Xactly Forms™
Do It Yourself Data Collaboration

Extend the Xactly Sales Performance Management (SPM) platform with interactive forms and logic to drive collaboration and data input across business processes.

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Flexible

Design and manage forms to support your unique business processes.

 

Streamlined

No need to rely on offline spreadsheets. Users can access and interact with their data and forms directly within Xactly.

 

Secure

Control user access to specific forms and restrict data access.

FORM DESIGNER

Leveraging the drag-and-drop Form Designer, business process owners can quickly and intuitively build forms based on any data set in the Xactly SPM platform and publish the forms to the contributors of the business processes.

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xactly connect api dashboard
connect api dashboard

FORM VIEWER

Utilizing the Form Viewer, end users can contribute to business processes in a secure and controlled manner by interacting with forms designed to support their specific role in a business process.

PLATFORM INTEGRATION

With its native integration with Xactly Connect, data managed through Xactly Forms is immediately available across the entire Xactly SPM platform.

xactly connect api dashboard 

See Xactly Forms in Action