Xactly

Xactly

by Xactly • • Sales Commission Software

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Xactly is sales commission software for sales, finance and RevOps teams, with territory, quota and forecasting modules on one platform, sold by quote.

Xactly calculates what every seller has earned under their compensation plan and shows reps, managers and finance the same figures as deals close. Xactly Corporation, founded in 2005 and based in Los Gatos, California, sells it as the Xactly Intelligent Revenue Platform. It replaces the spreadsheet commission run, where tiers, splits and corrections are hard for reps to check and for finance to audit. Incent is the commission engine, where admins build plans with tiered accelerators, caps, split credit and team bonuses without code. Reps open customized incentive statements that drill down to each deal, and a built-in dispute process logs every question until it is resolved. Commission expense accounting tracks capitalization and amortization under ASC 606. Plan and Manage handle territory and quota planning, Design shows a plan's spend and pay equity before launch, and Forecast predicts pipeline and revenue. Intelligence adds AI assistants and agents, while Extend builds payroll approvals, roster management and custom applications on the same data. Sales operations, compensation and finance teams are the people who run it, and the tiers follow how far a company has come. Incent Core suits a team automating commissions for the first time. Incent Plus serves global enterprises that need commission expense accounting, a full sandbox and business group security. Incent Ultimate is for leaders who want AI agents, industry benchmarking, objectives management and advanced modeling. Every tier and module is sold through a tailored demo and a quote based on the people paid and the complexity of their plans, and Incent can be bought on its own. Closed deals reach Xactly from CRMs such as Salesforce, Microsoft Dynamics and HubSpot, and approved payouts pass on to payroll, HRIS and ERP systems. Xactly for CRM runs SPIF programs and time-bound competitions inside Salesforce, ServiceNow and Dynamics, where reps already spend their day. At period end, payroll approvals, adjustments and an audit trail let finance close the commission run without a spreadsheet in between. Through the year, Plan and Manage carry the territory and quota cycle that decides what each seller is paid for next.

Features

  • Included: No-code compensation plan builder
  • Included: Tiered and accelerator rates
  • Included: SPIFs and bonuses
  • Included: Split and team credit rules
  • Included: Real-time rep earnings dashboard
  • Included: Commission estimator for open deals
  • Included: Commission statements
  • Included: Dispute and inquiry workflow
  • Included: Multi-level payout approvals
  • Included: Deal sync from CRM and billing
  • Included: Payroll system sync
  • Included: Clawbacks and adjustments
  • Included: ASC 606 commission expensing
  • Included: Plan cost modeling
  • Included: Multi-currency payouts
  • Not included: Plan document acknowledgement
  • Included: Commission audit log

Additional Features

  • Incent commission calculation engine
  • No-code plan configuration and administration
  • Multi-tiered accelerators and caps
  • Commission splits across territories
  • Team-based bonuses
  • SPIF programs in Xactly for CRM
  • Customized incentive statements with deal drill-down
  • Commission estimates from live comp plan logic
  • Dispute resolution for commission payments
  • ASC 606 commission expense accounting on Incent Plus
  • Prior period processing on Incent Plus
  • Full sandbox environment on Incent Plus
  • Business group security on Incent Plus
  • Industry benchmarking on Incent Ultimate
  • MBO and objective management on Incent Ultimate
  • Xactly Plan territory and quota planning
  • Xactly Manage territory and crediting records
  • Xactly Design compensation plan modeling
  • Xactly Forecast pipeline and revenue forecasting
  • Xactly Intelligence AI assistants and agents
  • Xactly Extend payroll approvals and custom applications
  • Multi-currency conversions
  • CRM, ERP and HCM data integrations
  • Performance dashboards

Best for

  • Compensation teams moving commissions off spreadsheets
  • Finance teams capitalizing and amortizing commissions under ASC 606
  • Global sales organizations paying sellers in several currencies
  • Revenue operations teams setting territories and quotas each year
  • Companies running Salesforce, Microsoft Dynamics or ServiceNow as the CRM
  • Leaders modeling plan cost and pay equity before a change
  • Buyers prepared for a demo and a quote rather than a self-serve trial

Use cases

  • Calculating commissions with tiers, caps and accelerators
  • Splitting deal credit across reps and territories
  • Sending reps itemized incentive statements
  • Resolving a rep's question about a commission payment
  • Expensing commissions under ASC 606
  • Setting territories and quotas for the next fiscal year
  • Modeling the cost of a compensation plan change
  • Running a SPIF contest inside the CRM
  • Approving payouts before they reach payroll
  • Forecasting pipeline and revenue
  • Reversing commission after a deal adjustment

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