Xactly Sales Quota Planning & Management, By the Numbers

80
%
reduction in adjustments
60
%
reduction in related inquiries
50
%
increase in time savings on major changes

Deploy an Agile Enterprise Sales Quota Management Software

Replacing a legacy system doesn’thave to be disruptive. Xactly’s enterprise-grade sales quota planning and management software helps you manage go-to-market strategy and go-live without the complexity.

  • Calibrate Quota Plans Mid-Year
    Adjust and recalibrate mid-year quota plans in real time. Give RevOps the ability to act before the market changes.
  • Manage Quotas on One Compliant Platform
    Maintain compliance with ASC 606, IFRS 15, SOC 2 Type II, GDPR, HIPAA, and CCPA. Your entire quota management process is audit-ready and enterprise-grade.
  • Sync Quota Data Across All Your Tech Stack
    Integrates directly with ServiceNow, Workday, SAP, Oracle, NetSuite, and Salesforce to keep quota data accurate and consistent across every platform your revenue team depends on.
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The Sales Quota Planning Software Backed by Data

Build your quotas on evidence. Xactly's software for sales quota planning uses 21+ years of unmatched proprietary sales planning data to drive sales quota decisions. Every target is benchmarked against real attainment, ramp time, and performance data.

  • Set Quotas That Drive Performance
    Calculate and assign individual and team quota attainment. Analyze and track quotas live to improve performance.
  • Understand the Financial Impact of Quotas
    Determine the full cost of quota plans before setting them live. Create financially sound quotas, aligned to budget, and built to deliver. 
  • Provide Sales Reps Visibility Into Quotas
    Every rep knows where they stand, trusts their plan, and stays focused on hitting their quotas.

Sales Quota Management Software That Moves With Your Territories

Sales quotas and territories should work together. With Xactly, you get the depth to align global sales territories and quotas entirely in-house, without spreadsheets.

  • Orchestrate Every Quota AssignmentAssign, balance, and orchestrate sales quotas across any go-to-market strategy, from accounts, regions, channels, and everything in between.
  • Manage Quotas to Reflect the ActionAdjust sales quotas based on territory account density, market maturity, and regional opportunity.
  • Manage Quotas Your Way, by Account or TerritoryDifferent sales motions require different quota models. Plan and manage account-level and territory-level quota assignments.
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Your All-in-One Sales Quota Management System

Instead of using five separate systems, Xactly's sales quota planning and management software aligns territories, quotas, and compensation plans into one platform. When you adjust your territory, your quota targets update automatically, without manual synchronization.

  • Adjust Quotas in Real TimeAssign and adjust goals instantly. Eliminate the revenue risk of manual sync and spreadsheets.
  • Allocate and Manage Quotas Around Business SellingBuild quota models by revenue, volume, activity, profit, or historical data. Develop quotas around how your team sells.
  • Get Quota Changes to Every Rep the Moment They're MadeProvide quota changes to reps as soon as they're made. Keep reps aligned and focused on the right targets.
  • Build Quota Models Around Your Actual HeadcountModel quota based on real headcount and ramp-up timelines. Create a quota grounded in reality, not assumptions.

Empower Revenue Leaders with Adaptable Sales Quota Planning

True Sales Performance Orchestration (SPO) connects every revenue leader with specific tools they need to track quotas and drive performance.

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Chief Revenue Officer

Connect your go-to-market strategy directly to sales reps’ quotas so you can drive what happens next.

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Chief Financial Officer

Automate the full compensation lifecycle, eliminate manual reconciliation, and forecast variance to give finance a single audit-ready source of truth.

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Revenue Operations

Give RevOps the autonomy to design, deploy, and recalibrate quota scenario models in real time.

One Sales Quota Management Solution, Trusted By Users & Customers

If you aren't using Xactly, you're doing it wrong! Automation is a total game changer!! Calculating commissions used to be a tedious, manual task that took up too much of my time. Now, with just a few inputs, the software handles everything accurately and efficiently.

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Krysta Testimonial Image
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Krysta D
,
RevOps Compensation Manager
at
Zywave, Inc

The plan design functions in Xactly are great, given the complex sales commissions that we pay. It provides us with the robust functionality that we wanted without worrying about the accuracy or manual alterations like we had to do in Excel.

Chris Vogan
,
FP&A Sales Analyst
at
Conterra

Xactly is a true driver for our global sales performance.

Katie Guest
,
Worldwide Sales Compensation Manager
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Sales Quota Management Deserves More Than a Spreadsheet

Sales Quota Management Software FAQs

How can the sales quota management software improve quota planning?

The sales quota software helps organizations set, plan, and manage quotas using current and historical sales performance, capacity, territory, and business data. It reduces manual calculations and enables sales leaders to create more consistent, achievable quota plans.

Can the sales quota software automate quota allocation?

Yes, the platform can automate quota allocation by distributing targets across territories, teams, and sales reps.

Can sales quota management software adjust quotas when business conditions change?

Yes. Organizations can adjust quotas in real time when territories, market conditions, or business objectives change. Teams can update quota assignments centrally and maintain visibility into changes throughout the process.

Can sales quota management software provide real-time quota visibility?

Yes. You can provide your reps with real-time visibility into quotas, attainment, and performance. Sales leaders and representatives can access current quota information through dashboards and reports, making it easier to monitor progress and identify gaps.

Does the sales quota software support global sales organizations?

Yes. Xactly can support global sales organizations by managing quotas across regions, currencies, and organizational structures.

How long does it take to implement Xactly's sales quota management software?

Xactly delivers an average enterprise time-to-value of 71 days, allowing you to run on a unified platform before your next plan year begins.

Will we need consultants to make mid-year quota adjustments?

No. Xactly features a no-code architecture that empowers your internal RevOps team to recalibrate territory and quota plans in real time without specialist dependency.