Xactly Plan
Sales and Revenue Planning Software.
Organize GTM strategies through collaborative planning. See how our compensation plan software can uncover opportunities and increase productivity with informative insights from real-time performance and sales gap monitoring and forecasting.
Xactly Sales & Quota Planning Solutions
Xactly Plan helps organizations orchestrate GTM planning through leading prepackaged functionality that are adaptable to maximize coverage without compromising effectiveness, testing potential adjustments, and continuously monitor performance to keep your revenue engine humming.
Sales Planning and Forecast Modeling
Quickly model ideal sales coverage and capacity to determine the optimal resources required to hit revenue goals.
Collaborative Data Insights
Link planning with execution through real-time visibility into sales performance metrics. Xactly Plan helps you validate targets, track progress against goals, and pinpoint coverage gaps for smarter decisions
Unified Data and Collaborative Workflows
Create snapshots of your plan and iterate with stakeholders throughout your revenue ecosystem, including modeling “what-if” scenarios alongside monthly forecasts, analyzing each side-by-side.
Territory and Quota Management
Establish and manage territories and quotas that align to company goals and revenue potential. Gain full visibility into capacity, coverage, and performance across every region.
Visualize Territory Alignment
Balancing sales territories is a constant challenge for growing organizations. Xactly Plan puts you in control with intuitive map-based interfaces and advanced analytics that help you design equitable territories by geography, account, or any model that fits your go-to-market strategy.
Create a Connected Planning Operation
As your organization scales, Xactly Plan unifies every stakeholder and process in one platform to align GTM plans with core objectives. Connect teams, streamline collaboration, and maximize the potential of your entire revenue organization—all while customizing dashboards and strategies that evolve with your business.
Unify Territory, People, and Quota Planning
Capitalizing on market potential is an essential objective of every revenue organization, yet if your people, their territories, and their targets aren’t synchronized it can lead to unintended consequences. Xactly Plan helps focus your planning efforts on drivers of performance and establishes a transparent path to capacity needs, achievable targets and quotas, and equitable territories to optimize revenue performance.
We're Trusted by Our Customers and Recognized as an Industry Leader
Xactly has consistently been recognized as a leader in Sales and Operations Planning Software, thanks to feedback from valued customers. That input, combined with a commitment to driving sales excellence, empowers Sales, Finance, and Operations teams to optimize performance, streamline sales plans, and make smarter, data-driven decisions.
Frequently Asked Questions
What features should I look for in sales planning software?
Look for automation, data visualization, integration with CRM tools, and flexibility to adjust for changing market or team needs.
How do sales planning tools improve team performance?
They unify visibility across departments, highlight performance gaps, and streamline quota assignment—enabling faster, smarter decisions.
What metrics should CROs track to measure plan effectiveness?
Forecast accuracy, quota attainment, coverage ratio, and rep productivity are top KPIs for evaluating sales plan performance.
