AQP - Workflows
Visual Pipeline Management

Use data-driven insights and visual dashboards to better assess pipeline health, get deeper visibility into pipeline activities & trends, and prioritize high-potential opportunities.

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Automatic Data Capture & Pipeline Inspection

Eliminate guesswork for reps with a digital rep assistant that auto-captures relevant opportunity data, maintains CRM hygiene, and guides reps on deals.

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Intelligent Sales Forecasting

Leverage machine learning to create accurate multi-level forecasts, improve revenue predictability, and streamline pipeline forecast management.

AQP Planning
AI-Guided Coaching & Selling

Keep the pipeline clean with smart data capture and by automatically enforcing desired sales behaviors across all the sales org with alerts & next best actions that guide the reps.

Forecasting - Increase Rep Performance

Increase Rep Performance with AI

Automated data capture reduces every sales rep's burden of maintaining CRM hygiene. AI-Guided coaching motivates reps & constantly helps improve their performance to close the gap between commit & quota. Predictive and prescriptive insights help reps and managers collaborate easily and ensure they are always in sync. Sales & revenue teams can now make data-informed decisions that eliminate intuition bias and result in consistently accurate forecasts and increased selling time. 

Focus on the Right Opportunities

Intelligent, actionable alerts keep your salesforce laser-focused on hitting sales targets. Proprietary machine learning algorithms continuously perform pipeline inspection to instantly flag at-risk deals as well as identify high-potential opportunities, prompting quick, timely action from reps and managers. Sales and revenue leaders can now be confident that their teams concentrate on the right deals and spend more time selling. 


Accelerate Revenue Intelligence

Xactly Forecasting enables revenue leaders to combine gut instinct with data-driven insights, make strategic decisions, and align expectations to drive profitable revenue.

In sales forecasting, context will always matter in calling the most accurate number, and combining that context with data unlocks a formula for greater accuracy. This separates revenue leaders that celebrate at the end of the year from those left looking for answers. Xactly Forecasting provides the blueprint for how revenue leaders can clearly visualize the current state of their forecast and pipeline and identify leading indicators of upside and risk. Unifying their revenue data empowers leaders to make more informed strategic decisions on the path to building a truly intelligent revenue organization.

Trust the Sales Forecast

Intelligent insights guide the sales process, and bring important details to the surface during pipeline reviews to continually improve sales forecasting. Greater pipeline visibility and AI-driven forecasting help increase the sales forecast accuracy, improve revenue predictability, and strengthen the partnership between Sales and Finance teams.

Forecasting - Trust Sales
Forecasting Alerts

Enforce Sales Process Compliance

Formalize the forecasting process with a unified platform that is purpose-built for sales & revenue forecasting. With smart capabilities like AI-guided selling, sales leaders can now ensure their teams are consistently complying with winning sales strategies. Prescriptive sales insights help guide reps proactively address open items and move the opportunities towards a successful close.