# Page 2 | Xactly Incent Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Xactly Incent the right Commission solution for you? Explore 252 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/41694/Xactly-Incent/reviews --- Xactly Incent 4.2 (252) [View alternatives](https://www.capterra.com/p/41694/Xactly-Incent/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Xactly Incent ## Showing most helpful reviews Showing 26-50 of 252 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NS Nicki S. Finance Planning and Analysis Manager Media Production Used the software for: 2+ years ### "More consistent and accurate processes" April 21, 2025 5.0 We have been using Xactly Incent and Analytics for about six years. Previously we depended on excel files that were maintained by numerous analysts across the company. We created a team that works exclusively on compensation and we all use Xactly to do that. It has allowed for better accuracy, audit controls, more consistent standardized processes and analysis of compensation. We can turn around data and modeling requests much quicker than before and we can also make changes to the comp plan in minutes rather than the days it would have taken to set up new excel calculators for 1500 employees. Being a part of the Xactly family has also allowed us to network with other companies and professionals to find best practices and ideas. Pros Using Xactly Incent has allowed our team to have more consistent SOPs and better accuracy. Cons The user interface seems clunky at times. I do not like the frame-within-a-frame design that is used in some of the objects. I also wish it was easier to move between objects - Profiles has helped, but it's not quite what I would like. Review Source TL Tina L. Sr. Sales Compensation Planning Analyst Computer Software Used the software for: 2+ years ### "Sr. Sales Compensation Analyst" April 21, 2025 3.0 I would say overall experience with Xactly Incent is average with my comments above. It's definitely better than calculating credits, quotas, attainments and commission manually offline, but it's very challenging to configurate and maintain the plans in the system for mid-large size companies Pros Historical data are saved in the system and commission calculation can be calculated for simple plan structure. Cons 1\. Can't download quota credits for all months at once (unless doing it through Analytics) 2. Can't do "unselect all" when launching plans 3. Reports don't work well with historical data. One single "As was" historical people, quota, hierarchy and position can't be pulled . It's either the latest versions or all versions 4. My company fully relies on the Xactly TAM team to do the plan configuration, and there is no FRD provided afterwards. This makes it a bit hard to maintain the system when issue occurs, especially we don't always get prompt support on the reported issue 5. The functionality doesn't support the configuration of complicated plan and SPIFF design well Review Source SV Satyanarayana V. Sales Commissions Finance Analyst Information Technology and Services Used the software for: 2+ years ### "Great experience on using on Incent" April 11, 2025 5.0 It's a great experience and streamlining the compensation process using Xactly Incent. Pros Easy to use and navigate the UI for access. The plan configuration and deployment managed very well with Incent. Cons The certification release letters at Title level where as there is no option to select all titles or multiple titles. Switched from [AppXite Cloud Platform](https://www.capterra.com/p/249254/AppXite-Cloud-Platform/) It's not suitable to large commission processing Review Source QD Quinten D. Account Executive Information Services Used the software for: 2+ years ### "Perfect tool to see how much commission you will earn on your deals" October 16, 2025 5.0 Pros Can see exactly what I will earn on commission on there and keep good track of how much I will earn. Cons Nothing, it works perfectly fine and I have completely no complaints about it in any way or form at all. Review Source PJ Panu J. Head of Commissions and Provisions Telecommunications Used the software for: 1-2 years ### "No totally convinced" April 23, 2025 2.0 It looks like the system has equipped with a lot of features we do not need, but the ones we need are not that well designed. Pros There are a lot of possibilities and from some point of view it is also flexible. Cons It is very complicated to filter out and review records. First you choose "Orders -> Orders" then you have to choose one period to show the records. After that if you like to review one certain record you choose the item code three dots, type the item code to search field press Enter, click the code that is found from the list, click Select and after clicking Search you can review the record you like. So, there are pretty many steps to do this simple task. Furthermore you have to always base the filtering records to incentive dates. This is not very practical since we have always release dates out of multiple months and therefore I would very much like to see the ability to base the filtering to release date instead. It would be very useful to have easily both Incent and Connect side by side open same time. Now you can open the Connect from Incent and then log in back to Incent from another browser tab to have both same time open. If Connect happens log out due to inactivity you have to do the same again. Review Source DK Dinesh K. Group Manager Information Technology and Services Used the software for: 1-2 years ### "Very Good moudle for sales comission plan" April 29, 2025 4.0 so far this is good to use and easy to navigate to sellers to provide thier details in a click away Pros This is good module for sales compensation plan. very user friendly UI and this accomdate all your sales commisson plan for your oragnisation Cons user details like email ID and name should be editable in case somone put it manaully currently you cannot modify the user meial address which cretaes duplicity of user in system Review Source SR Seb R. Account manager Information Technology and Services Used the software for: 2+ years ### "Great tool" January 16, 2025 5.0 Very pleased overall, would recommend to anyone Pros Ease of use, great insights into every deal Cons Updates are a bit slow sometimes , but that may not be because of xactly Review Source IC Isabella C. RevOps Manager Information Technology and Services Used the software for: 2+ years ### "Comprehensive tool, requires a lot of administration" April 11, 2025 4.0 Pros It is very comprehensive and able to configure almost anything Cons A lot of administration is required, as well as training for end users Review Source David M. Sr Sales Compensation Analyst Biotechnology Used the software for: 2+ years ### "Xactly - a Worthwhile investment" January 17, 2023 5.0 We are able to process quarterly incentives accurately and quickly. This is saving us from having to make multiple adjusting payments after the fact. More importantly, it plays a role in reducing employee turnover as our sales force trusts their commission calculations and does not think they are being cheated by poor execution on the quarterly calculations. Pros Xactly is able to handle extremely complicated incentive calculations, utilizing data from multiple sources. It is flexible enough to accommodate rapidly changing organizations. From my perspective the best aspect of Xactly is the excellent customer support that comes with a license. The Xactly team is very responsive to address issues quickly, which is essential when trying to calculate incentive payouts in time for payroll deadlines. Cons Xactly does require significant investment to learn how to operate. It is a sophisticated program that has its own rules and processes. However, as a compensation professional, I have found it worthwhile to invest time to learn how to use Xactly. I used spreadsheets for years, but our profession is moving more and more towards full automation. Review Source Padmaja Tallavajhala C. Sr. Business Systems Administrator Computer & Network Security Used the software for: 2+ years ### "Xactly is a great tool!!!" February 21, 2018 4.0 Ease of automating and reduction of manual calculations of commissions. Pros Pros: 1. Ability to automate data transfers from your ERP/CRM systems to Incent and data validations/calculations using DELTA without the use of manual uploads using the Excel Uploads. I recently moved from one company to another and my goal is to leverage the use of DELTA for this purpose. It gives you your nights back! 2. Organizational setup is pretty easy to upload and it is even more wonderful if there is a data-integrations between Incent and your HR data repository. 3. Xactly Support are very responsive and they can be knowledgeable based on their years of support of the product. 4. Data transparency to the numbers (Earned Vs. Paid) results in faster responses from the sales team to their numbers. 5. Once you get the plans figured out, it works wonders. 6. Their new App for iPad can be a good sell provided the data model for the business is built universally for the whole sales force team. Cons Cons: 1. Analytics: A non-intuitive tool for regular users and need a solid understanding of your data in order to build reports that can be used by administrators and sales representatives. 2. System works well with simpler plans with fewer variables. Complex plans with multiple components can drag the system and make it tricky. 3. Development of Plan Design configurations works well, but at times, due to the design of the tool, it does not fully translate the language of your code to the language of the rule development. You have to be creative to be able to think of other ways to accomplish. Review Source Lucas H. Sales Operations Analyst Internet Used the software for: 2+ years ### "When it works, it works well. Bugs and non-intuitive nature can make it difficult to use. " May 16, 2018 3.0 Pros Analytics: Can be very helpful to expand upon Incentive statement short comings. However with the introduction of Balance Carry forward to accommodate prior period processing, reporting is becoming more difficult. Recommended for every customer. Edocs: is recommended if you wish to route quota via Incent Incentive Statement: Overall great. Wish drill-down details loaded faster and were more flexible on what is shown on drill down Versioning Objects: I don't know what we would do without this System of Record: Great for historical comp. Earns more value year over year for growing changing sales teams. Cons Old UI: Sections that have old UI/non-HTML text Estimator: Atrocious UI, limits, functionality, but I bet its on every Xactly sales demo. Honestly, how many can customers using this? Illustrator rules- See estimator, but worse. Sales Rep Landing Dashboard: Most of the pods are useless. My feedback from our sales team we have is they don't even look at it. We direct them towards our analytics dashboards. 99% virtually all pods are turned off or hidden to avoid Incent from confusing the sales rep. Audit Logs are broken: This is a great troubleshooting tool and it has been broken and not fixed by Xactly. This was huge as we have many business group admins at our company. Pay curves don't work for us Rate Tables end with .99999 after every number: Sad this continues as long as it has. Makes beautiful Plan Statements suddenly ugly and confusing. Admin Experience: Feels like a hassle Review Source DM Donna M. Director, Global Sales Compensation Computer Software Used the software for: 2+ years ### "Xactly Better than Yesterday but still needs to keep getting better" January 3, 2020 3.0 There are things that Xactly does well and once built work very well and that makes the experience pleasurable. Xactly has a nice appearance and once we educate our sales members it is easier for them to follow. It is not intuitive and needs to be explained. Reporting is a challenge for the administrators as well as the Users. Pros I think that Xactly has a great look and for the standard commission practices it does well, it is highly valuable. Cons A few points for Xactly would be that Xactly still struggles with plan changes or multiple plan changes for an individual sales member and then struggles to manage YTD commissions for folks who have had a few plans. We struggle with gates in Xactly and since commissions are fluid, Xactly needs to be better at looking at YTD as well as monthly and quarterly for these changed folks. Xactly Analytics is a challenge because although it is part of the package, if all my commission data is in Incent, it should be easier to report off of it and it is not. You have to build logic in Analytics to get data that you can see so you end up pulling raw data from Incent and manually creating your reports which makes Analytics less valuable. Difficult logic is something that takes too much time sometimes to work through with external support. There is also no commission rate reporting. As sales cares what rates they get paid at, it is important to be able to track this and like other things, we have to do this manually. Sales looking for YTD data is a challenge because you have to download from Incent month by month. There should be this option for sales as well. Review Source SD Swapnil D. Compensation analyst Health, Wellness and Fitness Used the software for: 2+ years ### "Xactly is best software for Commission calculation but some process are really hard to digest" December 19, 2019 4.0 Xactly incent is nice and well-designed tool for commissions calculations. Pros 1)Starting from User till Quota management it is too good, and does awesome job. 2)Calculation process in dependent on many factors and Xactlty supports most of them today. 3)Analytics is very good which gives clear picture of overall performance. 4)This nov-19 xactly provided free certification which I really appretiate. Cons 1) I can not do some repetitive task in bulk, which I really do not like about this software, for e.g. i. Initial Quota creation ii.Record deletion (Quota of User, Formulas, Credit and Commission rule) 2) Incentive statements are configuration is allowed up to the extent only, but for specific needs, I cannot do that in Default statement. For e.g. If I want to change the Credit type Lable name in one of the incentive statement it does not allow and it updated all the incentive statements where the same Credit Type is used. 3)Deal by Deal commission setup is hard if we try to do it on own, always need PS team help in that. 4)Also some uploads required .CSV and some .xls file format which is really not good, always need to change the format once the files are prepared. Alternatives considered [Anaplan](https://www.capterra.com/p/129412/Anaplan/) Reason for choosing Xactly Incent The results and customer reviews were really good, and the way it is explained and designed is really what we looked for. Review Source SR Shari R. Director, Sales Operations Market Research Used the software for: 2+ years ### "Great Tool!" January 26, 2023 5.0 Our plans have many components, calculations, tiers, etc. and the accuracy is phenomenal. At this point we are pretty self sufficient, but we have always enjoyed working with our Professional Services teams, as well as with our Customer Success Managers. Pros Our plans are complicated but with a few years under our belt, we are very pleased with Incent. The accuracy is of utmost importance to us, and we appreciate the reliability and accuracy. Cons Beginning of year setup could be simplified a little. Review Source VR Verified Reviewer Global Sales Compensation Systems Analyst Computer Networking Used the software for: 2+ years ### "XACTLY!" December 12, 2019 3.0 Pros Commissions are not being done in Excel, which is great. I mean computing commissions, bonuses, and credits in Excel is a nightmare. Incent has really helped us with this process (even though we are currently doing a lot of things manually). There's one centralized place for all of our results. Cons The user interface is a little outdated. It doesn't look as modern as most websites. There are features that are not available compared to their competitors. Incent is not as linear as I would like. For instance, setting up users, people, title, position, hierarchy, named relationships are not all in the same tab. Plan Design can be said the same. You have to really toggle around the application to see where everything is at. Review Source VR Verified Reviewer Sales Manager Computer Software Used the software for: 2+ years ### "Get real time compensation report when you need it!" March 26, 2021 5.0 Overall, Xactly delivers what is expected of it. We don't use Xactly all the time, but when we do we always have smiles on our faces! Pros I like how I can always check on Xactly my commissions for every time the data is refreshed. As a manger, I am also able to see the commission details of my team to make sure that they are accurate. Cons We manually upload the raw data so people can view their commissions after, it would be great if it can be integrated with a data feed so the information can be refreshed any time. Review Source KP Kauvshika P. Financial Analyst Senior Financial Services Used the software for: 1-2 years ### "Xactly Commission Tool" December 14, 2019 4.0 I do like my experience working with Xactly. The support team do not understand my inquire that is the issue, I think its best if they pick up the phone and call us with issues that we are having with using the Xactly. This would help resolve the issue faster than waiting for a week to get issue resolved. Pros I use this tool everyday for adjustment in Xactly for my job. Its easy to understand and I like the feature of download to see the detail. The orders/orders tab I use everyday and I like the fact I understand the breakdown of credits and commissions. Cons I don't like how the error message does not explain the reason to why certain tool didn't work when we are done uploading our order. At times uploading the payment doesn't show on the incentive for the rep statement. I had that issue couple of times where I do a upload of payment and the message said it went through but when checking on reps statement its not displayed. Reason for choosing Xactly Incent I was told that FIS found the tool being friendly user vs using another product. The review was much better and easy to use as a commission tool for both the reps/sales manager and us as an analyst. Review Source VY Vatan Y. IT Manager Information Technology and Services Used the software for: 2+ years ### "Commission is Xactly what you need" July 31, 2022 4.0 Pros The calculations, scheduling, integrating docusign, alerts, and similar features are standout Cons There is a high scope to improve on the support staff and also on the custom integrations Review Source RW Robert W. Systems Manager Computer Software Used the software for: 2+ years ### "This is Xactly what we needed for Sales Compensation" June 13, 2019 4.0 Xactly is a complex system that gives users the ability to simplify their End to End Sales Compensation processes. I've used the system across two very different companies over the past 5 years. I was involved with multiple implementations and integrations and feel that Xactly was a great solution for the majority of the problems we faced on a day to day basis. Once I took some classes and got plenty of experience using the tool, I can say that I understand how everything should work and am able to create many solutions to the ever changing requirements that my company faces. The support team has always been very helpful and my customer success rep has been a key player in the success of my system. He is always able to help me find the information I am looking for and constantly supports my everchanging requirements for understanding and utilizing the system. Pros The software is very robust and can handle a lot. It also has very user friendly user interfaces for the sales team. Cons It lacks consistency in usability across the platform, but they are working on this in their regular enhancements. Review Source HH Hanna H. Sr Commission Analyst Computer & Network Security Used the software for: 2+ years ### "Incentives for sales reps work ok, but the administration side could be improved" May 15, 2018 3.0 Pros 1) Incent is visually well structured 2) Basics are included and straight forward, so administration od the basic functions is not difficult (a lot also depends on the consultant and the configuration) Cons 1) Building reports with Analytics is difficult (very long lists of similar fields to choose from; Putting on filters and aggregating is not straight forward etc); 2) You need to wait for data to refresh in analytics at least two hours; 3) Commission plan functions should be improved (at least 3 issued by our team this year about it - workflows; viewing and approving) 4) The manual included in Help could be more detailed/clearer (e.x. answer about how draws behave when a rep is changing position is confusing to me) 5) I think there Xactly has potential - it feels like there are more functionalities to utilize, but we're not aware of their existence (that was my impression after a call with Xactly reps) 6) Xactly can be slow at times 7) Standard draws section is very limited Review Source JA James A. Manager, Sales Commissions Financial Services Used the software for: 2+ years ### "Xactly Loves Me" June 12, 2019 5.0 It took a little while to get all our ducks in order so that we had good data to put in. Now that we do have clean data, we have saved countless hours of processing time. Pros Prior to going full force with Xactly, it would take us 3 weeks to get revenue and commissions calculated. It can all be done in 1 day now. Cons The only thing that I dislike is the fact that I wasn’t using it sooner. Review Source VR Verified Reviewer Business Development Manager Marketing and Advertising Used the software for: 2+ years ### "Could be better" September 25, 2019 4.0 Overall I like this product. It gets the job done from a salesperson prospective. Pros I like it, it shows all pieces of data I want and need to see from a sales prospective. I can track daily my percent to target and dollar amount of commission to expect. Cons It has a lag often. There are days that go by that it still has not updated which makes sales tracking difficult. Review Source EC Elizabeth C. Senior commissions analyst Information Technology and Services Used the software for: 2+ years ### "Highly configurable Easy to use" December 13, 2019 5.0 I have been able to automate most of our manual processes. It frees up my time to do more high level things. The ease of use and the ability to see their data in real time is motivating for them. It helps them spend more time selling and less time worrying about their commissions. Pros This is easy to configure. I haven’t found a plan yet I couldn’t build. It is mostly intuitive and it is a great resource for the sales team. They like having a real time view of their commissions. Analytics reports provide what the system doesn’t so I am able to build custom reports for the various teams where they can pull on demand current reporting. I have configured and used other systems and this is by far the easiest. Cons I would like to see the analytics reporting updated and easier to use. Review Source SV Stacey V. Senior Finance Manager, Compensation Telecommunications Used the software for: 2+ years ### "Good Product" December 19, 2022 4.0 Overall, it has been good. There is a learning curve with this software but once you take all the classes and learn that, it is pretty easy going. It has been nice to have one system for comp and eliminate human error when calculating via excel sheets. Pros Being able to calculate and house all compensation (variable comp, comp plans) in one system Cons Responce time - when you need to open a support ticket it can take 24-72 hours to get an answer back. Review Source LK Luke K. Functional Analyst Information Technology and Services Used the software for: 2+ years ### "Xactly Incent Review" December 26, 2019 4.0 Overall the experience is been pretty good. All the customer success managers have been attentive and really seem to want to know our needs as well as wanting to make Xactly as easy to use as possible. Pros I love the fact that this product can retain years of data so a user/admin can go into any particular year/month and look up commission payouts, clawbacks, adjustments, etc. This is such a nice feature that I don't have to store any of that information on my computer. Cons Lack of tech response. There have been a few times where we were in a time crunch for tech support and we never received it in time. A specific example of this... A new admin accidentally uploaded several hundred batches into the system (Why is there a mass upload function, but not a mass delete function for this?) and we reached out to tech support to remove them all, but we didn't hear from them in time before the pay period needed to be closed so we spent 20+ man hours manually deleting them one by one. Reason for choosing Xactly Incent My company chose this product shortly before I joined them. Review Source Similar Products Featured ## Related categories [Commission](https://www.capterra.com/commission-software/)[Sales Coaching](https://www.capterra.com/sales-coaching-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.