Xactly Incent and Forecasting review
April 18, 2025
Xactly Incent and Forecasting review
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Xactly Incent®
We use Xactly Incent to calculate credits and commissions, report results to sellers and to executives, and generate reports in a payroll-compatible format. It replaces a time-consuming array of Excel spreadsheets and efficiently enables the processing of sales data.
Pros
- Efficiently processes (and reprocesses if necessary) sales and adjustment data.
- Easily digestible reporting for sellers.
- Ability for the administrative user to update rules, plans, and structures.
Cons
- The Analytics function seems robust, but is unintuitive to the point that we don't use it (in favor of exporting full data and building our own reports).
- While changing rules and logic for fields existing in Xactly is straightforward, adding new data fields to be pulled in from our Salesforce system requires services support.
- Monthly sales calculation and reporting used to take 2 dedicated commissions people 4 full days to manually pull from Salesforce and run through Excel for 200 people. With Incent, 1 person is running 350 people with the ability to turn around in a day.
- Sellers can trust that data doesn't have hardcoded adjustment "time bombs" from prior periods that we used to complain of when running Excel books.
I have not used any other dedicated Incentive tool other than homegrown solutions.
Do you think Xactly Incent® delivers good value for the price?
Yes
Are you happy with Xactly Incent®'s feature set?
Yes
Did Xactly Incent® live up to sales and marketing promises?
No
Did implementation of Xactly Incent® go as expected?
Yes
Would you buy Xactly Incent® again?
Yes
Comments
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