Xactly

Helps sales, finance and RevOps teams replace spreadsheets and fragmented tools by connecting incentive compensation, quota and territory planning, performance and forecasting for accurate payouts and more predictable revenue.

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Overview

Design and automate compensation plans and commissions, model plan changes against benchmark data before rollout, plan territories, quotas and capacity, manage credits and hierarchies, and forecast revenue on one platform. Xactly Intelligence adds AI agents and assistants. Pricing is handled through demo or quote requests.
More product details

Product

Awards and recognitions
  • Name
    Gartner Magic Quadrant for Sales Performance Management - Leader
    Year
    2,026
    Organizer
    Gartner
  • Name
    TrustRadius Top Rated Badge
    Year
    2,026
    Organizer
    TrustRadius
  • Name
    TrustRadius Buyer's Choice
    Year
    2,026
    Organizer
    TrustRadius
Demo Url
xactlycorp.com/product-tours/intelligent-revenue-platform
Solution Kind
Platform

Who it is for

Organization Types
  • Business

Features

Incentive Management

Automate commission and bonus calculations and payouts

Give sellers on-demand visibility into earnings

More details & conditions: Incentive Management

Detect unusual payouts before processing with AI anomaly detection

Track ASC 606 and IFRS 15 commission accounting

Categories: Sales Performance Management

Sales Planning

Model sales coverage, headcount and capacity scenarios

Set and manage territories on maps and quotas

More details & conditions: Sales Planning

Create versioned plan snapshots for Sales, Finance and RevOps

Track performance against plan

Categories: Sales Performance Management

Commission Management

Automate commission calculations at high transaction volume

Split commissions across territories

More details & conditions: Commission Management

Tiered accelerators, caps and clawbacks

Multi-currency conversion

Log, track and resolve commission disputes with an audit trail

Categories: Sales Performance Management

Goal Setting/Tracking

Align individual goals to organizational objectives with MBOs

Track attainment against quota in interactive dashboards

Categories: Sales Performance Management

Sales Reports

Out-of-the-box and drag-and-drop customizable dashboards and reports

Earnings, attainment and payout views

More details & conditions: Sales Reports

Mobile-ready access on native Android and iOS

Categories: Sales Performance Management

Compensation Plan Modeling

Simulate plan changes across best-case, high-performance and cost-reductive scenarios

Run what-if tests on accelerator thresholds, pay mix and quotas

More details & conditions: Compensation Plan Modeling

Project impact on total spend, pay equity and rep behavior

Generate charts and visualizations of plan change impact

Categories: Compensation Management

Compensation Statements

Customized incentive statements showing commission breakdown

Drill down from statement to deal details

Categories: Compensation Management

Incentive Management

Administer simple to complex compensation plans with reusable rules, quotas and rate tables

Deploy Management by Objectives (MBOs)

More details & conditions: Incentive Management

Automate plan rollover to the next year

Run change scenarios before rollout

Build plans conversationally with the Incent Plan Agent

Categories: Compensation Management

Budget Management

Manage compensation budgets and forecast variable spend

Project impact of plan changes on total spend

Categories: Compensation Management

Bonus Management

Calculate team-based bonuses

Provide up-to-the-minute bonus reporting to sellers

Categories: Compensation Management

Market Data Analysis

Benchmark plans against 21+ years of proprietary pay and performance data

Compare base/variable pay mix and OTE against industry norms

Categories: Compensation Management

Workflow details

Splits
  • Name
    Split commissions across territories
    Description
    Incent automates split commissions across multiple territories; Manage automates credit assignments and splits.

Categories: Sales Performance Management

Technical details

Deployment

Client Channels
  • Browser
  • Mobile app
Delivery Models
  • Cloud (SaaS)

Customization

Skill Level
  • No code
Supported Scopes
  • Reports
  • Dashboards
  • Workflows
  • Business rules

Support

Channels
  • Ticket
  • Phone
  • Community
  • Knowledge base

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