch between instead of easy-to-see workflows. **What problems is Xactly solving and how is that benefiting you?** I use Xactly to automate commission payments, which would be impossible to track manually. It integrates with Salesforce for seamless data management, making it scalable. **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We are always working to make the product interface more user friendly, your feedback is appreciated. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 7. All-in-One Sales Compensation Tool with Room for Analytics Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle M. | Lead Sales Administration Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I appreciate how Xactly provides the availability of plan documents, incentive statements, and reports all in one tool. It's particularly helpful for ensuring accurate and timely data for our over 700 sellers. Having these critical elements consolidated makes it easier to manage and access sales compensation information efficiently. **What do you dislike about Xactly?** Analytics is slow and sometimes times out. **What problems is Xactly solving and how is that benefiting you?** Xactly gives us daily visibility to performance metrics and consolidates plan docs, incentive statements, and reports into one tool. With over 700 sellers, it's crucial to have accurate and timely data. ### 8. Great, but complex tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Xactly?** Once, you understand the tool. it is really powerfull **What do you dislike about Xactly?** Documentation of features would improve usability **What problems is Xactly solving and how is that benefiting you?** Xactly Incent helps the company with manual incentive calculations each quarter. Thereby via Xactly Incent each sales representative is triggered by the gauges to reach their targets. **Official Response from Nancy White:** > Thank you, we really appreciate your feedback. I am glad to hear that Incent has reduced the need for manual calculations while providing you with insights into key performance indicators. If you think it would be helpful to speak with a member of our team to see if there is another approach to reducing steps, we would be happy to help. Please contact me at nwhite@xactlycorp.com. Thank you, Nancy White, VP Customer Success ### 9. Reliable Automation, but Rigid Order of Operations Requires Manual Accelerator Calculations **Rating:** 3.5/5.0 stars **Reviewed by:** Abhijeet M. | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** We’ve been able to automate most of the plans we use with Xactly. What I like most is that the failure rate for pipelines and PGs is very low, which makes the overall process more reliable. **What do you dislike about Xactly?** The order of operations is very rigid. Because of this, the accelerators have to be calculated manually while running the processes. **What problems is Xactly solving and how is that benefiting you?** It works well for day-to-day operations. We have done higher-level automation and integrations for various roles in our company. ### 10. Simplifies Compensation Management with a Steep Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Natali H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I like how Xactly is able to take complex plans and simplify them into clear outcomes. It automates processes for me, which helps me focus on other areas. **What do you dislike about Xactly?** In my experience, the dashboards are not the best. It was a little challenging because I'm new to the system. **What problems is Xactly solving and how is that benefiting you?** Xactly simplifies compensation planning by turning complex plans into simple outcomes. It automates tasks, allowing me to focus on other areas of my work. ### 11. Streamlined Commission Tracking with Xactly **Rating:** 3.5/5.0 stars **Reviewed by:** Theresa T. | Account Executive, Platform Expansion, Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Xactly?** I find Xactly's super basic interface, which is like a spreadsheet, really helpful because it's easy to find information and straightforward. I like that I don't have to spend a lot of time on it to get what I need. The home page is straightforward too, which adds to the ease of use. **What do you dislike about Xactly?** It looks out dated **What problems is Xactly solving and how is that benefiting you?** Xactly lets me know my quota status and payout over time. Its basic spreadsheet-like interface makes it easy to find information without spending a lot of time. ### 12. Straightforward with Improvement Potential **Rating:** 3.5/5.0 stars **Reviewed by:** Taylor K. | Sales Development Representative, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Xactly?** I use Xactly to see my commission, and it helps me know how much I am going to get paid and how much I am getting paid for each meeting and opportunity. I like that it's straightforward and it gets the job done. The initial setup was easy. **What do you dislike about Xactly?** The interface is really outdated, it doesn't feel very smooth like most websites/interfaces nowadays. **What problems is Xactly solving and how is that benefiting you?** Xactly helps me see my commission, and I know how much I'm going to get paid for each meeting and opportunity. ### 13. Effective Reporting with Technical Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Tim F. | Director of Implementation, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I appreciate Xactly's functionality for commission reporting. The reports are useful, especially since I do a lot of commissions effectiveness analysis and readouts. **What do you dislike about Xactly?** The user interface is a bit challenging. Building reports, dashboards, etc., is too technical. **What problems is Xactly solving and how is that benefiting you?** Xactly automates commission reporting by reducing admin and manual reporting processes, and I find the reporting tools useful for analyzing commission effectiveness. ### 14. Effortless Commission Management with Accurate Payroll **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2014 **What do you like best about Xactly?** I use Xactly for commissions and appreciate its accurate, timely payroll. I like that end users have easy access, making it straightforward for everyone involved. The initial setup was fairly simple, which was a relief. **What do you dislike about Xactly?** Could make reporting easier **What problems is Xactly solving and how is that benefiting you?** I use Xactly for commissions and it ensures accurate, timely payroll with easy access for end users. **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to share your feedback. I’m glad to hear that you find Xactly Incent very versatile and that it supports many plan types. Our Xactly Community portal and Xactly University have educational material on all our products, including information on reporting features. If you want to discuss these or any other topics, please contact me at srossi@xactlycorp.com.If you find a solution to any of the issues we discuss, we invite you to update your initial ranking. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 15. Xactly - A Worthwhile Investment **Rating:** 4.0/5.0 stars **Reviewed by:** David M. | Sr. Sales Compensation Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2023 **What do you like best about Xactly?** Continue to believe that the customer and technical support teams at Xactly are first class. Always responsive, always able to solve my issues. **What do you dislike about Xactly?** After five years of Xactly usage, I continue to believe that its biggest downside is the significant time required to learn the product. **What problems is Xactly solving and how is that benefiting you?** We are able to process quarterly incentives accurately and quickly. This is saving us from having to make multiple adjusting payments after the fact. More importantly, it plays a role in reducing employee turnover as our sales force trusts their commission calculations and does not think they are being cheated by poor execution on the quarterly calculations. ### 16. Effortless Commission Tracking Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Jacob G. | Senior Account Director, Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Xactly?** I like how easy it is to navigate Xactly, which helps me track my commission effortlessly. The setup was easy, and our team didn't have any lift, making the transition smooth. **What do you dislike about Xactly?** Nothing, i like everything about it **What problems is Xactly solving and how is that benefiting you?** I use Xactly to track my commission, giving me a one-stop shop to view it easily. ### 17. Easy-to-Navigate UI for Finding and Tracing MOM Commissions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Xactly?** UI helps me find MOM commissions easily, Allow me to look at trace how I got to a number. **What do you dislike about Xactly?** Workflow to ask admin to revise the commission or investigate a anomaly **What problems is Xactly solving and how is that benefiting you?** Month over Month, Quarterly, etc commission payout Track what is paid and what is coming ### 18. Easy Team Collaboration When You Need It **Rating:** 4.0/5.0 stars **Reviewed by:** Rebecca W. | Strategic Consultant - Focus on Sales Strategy & Planning, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** The ability to call and work with the team when need. **What do you dislike about Xactly?** Turn around time on certain things. It can take longer than needed. **What problems is Xactly solving and how is that benefiting you?** Streamlining, automation and visibility ### 19. Everything in One System—Simple and Convenient **Rating:** 4.0/5.0 stars **Reviewed by:** Keenna S. | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Having everything in one system and the customer service **What do you dislike about Xactly?** The difficulty in configurations of our plans **What problems is Xactly solving and how is that benefiting you?** Ai agents for the plan design ### 20. Great At-a-Glance Dashboards, But Needs More Actionable Widgets **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Xactly?** Dashboard homepages that allow me to see everything at a glance. **What do you dislike about Xactly?** Dashboards should be more actionable without having to go to a new page. **What problems is Xactly solving and how is that benefiting you?** I want to know which commissions are coming which months without a timely analysis. This allows me to focus on work and leave the reporting and forecasting to xactly. **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We have taken note of the UI/UX feedback, we we are always looking to improve our product! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 21. Excellent Training and Incentive Support **Rating:** 4.0/5.0 stars **Reviewed by:** Patricia V. | Business analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Training classes and help with incentives **What do you dislike about Xactly?** Property naming fields, and mapping to loaded data source **What problems is Xactly solving and how is that benefiting you?** Minimize time spent on calculating commissions ### 22. Effortless to Use and Easy to Get Started **Rating:** 4.0/5.0 stars **Reviewed by:** Brian B. | AVP/HR Governance Manager , Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Ease of use for sales team and administration **What do you dislike about Xactly?** Some reporting components are difficult to use **What problems is Xactly solving and how is that benefiting you?** Overall time to pay sales team ### 23. Powerful Calculations, Simplec Setup for Sales Incentives **Rating:** 3.5/5.0 stars **Reviewed by:** Ayopo J. **Reviewed Date:** November 13, 2025 **What do you like best about Xactly?** I appreciate Xactly Incent for its ability to handle complex sales incentive calculations effectively. The tool manages multilayered self-incentives as well as group and joint sales incentives, making it incredibly versatile for my team's diverse needs. I find this feature particularly beneficial because it simplifies what could otherwise be an overwhelming task involving numerous variables and conditions. Additionally, I admire that the initial setup of Xactly Incent is simple and straightforward, allowing for a smooth integration into my workflow. **What do you dislike about Xactly?** None noted **What problems is Xactly solving and how is that benefiting you?** I use Xactly Incent for handling complex sales incentives, offering multilayered and joint incentive calculations that meet our detailed commission needs effectively. ### 24. Responsive Support and Strong Roadmap Backed by Deep Expertise **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** They have many years of expertise. The PS team and the Customer Success team are very responsive and helpful whenever I need support. They also have a great product roadmap. **What do you dislike about Xactly?** The time lag with data refresh, especially with Analytics. **What problems is Xactly solving and how is that benefiting you?** The automated payout calculation process and the communication around it. ### 25. Data updates take too long **Rating:** 4.0/5.0 stars **Reviewed by:** Andre S. | Senior Manager Customer Success, Computer & Network Security, Enterprise (> 1000 emp.) **Reviewed Date:** November 26, 2024 **What do you like best about Xactly?** Reporting around team performance has improved **What do you dislike about Xactly?** Mobile app can be more detailed and easier to navigate **What problems is Xactly solving and how is that benefiting you?** Allows the team to track their progress towards achieving their targets **Official Response from Sonia Cabrera Rossi:** > We appreciate your feedback and will consider it as we continuously strive to enhance our users' experiences. In regards to imports taking too long, we have had very positive feedback recently from our customers on accelerated processing times, and we are available to speak with you to see how we can resolve any issues you are experiencing. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 26. Xactly - A Perfect SPM tool **Rating:** 4.0/5.0 stars **Reviewed by:** Abinaya S. | Analyst sales commission , Enterprise (> 1000 emp.) **Reviewed Date:** May 01, 2023 **What do you like best about Xactly?** Now the new UI has been updated and it is super cool and the new estimator option is also amazing **What do you dislike about Xactly?** Nothing so far, it is amazing tool for sales commission **What problems is Xactly solving and how is that benefiting you?** Commission - Variable pay for the sales team ### 27. Accurate, Transparent Reporting with Straightforward Plan Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Accurate calculations, clear transparency, and straightforward plan management. **What do you dislike about Xactly?** Refresh is slow sometimes. Reporting is not intuitive yet. **What problems is Xactly solving and how is that benefiting you?** It provides accurate commission calculations for the sales representatives, with full transparency into how those commissions are calculated. ### 28. Powerful Data Layer Modeling with Extend **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Data layer model combined with extend applications **What do you dislike about Xactly?** Documentation or community portal is hard to navigate **What problems is Xactly solving and how is that benefiting you?** Bring data layer to common place so there is no time lag between reporting and Oncent ### 29. Excited about the possibilities **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Being able to automate credit assignments for mapping transactional data. **What do you dislike about Xactly?** Customization of people records and proration. **What problems is Xactly solving and how is that benefiting you?** Automation of transactional data mapping and less manual errors. ### 30. Good ICM tool. Does what i need it to do. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Xactly?** Easy to establish calculation of complex rules and data **What do you dislike about Xactly?** Reporting functionality can be difficult to manage **What problems is Xactly solving and how is that benefiting you?** Accuracy and quick payout processing **Official Response from Sonia Cabrera Rossi:** > Thanks for your feedback. It's great to hear you find Xactly Incent easy to use. Our Xactly Community portal and Xactly University provide educational materials on all of our products, including reporting features. If you think it would help, we would be happy to speak with you and point you in the right direction. If you find a solution to any of the issues we discuss, we invite you to update your initial ranking. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director Xactly Product Education ### 31. Effortless Commission Tracking and Team Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Xactly?** It clearly broke down commissions by month and catergory, easy to view and understand and also easy to manage teams commissions also **What do you dislike about Xactly?** Maybe it could look nicer on the page and also when you’re signing documents for team and go back it takes you all the way back to the first page **What problems is Xactly solving and how is that benefiting you?** Being able to view and understand commisksnand also signing documents referring to commissions **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We have taken note of the visual feedback, we we are always looking to improve our product! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 32. 25 year experience in high tech industry, with half of that in SPM. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2025 **What do you like best about Xactly?** Excellent commission calculations, and accurate. You can configure many comp plan mechanics Significantly helps with automating manual commission calculations. **What do you dislike about Xactly?** Analytics is poor. Can't build policy documents in the tool as one centralized repository. Auditing/Sox functionality is not great. **What problems is Xactly solving and how is that benefiting you?** Automation. Accurate commission calculations Accrual and 606 calculations Faster month end close. **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We are always looking to make our customer experience better, thank you for your feedback! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 33. Robust but confusing **Rating:** 3.5/5.0 stars **Reviewed by:** Rachel W. | Commercial Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Xactly?** There is a lot of detail included in my incentive statements and tracking **What do you dislike about Xactly?** The details are organized in what seems to be a very accounting-style format, and it's difficult for me to understand which numbers go with which time periods. **What problems is Xactly solving and how is that benefiting you?** It tracks our sales commissions and payouts. It allows AEs to review their commission statements to make sure all deals and correct rates are allocated properly, before payroll finalizes the payments. **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We understand that there is a steep learning curve, and Xactly University is here to help! If you want to gain access to your End User Training, please reach out to Xactlyuniversity@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 34. Great incentive calculator **Rating:** 4.0/5.0 stars **Reviewed by:** Priyanka M. | Corporate Sales Account Manager-Digital Native Business, Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Xactly?** Incentive details and summarisation is pretty articulate I get to see line item wise details of my incentives **What do you dislike about Xactly?** The UI can be a bit more easy to navigate **What problems is Xactly solving and how is that benefiting you?** It is helpi my me keep a tab of my variable compensation and plan around my targets better **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We are always trying to better the experience for our customers. Thank you for letting us know about the interface. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 35. Reliable Tool for Commission and Incentive Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Xactly?** Pay Plans Made Easy, Smart Tool for Smarter Incentives, ease of use, integration **What do you dislike about Xactly?** Xactly Incent has a lot of promise and some strong features, but I found the setup process complex and the reporting tools a bit limited. With some refinements, it could be a more effective solution. **What problems is Xactly solving and how is that benefiting you?** Boosted Sales Efficiency with Automated Incentive Tracking Turn Complex Incentives into Simple Payouts Accurate and Scalable Incentive Calculations **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We are currently working on our reporting function and we appreciate your feedback. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 36. Have used Xactly for the last 15 yrs **Rating:** 4.0/5.0 stars **Reviewed by:** Doug D. | Director Sales Compensation, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Xactly?** Easy of use for the end user, ability to report **What do you dislike about Xactly?** Visibility for multiple managers into reps **What problems is Xactly solving and how is that benefiting you?** Visibility into rep performance by both management and sales reps **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. Its great to hear from our long time customers! Im happy to hear its been working for you this whole time. We are always working to make the product more user friendly, your feedback is appreciated. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 37. Great for Tracking Commissions **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Xactly?** Helps users track their commissions in Salesforce **What do you dislike about Xactly?** Not easy to configure. UI isn't very modern **What problems is Xactly solving and how is that benefiting you?** Tracks commissions for our sales reps **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We have taken note of the UI feedback and we are considering that when we update! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 38. Xactly Incentive review **Rating:** 4.0/5.0 stars **Reviewed by:** Alok T. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2023 **What do you like best about Xactly?** Versioning of people, position, quota etc is one of the most awesome feature that Xactly. I love this feature because I have not seen this in systems like Oracle incentive compensation. **What do you dislike about Xactly?** Below few points that i dislike: 1) I wish lookup tables would have shown total count of line items added. 2) A custom option to run calculation batch only for few reps would be a great option to have. 3) Once batch is run and payments are released we cannot go and rerun the same batch again as release gets affected during that process, there is a workaround but its cumbersome. 4) Reporting has to be improved a lot, its hassle to build reports in Xatly Analytics **What problems is Xactly solving and how is that benefiting you?** 1) Xactly helps to run calculations swiftly and accurately with minimal manual intervention. 2) Incentive statement is also helpful and gives a detailed view for the reps. **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 ### 39. Most effective Commissions Software I've used **Rating:** 4.0/5.0 stars **Reviewed by:** robert l. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2024 **What do you like best about Xactly?** Xactly has been relatively intuitive and simple. I really love the Search Orders and Results. Makes it easy to pull the data from the site in order to understand how the engine is calculating the results. **What do you dislike about Xactly?** 2 big issues we have run into: 1) Unreleasing released commissions. It took us way too long in order to figure out and understand how to do so. And the time that we did it without uploading a template...I can't even recall how we solved that issue. Probably had to call customer support for that. This process should be more intuitive than it currently is. 2) The new UI changes. Last year we were told the old UI was going away and we panicked because the new UI was not only new and unfamiliar, but it also lacked the functionality of the old UI. The Heirarachy data pulls wouldn't work and I just couldn't understand why Xactly would push such a buggy UX on your customers. Perhaps to attract new users with a flashy update? IDK but man I hope you never lose the old UI. **What problems is Xactly solving and how is that benefiting you?** Compensating the sales team.... didn't know you guys did anything else lol **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 ### 40. Useful software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Xactly?** You can consolidated all the AE activity in one place **What do you dislike about Xactly?** The download for some data in two steps. **What problems is Xactly solving and how is that benefiting you?** Communicate monthly activity to the reps. **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 that you can find all your data in one place. Our Xactly Community portal and Xactly University contain a wealth of product-related content that you may find useful. I may be reached at srossi@xactlycorp.com if you want to speak further about these resources and a possible solution to your download issue. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 41. Xactly experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Xactly?** There is a good overview look at each of your commissions and if you want details you can drill down on an opportunity basis. **What do you dislike about Xactly?** There are ceratin features that don't seem to work or are implemented. The incentitives tab should be removed if we don't use it or have access...can be confusing. **What problems is Xactly solving and how is that benefiting you?** It is where I go to seem how much commission I will recieve on a monthly basis ### 42. Xactly tracks your revenue once our CRM has received all the datas **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Xactly?** Xactly gave us precise datas around our individual performance for SDRs, AEs and Managers. Very Good !!! **What do you dislike about Xactly?** Xactly was not connected directly to our CRM, it did not show the commissions in realtime live. **What problems is Xactly solving and how is that benefiting you?** If you can upload the commission tracker in realtime, it will incentivize the sales team to push harder to hit their commissions/accelerators **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. It sounds like your admin may want to look into Xactly Connect. If there are any questions we would be happy to help! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 43. It is a good portal. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** February 12, 2025 **What do you like best about Xactly?** Accuracy levels are very high. It is a good software for SIP. **What do you dislike about Xactly?** Too much files needs to be uploaded. Commission report difficult to understand. We need to draw certain derivations to check the SIP amount of the employee. **What problems is Xactly solving and how is that benefiting you?** Incentive amount calculation ### 44. Overall a good system to work in. **Rating:** 4.0/5.0 stars **Reviewed by:** Chris V. | SIP Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Xactly?** There is very few limitations when it comes to creating and managing your companies commission in Xactly. Once training is complete, you have a lot of capabilities in the main program. Integrating and implementating the system was easy, and customer support is very helpful. **What do you dislike about Xactly?** The Analytics suite could have better interfacing with the main program, and better capabilities. **What problems is Xactly solving and how is that benefiting you?** The main problem that Xactly solves is to allow for a complicated plan to be simply and effectively calculated reliably. **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 ### 45. quickly informed with an overview of all relevant orders. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Xactly?** The opening screen. First, everything at a glance before you can dive into the details. **What do you dislike about Xactly?** the representation of the assigned accounts and the associated amounts. **What problems is Xactly solving and how is that benefiting you?** not at all. **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 ### 46. 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 ### 47. 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. ### 48. 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. ### 49. 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 ### 50. 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. ## 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'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=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+16%3A02%3A53+-0500&secure%5Bsession_id%5D=da693ea4-3f5d-47d8-acec-191b4b0d16d4&secure%5Btoken%5D=3c535ac4b6ac094952e0df3fd67aee502be0ede1a71111581a87baadf68aaa15&format=llm_user) ## Xactly Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Workday Compensation](https://www.g2.com/products/workday-compensation/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Xactly Features **Additional Functionality** - Data Import/Export - Commission Calculator - Forecasting - SSL Security - Status Tracking - Single Sign On - Alerts/Notifications - Reporting/Analytics - Activity Tracking - Multi-Currency - Commission Scheduling - Search/Filter - Access Controls/Permissions - Commission Rules/Conditions - Performance Metrics - Financial Analysis - Generative AI - Real-Time Reporting - AI Copilot **Sales Rep Portal** - Commission Estimator - Dispute Management - Compensation Statements - Plan Documents and Agreements - Individual and Team Performance Reports - Mobile User Support - Agency Commission - Tiered Commissions - Percentage Commissions - Split Commissions - Flat Commissions - Template Management - Document Management - Compensation Management - Compliance Management - Audit Management - Incentive Management - Workflow Management - User Management **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Platform** - Reward Structuring - Event Management - Workflow Automation - Compensation History - Automated Compliance - Performance Management Integration - Embedded Analytics - Reporting Capabilities - Compensation Data Management - Internationalization - Bonus Management - Real-Time Data - Reporting/Analytics - Benefits Management - Commission Management - Incentive Management - Payroll Management - Budget Management - Workflow Management - Compliance Management - Performance Management - Document Management - Employee Management **Performance reviews** - 360 Reviews - Customizable Forms - Review Cycle Tracking - Ongoing Performance Tracking - Applicant Tracking **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Sales Performance Features - Sales Planning** - Account Scoring - Revenue Planning - Account Segmentation - Sales Performance - Sales Forecasting - Integrations - Scenario Modeling **Platform - Compensation Planning** - Compensation Budgeting - Merit Cycle Planning - Pay Transparency - Automated Compliance - Reward Structuring - Compensation History - Succession Planning - Salary Planning **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Agentic AI - Revenue AI Platforms** - Natural Language Interaction - Proactive Assistance - Autonomous Task Execution - Cross-system Integration - Decision Making - Adaptive Learning **Additional Functionality** - Onboarding - Individual Development Plans - Career Development - Approval Process Control - Customizable Branding - AI Copilot - Reminders - Customizable Templates - Employee Profiles - Employee Engagement - Learning & Development - API **Management Portal** - Sales Org Performance Reports - Monitor Sales Rep Performance - Quota Assignments/Management - Commission splits and overrides - Workflow and Approvals - Budgeting - Customizable Reports **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Goals** - Goal Setting/Tracking - Company Goals And OKRs **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Benchmarking and Equity - Compensation Management** - Benchmarking Data - Pay Equity - Salary Bands **Territory Management - Sales Planning** - Territory Management - Territory Planning **Additional Features - Compensation Planning** - Reporting Capabilities - Workflow Automation - Integrations **Platform - Revenue AI Platforms** - Conversation Intelligence - Predictive Forecasting - CRM Data Enrichment - Actionable Insights - Risk Flagging - Workflow Orchestration - Sales Coaching - Pipeline & Deal Management - Customer Data Capture **Additional Functionality** - Approval Process Control - Duplicate Detection - AI Copilot - Customizable Reports - Role-Based Permissions - Employee Onboarding - Alerts/Notifications - Data Import/Export - Reminders - Customizable Templates - Compensation Statements - Goal Setting/Tracking - Automated Receipt Matching - Organizational Charting - Market Data Analysis - Employee Reward Programs - Employee Portal - Compensation Plan Modeling - Employee Database - Audit Trail **Additional Functionality** - Approval Process Control - Duplicate Detection - AI Copilot - Customizable Reports - Role-Based Permissions - Employee Onboarding - Alerts/Notifications - Data Import/Export - Reminders - Customizable Templates - Compensation Statements - Goal Setting/Tracking - Automated Receipt Matching - Organizational Charting - Market Data Analysis - Employee Reward Programs - Employee Portal - Compensation Plan Modeling - Employee Database - Audit Trail **Administration** - Adjustments/Dispute Resolution - Comp Modeling - Ease of Admin - Comp Modeling - Design Flexibility - Comp Statement Calculation and Distribution - Reports and Dashboards - Sales Hierarchy Management - Activity Dashboard **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Feedback** - Continuous Feedback - Requesting Feedback - 1-On-1 Meetings - Public Praise - Surveys & Feedback - 360 Degree Feedback **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Quota & Capacity Management - Sales Planning** - Quota Management - Capacity Management - Quota Planning **Platform** - Third-Party Integrations - Financial Integration - HCM/HRIS Integration - Customization - APIs - Internationalization - Performance and Reliability - Accounting Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Data** - Dashboards And Reports - Historical Data - Customizable Reports - Real-Time Data **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Third-Party Integrations - Social Media Integration - Website Integration **Agentic AI - Sales Planning** - Autonomous Task Execution - Multi-step Planning **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Activity Dashboard - Activity Dashboard - Mobile Access - Activity Dashboard - Training Management - Goal Management - Feedback Management - Action Management - Mobile Access - Activity Dashboard - Benefits Dashboard - Activity Dashboard - Feedback Management - Performance Management - Recruitment Management - Compliance Management - Training Management - Calendar Management - Employee Management - Orientation Workflow Management - Task Management - HR Management - Help Desk Management - Mobile Access - Payroll Management - Document Management - Job Description Management - Social Media Integration - Mobile Access - Activity Dashboard - Third-Party Integrations - Assessment Management - Social Media Integration - Activity Dashboard - Mobile Access - Third-Party Integration - Initiative Management - Workflow Management - Community Management - Employee Referral Management - Candidate Management - Workflow Management - Communication Management - Advertising Management - Application Management - Email Management - Job Management - Discount Management - Pipeline Management - File Management - Job Management - Data Storage Management - Compensation Management - Employee Management - Job Application Management - HR Management - Competency Management - Performance Management - Compliance Management - Job Description Management - Evaluation Management - User Management - Role-Based Permissions - Third-Party Integrations **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Performance Management** - Succession Planning - Multi-step Planning - Natural Language Interaction **Agentic AI - Sales Compensation** - Natural Language Interaction **Additional Functionality** - Employee Portal - Performance Metrics - Self Service Portal - Customizable Templates - Generative AI - Employee Management - Employee Profiles - Reporting & Statistics - AI Copilot - Alerts/Notifications - Weighted Performance Measures - Third-Party Integrations - Peer Appraisals - Personalization and Recommendation - Compensation Management - Performance Appraisal - Individual Development Plans - Self Assessment - Skills Assessment - Performance Review Management - Document Management - Workflow Management - Training Management - Employee Database - Approval Process Control - AI Summarization - Competency Management - API - Employee Recognition - Onboarding - Career Development - Customizable Branding - Reminders - Employee Engagement - Learning & Development - Workflow Automation **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation ## Top Xactly Alternatives - [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) - 4.7/5.0 (3,409 reviews) - [Varicent](https://www.g2.com/products/varicent-varicent/reviews) - 4.5/5.0 (592 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (397 reviews)