Case Study: Desert Financial Credit Union achieves 99% faster analytics and faster payroll processing with Xactly Corporation's Xactly Incent

How Desert Financial Improved Compensation Plans & Drastically Reduced Analytics Time with Xactly Incent®

Desert Financial Credit Union struggled for years with incentive compensation managed through Excel and legacy middleware, which meant late nights, tedious manual updates and fragile reports that frequently broke when systems changed. Analytics were slow and labor-intensive—pulling year-over-year payout files could take up to 10 minutes per salesperson—and the finance and sales teams needed a more flexible way to adjust plans amid market uncertainty.

By implementing Xactly Incent, Desert Financial automated and centralized compensation calculations and reporting, delivering reliable, accurate results and real-time visibility for reps and managers. The change cut analytics time from 10 minutes to about five seconds (99% faster), made payroll calculations five times faster, eliminated midnight spreadsheet marathons, and increased transparency and trust across the organization while enabling quicker plan adjustments.

Desert Financial Credit Union

Sara Reinstein

Director of Compensation