Xactly Incent Features
What are the features of Xactly Incent?
Platform
- Customization
- Performance and Reliability
Sales Rep Portal
- Commission Estimator
- Compensation Statements
- Plan Documents and Agreements
- Individual and Team Performance Reports
Management Portal
- Sales Org Performance Reports
- Monitor Sales Rep Performance
- Quota Assignments/Management
- Commission splits and overrides
- Workflow and Approvals
Administration
- Adjustments/Dispute Resolution
- Comp Statement Calculation and Distribution
- Reports and Dashboards
- Sales Hierarchy Management
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Technology Glossary Features
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Platform
Customization | Based on 61 Xactly Incent reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 75% (Based on 61 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 58 reviewers of Xactly Incent have provided feedback on this feature. | 74% (Based on 58 reviews) | |
Internationalization | Based on 55 Xactly Incent reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 75% (Based on 55 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 59 reviewers of Xactly Incent have provided feedback on this feature. | 81% (Based on 59 reviews) | |
Performance | Based on 66 Xactly Incent reviews. Is consistently available (uptime) and allows users to complete tasks reliably. | 78% (Based on 66 reviews) | |
Mobility | Is accessible from a mobile device and by users on the go. This feature was mentioned in 57 Xactly Incent reviews. | 74% (Based on 57 reviews) | |
Reporting | Based on 62 Xactly Incent reviews. Provides analytics tools that reveal important business metrics and track progress. | 66% (Based on 62 reviews) | |
Dashboards | Has a centralized dashboard for users to interact with. 63 reviewers of Xactly Incent have provided feedback on this feature. | 71% (Based on 63 reviews) | |
CRM Integration | CRM integration is flexible and easy to maintain 162 reviewers of Xactly Incent have provided feedback on this feature. | 79% (Based on 162 reviews) | |
Financial Integration | As reported in 111 Xactly Incent reviews. Financial System integration is flexible and easy to maintain | 69% (Based on 111 reviews) | |
HCM/HRIS Integration | Based on 101 Xactly Incent reviews. HCM/HRIS integration is flexible and easy to maintain | 66% (Based on 101 reviews) | |
Customization | System provide sufficient customization to meet business requirements This feature was mentioned in 187 Xactly Incent reviews. | 73% (Based on 187 reviews) | |
APIs | As reported in 128 Xactly Incent reviews. System provide well documented API's that can be used to integrate to 3rd party systems | 73% (Based on 128 reviews) | |
Internationalization | Based on 139 Xactly Incent reviews. System support multiple currencies and languages to enable business in multiple countries | 77% (Based on 139 reviews) | |
Performance and Reliability | Based on 207 Xactly Incent reviews. System is consistently available (uptime) and system's speed is don't impact productivity | 81% (Based on 207 reviews) | |
Reward Structuring | Based on 48 Xactly Incent reviews. Define compensation packages and allowance plans within the system. Specify the various components of compensation, including base pay, bonuses, and equity. Structure compensation pools and hierarchies for continual planning. | 72% (Based on 48 reviews) | |
Event Management | Based on 40 Xactly Incent reviews. Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments. | 68% (Based on 40 reviews) | |
Workflow Automation | Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. This feature was mentioned in 47 Xactly Incent reviews. | 73% (Based on 47 reviews) | |
Compensation History | See feature definition | Based on 57 Xactly Incent reviews. Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making. | 77% (Based on 57 reviews) |
Automated Compliance | As reported in 45 Xactly Incent reviews. Maintain compliance with corporate policies, state mandates, and federal regulations regarding compensation with built in compliance features, including automated identification and flagging of unapproved behaviors. | 74% (Based on 45 reviews) | |
Performance Management Integration | Integrate employee performance data from a third-party performance management solution to supplement compensation history and establish pay-for-performance compensation structures. This feature was mentioned in 42 Xactly Incent reviews. | 72% (Based on 42 reviews) | |
Embedded Analytics | Based on 50 Xactly Incent reviews. View budgetory allocations across the organization, compensation information related to individual employees or departments, and underlying compensation trends in analytics dashboards embedded in the system. | 64% (Based on 50 reviews) | |
Reporting Capabilities | Create standard and ad-hoc reports of compensation data within the system. Trends and other graphical representations of data displayed by analytics dashboards can be included in reports. This feature was mentioned in 56 Xactly Incent reviews. | 67% (Based on 56 reviews) | |
Compensation Data Management | See feature definition | Easily import data into or export data from the system, and access employee compensation data quickly within the system. Create compensation hierarchies so that managers can access relevant team information. This feature was mentioned in 55 Xactly Incent reviews. | 77% (Based on 55 reviews) |
Internationalization | Based on 43 Xactly Incent reviews. Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. | 75% (Based on 43 reviews) |
Sales Rep Portal
Commission Estimator | Based on 193 Xactly Incent reviews. Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal. | 71% (Based on 193 reviews) | |
Dispute Management | Based on 176 Xactly Incent reviews. Method to manage and resolve varialble compensation disputes/descreptancies | 69% (Based on 176 reviews) | |
Compensation Statements | Method for a salesrep to see breakdown of variable and base compensation payments that have been made. This feature was mentioned in 284 Xactly Incent reviews. | 84% (Based on 284 reviews) | |
Plan Documents and Agreements | Features that enable Sales rep to view details of compensation agreements 244 reviewers of Xactly Incent have provided feedback on this feature. | 82% (Based on 244 reviews) | |
Individual and Team Performance Reports | Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole. This feature was mentioned in 257 Xactly Incent reviews. | 79% (Based on 257 reviews) | |
Mobile User Support | As reported in 165 Xactly Incent reviews. System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) | 69% (Based on 165 reviews) |
Management Portal
Sales Org Performance Reports | Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions This feature was mentioned in 192 Xactly Incent reviews. | 74% (Based on 192 reviews) | |
Monitor Sales Rep Performance | Based on 200 Xactly Incent reviews. Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives | 78% (Based on 200 reviews) | |
Quota Assignments/Management | Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required. This feature was mentioned in 199 Xactly Incent reviews. | 78% (Based on 199 reviews) | |
Commission splits and overrides | Sales manaagement can override/adjust Compensation and split commission manually 201 reviewers of Xactly Incent have provided feedback on this feature. | 76% (Based on 201 reviews) | |
Workflow and Approvals | Functionality to approve compensation statements or other processes that require approval relating to sales compensation This feature was mentioned in 188 Xactly Incent reviews. | 77% (Based on 188 reviews) | |
Budgeting | As reported in 124 Xactly Incent reviews. Features to model and roll up budgets | 66% (Based on 124 reviews) |
Administration
Adjustments/Dispute Resolution | Based on 182 Xactly Incent reviews. Functionality that allows admins to adjust and manage compensation disputes | 74% (Based on 182 reviews) | |
Comp Modeling - Ease of Admin | Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource 178 reviewers of Xactly Incent have provided feedback on this feature. | 71% (Based on 178 reviews) | |
Comp Modeling - Design Flexibility | Based on 176 Xactly Incent reviews. Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires | 72% (Based on 176 reviews) | |
Comp Statement Calculation and Distribution | Easily creates compensation statements and distributes them to sales team This feature was mentioned in 224 Xactly Incent reviews. | 81% (Based on 224 reviews) | |
Reports and Dashboards | As reported in 239 Xactly Incent reviews. Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs | 73% (Based on 239 reviews) | |
Sales Hierarchy Management | Manages changes to sales organization easily This feature was mentioned in 223 Xactly Incent reviews. | 80% (Based on 223 reviews) |
Incentives
Badges | Based on 39 Xactly Incent reviews. Assigns achievement badges to high-performing employees based on pre-determined standards. | 76% (Based on 39 reviews) | |
Triggers | Automatically recognizes achievements that should be added to the leaderboard. This feature was mentioned in 56 Xactly Incent reviews. | 77% (Based on 56 reviews) | |
Commission Calculator | Based on 64 Xactly Incent reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 83% (Based on 64 reviews) | |
Leaderboards | Based on 42 Xactly Incent reviews. Highlights top-performing employees to publicly reward their achievements. | 77% (Based on 42 reviews) |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. 62 reviewers of Xactly Incent have provided feedback on this feature. | 83% (Based on 62 reviews) | |
Custom Reports | Based on 60 Xactly Incent reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance. | 74% (Based on 60 reviews) | |
Dashboards | Based on 69 Xactly Incent reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 79% (Based on 69 reviews) | |
Goal Setting | As reported in 44 Xactly Incent reviews. Allows teams to set trackable goals within the tool. | 76% (Based on 44 reviews) |
Administrative
Integration | Based on 61 Xactly Incent reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 77% (Based on 61 reviews) | |
Employee Structure | Based on 69 Xactly Incent reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 80% (Based on 69 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 54 Xactly Incent reviews. | 72% (Based on 54 reviews) |
Benchmarking and Equity - Compensation Management
Benchmarking Data | As reported in 34 Xactly Incent reviews. Displays and compares pay equity information, comparing the parity of pay across demographics. | 66% (Based on 34 reviews) | |
Pay Equity | As reported in 34 Xactly Incent reviews. Comes with native pay equity module or capabilities. | 68% (Based on 34 reviews) | |
Salary Bands | Based on 34 Xactly Incent reviews. Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization. | 67% (Based on 34 reviews) |
Platform - Compensation Planning
Compensation Budgeting | Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization. | Not enough data | |
Merit Cycle Planning | Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses. | Not enough data | |
Pay Transparency | Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management. | Not enough data | |
Automated Compliance | Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors. | Not enough data | |
Reward Structuring | Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity. | Not enough data | |
Compensation History | Accesses employee compensation history and talent records when evaluating compensation planning strategies. | Not enough data |
Additional Features - Compensation Planning
Reporting Capabilities | Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards. | Not enough data | |
Workflow Automation | Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required. | Not enough data | |
Integrations | Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions. | Not enough data |