Sales Resource Planning & Capacity Management

Eliminate guesswork from resource planning to hit sales targets and drive top line growth using analytics and artificial intelligence (AI).

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Sales Capacity Management

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

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Scenario Planning

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

Territory and Quota Setting 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 Dashboard

Sales Planning Screen Dashboard Screenshot

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.

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.

AI Quota Dashboard

Sales Planning Dashboard

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.

Learn how Xactly can simplify your comp plans