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.

Features
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.
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.
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.
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.
THE STATS
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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.


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.