Xactly Estimator for ServiceNow provides real-time commission visibility for sales organizations and administrators directly within ServiceNow. It addresses a common business challenge: sales teams often lack immediate insight into how opportunities translate into commissions and bonuses, leading to uncertainty, reduced motivation, and misaligned performance.
By embedding Xactly’s incentive calculation engine into ServiceNow, the app provides tangible value—sales reps can instantly see estimated earnings, attainment progress, and bonus potential for each opportunity. This transparency helps organizations improve forecast accuracy, drive higher engagement, and reduce disputes over compensation. Administrators benefit from streamlined setup with native installation, secure authentication, and flexible field mapping, ensuring the estimator aligns seamlessly with existing data structures.
Unlike standalone tools, Xactly Estimator differentiates itself by integrating directly into ServiceNow’s configurable workspaces. This means users don’t need to switch platforms or rely on manual calculations; incentive insights are available in the same environment where they manage opportunities. The result is a unified experience that connects performance data with compensation outcomes, empowering sales teams to focus on closing deals while staying motivated by clear, real-time earnings visibility.
- Integrate Xactly's Estimator with Opportunity Management in ServiceNow
- Real-time Commission & Incentive Calculation: The application leverages the Xactly estimator API to instantly calculate potential commissions, incentives, and bonuses for any given ServiceNow Opportunity.
- Robust Security Model: The application is built with enterprise security in mind, utilizing standard ServiceNow roles and Access Control Lists (ACLs) to ensure only authorized users can access sensitive compensation data.
- Secure Authentication: Authentication is handled securely via the industry-standard OAuth 2.0 protocol, providing a safe and reliable connection to the Xactly service.
- Interactive Data Visualization: A custom Now UI component displays the calculated data in a clear, graphical manner, making it easy to understand complex compensation structures at a glance.
Xactly Estimator Release Notes
Version: 1.0.3 Release Date: November 24, 2025
- Xactly Estimator App Menu : Access all Xactly Estimator related modules under one menu
- Xactly Estimator UI Component : Can be integrated in Opportunity workspace to view graphical representation of commissions, bonuses and incentives
- Xactly Estimator Mapping module : Map ServiceNow's Opportunity fields with Xactly's Order fields to obtain accurate incentive estimation and data consistency
- Xactly Privacy Policy module : Understand what data is used and how while using Xactly Estimator
- Xactly Support module : Understand how to contact Xactly Support and global list of all Xactly Support helplines
- Oauth 2.0 Authentication : User Oauth 2.0 to securely connect to Xactly's Estimation API via Xactly API Gateway
The following System requirements are needed to use Xactly Estimator
- ServiceNow Yokohama instance
- CSM/FSM Configurable Workspace
- Opportunity Management Application and Opportuntiy Data Model