--- 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. Automates Processes but Struggles with Complex Credit Assignments **Rating:** 5.0/5.0 stars **Reviewed by:** James A. | Sales Compensation Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2016 **What do you like best about Xactly?** I like Xactly for the ability to automate our entire process, which really cuts our processing time down. I'm also excited about moving into AI in the near future. **What do you dislike about Xactly?** We have trouble with the credit assignment rules. Yes. We have issues with the current assignment tool. And complex rules. **Recommendations to others considering Xactly:** Xactly is a great tool and beneficial to both the admins and end users (sales reps & managers). Implementation can be lenghty, but is well worth it. If ever you run into a problem, they have an incredible support team that is always more than willing to help make iit right or help you understand what's needed to fix the issue. **What problems is Xactly solving and how is that benefiting you?** Xactly eliminates all the manual work we have to do, automates our entire process, and cuts down our processing time. ### 2. Reliable visibility into compensation **Rating:** 4.5/5.0 stars **Reviewed by:** Julian S. | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2023 **What do you like best about Xactly?** Xactly Incent continues to provide a reliable single source of truth for my compensation data. I value being able to review commissions, ACV credits, and payment details in one place, including historical information from previous years. The clear overview makes it easy to understand my current performance and compensation status. **What do you dislike about Xactly?** Closed-won deals can still occasionally take some time to appear in the system. Faster synchronization and clearer status information while data is being processed would make the experience even better. **What problems is Xactly solving and how is that benefiting you?** Analysis of my current target achievement. ### 3. Intuitive UI, Exceptional AI Features with Room for Analytics Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda B. | Sr. Business Analyst/Solutions Architect, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2012 **What do you like best about Xactly?** I like Xactly's ease of use in the UI, which is very intuitive and easy to use. I'm also excited about the upcoming AI changes, as they will allow me to produce additional reports for the teams and leadership. **What do you dislike about Xactly?** Analytics is difficult, especially reports based on hierarchy. If someone is not in the hierarchy, they are not included in the analytics reports. **Recommendations to others considering Xactly:** Employees of Xactly are great to work with. They are very knowledgeable. The Xactly product eliminates the use of shadow accounting by sales employees. It also provides real-time views into what the employee will get paid prior to the end of the month. **What problems is Xactly solving and how is that benefiting you?** I use Xactly to automate the commission process, moving away from manual Excel calculations, which simplifies our workflow. ### 4. Empowers Sales with Real-Time Transparency **Rating:** 5.0/5.0 stars **Reviewed by:** Nnenna A. | Customer Service Sales Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I like Xactly for its transparency and analytics in reporting. It helps me keep track of sales incentive payments and provides transparency for the sales teams to see their progress in real-time. Xactly is valuable because it assists with data management for executives and reduces the workload of manual reporting by channeling reports to the sales team, ensuring they get the monthly information they need. **What do you dislike about Xactly?** It's a very hierarchy-based tool. It would be great to have some features that allow for individual reporting or formatting. Reports are channeled by title, but I have some sales managers looking to see their report a certain way. This can't be done because then it will affect other team members. **What problems is Xactly solving and how is that benefiting you?** I use Xactly to track sales incentive payments, offering transparency for the team to monitor their progress and aiding executives with necessary contract and commission reports. It streamlines data management and reduces manual reporting workload by channeling reports to the sales team. ### 5. Xactly Incent's stability and persistent improvement as a commission software is important **Rating:** 5.0/5.0 stars **Reviewed by:** Fiona X. | Global Sales Compensation Systems Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Xactly Incent is a cloud-based sales compensation management software designed to streamline the design, implementation, and management of incentive programs. It's particularly beneficial for organizations aiming to automate complex commission structures and provide transparency to their sales teams. Key Strengths: 1) Accurate and Transparent Calculations: The platform is praised for delivering precise commission calculations, reducing errors associated with manual processes. 2)Integration Capabilities: Xactly Incent integrates seamlessly with various systems like Salesforce CRM, enhancing its utility in diverse IT environments. 3) Customer Support: They have been doing a really great job in getting back to me about my questions related to the software. 5) They have Xactly Universities to provide lots of courses and resources to educate this software administrators, I really like this knowledge base keeps me updated and constantly learning new applications and automations. 6) Xactly have been working hard for 20 years in the Sales Compensation Software field and constantly improve their software, this persistence earns respect. **What do you dislike about Xactly?** 1) "Reporting" application has been lunched recently. I want to get to know more about it. But having an application to provide and manage commission insights is very important to guide business side to make positive changes. 2)Backend tables should generate same report file type, either .CSV or .xlsx, I know when I download Balances Report, it is used Excel 97-2003 Workbook.xls. From consistency perspective, hope this will be updated to .xlsx or csv. **What problems is Xactly solving and how is that benefiting you?** Xactly Incent is generating correct commission results monthly and quarterly, that will benefit payment accuracy, which is very important. ### 6. Transforms Sales Data Management with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Trevor R. | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I really like the visibility Xactly provides, especially since it interfaces with Salesforce. Our sales reps can see their statements update every day and have their commissions calculated overnight, which is a big plus. They can also submit inquiries immediately. Personally, it's made a huge difference in saving me manual work by eliminating the need to calculate everything with spreadsheets and manually pull data. It's been great for us and has saved us a lot of time. **What do you dislike about Xactly?** I mean, with all the, you know, clarity for the sales reps, there's a lot of, you know, back end, updating. So, you know, that's the one downside, but you know, it's still would take that any day over what we used to do. **What problems is Xactly solving and how is that benefiting you?** Xactly saves time by replacing manual calculations and spreadsheets, and it improves commission visibility. Sales reps can audit statements and see daily commission updates, cutting down on manual work. It's been great for us, streamlining everything. ### 7. Love the Details! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Printing | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2017 **What do you like best about Xactly?** In Excel, It was very difficult for us to provide the backup to our reps due to the enormous size of the reports and having to tie all those lines back to the commission amount was a chore. Incent provides a very clean list that I can rely on. **What do you dislike about Xactly?** I would like to see some built in error codes. If you forget a step when adding a new person or all the pieces of your formula are not laid out right I wish Incent would give a bit of a warning. That would make tracing my steps to find the mistake much faster. **Recommendations to others considering Xactly:** Use the in-house team for implementation **What problems is Xactly solving and how is that benefiting you?** We're now able to more easily run keep track charge backs are their origination. Previously this was problem. We've now brought in all the necessary data from our systems to look at the transition in its entirety. ### 8. Easy planning and data visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Prabish K. | Lead - Revenue Enablement, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Xactly?** I’ve always liked how Xactly gives me one-click visibility into my numbers, but the recent updates have really changed the game. It feels less like a spreadsheet and more like a coach. What I’m loving most is the 'predictive' side—it actually flags risks in my deals before they happen and lets me simulate commissions just by asking a quick question. It’s basically killed my need for 'shadow accounting' because the 'what-if' calculators and automated disputes do all the heavy lifting for me now. **What do you dislike about Xactly?** I really appreciate the power Xactly has, but the interface can still feel a little intimidating. Now that we have these cool AI agents, the gap between the modern 'chat' experience and the older-school reporting tables is pretty noticeable. I’d love to see a total UI refresh that makes the manual parts of the platform feel as fast and 'fresh' as the automated ones. Right now, it still feels like a powerful enterprise tool that’s trying to learn how to be user-friendly. **What problems is Xactly solving and how is that benefiting you?** Pipeline view, lead score, lead velocity, optimal view, insight on all aspects of the lead. Strategically plan the sales cycle and execute the same. Takes less time than using excel or other alternatives, ### 9. Transparent, Reliable Compensation Management That Saves Time **Rating:** 5.0/5.0 stars **Reviewed by:** Shriram B. | Lead Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Xactly?** I like that Xactly Incent gives me clear, transparent visibility into sales compensation. It handles complex comp plans reliably and reduces manual calculations and errors. Both reps and leadership can easily track earnings, quotas, and performance, which builds trust and minimizes compensation disputes. The automation and reporting also save a significant amount of time and make the process much more scalable. **What do you dislike about Xactly?** I find that Xactly Incent can be complex to configure and maintain, especially when compensation plans or hierarchies change. Some reports and workflows are not as intuitive as they could be, and more advanced changes often require admin support. There’s also a learning curve for new users, but the platform works well once it’s fully set up. **What problems is Xactly solving and how is that benefiting you?** Xactly Incent solves the challenge of managing complex and error-prone sales compensation processes. It centralizes compensation data, automates calculations, and provides clear visibility into earnings and performance. This reduces disputes, increases trust with the sales team, and significantly cuts down on manual work. As a result, I’m able to manage compensation more efficiently and scale our plans as the organization grows. **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. I recommend reaching out to the XU team (xactlyuniversity@xactlycorp.com) to get enrolled into training. We have a large catalog of free courses to support you through any questions you may have during the learning curve! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 10. Seamless Integration, Powerful Efficiency Booster **Rating:** 5.0/5.0 stars **Reviewed by:** Richard P. | Model Validation Intern, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I really like the seamless integration of Xactly with our compensation plans and other platforms. It helps our small team of four people get the work of ten people done within a quarterly basis. We are currently using the analytic side of Xactly and we really like using it. **What do you dislike about Xactly?** We are currently using the analytic side of the Xactly application and we really like using it and we don't wanna have to switch to reporting and pay for Extend. There are a lot of features in analytics that can be done without having to use reporting or Extend. **What problems is Xactly solving and how is that benefiting you?** Xactly handles employee incentives efficiently and integrates seamlessly with our comp plans and other platforms, enabling our small team to achieve the output of a much larger team. ### 11. Highly Customizable with Complex Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Sean B. | Procedural Solutions, Customer Support Representative, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I use Xactly Incent to build and automate our sales compensation plans, which helps us process a high volume of data quickly. I really like the ability to build customizations for complex scenarios. Each company is different, and many times leads have ideas that are not natively available in Incent, but through custom queries and formulas, nearly everything is possible. Although the initial setup was complex, I have found a passion in learning the ins and outs of the tool. **What do you dislike about Xactly?** PPP reporting challenges with showing reps retroactive changes. Balance carry forward payments do not maintain the earning groups. **What problems is Xactly solving and how is that benefiting you?** I use Xactly to process high volumes of data quickly and to retroactively make corrections, which simplifies sales compensation plans. ### 12. Effortless Sales Tracking, Slight Complexity in Compensation **Rating:** 5.0/5.0 stars **Reviewed by:** Tonja S. | Sales Incentive Strategic Performance Alignment Manager, SVP, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I really like the ease of use and flexibility of Xactly, along with its low programming requirements. It has been valuable in providing real-time sales and payment data. Transitioning from Callidus to Xactly was a positive change due to how straightforward and easy Xactly is to implement. **What do you dislike about Xactly?** The complexity of adding roles and compensation plans. Instead of users, roles, and different tabs needed, it should be simplified. Comp plans could be more of a menu-type product with choices to make simple plans. **What problems is Xactly solving and how is that benefiting you?** I use Xactly for tracking sales, commissions, statements, ranking data, and payments and it provides real-time sales and payment data. I like its ease of use, flexibility, and low programming requirements. ### 13. Accurate Visibility into Commission Payouts, Quota Attainment and Clear Performance Metrics **Rating:** 5.0/5.0 stars **Reviewed by:** Eduardo A. | Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Xactly?** The flexibility of the platform has allowed to customize various compensation plans and commission programs for the sales team. I appreciate that their account service team that handles the ticket requests are very helpful, as well as flexible and understanding. **What do you dislike about Xactly?** No negative consequences have been identified it’s advanced tools have helped manage our compensation reliably. **What problems is Xactly solving and how is that benefiting you?** The transparency in commissions keeps sales teams motivated and the biggest benefit is that compensation is closely aligned with company goals driving sales team to deals that have the most impact on revenue. ### 14. Commission Tracking In a Glance ! **Rating:** 4.5/5.0 stars **Reviewed by:** Mani B. | Customer Success Manager, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Xactly?** Xactly helps track sales commissions and payouts more effectively. Additionally, the tracker shows how much of the variable pay has been rolled out over the past year, helping the individual to know how much of their variable pay has been achieved over the year. **What do you dislike about Xactly?** There isn't anything to dislike but the layout and features have been the same for a while and few features and enhancements can be made on the UI/UX front. **What problems is Xactly solving and how is that benefiting you?** Xactly helps track sales commissions more effectively. As a member of the GTM team, understanding variable sales commissions enables us to determine how much of the Variable pay has been achieved, how much we can pursue, and how much has already been drawn. Also, the SPIFF commissions being tracked via Xactly help to determine what SPIFFs are being achieved and what are credited. **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 ### 15. Excellent Daily Visibility into Sales Compensation with Detailed Assessment of Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Julieta C. | Senior Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2026 **What do you like best about Xactly?** The tool easily provides our sales team excellent visibility into compensation statistics on a daily basis and it creates a whole performance map of individuals which helps in deciding incentive structure for sales people. **What do you dislike about Xactly?** There isn’t anything negative that bothers and no feature that I would wish to be improved in any way. **What problems is Xactly solving and how is that benefiting you?** It gives us the ability to effectively evaluate productivity of the sales team and pay quickly when milestones are met which increases staff effectiveness in moving opportunities towards a successful close. ### 16. Informative & Consistent **Rating:** 5.0/5.0 stars **Reviewed by:** Lonell R. | Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2024 **What do you like best about Xactly?** The consistency and service that Xactly provides while giving me the Data that I need to stay on top of my sales desk and book of business **What do you dislike about Xactly?** I wish that the numbers updated more often that they do as of now. **What problems is Xactly solving and how is that benefiting you?** It is helping to keep track of my KPI and customer info. ### 17. Very Efficient in Compensation Management and Provides a Clean View of Commission Statements **Rating:** 5.0/5.0 stars **Reviewed by:** Eileen P. | Senior Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2026 **What do you like best about Xactly?** The platform makes it easy to track my earnings in real time, provides clear and accurate visibility into every deal, and I like the ready availability of detailed information relating to my compensation plans. **What do you dislike about Xactly?** There aren’t any specific cons that come to mind the platform accomplishes everything that I need. **What problems is Xactly solving and how is that benefiting you?** It makes it simple to track my performance and understand how my deals translate into commission and the automation of compensation workflows dramatically reduce manual work and improve payout accuracy. ### 18. Empowers Our Sales Team with Reliable Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Media Production | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Xactly?** I really like the responsiveness of our support team and the forward-thinking product solutions offered by Xactly. It allows us to focus on motivating the team and providing insights, rather than spending as much time on calculations. **What do you dislike about Xactly?** Some objects are still clunky and don't navigate as smoothly as I'd like. **What problems is Xactly solving and how is that benefiting you?** I use Xactly to calculate and submit commissions for our sales teams. It ensures consistency in plans, fulfills audit requirements, and facilitates agile plan changes. This allows us to focus on motivating the team and providing insights rather than on calculations. ### 19. Quick Access to Detailed Commission Breakdowns and Performance Metrics for Transparency into Payouts **Rating:** 5.0/5.0 stars **Reviewed by:** Laura E. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2026 **What do you like best about Xactly?** I like the robust automation of complex compensation calculations and the clear insights into commission structures and payouts. The support team is super accessible and always ready to help whenever we have questions. **What do you dislike about Xactly?** There are no cons to mention I have enjoying my experience using this tool and there no glitches faced at all. **What problems is Xactly solving and how is that benefiting you?** Significantly improved our incentive management which helps drive better performance across sales teams and the transparency it provides has definitely boosted morale. ### 20. Easy Commission Tracking with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Alex V. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Xactly?** I use Xactly for tracking sales, and it treats my commission like a bank account, which makes my life easier. I appreciate that Xactly works as a behind-the-scenes spreadsheet, so if my commission looks light, I know how to track it. The initial setup was pretty easy, which was a relief. **What do you dislike about Xactly?** Clunky interface; it’s great for what-ifs, but deep diving on your phone is a bit troublesome. **What problems is Xactly solving and how is that benefiting you?** Xactly helps me track my sales, making my life easier by treating my commission like a bank account. It acts as a behind-the-scenes spreadsheet, allowing me to track my commission if it looks light. ### 21. Easily Customizable with Great Insights, But Needs UI Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Kusuma A. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I use Xactly to process sales compensation, and it really helps with reducing manual work. I like the ease of access and build, as these make it easily customizable and provide great insights. The initial setup was very easy, which I appreciate. **What do you dislike about Xactly?** I find Xactly very limited and not intuitive. The UI needs an upgrade. **What problems is Xactly solving and how is that benefiting you?** I use Xactly to process sales compensation, solving manual work. It's easily customizable with great insights, and I like its ease of access and build. ### 22. Convenient and User-Friendly with Insightful Graphs **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley N. | Talent and Learning Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Xactly?** I like using Xactly Incent because it shows me documents with ease and is easy to use. It's also convenient and presents graphs that are easy to understand. The initial setup was very easy. **What do you dislike about Xactly?** n/a **What problems is Xactly solving and how is that benefiting you?** I find Xactly Incent easy to use for reviewing payslips. It's convenient and shows documents and graphs with ease and clarity. ### 23. Transparent Tracking for Sales Leaders and Executives **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick C. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Xactly?** Wage tracking - ability to see total comp over time. **What do you dislike about Xactly?** Not at the moment - UI can be tricky at times but is easy to figure out. **What problems is Xactly solving and how is that benefiting you?** Xactly is solving the issue of jaded sales metrics and alignment to their quota! ### 24. Transparent and User-Friendly with Minor Navigation Hiccups **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Xactly?** I like Xactly's ease of use for both admin and sales, which makes training new people easy. The initial setup was very easy as well. **What do you dislike about Xactly?** The new position view is hard to use for versions. It’s difficult to see prior position. **What problems is Xactly solving and how is that benefiting you?** I use Xactly for commission calculations, and it solves transparency issues. It's easy to use for both admin and sales, making training new people simple. ### 25. Efficient Commission Management, Slight Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Yuriy B. | Sr. Manager, Global Sales Compensation **Reviewed Date:** December 02, 2025 **What do you like best about Xactly?** I like the versatility of Xactly Incent, which allows me to manage complex operations with ease. The user interface is appealing, and I appreciate how it enhances the overall user experience by being intuitive. The software's ease of use is a significant advantage, as it does not require any prior IT background to operate effectively, which is particularly beneficial for me as an administrator. This accessibility makes it possible for a broad range of users to utilize the system efficiently without specialized training. **What do you dislike about Xactly?** I find the system could be cumbersome, particularly due to the difference in user experiences between the screens and the different sections of the system. Improving these aspects would enhance usability. **What problems is Xactly solving and how is that benefiting you?** I use Xactly Incent to reduce manual errors by streamlining data uploads and commission calculations, all through a unified application, managing $152 million in commissions annually for 3,000 users efficiently. **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, we we are always looking to improve our product! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 26. Xactly Makes Sales Commissions Easy to Track Month to Month **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2026 **What do you like best about Xactly?** We use Xactly to track our sales commissions and it's very easy to see each month what we expect to receive in commissions as everything is broken down for us. **What do you dislike about Xactly?** I can't say there's anything I dislike about Xactly. A little more detailed information in certain areas would be helpful, but overall, it's great. **What problems is Xactly solving and how is that benefiting you?** Xactly lets me know how my accounts are doing and allows me to reach out to any accounts struggling to find out what their challenges are. ### 27. Top notch technology **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan S. | Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Xactly?** Intuitive platform, great support, no complaints! **What do you dislike about Xactly?** Connect pipeline errors can be quite vague. **What problems is Xactly solving and how is that benefiting you?** Uses technology to calculate our commissions. ### 28. Clear, Accurate, and Transparent Commission Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2025 **What do you like best about Xactly?** As a sales rep, what I like best about Xactly Incent is the visibility and accuracy it gives me into my commissions. I can see exactly how my deals and performance translate into earnings without having to chase down finance or guess what my payout will be. The real-time dashboards are super helpful, I can check progress against quota anytime, see how close I am to accelerators, and forecast my potential payout. It’s also great for motivation because everything is clear and updated automatically after deals close. Overall, Xactly Incent saves me time, eliminates confusion, and builds trust in the comp process. I know my numbers are right, and that peace of mind lets me focus on selling. It integrates with Salesforce because once a deal is closed it's updated in Xactly. I probably access Xactly once a day to track my commissions and how I'm pacing towards my quota. It's very easy to use so I've not had to contact their support team but I've heard from our ops team that it was easy to set up and their support team is very responsive **What do you dislike about Xactly?** Nothing. I love it because I love making money and I get to see what my commission will be once I close the deal. Can't dislike something that shows you money :) **What problems is Xactly solving and how is that benefiting you?** Xactly Incent solves the biggest problem every sales rep faces, not knowing exactly how commissions are calculated or when they’ll hit. When you're not using Xactly it can be easy to lose track of deals, payouts, or changes to comp plans. I have full visibility into how every deal impacts my earnings in real time. It’s also helped eliminate manual errors and end-of-quarter surprises. I can see my quota progress, accelerators, and expected payouts right in the dashboard, which saves me from chasing down spreadsheets or asking finance for updates. Overall, it’s made the comp process way more transparent and trustworthy. I spend less time worrying about numbers and more time selling, knowing that what I see is accurate and up to date. ### 29. Flexible Planning for Every Business Segment **Rating:** 5.0/5.0 stars **Reviewed by:** Shederick A. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I like that it is flexible and allows you to create multiple different plans for each segment of businesses. **What do you dislike about Xactly?** I do not like that everything can not be aggregated easily to use some more complex calculations **What problems is Xactly solving and how is that benefiting you?** Xactly is allowing us to run thousands of calculations a day and evaluate previous dara to ensure accuracy and speed. ### 30. Excellent tool **Rating:** 4.5/5.0 stars **Reviewed by:** Renato Z. | Business Development Leader, Enterprise (> 1000 emp.) **Reviewed Date:** March 24, 2023 **What do you like best about Xactly?** Clear, simple and easy to update. A wide picture of your status and where you are with an easy access **What do you dislike about Xactly?** Maybe it could be clearer the link between sourcing data and resulta **What problems is Xactly solving and how is that benefiting you?** We use Xactly to monitor our progresses in terms of MBO and sales targets, so you can easily understand that it is really important for us. :-) It is really useful because it can give you a clear picture of your achievement percentage. ### 31. Ease of Use with Customizable Comp Plans **Rating:** 5.0/5.0 stars **Reviewed by:** Tony S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I like Xactly for its ease of use when managing the sales compensation system. I appreciate the ability to build the sales compensation design and configuration, which allows me to tailor our system based on custom compensation plans. **What do you dislike about Xactly?** Reporting **What problems is Xactly solving and how is that benefiting you?** I use Xactly for managing sales compensation, ensuring people are paid accurately and on time. ### 32. Comprehensive Dashboards, Slow Data Retrieval **Rating:** 5.0/5.0 stars **Reviewed by:** Sailendra K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** I like the dashboards and the fact that it can consolidate data for all the sales reps into one place. I also appreciate the data availability. **What do you dislike about Xactly?** The speed of retrieving data, we would like it to be much faster. **What problems is Xactly solving and how is that benefiting you?** I use Xactly to process commissions, consolidating data for all sales reps effectively. ### 33. Accurate Incentive Compensation Reporting Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Raymond S. | SMB Expansion Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Xactly?** This gives accurate reporting of Incentive Compensation to a representative. **What do you dislike about Xactly?** Slow Reporting and Data Refreshes. I'm looking forward to a Incentive Compensation Management with a real time date and reporting. **What problems is Xactly solving and how is that benefiting you?** As a sales account executive, I really love how Xactly dashboard benefits me. It shows the summary of the performance incentives not for just the quarter but for the whole year. This saves a lot of time to look for detailed performance and 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 slow refreshes, we are always looking to improve the product! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 34. Commssion Visibility & Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Xactly?** It seems that new releases continue to push out imporvements for me as the user. SOme of the updated dashboards have been fantastic and insgihtful in showing me exactly where I stand on my OTE. There really is no more guessing or hoping what my payout will look like. **What do you dislike about Xactly?** I've noticed that during peak times the app can be a little slower to load. If you could allow a deeper level of customization that would be amazing. **What problems is Xactly solving and how is that benefiting you?** It shoes me Xactly where my progress is at it realtes to OTE. It's a key piece of our playbook so reps can see where they stack up as far as commissions go. ### 35. Unmatched Accuracy That Delivers Results **Rating:** 5.0/5.0 stars **Reviewed by:** Clarence O. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** January 12, 2026 **What do you like best about Xactly?** Accuracy and Accurate, automated compensation calculations: It takes the guesswork out of commission and bonus calculations, helping ensure payouts are correct and timely without manual spreadsheets. **What do you dislike about Xactly?** Steep learning curve: For new users, the interface and logic can feel complex at first—especially when setting up or navigating intricate plans. **What problems is Xactly solving and how is that benefiting you?** 1. Manual, error-prone compensation calculations • Traditionally, sales commissions were calculated using spreadsheets or disparate systems, leading to mistakes and inconsistencies. **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. I recommend reaching out to the XU team (xactlyuniversity@xactlycorp.com) to get enrolled into training. We have a large catalog of free courses to support you through any challenges you may face with the learning curve! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 36. Reliable and Accurate Commission Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Nick F. | Enterprise Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Xactly?** I like that Xactly is very accurate and reliable, with updates that keep me aware of what I'm earning. The initial setup was easy, and these aspects make commission tracking efficient and straightforward for me. **What do you dislike about Xactly?** I have nothing negative to say. **What problems is Xactly solving and how is that benefiting you?** Xactly keeps me aware of what I’m earning; it’s very accurate, reliable, and up-to-date. ### 37. Lead Sales Compensation Analyst **Rating:** 4.5/5.0 stars **Reviewed by:** Justin N. | Sales Compensation Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Good incentive management solution. PPP is fantastic **What do you dislike about Xactly?** It can feel a bit rigid at times. It works great when used exactly as intended, but it becomes difficult when you need to customize things occasionally. **What problems is Xactly solving and how is that benefiting you?** PPP has been a great help ### 38. Easy-to-Use Custom Calculations with Room to Grow Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Jay A. | Senior Financial Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** The customization of the calculation process. Ease of use and desire to expand reporting capability. **What do you dislike about Xactly?** Looking forward to the expansion of AI within the tool. **What problems is Xactly solving and how is that benefiting you?** Improving reporting capabilities and giving real time metrics for sales leaders ### 39. Dynamic & Flexible Incentive Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2023 **What do you like best about Xactly?** I really like the flexibility of Xactly. The use of formulas, lookup tables, and rules makes it easy to design sales incentive compensation. These features contribute to a dynamic experience and help in accurate sales comp calculations. **What do you dislike about Xactly?** The Analytics module but it's being fixed in the reporting module **What problems is Xactly solving and how is that benefiting you?** I use Xactly for accurate sales comp calculations. Its flexibility with formulas, lookup tables, and rules makes for easy design and a dynamic experience. ### 40. Sales compensation analyst **Rating:** 5.0/5.0 stars **Reviewed by:** Lyndsey T. | Sales Compensation Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Quickly provide a to sales information on their credits and commissions **What do you dislike about Xactly?** Named relationships interface is very manual **What problems is Xactly solving and how is that benefiting you?** Providing real time information to sales on credits and how they are paid ### 41. Accurate, Transparent Incentive Compensation with Clear Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** January 14, 2026 **What do you like best about Xactly?** What I like best about Xactly Incent is how well it handles incentive compensation plans. It makes calculations more accurate and transparent, and the reporting helps both admins and sales teams clearly understand payouts and performance. **What do you dislike about Xactly?** Some parts of Xactly Incent feel complex and take time to learn especially when setting up or changing compensation plans. The interface can also feel a bit slow at times, and reporting customization could be more flexible. **What problems is Xactly solving and how is that benefiting you?** Xactly Incent helps us manage complex incentive compensation plans in one place. It automates calculations, reduce manual errors, and makes payouts more accurate and transparent. This saves a lot of time for our team and builds more trust with sales teams since they can clearly see how they incentive are calculated. **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. I recommend reaching out to the XU team (xactlyuniversity@xactlycorp.com) to get enrolled into training. We have a large catalog of free courses to support you through any challenges you may face with the learning curve! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 42. Xactly Forecasting; AI enhanced Forecasting Approach, but Lacks Modern Infrastructure **Rating:** 4.5/5.0 stars **Reviewed by:** sheetal m. | Systems Manager , Arts and Crafts, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Xactly?** Xactly Forecasting has provided us with accurate and reliable forecasts, making us proactive We spot business weaknesses, helping us ti set actionable insights to mitigate losses Xactly connects with secure and resilient data sources, helping is to instantly react to changes The onboarding process is easy and well facilitated by the support team **What do you dislike about Xactly?** Users who lack skills on modern forecasting tools finds it hard to work with Xactly Forecasting The app is slow to refresh on data updates, which may delay on our real time reporting **What problems is Xactly solving and how is that benefiting you?** We use Xactly Forecasting to create a historical pipeline, which builds an accurate prediction sequence We connect Xactly Forecasting with multiple CRm, helping us consolidate opportunities and lead for our company The app offers risk analysis, which gives sentiments on our business visibility and performance metrics We get rights or access to forecasting data as the company’s stakeholders **Official Response from Sonia Cabrera Rossi:** > Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We understand that there is a steep learning curve, and Xactly University is here to help! If you ever need training, please reach out to your CSM or Xactlyuniversity@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education ### 43. Effortless, Efficient Compensation Team Administration **Rating:** 5.0/5.0 stars **Reviewed by:** Erick S. | Sr Manager, Sales Operations, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Efficiency of administering compensation teams **What do you dislike about Xactly?** Latency when we are trying to finalize month end **What problems is Xactly solving and how is that benefiting you?** Continuing to scale our commissions in the face of restrained resources ### 44. Smart Logic That Delivers **Rating:** 5.0/5.0 stars **Reviewed by:** Bac N. | BI Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** The logic behind it and simplicity creating plan **What do you dislike about Xactly?** The analytics. It’s so outdated. I’m excited for the ai reporting **What problems is Xactly solving and how is that benefiting you?** Streamlining and visibility for the rep ### 45. Powerful SPM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew H. | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Robust, scalable system capabilities and complexity potential **What do you dislike about Xactly?** Steep learning curve and compartmentalized functions can be difficult to navigate and configure **What problems is Xactly solving and how is that benefiting you?** Recurring variable compensation calculations ### 46. Visionary, Secure Leader in the Space **Rating:** 5.0/5.0 stars **Reviewed by:** URVI B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Visionary, secure and leader in that space **What do you dislike about Xactly?** Certain elements need consistency, each consultant can build the system very differently **What problems is Xactly solving and how is that benefiting you?** Automation, data integration, and forecasting. ### 47. Robin Harris Alkreidly **Rating:** 5.0/5.0 stars **Reviewed by:** ROBIN H. | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** The service has been great. The people have been very nice. **What do you dislike about Xactly?** The complexity to use the Connect Portal. **What problems is Xactly solving and how is that benefiting you?** The automation of VC. ### 48. Compatible Interface and Easy Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Alesha S. | Payroll Liaison, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Xactly?** Interface compatibility. User functionality and ease of organization l. **What do you dislike about Xactly?** Rollouts are cumbersome and sometimes lack care. **What problems is Xactly solving and how is that benefiting you?** Commission. Calculations and reporting ### 49. Helpful tool for managing commission expenses and staying compliant **Rating:** 5.0/5.0 stars **Reviewed by:** Rodjeason G. | Project Cost Officer , Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2025 **What do you like best about Xactly?** I really like that it takes the headache out of calculating and tracking commission expenses. Everything is automated, which means I don’t have to worry about errors creeping in from spreadsheets. It also makes compliance with ASC 606 a lot easier, and I appreciate that it integrates well with other systems we use. **What do you dislike about Xactly?** The setup wasn’t super simple at first—it took some time for our team to get used to the system. The dashboard could be a little more intuitive, and customizing reports sometimes feels more complicated than it should. **What problems is Xactly solving and how is that benefiting you?** Before using Xactly CEA, commission expense reporting was stressful and time-consuming. Now, it’s much more accurate and audit-ready. It saves our finance team a ton of time every month and gives leadership confidence that the numbers we share are reliable. ### 50. Xactly Review from a Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Xactly?** Visibilty across historical compensation. Ease of use in handling even with multiple Account Executives under my bucket **What do you dislike about Xactly?** Interface is a bit old school. There's a few seconds of delay as well loading information. **What problems is Xactly solving and how is that benefiting you?** Xactly allows me to spend more time selling and less time on manually tracking how I am progressing towards my target. It also gives me a historical baseline on past performance and compensation info. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+12%3A29%3A44+-0500&secure%5Bsession_id%5D=f19c3d7b-de77-4305-9f80-4b3c472dbf7f&secure%5Btoken%5D=315136fab72e9a566577001e1ea17c85de8f540a9aca4e4f05c3388566926b67&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)