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.
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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.