Unknown
sales planning logo

Eliminate guesswork with sales resource planning and capacity management. Use analytics and artificial intelligence (AI) to hit sales targets and drive top line growth.

sales planning logo

Eliminate guesswork with sales resource planning and capacity management. Use analytics and artificial intelligence (AI) to hit sales targets and drive top line growth.

sales capacity management icon

Sales Capacity Management

Determine the right types of resources you need to achieve your sales goals.

map icon

Scenario
Planning

Model plans side-by-side to instantly see and compare the impact of any changes.

money icon

Territory and
Quota Setting

Operationalize territories and allocate fair and achievable quotas that motivate reps.

Align with Corporate Goals

Leverage Artificial Intelligence (AI) to predict employee productivity and expected payback of individual reps in order to reconcile top-down targets with bottoms-up capacity. Use data-driven metrics to assess target achievability. Align corporate targets across territories, products, business segments, and sales roles.

sales planning xactly

Align with Corporate Goals

Leverage Artificial Intelligence (AI) to predict employee productivity and expected payback of individual reps in order to reconcile top-down targets with bottoms-up capacity. Use data-driven metrics to assess target achievability. Align corporate targets across territories, products, business segments, and sales roles.

salesplanning_screen_1
sales planning xactly

Uncover Your True
Sales Capacity

Apply historical performance data to ensure that you’re hiring the right sales role at the right time. Set and customize hiring profiles across territories to identify the resources you need. Easily compare contribution margin on ramped versus in-ramped reps.

Uncover Your True Sales Capacity

Apply historical performance data to ensure that you’re hiring the right sales role at the right time. Set and customize hiring profiles across territories to identify the resources you need. Easily compare contribution margin on ramped versus in-ramped reps.

sales planning xactly

Strengthen Organizational Insights with AI

Reduce reporting time with automation, while continuously monitoring and tracking your assumptions on hiring, quota achievement, and ramp up. Using out-of -the-box KPIs and dashboards highlighting historical and real-time data, proactively analyze metrics to spot and correct problem areas faster. Easily create snapshots of your sales plan to build ‘what-if’ scenarios and monthly forecasts.

sales planning xactly

Strengthen Organizational Insights with AI

Reduce reporting time with automation, while continuously monitoring and tracking your assumptions on hiring, quota achievement, and ramp up. Using out of the box KPIs and dashboards highlighting historical and real-time data, proactively analyze metrics to spot and correct problem areas faster. Easily create snapshots of your plan to build ‘what-if’ scenarios and monthly forecasts.

sales planning xactly
sales planning xactly

Amplify Value with an Integrated SPM Platform

Break down operational silos and maximize the power of data with an automated and integrated sales performance AI platform. Fully integrated with your existing CRM, Xactly delivers all the tools and insights to plan, execute and optimize sales performance management (SPM), from territory design to quota planning to resource management to incentive compensation.

Amplify Value with an Integrated SPM Platform

Break down operational silos and maximize the power of data with an automated and integrated sales performance AI platform. Fully integrated with your existing CRM, Xactly delivers all the tools and insights to plan, execute and optimize sales performance management (SPM), from territory design to quota planning to resource management to incentive compensation.

sales planning xactly

Optimizing Sales Planning with Data Intelligence

Discover how to harness the power of sales data to automate and streamline your sales planning process in our guide.

DOWNLOAD GUIDE

Blog: How to Strengthen Sales Planning with Data Intelligence

Use data insights to strengthen sales territories, compensation planning, and forecasting.

READ MORE

Blog: How to Capitalize on Sales Data as an Asset

Take advantage of key data insights to power strategic planning, drive growth, and unleash sales performance potential.

READ MORE

Learn how Xactly can improve your sales planning.