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Sales Planning and Forecast Modeling

Automate the sales coverage and capacity planning processes, and determine the optimal resources required to hit bookings goals.

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Real-time Dynamic Dashboards

Monitor ongoing sales performance by increasing visibility across sales planning processes, to drive alignment and link planning to execution.

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Workflows and Multi-User Editing

Collaborate efficiently across departments and create iterative snapshots of your plan by modeling “what-if” scenarios and monthly forecasts, and analyze side-by-side comparisons across teams.

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AI Predictive Analytics

Strengthen organizational insights using AI and data integration to predict key indicators such as ramp times, ideal quotas and seasonality in sales to build optimal sales plans.

Iterative planning and what-if modeling.

Reconcile top-down targets with bottoms-up capacity using data-driven metrics to assess target achievability, and align corporate targets across territories, products, business segments and sales roles.

Dashboard view of Xactly Sales Planning
AI ramp in Xactly Sales Planning

Uncover your ideal sales capacity.

Apply historical performance data to set and customize hiring profiles across territories to identify the resources you need and easily compare contribution margin on ramped versus in-ramped reps.

Trusted to strengthen organizational insights

Leverage artificial intelligence and data integration to enhance decision-making and accurately predict and optimize sales plans.

Xactly Sales Planning: Solera and Integrated DNA Technologies