Case Study: Workiva achieves a 99% reduction in post-payroll processing spend and real-time pipeline visibility with Xactly Forecasting

Workiva Overhauls Compensation Processes, Makes Work Easier for Sales with Xactly Incent

Workiva, a cloud-native platform for complex reporting and disclosure, faced a fragmented, spreadsheet-driven sales compensation process that was time-consuming, error-prone and required extensive shadow accounting. Manual calculations and reconciliations tied up admins and sellers, limiting visibility and slowing decision-making.

Workiva implemented Xactly Incent to automate incentive compensation, giving reps real-time visibility into pay and admins centralized performance vs. pay analytics. The change freed hours per rep, simplified accruals and reconciliations, and increased plan flexibility—delivering a 99% reduction in post-payroll processing spend and roughly 95% reductions in dispute resolution time and SLA turnaround (from 30+ days to under 3)—and paved the way to add Xactly Forecasting for better pipeline and forecasting visibility.

Workiva

Lindsay Cressman

Global Sales Compensation Manager