---
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: '2026-08-14'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


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



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

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

**What users dislike:**

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

## Xactly Reviews
  ### 1. 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

  ### 2. 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

  ### 3. 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.

  ### 4. 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

  ### 5. 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

  ### 6. 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

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

**Rating:** 1.5/5.0 stars

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

**Reviewed Date:** February 17, 2026

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

To see my commissions and how I'm tracking

**What do you dislike about Xactly?**

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

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

Tracking my commission in sales

**Official Response from Sonia Cabrera Rossi:**

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

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 30, 2025

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

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

**What do you dislike about Xactly?**

Multiple documents can sometimes get confusing

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

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

  ### 9. 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

  ### 10. Place for approving agreements with your organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Manik K. | Technical consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** August 04, 2025

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

I can see all my variable pay quarterly in Xactly account. Also any changes in organization or my consent is needed on some confidential stuff this is the place.

**What do you dislike about Xactly?**

I hope this would have become more user friendly in terms of UI. Sometimes I feel difficulty logging in.

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

Transperancy in viewing my commission monthy/quarterly /yearly on the basis of work billiability.

**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 have taken note of your feedback and will bring it back to the teams, I appreciate your time in responding! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 11. Great for Tracking Commissions, but Needs Better Navigation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Errin T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 14, 2025

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

It shows my commission and what I can expect to earn

**What do you dislike about Xactly?**

it’s a bit hard to read and navigate and see everything

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

Seeing my earnings

**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. If you have feedback on how to make the End User Training more robust to cover what you had missed please reach out to us at xactlyuniversity@xactlycorp.com Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 12. The Best Incentive Compensation Dashboard

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kookjae K. | Sr. Systems Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2025

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

This tool provides dashboards and details on monthly, quarterly, and annual performance bonuses.

**What do you dislike about Xactly?**

The dashboard's visualization is poor, making it difficult to grasp at a glance.

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

I can easily see the compensation amount based on my monthly, quarterly, and annual performance.

  ### 13. Accuracy and audit controls

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nicki S. | FP&amp;A manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 08, 2025

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

The ability to calculate compensation and make changes quickly and with more accuracy than spreadsheets.

**What do you dislike about Xactly?**

Some objects and functions are clunky but they are working to improve it.

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

Faster accruals, more actionable reporting to provide to c-suite and partners.

**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 better. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 14. Feels really clunky!

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** May 22, 2025

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

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

**What do you dislike about Xactly?**

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

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

Shows the sales comp for individual contributors

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are always working to make the product more user friendly, your feedback is appreciated. We are making steps to update the UI constantly as we roll out new products. I appreciate your time and feedback. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 15. Xactly Incent is easy to use and provides clear visibility into my compensation.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** June 18, 2024

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

Xactly Incent is great for giving me data driven information on my sales performance and compensation. The tool makes it extremely easy to understand where I am in regards to my monthly, quarterly, and yearly quota. I have the ability to track where I am in and what is needed to get me over the line. Not to mention it is very easy to use and I have full visiblity into my personal numbers.

**What do you dislike about Xactly?**

I truly do not have many dislikes about Xactly Incent. The one thing that comes to mind is the complexity of my compensation structure. This can of course vary from org to org but there can be instances where I need clarifcation on the comp structure relative to differnet products.

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

Xactly Incent tells me exactly how much I am being compenstated on specifc deals. It allows me to focus more on selling rather than cross checking my comp structure.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your review. I’m glad to hear that you are pleased with Xactly Incent's data-driven information, ease of use, and visibility. We welcome the opportunity to discuss your experience regarding your complex compensation structure and see if we can help provide support in any way. If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 16. Clear Overall

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 13, 2025

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

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

**What do you dislike about Xactly?**

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

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

NA

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 26, 2024

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

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

**What do you dislike about Xactly?**

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

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

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

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 08, 2024

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

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

**What do you dislike about Xactly?**

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

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

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

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your review. I’m glad to hear that you are pleased with Xactly Incent and its ease of use. We have had very positive feedback recently from our customers on accelerated processing times, and we would love to speak with you to see how we can resolve any issues you are experiencing. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 19. Very Good

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 28, 2024

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

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

**What do you dislike about Xactly?**

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

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

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

**Official Response from Sonia Cabrera Rossi:**

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

  ### 20. Clear as day!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 26, 2024

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

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

**What do you dislike about Xactly?**

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

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

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

  ### 21. Awesome Resource

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

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

**What do you dislike about Xactly?**

I do not see any negatives about this tool.

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

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

  ### 22. Clean, clear, and correct.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 26, 2024

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

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

**What do you dislike about Xactly?**

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

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

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

  ### 23. Good

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

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

**What do you dislike about Xactly?**

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

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

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

**Official Response from Sonia Cabrera Rossi:**

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

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 21, 2024

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

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

**What do you dislike about Xactly?**

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

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

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

**Official Response from Sonia Cabrera Rossi:**

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

  ### 25. Nice tool!!!

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** February 21, 2025

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

I can check my performance progress and variable payout

**What do you dislike about Xactly?**

I have trouble sometime to find the detailed information related to business details compared to the payout

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

Compensation planning

**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

  ### 26. Practical

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 13, 2025

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

Dashboard views and check often or benefts in terms of compensations

**What do you dislike about Xactly?**

Delay to load the page, but in general I dont have not to dislike

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

Personal planning about the compensation numbers

  ### 27. x

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** October 28, 2024

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

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

**What do you dislike about Xactly?**

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

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

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

**Official Response from Sonia Cabrera Rossi:**

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

  ### 28. Very easy to use

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 11, 2025

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

Breakdown of the compensation and the ease of using the tool.

**What do you dislike about Xactly?**

I like everything and love using the tool for accuarte inforamtion.

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

It helps me see my compensation

  ### 29. Xactly as core from comissions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Vitor B. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2024

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

I like that is clear to the user understand how much will reciveed it, and i like the facilitie of the usage.

**What do you dislike about Xactly?**

The tools take a long time to update and sometimes it's not clear where the value comes from.

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

have visibility of the commissions I will receive, and through the easy use of the system, I can understand from which account I received an x amount.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your review. I’m glad to hear that you are happy with Xactly Incent and its ease of use. We have had very positive feedback recently from our customers on accelerated processing times, and we would love to speak with you to see how we can resolve any issues you are experiencing. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 30. {"translation":"Provide a comprehensive summary."}

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 01, 2024

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

It provides a good status of my compensation performance.

**What do you dislike about Xactly?**

The details are not user-friendly and take too much time to gain insight.

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

provides an overview of compensation for my employees and myself

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. We have had very positive feedback recently from our customers on accelerated processing times, and we are available to speak with you to see how we can resolve any issues you are experiencing. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 31. Good

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 26, 2024

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

I like to know what I can expect to be paid for my personal budgeting reasons.  Also, I like how it calculates my YTD goal vs. Overall goal.

**What do you dislike about Xactly?**

The completixity of comp plan payout.  It seems that the system is down frequently.

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

It's doing all the calculations for me.  I'm not having to figure out the sales numbers and my compensation monthly.

**Official Response from Sonia Cabrera Rossi:**

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

  ### 32. This is easy use.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 30, 2024

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

We can easily check my sales result and commission.

**What do you dislike about Xactly?**

I do not have dislike point and problem point.

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

We can see my sales plan.

  ### 33. One Stop Shop

**Rating:** 5.0/5.0 stars

**Reviewed by:** Penny H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2024

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

Xactly is great for IC processing and the field loves it as it is their one stop shop for everything.

**What do you dislike about Xactly?**

Recreating the goals / quotas at the beginning of the year.  It woudl be nice if we can just copy from one year to the next like the plan doc

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

Less errors and ease of processing

**Official Response from Sonia Cabrera Rossi:**

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

  ### 34. Great way to measure your achievements

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 31, 2024

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

That I can see day to day how much I'm earning and my porcentajes of achiviement in quota monthly, quarterly and yearly

**What do you dislike about Xactly?**

Sometimes I feel in the incentives window it's not so clear when there are adjustments and how those are being made

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

I'm a very anxious person so I love to know "xactly" how much I'm receiving and achieving to have those numbers for my managers too

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to offer comments. I'm thrilled to hear that your overall experience with Xactly Incent has been great and that you're satisfied with the data you can see. If you believe it would be beneficial to chat with someone about the incentive window and adjustments, I am happy to do so. I can be contacted at srossi@xactlycorp.com. Thank you! Sonia Cabrera Rossi, Director Xactly Product Education.

  ### 35. Flexible and easy to configure

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 23, 2021

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

Xactly Incent helps our organization to automate and streamline our complex compensation process. The solution is flexible, easy to configure and can be customized per our needs and time-to-time changes in incentive plans. Xactly Incent meets our HR and legal requirements by allowing accurate implementation of designed plans, audit capability, plan routing and status tracking. It meets the Sales team requirements by giving visibility to goals and credits and transparency to achievements via incentive statements and ranking.

Xactly Analytics is a user-friendly tool that allows us to automate and publish various reports on the user dashboard. It provides valuable insights into sales performance and compensation data. It allows organizations to analyze sales data in real-time, have a better understanding of sales performance and make informed decisions.

Xactly community portal and university offer an excellent resource for beginners to advanced learners. Monthly newsletters keep the administrator up to date with upcoming changes. My favorites are the email series with tips n tricks and quick learning videos (XUshorts).

**What do you dislike about Xactly?**

Currently, the default period is set to the last close period, and I hope there is a way to change the period for all tabs in one place. 
Incentive statements have no search by typing a period. Currently need to scroll through all the periods.

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

We can route and track the status of the plans via Incent, which helps us meet our legal requirements.
Credit and commission results are per our compensation plans, meeting audit and HR requirements.
Reporting through analytics meets the sales team and FP&A requirements

  ### 36. All your compensation information in one spot!

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 26, 2024

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

What I like best about Xactly is the accumulation metrics that are captured with in depth analysis to understand total compensation.

**What do you dislike about Xactly?**

These days with AI built into everything, a co-pilot feature to find what you are looking for would be helpful. Also sometimes it takes long to load.

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

Xactly is housing all compensation related material and keeps historical data.

  ### 37. I'd give it a 9/10 if it was easier to dig in on the numbers

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 08, 2024

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

Great way to see what you're getting paid/where you're at in your attainment

**What do you dislike about Xactly?**

I wish it was easier to dig in on the numbers. The navigation isn't great and everytime I click on a total to dig in on the order numbers, it almost always breaks/bugs out. If it does work, it's really hard to understand what you're looking at.

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

Visibility in what I'm being paid/attainment

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your feedback; we appreciate it. I'm glad to hear that your overall experience with Xactly Incent has been positive and that you're able to see the information you need. We would love to speak with you to see how we can resolve any issues you are experiencing. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 38. Accuracy

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 31, 2024

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

Xactly allows me to better predict my earning from month to month as I make Investment and family vacation decision. I trust it to be accurate and reliable.

**What do you dislike about Xactly?**

The constant changes as it relates to credit and random deductions or bonuses.

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

Allows me to know how much I am earning based on closed ACV

  ### 39. Simply the best incentive compenstation platform

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 08, 2024

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

Very intuitive interface for tracking quotas, commissions and objectives.

**What do you dislike about Xactly?**

It would be helpful if the objectives were not hidden in the little 9-dot waffle iron.

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

Helps me quickly track my compensation and credits so I am not spending valuable time trying to fight for my commissions.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. Regarding any potential concerns you raised, I would be happy to speak with you. My email address is srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 40. Clear, Concise and Transparent Forecasting

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 23, 2024

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

I love Xactly because it provides a collaborative arena for me to work with my peers, leadership team and my own team members. We all know that compensation drives behavior and I use this tool in our weekly 1-1s

**What do you dislike about Xactly?**

Sometimes the data lags ~ 30 minutes when changes are made

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

The solution helps me bring a high level of transparency in my 1-1s

  ### 41. Centralization of the Commission Process

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 12, 2023

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

We were able to centralize our commission calculation and payments and eliminate the use of manual spreadsheets.  We have standardized processes and now have two individuals processing instead of each accounting region.  Our account executives and sales managers can review commissions throughout the month and not wait for the end of the month to determine if payments are accurate.  We work with a technical account manager who has assisted us in improving our set up as we become more familiar with capabilities of the system and how it can better serve our needs.

**What do you dislike about Xactly?**

The time needed for changes in Incent to update in Analytics is frustrating.  Our users prefer seeing reports in Analytics and the update usually takes two hours.

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

Calculation of commissions were previously decentralized and inconsistency in applying practices.  Xactly Incent allows centralization and standardization of process and applying policies.

  ### 42. Compensation Visibility

**Rating:** 3.5/5.0 stars

**Reviewed by:** Constantine J. | Regional Sales Director, Enterprise (> 1000 emp.)

**Reviewed Date:** January 24, 2024

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

I really enjoy how Xactly gives me the visibility into all my deals and my overall compensation landscape. Having it all in one place is very helpful.

**What do you dislike about Xactly?**

I wish that dadhboarding was a bit more intuitive and there were more filters to choose from.

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

Giving me visibility into my sales compensation.

**Official Response from Sonia Cabrera Rossi:**

> Constantine, thank you for taking the time to share your feedback. I'm glad to hear that Incent has provided you with visibility to the data that is most essential to you, all in one location. Our Xactly Community portal and Xactly University have a great deal of material on creating and managing dashboards and the use of filters. If you believe it would be helpful to speak with someone further, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 43. Powerful tool for commission calculation

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 19, 2023

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

Xactly is an extremely powerful tool for calculating commissions, particularly if there's a complex and often changing hierarchy structure.  The system gives you the abilility to change reporting structures with specific "effective dates" or "versions" and also provides flexiblity to associate named relationships for teams that work together. Incentive statements are easy to view and allow users to view underlying details of results.

**What do you dislike about Xactly?**

The batch processing and triggers can be confusing.  The system is not extremely user-friendly or easy to navigate.

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

Generating commission calculations, monthy and quarterly commission statements and issuing and tracking plan documents.

  ### 44. Xactly Admin Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Adam S. | Senior Manager, Sales Compensation, Enterprise (> 1000 emp.)

**Reviewed Date:** December 07, 2023

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

Makes it easy to manage sales comp with hundreds of employees on sales plans.

**What do you dislike about Xactly?**

The UI for end users needs to be updated and the reporting is terrible...  updating reports to be as easy as SFDC reports would be a huge improvements

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

Tracking and calculating sales attainment and commissions earned.

  ### 45. Powerful tool with caveats

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** December 08, 2023

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

Allows our sales colleagues to easily see detailed information related to their incentive compensation and provide our sales leaders access to team performance to targets.

**What do you dislike about Xactly?**

Any, and I mean ANY changes we make to our compensation plans results in a project.  The tool is powerful but it doesn't seem very adaptable.

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

Visibility to incentive compensation
3rd party calculation of incentives
Leadership visibility to seller performance to target

  ### 46. Xactly Incent admin, 6 years and counting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Timothy L. | Sales Compensation Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** February 01, 2023

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

I've been using Xactly Incent for about 6 years, and has worked quite well for us in terms of giving our sales team a tool where they can track their sales compensation details. Reports are highly customizable, and the addition of improvements to the interface over recent years has been great to see.

**What do you dislike about Xactly?**

Sometimes updating specific components like quotas/rates tables/ pay curves can be buggy, with pages not loading fully or requiring workarounds. The product gets easier to understand once you get the hang of the mechanics and steps needed to run calculations. Xactly Training, which they provide, is very helpful and I definitely recommend utilizing it as much as possible.

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

Incent has provided our sales org with a more accessible, consistent way of viewing their commission credits, spiffs, and payouts. Managers can view their team's performance in one place, in current plan periods and previous years if needed.

  ### 47. Compensation Calculating Tool

**Rating:** 1.0/5.0 stars

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

**Reviewed Date:** March 30, 2023

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

Compensation statement reporting is easy to view by pay periods.

**What do you dislike about Xactly?**

The calculation engine using formulas and lookup tables can be cumbersome once team structures become complex

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

Automation of commissions calculation

**Official Response from Nancy White:**

> Thank you for your feedback. It's good to hear that you find reporting by pay period easy. Usability is an area we give a lot of thought to. You mentioned some challenges related to complex team structures. We may have some resources that could be helpful to you. If you would like to discuss further, please contact me at nwhite@xactlycorp.com. Thank you, Nancy White, VP Customer Success

  ### 48. Go to Market Incentive Compensation Analyst

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 07, 2023

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

Single platform that has the ability to issues comp plans, calculate commissions and do reporting.

**What do you dislike about Xactly?**

Some system limitations that I have come across over the years. Limits on configuration options, plan document creation etc. I also find analytics to be not very user friendly.

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

Automation and transparency of incentive comp.

  ### 49. Xactly is a leader in ICMs

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jessica  M. | Compensaton Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** January 31, 2023

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

I have been an Administrator, configuring and supporting compensation in Incent for ten years.  The longevity of using this product within our organization practically speaks for itself.  We process approx 10 million in compensation across four countries, and what I appreciate most is the ease of use and our ability to manage the software internally.  Incent processes compensation efficiently and accurately.  Handling complex comp plans as seamlessly as simple ones.  I appreciate that the company continues to take feedback from its users and innovate new products designed with clients in mind.

**What do you dislike about Xactly?**

I wish the end-user experience were better.  We have issues with partners that struggle with login issues.  In particular, if a partner has multiple instances of Incent or does not log in frequently.  I find setting up Analytics reports and Dashboards to be cumbersome.  I believe Xactly has an opportunity here to make their product much better.

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

While many businesses pay using commission-based payments, they rarely specialize in compensation.  We had many homegrown systems that I managed before partnering with Xactly.  They developed software with sole compensation and sales behavior in mind.  Incent saves our organization resources, money and time and has easily scaled with our growth.  It allows us to change our comp plans frequently and with confidence that they will be accurate and delivered as expected each week.   It does so in a secure environment that our partners can rely on.

  ### 50. Great commission tracking system

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** January 31, 2023

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

We've been a customer for 7 years now.  It takes some time to learn how the system works, but it is a fairly smooth process once you learn.  Employees can easily see their goals, attainment, and commission earned daily.  I'm a team of 1 who fully manages the platform for 200+ salespeople - managing the day-to-day process, and the annual changes (pay, quotas, hierarchy, named relationships, etc.).  Their upload templates make this manageable for one person to handle.

**What do you dislike about Xactly?**

I haven't had the best experience with the support team.  However, I know there are support tiers available and we could request/pay for a better level of support.  Typically, it results in me finding the issue on my own - which isn't bad, because then I learn the system better.

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

Prior to 2017/Xactly, we calculated commissions all on spreadsheets.  Fast forward to 2023, we have 200+ employees on commission plans.  It would not be realistic to calculate these on spreadsheets.  We're able to give each employee an individualized commission incentive plan.


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

- [View Xactly pricing details and edition comparison](https://www.g2.com/products/xactly/reviews?filters%5Bsentiment_snippet%5D=1346006&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+18%3A32%3A57+-0500&secure%5Bsession_id%5D=ae7bdca8-4f81-4346-ae8d-74bbb4451e16&secure%5Btoken%5D=7234157e4efbdce8bf0603611291aa9841b3c930f587cc525ada1d77c82c6bfd&format=llm_user)
## Xactly Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Workday Compensation](https://www.g2.com/products/workday-compensation/reviews)
  - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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