Power your performance with the market’s first composable platform for sales performance management.
Strategic Planning & Execution Modules
Xactly Plan | Territory & Quota Planning
Design Equitable Growth. Move beyond manual maps and static sheets. Design balanced territories and fair quotas that motivate sellers and maximize market coverage.
- Key Capabilities: Map-based territory design, capacity & roster planning, and collaborative quota allocation.
Xactly Design | Incentive Design & Forecasting
Simulate Before You Roll Out. Stop guessing the impact of a new plan. Simulate "what-if" scenarios against historical data to predict spend and ensure ROI.
- Key Capabilities: Plan simulation engine, ROI modeling, and financial spend forecasting.
Xactly Manage | Territory & Quota Management
Drive Business Agility. Keep your GTM strategy moving as fast as the market. Seamlessly handle roster changes, mid-cycle territory shifts, and automated crediting.
- Key Capabilities: Automated credit assignments, effective-dated roster changes, and dispute resolution workflows.
Xactly Forecast | Pipeline & Revenue Forecasting
Predict with Precision. Replace "gut-feel" forecasts with AI-driven intelligence. Align Sales, Finance, and Ops with a single, accurate view of your revenue future.
- Key Capabilities: AI opportunity health scoring, bi-directional CRM sync, and automated sales coaching.
What's included.
An in depth look at which sales and revenue tools are in each plan.
| Incent | Forecasting | Sales Planning | |
|---|---|---|---|
| Incent | — | — | |
| Commission Expense Accounting | — | — | |
| Objectives | — | — | |
| Commission Earnings Forecasting | — | ||
| CRM Accelerator | — | — | |
| Forecasting | — | — | |
| Insights | — | — | |
| Benchmarking | — | — | |
| AlignStar | — | — | |
| Sales Planning | — | — | |
| Operational Sales Management | — | — | |
| Connect | |||
| Show Me | |||
| Extend |
Platform Extensions & Success Services
The Intelligent Data Layer
Xactly Intelligence
Drive smarter, faster decision-making with embedded AI designed specifically for revenue teams. Intuitive AI Assistants let teams explore complex datasets through natural language, while autonomous AI Agents go beyond analysis to handle the work itself—proactively building compensation plans and creating custom applications tailored to your unique business logic.
Xactly Benchmarking
Access 20+ years of proprietary pay and performance data to benchmark your plans against the industry. Drill into the details with filters for company size, business group, job title, tenure, and more.
Xactly Extend
Build tailored applications and unique process workflows on top of the Xactly platform to meet bespoke business needs.
Frequently Asked Questions
Can I just purchase Incent?
Yes. You can start with Incent Core to handle the basics of automating commissions. As you grow, you can layer on our Planning and Forecasting modules. This keeps your sales strategy and your actual payouts in one place, so you aren't jumping between different tools to see if your plans are actually working.
What if my business has unique processes that don’t fit a "standard" tool?
That’s where our Platform Extensions (Xactly Extend) come in. If you have a specific way of handling things like MBOs or credit disputes that usually live in "shadow" spreadsheets, you can build a custom app for it right on our platform. It keeps everything auditable and connected to your main commission data.
How long does Xactly take to set up?
It depends on how complex your sales team is, but we focus on getting you live as fast as possible. Instead of building every single rule from scratch, we use ready-made templates and logic we’ve developed over 20 years. We offer everything from self-led setups to full hands-on implementation.
Does Xactly really integrate with anything?
Yes. Xactly will integrate seamlessly with any CRM, ERP, HCM, payroll platform, or any other business-critical system. Salesforce, Microsoft, Workday, Hubspot—you name it—we are constantly updating compatibility so you can maintain seamless operations in the cloud.
How does pricing work?
Pricing depends on how many people you’re paying and how complex your plans are. We offer three tiers—Core, Plus, and Ultimate—so you only pay for the features you actually need right now.
Is there a free trial available?
We don’t offer a self-service trial because sales comp is usually too unique for a "one-size-fits-all" test. Instead, we can do a tailored demo for you. We’ll sit down, look at your specific goals, and show you exactly how the platform handles your data.
