Xactly Advanced Quota Planning

Create Optimal Quotas

Xactly Advanced Quota Planning is a purpose-built sales quota management system that can handle the most unique and complex quota requirements.

Advance Quota Planning

Features

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Continuous Data-Driven Analytics

Proactively monitor and continuously optimize quotas to accommodate changes in the resources and market conditions. Leverage snapshotting and date effectiveness to effectively model different quota plans.

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Workflows and Multi-user Editing

Build trust and collaborate efficiently across different departments. Front line sales managers can submit quota proposals to sales leadership for approval.

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Seamless CRM Integration

Integrate seamlessly with your existing CRM such as Salesforce, ICM solution, and other enterprise systems to transfer data and thus enable a holistic approach to sales planning.

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Decentralized Planning

Enable sales managers to plan for revenue growth and adjustments on an account by account basis. Deploy Top-Down, Bottom-Up, Hybrid and Overlay Planning.

Flexibility to Deploy Various Quota Setting Methodologies

Design and visualize top-down, bottom-up, or a combination of quota setting processes to best align with your various quota types. Leverage relationship-based mapping, and automatically derive quotas for overlay and support roles. In addition, apply over and under assignments to your quota setting processes to accommodate targets provided by Finance.

 

AQP dashboard
AQP dashboard

Continuous Optimization

Create iterative snapshots of your plan and model “what-if?” scenarios and monthly forecasts to compare them against each other. Proactively monitor and continuously optimize quotas to adapt to market conditions. Track workforce events such as new hires, promotions, and territory transfers while automatically calculating date-effective quotas for impacted individuals.