Xactly Forecasting
Last Updated
Overview
Xactly Forecasting provides sales organizations with real-time visibility into deal health and automated commission estimations to drive seller motivation. While the software interface may seem dated and requires updates, its robust predictive modeling identifies pipeline risks early. It is a powerful tool for large-scale businesses requiring precise revenue management.
Xactly Forecasting Specifications
- Sales Pipeline Management
- Reporting And Analytics
- Performance Tracking
- Sales Forecasting
What Is Xactly Forecasting?
Xactly Forecasting is a cloud-based revenue intelligence platform designed to replace manual tracking with data-driven accuracy. Accessible via a web browser, it offers enterprise-level scalability for businesses seeking to eliminate guesswork from their sales cycles. By utilizing predictive analytics, the software identifies pipeline risks early and provides automated activity tracking, enabling leaders to focus on high-probability deals. These features empower growing organizations to stabilize revenue streams and align sales behavior with long-term financial objectives.
Xactly Forecasting Pricing
Xactly Forecasting Integrations
Who Is Xactly Forecasting For?
Xactly Forecasting software is ideal for a wide range of industries and sectors, including:
- Finance
- Compensation
- Operations
- Sales
- HR
Is Xactly Forecasting Right For You?
If you are looking to turn unpredictable sales cycles into a precise revenue engine, Xactly Forecasting helps enterprise leaders eliminate data silos and manual errors. By addressing deal slippage and inconsistent pipeline visibility, it provides a scalable, secure environment for global growth. Trusted by companies like Benzinga, Apptio, and Materialise, the software drives financial accuracy and operational efficiency.
Its AI-driven predictive intelligence has earned recognition, including the 2024 AI Breakthrough Award for Decision Intelligence Innovation, while maintaining rigorous security and GDPR compliance.
Still doubtful if Xactly Forecasting is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Xactly Forecasting Features
Enhanced Revenue Predictability
Xactly Forecasting utilizes AI-driven insights to transform fragmented data into a cohesive revenue engine. This tool provides leaders with the necessary visibility to eliminate manual errors and secure highly accurate, consistent sales projections.
Pipeline Awareness
The software allows users to quickly identify changes in the sales pipeline, track deal movement, and mitigate potential deal slippage. Xactly Forecasting ensures managers maintain full visibility over current and projected opportunities.
Predictive Machine Learning
This feature supplements human intuition by applying advanced algorithms to historical performance data. By identifying patterns in winning behaviors, the platform helps organizations uncover hidden opportunities and confidently hit their monthly revenue targets.
Incentive-Driven Behavior
Xactly Forecasting motivates sales representatives by linking their daily activities directly to potential commission earnings. The system sends actionable alerts that guide sellers on the most effective steps to progress deals through the funnel.
Custom Extensions
Xactly Extensions allow businesses to tailor workflows and forecast experiences for maximum value. The software enhances existing territory and quota management capabilities, offering flexibility to adapt the forecasting process to specific organizational needs.
Pros And Cons of Xactly Forecasting
Pros
Eliminates manual paper tracking with cloud availability
Provides dynamic real-time online data access
Converts CRM data into actionable information
Cons
Data export options feel overly restricted
Performance can be slow under peak hours
Xactly Forecasting Reviews
Total 19 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars53%
4
Stars32%
3
Stars5%
2
Stars11%
1
Stars0%
Share your experience
Information Services, 500+ employees
More than a year
“Excellent visibility”
Pros
Being able to see exactly how much I'll earn in commission makes a big difference and it helps me keep a really clear handle on what I am going to make.
Cons
Honestly I don't have any complaints. It works exactly the way I need it to and hasn't given me any problems at all.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Automotive, 500+ employees
More than a year
“Flexible royalty rules”
Pros
It's been really useful for handling royalty calculations. We're able to set up multiple rules with different criteria which matters a lot since we deal with many different contract types.
Cons
One frustrating part is having to wait on the refresh cycle especially since we only get around 10 minutes to download reports before it starts over again. Another issue we ran into years ago still hasn't been resolved as we still cannot move from analytics to Credit Assignment without logging in again.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
8
Functionality
10
Information Technology and Services, 101-500 employees
More than a year
“simple interface”
Pros
UI is easy to use so getting to what I need doesn't take much effort. The plan configuration is handled well and deployment with Incent has been managed really effectively.
Cons
One limitation is with the certification release letters at the title level since there's no option to select all titles or choose multiple titles at once.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What level of support does Xactly Forecasting offer?
Xactly Forecasting provides support through phone and contact form.
What types of pricing plans does Xactly Forecasting offer?
Xactly Forecasting offers customizable pricing based on business needs. Plans include key features such as forecasting, commission earnings forecasting, CRM accelerator, insights, and benchmarking. Request a personalized Xactly Forecasting pricing quote for your business today!
Who are the typical users of Xactly Forecasting?
Xactly Forecasting features benefit a wide range of industries and sectors, including finance, compensation, operations, sales, and HR.
Does Xactly Forecasting have a mobile app?
Yes, Xactly provides the ‘Xactly Incent’ mobile app for iOS and Android, which allows users to track performance and commissions on the go.
What language does Xactly Forecasting support?
The software is available in English.
Does Xactly Forecasting offer an API?
Yes, Xactly Forecasting offers an API.
What other apps does Xactly Forecasting integrate with?
Information about third-party integrations has not been specified by the vendor.