Xactly’s Intelligent Revenue Platform

Sales performance management (SPM) and incentive compensation management (ICM) tools act as reactive data systems, recording what already happened. Your job shouldn’t be limited to management. You need the ability to orchestrate tangible revenue outcomes. Xactly is redefining revenue performance by moving beyond management to autonomous orchestration.

Our AI-First Sales Performance Orchestration (SPO) platform is your strategic system of action that unifies the entire sales performance lifecycle within a single platform, replacing fragmented workflows with a real-time revenue orchestration engine. Powered by the industry’s unmatched 21+ years of benchmarking data, you control a powerful and configurable Fleet of AI agents, seamlessly connected and deployed across your existing ecosystem. Finally, sales, finance, and RevOps teams are able to intelligently direct, optimize, align, and execute strategy to produce the right outcomes and spend less time on time-consuming administration.

Unified intelligence. AI-driven execution. Strategic alignment. The power to orchestrate revenue is in your hands.

One platform. Endless solutions.

Plan

Orchestrate GTM planning through leading prepackaged functions that are adaptable to drive alignment from demand creation to revenue recognition.

Design

Design comp plans to motivate reps to be their best, aligned with your strategic GTM goals, and de-risk your processes through automation and continuous audibility—all without spreadsheets.

Manage

Streamline and operationalize sales plans by creating a single source of truth at the intersection of territories, people, opportunities, credits, and quotas. This unified approach instills confidence that sales targets are achievable, plans are fair, and your operation is agile enough to address any change.

Incent

Simplify and streamline your end-to-end incentive compensation programs. Administer any plan in an easily digestible view for reps, easily make transparent changes, align individual sales goals to the overall organization’s objectives by deploying Management by Objectives (MBOs), and ensure compliance with ASC 606 and IFRS 15 standards. Balance the incentive compensation scales; reduce payout disputes while also sending fewer overpayments.

Forecast

Spot how your pipeline changes instantly. Use AI to remove bias in calling your forecast, identify attrition risks via pipeline trends, and surface dynamic performance indicators. Arm your sales team with intelligent prompts, integrated coaching tips, and opportunity milestones. And so much more.

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integrations

Yes. We can integrate with that.

Salesforce, Microsoft, Workday, ServiceNow, Hubspot—you name it. Whatever your CRM, ERP, or HRIS, we’re constantly updating our compatibility and connectors so you can maintain seamless operations in the cloud. Quickly pull in and make informed decisions from logs of calls, past or current marketing campaigns, surveys, and so much more for clearer sales insights, strategies, and predictions.

Why Business Leaders Need A Unified Platform

The result is a revenue organization that runs more predictably: balanced territories, defensible quotas, accurate incentive payouts, and go-to-market strategies that are grounded in connected data rather than disconnected assumptions. That is how Xactly helps revenue teams move from reactive problem-solving to proactive sales performance orchestration.

Xactly's Intelligent Revenue Platform breaks down the silos across your go-to-market teams so every function is working from the same plan, toward the same goals, with visibility into what is actually driving results.

Intelligence Studio

Intelligently Optimize Your Revenue Engine From One Platform

Xactly Intelligence connects people, data, processes, and systems on one platform so you can autonomously execute across the entire revenue lifecycle through insights, assistants, and agents. Xactly’s unrivaled 21+ years of benchmarking data fuel our Fleet of Agents, connecting workflows throughout your existing tech stack via Xactly’s enterprise-grade MCP server to synchronize action across the revenue engine.

Now, every strategic decision you make cascades to the seller in real time, giving sales reps clarity across territory, quota, and pay so they stay focused on driving the right outcomes.

  • Execute workflows with autonomous AI agents powered by 21+ years of unmatched benchmark data.
  • Sync data and workflows across your existing tech stack via enterprise-grade MCP, eliminating silos.
  • Remove human bias and gut-feel optimism from forecasting metrics to deliver visibility and growth.
  • Utilize AI assistants to accelerate workflows and enhance overall team efficiency.

The Xactly Advantage

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Designed for Action

Xactly’s AI-First SPO platform is your strategic system of action that unifies the entire sales performance lifecycle within a single platform, replacing fragmented workflows with a real-time revenue orchestration engine.

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Completely Secure

We take the confidentiality, integrity, and availability of your information seriously—in everything we do, backed by our enterprise-grade security standards. Every AI agent operates within governance boundaries and is explainable.

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Fully Scalable

Xactly is designed to grow with your business—no matter how big your revenue goals, your team size, your transaction volume, or the complexity of your plans.

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Data-Driven

Only Xactly provides access to 21+ years of proprietary compensation benchmark data to inform your strategic decisions in real time and achieve predictable revenue goals.

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Flexible Solutions, not Rigid Features

Unlock peak performance with Xactly's AI-driven platform. Our industry-leading flexibility and extensibility empower you to design tailored workflows and deeply integrate critical business data, creating a system that works precisely the way you do.

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Led by Innovation

We were the first to take ICM to the cloud, for everyone. And that drive to innovate still powers Xactly today with multiple wins for AI innovation, leader category selections across all major analyst firms, and top marks on review sites.

Xactly allows us to scale and motivate our reps properly no matter how much or fast we grow.

Our revenue predictability and forecasting accuracy has increased tremendously since using Xactly.

Xactly is a true driver for our global sales performance.

Katie Guest
,
Worldwide Sales Compensation Manager

By limiting the time people spend juggling information, we can provide the centralized data our C-suite needs in real-time.

We can deliver the analytics that our executive team needs to make the right decisions about sales and resource planning.

Lindsay Cressman
,
Global Sales Compensation Manager

With Xactly, we drive behavioral change.

Ben Sanders
,
Head of Sales Planning and Compensation
at
Informa

Can an Intelligent Revenue Platform automate sales planning and compensation processes?

Yes, and that's exactly what Xactly's Intelligent Revenue Platform is built to do.

From territory and quota planning to incentive compensation and forecasting, Xactly automates the workflows that used to eat weeks of manual effort. Instead of reconciling spreadsheets or chasing down approvals, your sales, finance, and RevOps teams work from a single connected system where plans update in real time, payouts calculate automatically, and every change cascades instantly to the rep level.

The result: an orchestrated sales performance experience where AI-data connects sales planning, compensation, quota attainment, and forecasting together so revenue teams run on data, not gut feel.

How will the Intelligent Revenue Platform help me manage business revenue?

Xactly's Intelligent Revenue Platform goes beyond managing revenue. It orchestrates your sales and revenue processes by connecting sales compensation, quota and territory planning, sales performance, and sales forecasting in one AI-driven system.

Instead of a system of record, you get a system of action that helps you orchestrate sales performance and revenue by making data-driven recommendations for what you need to do next.

How does the Intelligent Revenue Platform help orchestrate sales and revenue performance?

The Xactly Intelligent Revenue Platform is a connected platform on a unified data model powered by AI. A Fleet of AI Agents, fueled by 21+ years of unmatched proprietary benchmark data, surfaces performance gaps, flags forecast risks, and keeps every part of your go-to-market motion aligned toward the same goals. The platform replaces disconnected point solutions with a single system of action, so your teams spend less time reacting and more time executing.

Which CRM systems integrate with Xactly's Intelligent Revenue Platform?

Xactly's Intelligent Revenue Platform integrates with Salesforce, Microsoft Dynamics, HubSpot, Workday, ServiceNow, and more. If your revenue tech stack runs on a major CRM, ERP, or HRIS, Xactly connects to it, pulling in real-time data from pipeline activity, call logs, past campaigns, and beyond through an enterprise-grade MCP server.

That means your comp plans, quotas, and forecasts always reflect what's actually happening in your CRM.

Does the Xactly intelligent revenue software scale with my enterprise?

Xactly's intelligent revenue software is built to scale, no matter the transaction volume, plan complexity, or team size.

It doesn’t matter if you’re managing 50 reps or 100,000, or operating across one region or dozens; the platform can handle it without degrading performance or requiring expensive development.

As your revenue goals evolve, Xactly's configurable Fleet of AI Agents and extensible architecture adapt with you so you're never rebuilding from scratch.

How does the Intelligent Revenue Platform handle historical CRM data?

Xactly's Intelligent Revenue Platform ingests and processes historical CRM data to power more accurate sales planning and forecasting from the start. Past quota attainment, performance trends, pipeline history, and compensation outcomes all feed directly into the system and can be used to inform AI to orchestrate sales performance.

Combined with 21+ years of Xactly's unmatched proprietary benchmark data, your historical CRM data becomes an active input into quota-setting, sales territory design, and sales forecast modeling.

Can the Intelligent Revenue Platform improve sales forecast accuracy and revenue visibility?

Yes, and this is where Xactly Forecast delivers a measurable difference. Xactly's Intelligent Revenue Platform removes the human bias and optimism that distort most pipeline calls.

Sales leaders get dynamic pipeline indicators, attrition risk signals, and deal-level coaching prompts that surface what's actually going to close.

Finance gets a forecast they can defend. And because quota, territory, and comp data all live in the same platform, the forecast reflects what your team is actually incentivized to do.

Is the Intelligent Revenue Platform suitable for enterprise sales teams?

Yes. Xactly's Intelligent Revenue Platform is purpose-built for enterprise revenue teams. It handles the complexity that enterprise sales requires:

  • Multi-layered compensation plans
  • Global sales territory mapping
  • Cross-functional quota alignment
  • Real-time performance visibility at scale

Xactly has been doing this for 21+ years, and the platform reflects that depth, with governance controls, enterprise-grade security, and the configurability to match how your organization actually operates.

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Ready for a full view of your company’s revenue operations and potential?