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 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 decisions about sales strategies and compensation plans. The platform features a composable architecture combining predictive AI models trained on more than 20 years of proprietary pay and performance data with generative and agentic AI capabilities. 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.
Pricing isn't publicly available and depends on specific business needs. Xactly offers different packages to suit company sizes ranging from small businesses to large enterprises, with features that can scale as organizations grow.
Xactly is for sales and finance teams looking to streamline commission calculations, territory management, and revenue tracking through automated cloud-based solutions. This platform saves countless hours on manual calculations while providing data-driven insights to optimize sales performance and revenue growth.
Companies across technology, manufacturing, healthcare, financial services, and retail industries use Xactly to transform their sales performance and revenue management processes.
Users appreciate Xactly's accurate sales performance management and forecasting capabilities, along with strong integration with CRM systems like Salesforce. The interface for commission calculations gets praise for being user-friendly, and the data analytics and reporting features are reliable. Customer support response times are generally good according to feedback.
High costs and expensive implementation are consistent complaints. The learning curve is steep for new users. Some users report bugs in commission payout calculations and slow performance when working with large datasets. The customization options for complex compensation plans are more limited than some teams need.
Xactly Show Me is a user support tool that makes learning and using Xactly products 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.
How does Xactly's Commission Expense Accounting comply with accounting standards?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.
Can Xactly integrate with our existing CRM and ERP systems?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 and HRIS 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.
What kind of AI capabilities does Xactly offer?Xactly has added several AI tools to its platform through Xactly Intelligence. The AI layer combines predictive models with generative AI, letting you explore data using natural language instead of building complex queries. These AI features help with sales forecasting by analyzing historical data patterns trained on more than 20 years of proprietary pay and performance data 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 benchmarks your results against similar companies and provides suggestions on how to improve results, not just data about what happened.
How accurate is Xactly's forecasting?Xactly's forecasting uses proprietary data collected from more than 20 years of pay and performance information across thousands of companies. This gives their predictive AI models a much larger training dataset than what any single company could build on their own. Users report that the forecasting is generally accurate for sales performance management, though results can vary based on how well your data is maintained and how similar your business model is to the benchmarks. The AI looks at historical patterns, seasonal trends, and team performance to predict future sales trends. Keep in mind that forecasting accuracy improves over time as the system learns your specific business patterns. Some users mention the system can struggle with sudden market changes or unique business circumstances that fall outside typical patterns.



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