Your Revenue Data, Simplified: Reporting Benefits

Xactly Reporting unifies revenue data and provides an easy drag-and-drop interface for creating reports and dashboards. Drive performance with clear, actionable insights for Sales, Finance, and RevOps. Reporting benefits include:

  • Streamlines reporting processes, saving time and reducing administrative burden.
  • Surfaces actionable insights that drive strategic and data-driven decisions.
  • Improves communication and alignment between Sales, Finance, and Revenue Operations teams.
Reporting Dashboard

Reporting Resources

Frequently Asked Questions

Is there an additional cost for Xactly Reporting?

Reporting is available for all customers at no additional cost.

How do I access Xactly Reporting?

Log into your Xactly Incent instance. Click on the App Switcher (the hamburger menu icon) in the top left corner of the screen. Then Select “Xactly Reporting” from the menu.

How does Reporting differ from Analytics?

Xactly Reporting is a modern and intuitive platform that empowers every user with clear, real-time visibility into their earnings through simple drag and drop dashboards. Reporting helps teams act quickly on their performance, while Xactly Analytics is a specialized engine designed for historical deep-dives and complex data security for global organizations.

What level of knowledge is required for admins to create ad-hoc reports?

Admins are empowered to use standard assets or create ad-hoc reports with just a foundational understanding of their Incent data (like commissions, credits, and payments). They can leverage their existing configuration knowledge to filter by credit type or earning group and quickly build the reports they need. Best of all, this resource center is here to help!

Xactly Incent® self-guided product tours - forecast

Take a Quick Online Tour

"Makes life in Sales Compensation 10x efficient!!
The ability to not have to calculate commissions for 400 sales persons commissions manually on Excel Spreadsheets. Upload their bookings/goals and the calculation is done for you and the Sales reps can view in their own Incent. Reporting can be done within minutes instead of days."

Rimsha Hassan
,
Senior Sales Compensation Analyst
at
AppDynamics

"The best commission software!
Easy to work with, very dependable and very accurate. We have changed plans every years and I have gone through 5 different plan years each different from the last. I have never run into any road blocks with Xactly. If you can do the math and get the data Xactly can handle it.

We currently feed data into Xactly for two different sources and have about 10 different plans in a given year. Xactly has handled this with ease."

Renae C.
,
Consultant
at
Canidium

“Wish we had adopted sooner
Previously we were doing everything manually and we did not have a great tracking system. This eliminates a lot of the guess work and allows for a high overview along with details. I like the ease of delivering yearly plans to employees, and being able to fix commission and sales credit easily. Love the ability to see % to monthly, quarterly, and yearly progress."

Shannon Rankin
,
Sales Manager
at
Rosetta Stone
Awards Logo

Xactly Incent® self-guided product tours - incent

Take a Quick Online Tour

"Makes life in Sales Compensation 10x efficient!!
The ability to not have to calculate commissions for 400 sales persons commissions manually on Excel Spreadsheets. Upload their bookings/goals and the calculation is done for you and the Sales reps can view in their own Incent. Reporting can be done within minutes instead of days."

Rimsha Hassan
,
Senior Sales Compensation Analyst
at
AppDynamics

"The best commission software!
Easy to work with, very dependable and very accurate. We have changed plans every years and I have gone through 5 different plan years each different from the last. I have never run into any road blocks with Xactly. If you can do the math and get the data Xactly can handle it.

We currently feed data into Xactly for two different sources and have about 10 different plans in a given year. Xactly has handled this with ease."

Renae C.
,
Consultant
at
Canidium

“Wish we had adopted sooner
Previously we were doing everything manually and we did not have a great tracking system. This eliminates a lot of the guess work and allows for a high overview along with details. I like the ease of delivering yearly plans to employees, and being able to fix commission and sales credit easily. Love the ability to see % to monthly, quarterly, and yearly progress."

Shannon Rankin
,
Sales Manager
at
Rosetta Stone
Awards Logo

Xactly Incent® self-guided product tours - manage

Take a Quick Online Tour

"Makes life in Sales Compensation 10x efficient!!
The ability to not have to calculate commissions for 400 sales persons commissions manually on Excel Spreadsheets. Upload their bookings/goals and the calculation is done for you and the Sales reps can view in their own Incent. Reporting can be done within minutes instead of days."

Rimsha Hassan
,
Senior Sales Compensation Analyst
at
AppDynamics

"The best commission software!
Easy to work with, very dependable and very accurate. We have changed plans every years and I have gone through 5 different plan years each different from the last. I have never run into any road blocks with Xactly. If you can do the math and get the data Xactly can handle it.

We currently feed data into Xactly for two different sources and have about 10 different plans in a given year. Xactly has handled this with ease."

Renae C.
,
Consultant
at
Canidium

“Wish we had adopted sooner
Previously we were doing everything manually and we did not have a great tracking system. This eliminates a lot of the guess work and allows for a high overview along with details. I like the ease of delivering yearly plans to employees, and being able to fix commission and sales credit easily. Love the ability to see % to monthly, quarterly, and yearly progress."

Shannon Rankin
,
Sales Manager
at
Rosetta Stone
Awards Logo

Xactly Incent® self-guided product tours - plan

Take a Quick Online Tour

"Makes life in Sales Compensation 10x efficient!!
The ability to not have to calculate commissions for 400 sales persons commissions manually on Excel Spreadsheets. Upload their bookings/goals and the calculation is done for you and the Sales reps can view in their own Incent. Reporting can be done within minutes instead of days."

Rimsha Hassan
,
Senior Sales Compensation Analyst
at
AppDynamics

"The best commission software!
Easy to work with, very dependable and very accurate. We have changed plans every years and I have gone through 5 different plan years each different from the last. I have never run into any road blocks with Xactly. If you can do the math and get the data Xactly can handle it.

We currently feed data into Xactly for two different sources and have about 10 different plans in a given year. Xactly has handled this with ease."

Renae C.
,
Consultant
at
Canidium

“Wish we had adopted sooner
Previously we were doing everything manually and we did not have a great tracking system. This eliminates a lot of the guess work and allows for a high overview along with details. I like the ease of delivering yearly plans to employees, and being able to fix commission and sales credit easily. Love the ability to see % to monthly, quarterly, and yearly progress."

Shannon Rankin
,
Sales Manager
at
Rosetta Stone
Awards Logo