Skip to main content

Get the 2027 Sales Planning Guide to connect capacity, territory, quota, and forecasting in one system

Search
Languages
- 日本語
Contact
- Contact Us
- Sales 1-866-469-2285
Customer Hub
Support
Login

Products
- Column
  - Column Container
    Left Sidebar
    
    Our Platform
    
    Intelligent Revenue Platform
    One connected platform for every stage of the revenue lifecycle from territory planning to commission payment
    
    Powered by AI
    
    Xactly Intelligence
    
    21
    
    +
    
    Years of proprietary data
    
    90
    
    %
    
    Reduction in Overpayments
    
    Quick Links
    
    Customer Stories
    
    Platform Tour
    
    Request a Quote
    
    Column
    
    Navigation Links
    
    What do you need to do?
    
    Design Compensation Plans
    
    Design & benchmark compensation plans using 21+ years of data
    
    Streamline Territory & Quota Management
    
    Model coverage & balance territories for optimal quota allocation
    
    Automate Commissions & Incentive Payouts
    
    Automate accurate, on-time payouts with built-in seller visibility
    
    Manage GTM Execution
    
    Centralize territories, credits, & quotas in one source of truth
    
    Build Apps & Extensions
    
    Build bespoke workflows & tailor Xactly to your business
    
    Forecast Sales & Revenue
    
    Forecast revenue beyond pipeline using AI-powered performance signals
    
    Orchestrate AI Agents
    
    Connect AI agents across your stack for predictive, recommended actions
    
    Marketplace
    
    Browse pre-built apps & partner integrations for your revenue stack
    
    Right Sidebar
    
    Intelligent Revenue Platform
    
    Unify planning, incentives, & forecasting on one connected platform & data model
    
    Learn More
Solutions
- Column
  - Column Container
    Left Sidebar
    
    Browse by
    
    Role
    
    Solutions for your team
    
    Industry
    
    Your Sector, your needs
    
    Goal
    
    Reach Your Objectives
    
    Not sure where to start?
    Talk to a revenue expert
    We'll match you to the right solution.
    
    Request Demo
    
    Column
    
    Navigation Links
    
    Role Tab
    
    Finance
    
    Commission expense accounting, ASC 606 compliance, & revenue recognition
    
    HR & Payroll
    
    Build custom workflows & tailor Xactly to your business
    
    Compensation
    
    Design, model, & administer compensation plans that attract & retain top talent
    
    RevOps
    
    Connect planning, execution, & forecasting across the full revenue lifecycle
    
    Sales
    
    Territory planning, quota setting, & rep motivation at scale
    
    IT
    
    Secure, scalable integrations with your CRM, ERP, & HRIS stack
    
    Solutions by Role
    Solutions built around how each team works - from compensation design to revenue operations.
    
    Role Industry
    
    Financial Services
    
    Complex comp structures, regulatory compliance, advisor incentives
    
    Healthcare & Pharma
    
    Compliant incentive plans for regulated environments
    
    Manufacturing
    
    Channel & direct sales comp, dealer incentives, complex territories
    
    SaaS & Tech
    
    ARR-aligned quotas, multi-product comp, high-velocity sales teams
    
    Telecommunications
    
    Channel partner comp, dealer incentives, large-scale payout accuracy
    
    Retail & Wholesale
    
    Seasonal plans, multi-location quotas, high-volume commission processing
    
    Insurance
    
    Agent & broker comp, multi-channel incentives, commission accuracy
    
    Media & Entertainment
    
    Ad sales comp, subscription incentives, distributed team payouts
    
    Business Services
    
    Professional services comp, utilization incentives, client retention
    
    Solutions by Industry
    Industry-specific benchmarks, compliance requirements, and compensation complexity - all handled.
    
    Role Goal
    
    Compensation Benchmarking
    
    Benchmark pay structures against market data to stay competitive
    
    Capacity Planning & Management
    
    Align sales headcount to revenue targets across the organization
    
    Commission Expense Accounting
    
    Forecast & report commission costs accurately under ASC 606
    
    Commission Design
    
    Build accurate commission plans that align sellers to revenue goals
    
    Quota Planning & Management
    
    Set, distribute, & track sales quotas with confidence
    
    Management by Objectives (MBOs)
    
    Set, track, & reward individual goals beyond standard quotas
    
    Scenario Planning
    
    Model what-if comp scenarios before committing to a strategy
    
    Territory Planning & Management
    
    Design, align, & balance territories to maximize rep coverage & performance
    
    Pipeline & Sales Forecasting
    
    Anticipate revenue outcomes with AI-driven pipeline & performance signals
    
    Solutions by Goal
    Solutions tailored to achieving your goals - from compensation design to revenue operations.
Resources
- Column
  - Column Container
    Left Sidebar
    
    LEARN & GROW
    
    Resources for Revenue Teams
    Guides, research, and tools to help your team plan better, sell smarter, and pay accurately.
    
    FEATURED
    
    Xactly’s 2026 State of Sales Compensation: Benchmark Data & Behavioral Trends | Free Download
    
    All Resources
    
    Column
    
    Navigation Links
    
    Customer Stories
    
    Real customer stories on results, ROI, & revenue impact
    
    Articles
    
    Insights & news on sales performance, incentive compensation, & industry trends
    
    Research & Guides
    
    Analyst research, e-books, & playbooks on sales commissions & performance
    
    Events
    
    Meet us at industry conferences, roadshows, & live experiences
    
    Tools & Infographics
    
    Calculators, assessments, & visual guides to help your strategy
    
    Webinars
    
    Live & on-demand sessions with industry experts & analysts
    
    Videos
    
    Short-form product demos, walkthroughs, & expert insight clips
    
    Xactly University
    
    Training & certification to master the Xactly platform
    
    Right Sidebar
    
    Sales Performance Orchestration Playbook
    
    See where you stand on the four-stage maturity curve & 5 moves you can take in the next 90 days.
    
    Get the Playbook
Company
- Column
  - Column Container
    Left Sidebar
    
    Our Company
    
    Built for the Long Game
    21+ years of helping revenue teams sell smarter, pay accurately, and grow with confidence.
    
    Awards & Recognition
    
    Fall 2026
    Sales Performance Management Leader, Enterprise
    
    Fall 2026
    Sales Compensation Leader, Enterprise
    
    View all awards
    
    Column
    
    Navigation Links
    
    About Xactly
    
    Discover how we empower revenue teams with intelligent sales performance & compensation management tools.
    
    Culture & Impact
    
    Discover how we empower revenue teams with intelligent sales performance & compensation management tools.
    
    Leadership Team
    
    Meet our experienced executive leaders driving innovation & growth in Sales Performance Orchestration.
    
    Press & Coverage
    
    Explore our latest company announcements, industry insights, featured media coverage, & news updates.
    
    Careers
    
    Join our dynamic team transforming sales performance by exploring our open positions & company culture.
    
    Awards & Recognition
    
    See how top industry analysts & customers consistently rate us as a market leader.
    
    Right Sidebar
    
    Award-Winning Industry Leadership
    
    Consistently recognized by G2, TrustRadius, & our global user community for excellence & care.
    
    Explore Our Awards
Partners
- Column
  - Column Container
    Left Sidebar
    
    Unlock New Growth Opportunities
    Connect, build, & scale with Xactly's trusted network of implementation experts, strategic technology alliances, & seamless integrations built to power your growth.
    
    Meet our Partners
    
    Column
    
    Navigation Links
    
    Implementation Partners
    
    Accelerate time-to-value with global consulting & deployment experts
    
    Technology Partners
    
    Build strategic alliances with leading CRM, ERP, & cloud platforms
    
    Marketplace & Integrations
    
    Browse pre-built connectors, agents, & integrations for your tech stack
    
    Partner with Us
    
    Join our ecosystem to co-sell & grow with industry leaders
    
    Right Sidebar
    
    Global Partner Network
    
    From deployment to integration, our certified partners help enterprise teams scale with confidence.
    
    Explore the Network

Product Tour
Request Demo

Guides

Apply Filters

Title

Topics

Industry

Link

complete_sales_planning_handbook_2

Guide

Sep 10, 2024

The Complete Sales Planning Handbook

Link

Image HeaderSalesForecastingSoftwareBuyerGuide XactlySales

Guide

Jun 28, 2024

The Buyer’s Guide to Sales Forecasting

Link

top use cases for xactly

eBook

May 07, 2024

Top Use Cases for Xactly Forecast®

Link

ten steps to accurate data driven sales forecasting

Guide

Apr 25, 2024

10 Steps to Accurate, Data-Driven Sales Forecasting

Link

webinar header 101 toolkit min

Guide

Mar 28, 2024

Sales Forecasting 101 Toolkit with 30 Minutes to President’s Club and Xactly

Link

Image spifs guide header

eBook

Feb 15, 2024

The Guide to Better SPIFs

Link

enterprise guide sales performance management

Guide

Aug 09, 2023

The Enterprise Guide to Sales Performance Management (SPM)

Link

oracle lookbook customer success

eBook

May 23, 2023

Real World Solutions: Customer Success Powered by Xactly and Oracle

Link

Guide Header forecasting coach xactly header Xactly Forecasting

eBook

Feb 07, 2023

Xactly Forecast Coach: Drive Winning Behaviors

See More Posts

Facebook
Instagram
LinkedIn
Twitter
YouTube

Robot Orange Shirt

Check out
these resources.

Compare
Products
- Platform Overview
- Plan
- Design
- Manage
- Incent
- Forecast
- All Products
Solutions
- Finance
- Compensation
- Operations
- Sales
- IT
- RevOps
Resources
Company

Privacy Policy
Do Not Sell or Share My Personal Information
Cookie Policy
Modern Slavery Act Transparency Statement
Salesforce

© 2026. All rights reserved.

US: 1887 Whitney Mesa Dr, STE 1402, Henderson, NV 89014 | UK: Suite 4, 7th Floor, 50 Broadway, London, SW1H 0DB | IN: 4D, RMZ Ecoworld Rd, Adarsh Palm Retreat Villas, Bellandur, Bengaluru, Karnataka 560103