GTM Hub
What is Xactly?
Cloud-based SaaS platform for automating incentive compensation management (ICM). Xactly Incent automates commission calculations, compensation plan design, and provides real-time earnings transparency to sales teams. Processes over $7 billion in calculated commissions and bonuses monthly for tens of thousands of payees globally.
Xactly news
Xactly Intelligence Studio and AI Agents announced
Xactly launched Intelligence Studio allowing customers to build custom AI agents beyond pre-built ones, enabling fleet-based automation of compensation workflows.
Dispute Management Agent launched with ServiceNow
Xactly and ServiceNow jointly announced a dispute management agent for automating commission dispute resolution workflows.
Xactly Intelligence AI features embedded in Incent
Xactly launched embedded AI assistants and plan agents, plus anomaly detection capabilities to catch payout errors before payroll processing.
TrustRadius Tech Cares Award 2026 and TR Buyer's Choice 2026
Xactly recognized for customer support (Tech Cares) and buyer satisfaction (Buyer's Choice). Also won G2 Fall 2026 Sales Planning Best Support and Easiest Admin (Enterprise).
Key features
Calculation Engine
High-performance engine achieving 99.8% payment accuracy. Processes billions of transactions monthly; handles complex tiered commissions, accelerators, caps, split credits, team bonuses, and clawbacks.
Compensation Configurator
No-code interface with reusable rules, quotas, and rate tables. Powered by AI trained on 21+ years of proprietary data. Automates plan setup and supports scenario modeling to test 'what-if' changes before launch.
Real-time Rep Statements
Sales reps access commission earnings, quota attainment, and projected payouts on-demand via web dashboard, Salesforce native integration, or iOS/Android mobile apps. Line-item breakdown shows how each commission was calculated.
Compliance & Audit Trail
ASC 606 and IFRS 15 compliance with Commission Expense Accounting (add-on). Supports amortization schedules, multi-currency handling, and complete audit history for payroll and accrual close.
Advanced Reporting
Drag-and-drop report builder with role-based dashboards. Natural-language data exploration and customizable visualizations for administrators, managers, and finance teams.
AI Agents & Intelligence
Fleet of AI agents automate workflows: Plan Agent converts plan descriptions into working logic, anomaly detection flags unusual payouts, dispute management workflows handle claims. Xactly Intelligence allows natural-language data exploration.
Benchmarking
Access to 20+ years of proprietary pay and performance data. Filter by company size, business group, job title, and tenure to compare compensation against industry standards.
Integrations
Seamless integrations with Salesforce, Microsoft Dynamics, HubSpot, NetSuite, Workday, ServiceNow, Snowflake. Xactly Connect manages data flows from CRM, ERP, HCM, and payroll systems.
Territory & Quota Management
Separate Xactly Plan module for map-based territory design, capacity and roster planning, and quota allocation. Xactly Manage handles roster changes, mid-cycle territory shifts, and automated credit assignments.
Forecasting Integration
Xactly Forecast provides AI-driven revenue forecasting with opportunity health scoring and bi-directional CRM sync. Integrates comp data with pipeline visibility for accurate revenue prediction.
Xactly pricing
Xactly does not publish prices. Pricing is quote-based and depends on number of payees and plan complexity. Three core tiers available (Core, Plus, Ultimate); add-ons quoted separately. No self-service trial; tailored demo required. Third-party estimates range $40-60/user/month for mid-market, $12k-720k+/year total depending on scale.
| Plan | Price | What's included |
|---|---|---|
| Incent Core | Quote-based | High-performance calculation engine, plan configuration and administration, performance dashboards, AI assistants, standard data integrations |
| Incent Plus | Quote-based | Everything in Core, plus: ASC 606 compliance (Commission Expense Accounting), prior period processing, business group security, full sandbox environment, advanced data connectors |
| Incent Ultimate | Quote-based | Everything in Plus, plus: industry benchmarking, AI agents and proactive insights, MBO and objective management, advanced modeling capabilities, custom process extensions |
Pros & cons
Pros
- + Eliminates manual commission calculation errors (99.8% accuracy claimed)
- + Real-time transparency reduces rep disputes by showing line-item breakdown of commissions
- + Complete audit trail supports compliance and financial close processes
- + Scales to tens of thousands of payees; processes billions of transactions monthly
- + AI-powered plan design and anomaly detection accelerate compensation work
- + Integrated benchmarking data (21+ years) helps design competitive plans
- + Native mobile apps let reps check earnings anywhere
- + Reduces compliance audit time by up to 65%
- + Handles global operations with multi-currency support
- + No-code configurator reduces implementation burden
Cons
- − Pricing not transparent; requires quote-based sales process (no self-serve pricing)
- − No free trial available; requires tailored demo and likely implementation consulting
- − Complex setup can be time-consuming; best suited for mid-market/enterprise not small teams
- − Custom platform extensions (Xactly Extend) needed for unique business logic
- − Add-ons like benchmarking, intelligence, and extend are quoted separately on top of core pricing
- − Requires well-defined data feeds from CRM/ERP/payroll systems
Who is Xactly best for?
- • Mid-market and enterprise sales organizations with 50+ reps
- • Sales teams with complex compensation plans (tiered, accelerators, splits, bonuses)
- • Global companies needing multi-currency and ASC 606/IFRS 15 compliance
- • Organizations where comp transparency and reduced disputes are business priorities
- • Sales ops and finance teams seeking to eliminate spreadsheet-based commission management
- • RevOps and sales leaders wanting to align comp plans with GTM strategy and forecast accuracy
Frequently asked questions
Can I buy just Incent without Planning or Forecasting modules?
Yes. You can start with Incent Core to automate commissions. Layer on Planning and Forecasting modules as you grow. All three modules work together on one data model.
Does Xactly integrate with my CRM and payroll system?
Yes. Xactly integrates with Salesforce, Microsoft Dynamics, HubSpot, NetSuite, Workday, ServiceNow, Snowflake, and most other CRM, ERP, HCM, and payroll platforms. Xactly Connect manages data flows.
What if my compensation process doesn't fit standard templates?
Xactly Extend allows you to build custom applications and workflows on top of the platform to handle unique business logic like MBOs, credit disputes, or shadow spreadsheet processes.
Is there a free trial or freemium version?
No. Xactly does not offer a self-service trial because sales compensation is too unique per company. Instead, you can request a tailored demo to see how the platform handles your specific data and requirements.
What kind of accuracy improvements can we expect?
Xactly reports 99.8% payment accuracy, 99.6% forecasting accuracy, 90% average reduction in overpayments, and 8.9 months average ROI timeframe for customers.
Does Xactly support compliance standards?
Yes. Xactly Incent supports ASC 606 and IFRS 15 through Commission Expense Accounting (add-on). It includes amortization scheduling, audit trails, and multi-currency handling for global organizations.
