Xactly Review - Features, Pricing & Deals

Xactly helps businesses manage their sales performance and revenue through cloud-based software solutions. The platform combines sales compensation management, territory planning, and revenue intelligence tools to streamline operations for sales and finance teams.

Founded in 2005 and based in San Jose, California, Xactly has grown from a compensation management tool into a comprehensive suite of products. Their core offering includes solutions for sales performance tracking, quota management, and commission calculations. The platform integrates with common CRM and ERP systems, making it easier for companies to connect their existing tech stack.

The software uses AI and data analytics to help companies make informed decisions about sales strategies and compensation plans. Users can automate commission payments, track team performance, and adjust territory coverage based on real-time data. There's also built-in support for financial compliance, including ASC 606/IFRS 15 standards.

While pricing isn't publicly available and depends on specific business needs, Xactly offers different packages to suit various company sizes. Their solutions serve both small businesses and large enterprises, with features that can scale as organizations grow.

• Intelligent Revenue Platform: Combines revenue intelligence with sales performance management to help organizations maximize revenue potential using AI and comprehensive performance data.
• Xactly Show Me: Enhances user experience by providing targeted support through segmentation, intuitive guide creation, and deep analytics for content monitoring.
• Commission Expense Accounting (CEA): Automates commission expense management with seamless system integration and compliance with ASC 606/IFRS 15 accounting standards.
• Sales Performance Management Solutions: Offers comprehensive tools like Incent, Express, and Territories to manage sales compensation, territories, and performance tracking.
• AI-Powered Sales Solutions: Delivers advanced AI capabilities for accurate sales forecasting and strategic resource planning to optimize revenue generation.
• Sales Compensation Management: Provides flexible incentive tracking and management tools that adapt to diverse business needs and sales team structures.
• Advanced Revenue Intelligence: Leverages decades of performance data to deliver actionable insights for finance, revenue, and sales leadership teams.

• Custom pricing model requiring direct contact with Xactly sales team for personalized quote based on organizational needs.
• Pricing typically tailored to company size, number of users, and specific sales performance management requirements.
• Solutions like Incent, Express, and Territories offer varied pricing structures depending on business complexity and scale.
• Enterprise-level Intelligent Revenue Platform likely priced at premium rates with potential volume discounts for larger organizations.

Xactly Show Me is a user support tool that makes learning and using Xactly products much easier. It creates custom guides that appear right in your Xactly solution, showing teams exactly what to do without needing to switch between systems. Your admins can create targeted walkthroughs for different user groups, which means new hires get relevant training and experienced users get advanced tips. The analytics dashboard tracks who's using these guides, helping you spot where people might need extra help. Many teams find Show Me cuts down on support tickets and training time while boosting user confidence.

Xactly's Commission Expense Accounting (CEA) tool was built specifically to handle ASC 606/IFRS 15 compliance requirements. It automates the complex tasks of tracking commission expenses over time, which is essential under these accounting rules. The system handles true-ups automatically when deals change, creates audit-ready reports, and integrates with your existing financial systems. This automation saves finance teams countless hours of manual calculations and reduces compliance risks. Unlike spreadsheet-based approaches, CEA creates a traceable record of all commission expenses that satisfies auditor requirements.

Yes, Xactly is designed to work with your current tech stack. It offers ready-made integrations with major CRM platforms like Salesforce and Microsoft Dynamics, plus common ERP systems. The platform can pull in sales data from your CRM, compensation details from your payroll system, and financial data from your ERP. This means you won't need to manually transfer data between systems or maintain separate records. If you use custom or less common systems, Xactly offers API options to build connections. Most customers find the integration process straightforward with Xactly's implementation team guiding the setup.

Xactly has added several AI tools to its platform, including the new Xactly AI Copilot. These AI features help with sales forecasting by analyzing historical data patterns to predict future results more accurately than manual methods. The AI also assists with territory planning by suggesting optimal coverage based on market potential. For compensation teams, the AI can spot unusual commission patterns that might signal calculation errors or gaming of the system. The platform uses decades of payment and performance data to benchmark your results against similar companies. Unlike basic reporting tools, Xactly's AI provides suggestions on how to improve results, not just data about what happened.

During implementation, Xactly assigns a dedicated team to guide you through the setup process. This typically includes a project manager, implementation consultant, and technical specialist. They'll work with you to map your current compensation plans into the system, connect your data sources, and train your admin team. Most implementations take between 6-12 weeks depending on how complex your compensation plans are. After go-live, you'll transition to regular support with access to the knowledge base, help desk, and customer success manager. Many customers mention that the implementation phase is where they gain valuable insights about how to improve their compensation strategies beyond just setting up the software.