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features
design
support

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Description

Xactly is an AI-powered sales performance orchestration platform that helps organizations manage compensation, planning, forecasting, territories, quotas, and other revenue operations. Its connected Intelligence Revenue Platform is designed to give sales, finance, and operations teams a shared source of data for managing the revenue lifecycle. Xactly Incent supports incentive compensation management by automating commission calculations, payouts, and seller visibility into earnings. Xactly Forecast analyzes pipeline and performance information alongside compensation data to help teams improve forecast accuracy and understand expected revenue. Xactly Plan provides collaborative tools for territory design, quota allocation, resource planning, and broader go-to-market planning. Xactly Design allows organizations to model compensation plans, compare scenarios, benchmark structures against industry data, and evaluate potential changes before deployment. Xactly Manage centralizes territories, organizational hierarchies, credits, splits, and quotas so teams can operationalize their sales plans more consistently. The platform integrates with CRM, HR, planning, and other business systems to maintain connected and current revenue data. Xactly is intended for organizations that want to replace fragmented sales performance processes with an AI-assisted platform for planning, execution, compensation, and forecasting.

Description

If your commissions live in one tool, your rebates in another, and your chargebacks in a spreadsheet, finance ends up reconciling the same sale several times. incentX puts all of them on one spine: the ERP transaction. incentX is an incentives and compensation platform. It reads invoices, sales orders, credit memos, and AP/AR lines directly from your ERP through pre-built, two-way connectors, with no middleware or data warehouse. Each transaction is evaluated once against every active program, including sales commissions, customer and supplier rebates, royalties, chargebacks, billbacks, and trade promotions. Approved results can post back to the ERP as GL entries or AP/AR records. Native connectors typically sync in under five minutes, and anything without a connector can use the open REST API, flat files, or SFTP. incentX is SOC 2 Type II certified, encrypts data with TLS 1.2+ in transit and AES-256 at rest, and supports SSO through Okta and Microsoft Entra ID.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP No 
Epicor Prophet 21 No 
Infor Distribution SX.e No 
Microsoft Dynamics 365 No 
NetSuite No 
QuickBooks Enterprise No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Business One No 
SAP ERP No 
Sage 300 No 
Salesforce No 
Xactly AlignStar Yes 
Xactly Forecasting Yes 
Xactly Incent Yes 
Xactly Objectives Yes 
Xactly Plan Yes 
Zoho CRM No 

Integrations

Acumatica Cloud ERP Yes 
Epicor Prophet 21 Yes 
Infor Distribution SX.e Yes 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Business One Yes 
SAP ERP Yes 
Sage 300 Yes 
Salesforce Yes 
Xactly AlignStar No 
Xactly Forecasting No 
Xactly Incent No 
Xactly Objectives No 
Xactly Plan No 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

200 per month
Growth Plan: $500 per month
Pro Plan: $1500 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Xactly

Founded

2005

Country

United States

Website

www.xactlycorp.com

Vendor Details

Company Name

incentX

Founded

2018

Country

United States

Website

incentx.com

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs No 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

Compensation Management

Bonus Management No 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling No 
Compensation Statements No 
Employee Reward Programs No 
Incentive Programs No 
Organizational Charting No 
Salary Planning No 

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Commission

Affiliate Management Yes 
Agency Commission Yes 
Commission Calculations Yes 
Commission Scheduling Yes 
Commission Tracking Yes 
Compliance Management Yes 
Flat Commissions Yes 
Incentive Programs Yes 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions Yes 
Split Commissions Yes 

Compensation Management

Bonus Management Yes 
Compensation Assessment Yes 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements Yes 
Employee Reward Programs Yes 
Incentive Programs Yes 
Organizational Charting Yes 
Salary Planning No 

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal Yes 
eCommerce No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) Yes 
Predictive Sales Analytics Yes 
Quota Management Yes 
Reporting / Analytics Yes 
Sales Coaching Analysis Yes 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Alternatives

Alternatives