Forma.ai vs. Xactly: Which is better for your team? [2026]

Why teams trust Forma.ai over Xactly for sales comp

87% reduction in incentive plan rollout timelines

91.7% reduction in calculation run-time

93.8% reduction in commission errors

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Forma.ai vs. Xactly

Capabilities

Xactly

No technical expertise required

Unlike Xactly, Forma.ai is designed for ease of use, allowing business users to manage the platform without needing technical expertise. Our no-code interface makes it simple to make changes directly in the system.

Xactly

Low total cost of ownership

With Forma.ai's delivery model, you do not need to purchase professional services hours or rely on external consultants – our quick, high-quality service is all included in our licensing fee.

Infinite customization & transparency

Forma.ai is engineered to handle even the most complex sales commission structures and any volume of plans, while ensuring transparency at every calculation phase.

Robust modeling Capabilities

With built-in forecasting and modeling capabilities, Forma.ai customers can easily create different plan scenarios and run output comparisons.

600+ integrations

With out-of-the-box connectors, Forma.ai integrates virtually any upstream and downstream data source and offers robust validation and transformation capabilities for reliable, accurate, and actionable SPM data.

End-to-end workflows

Forma.ai offers a unified system for territory, quota, and incentive compensation management. Customers get intuitive, integrated workflows from sales planning through comp administration.

Legacy sales comp software is holding you back

Spend less time in the weeds of sales comp

You can now automate the time intensive sales compensation operations that you’ve been doing manually with Forma.ai’s proprietary data model and workflow system.

Gain full visibility from your ICM control center

Full visibility to every change, communication, and approval allows you to orchestrate from above and streamline your entire ICM process.

Lower your total cost of ownership

By bringing end-to-end sales comp together and eliminating manual configuration, there’s no need to hire external support or spend on multiple sales comp technologies.

Completely automate your ICM tasks

From comp plan management, updating payout rules, calculating short-term incentives and SPIFs, to managing complex crediting and territory models, Forma.ai helps automate mission critical ICM processes.

Streamline your comp workflow from end-to-end

Streamline every sales comp workflow, from the most basic to complex. You can customize processes for different actions, assign owners and approvers for each task, and have an audit trail throughout the entire process with Forma.ai’s next-generation workflow system.

Customized reporting and performance tracking

Performance reporting and tracking to move the needle

Make data-driven decisions, focus on the right areas at the right times, and ensure your reps understand their plans with our Performance Reporting suite.

Data management

Flexible and robust data management

Forma.ai provides a full suite of data management capabilities for enterprise sales compensation, including integrating any data source to robust ETL and validation functionality.

Read success stories

They’re hitting quota - are you?

"Forma.ai provides flexibility like no one else in the category. With their real-time modeling, I can apply any idea I have against last year’s data to see how much it would cost and what it could actually achieve."

Dr. Robert Bieshaar, Sr. Director, Worldwide Incentive Compensation, Autodesk

"Forma.ai has significantly cut down the time and resources required for processing the team's commissions."

Darrious Duffin, Director, Sales Ops and Service Delivery, Ritter Communications

Learn why teams choose Forma.ai over Xactly

600+ Data Integrations

Designed to scale with your enterprise, use our fully customizable integrations to load, validate, clean, and transform any volume of data from any source.

Watch a tour of Forma Operator ICM in action

From template-driven comp plans using standardized, verified data—to real-time dashboards for reps, Forma.ai transforms how you design, manage, and adapt incentives. Make retroactive changes without ripple effects, and give every seller a clear path to quota—with zero manual overhead.