Xactly
Filament

Ask questions about your Xactly data

Connect Xactly to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Xactly tracks commission payouts and quota attainment, but understanding which sales activities or pipeline sources drive the highest compensation costs requires connecting to your CRM and sales tools. Filament links Xactly commission data with Salesforce opportunities, HubSpot deals, and other revenue platforms to answer questions about compensation effectiveness and sales performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Xactly KPIs with Filament Analytics

Connect your Xactly account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Xactly metrics you can track in Filament:

Commission Summary
Track individual commission calculations and payouts with period_id, payee_id, commission_amount, payment_status, and calculation_date for business analytics on compensation trends.
records:
period_idpayee_idcommission_amountpayment_statuscalculation_date
Quota Summary
Monitor quota attainment and performance metrics with quota_id, attainment_percentage, target_amount, actual_amount, and performance_tier to build kpi dashboards tracking sales effectiveness.
records:
quota_idattainment_percentagetarget_amountactual_amountperformance_tier
Title Category
Analyze role and position hierarchies with title_id, category_name, level, department, and reporting_structure to understand compensation patterns across your organization.
records:
title_idcategory_nameleveldepartmentreporting_structure
Custom Tables
Access all custom tables configured in your Xactly instance, including plan-specific fields, custom attributes, and compensation rules unique to your business.
records:
custom_field_1custom_field_2custom_field_3
Historical Commission Records
Review full change history for commission calculations with modified_date, previous_amount, new_amount, change_reason, and modifier_id to track adjustments and trends over time.
records:
modified_dateprevious_amountnew_amountchange_reasonmodifier_id
Payment Records
Track commission payment transactions with payment_id, payment_date, payment_method, amount_paid, and payee_id to reconcile compensation with actual disbursements.
records:
payment_idpayment_datepayment_methodamount_paidpayee_id
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Combine Xactly with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Xactly lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Xactly data gets even more powerful when combined with other tools:

Xactly
Salesforce

Xactly + Salesforce

Connect Xactly commission data with Salesforce opportunities to see which deal types, sales stages, or account segments generate the highest compensation costs and identify your most profitable sales patterns.

Xactly
HubSpot

Xactly + HubSpot

Connect Xactly quota attainment with HubSpot pipeline data to analyze which lead sources and marketing campaigns drive the best sales performance and understand the path from prospect to commission payout.

Xactly
Google Sheets

Xactly + Google Sheets

Connect Xactly commission summaries with Google Sheets budget data to reconcile planned compensation expenses against actual payouts and build kpi dashboards tracking compensation plan effectiveness for stakeholders.

Benefits of Filament's Xactly Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Xactly account

Connect your Xactly account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Xactly data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Xactly dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Xactly integration FAQ

Everything you need to know about connecting Xactly with Filament and getting the most out of your data.