Organize GTM strategies through collaborative planning. See how our compensation plan software can uncover opportunities and increase productivity with informative insights from real-time performance and sales gap monitoring and forecasting.
Xactly Sales & Quota Planning Solutions
Xactly Plan helps organizations align GTM planning to market potential through prepackaged functionality that adapts as your business grows. Model territory and headcount coverage before you commit, and track performance against plan in real time.
Sales Planning and Forecast Modeling
Quickly model ideal sales coverage and capacity to determine the optimal resources required to hit revenue goals.
Collaborative Data Insights
Link planning with execution through real-time visibility into sales performance metrics. Xactly Plan helps you validate targets, track progress against goals, and pinpoint coverage gaps for smarter decisions.
Unified Data and Collaborative Workflows
Create plan snapshots and iterate with stakeholders across Sales, Finance, and RevOps in one shared view. Everyone works from the same numbers, and every version of the plan is tracked so you know what changed and when.
Territory and Quota Management
Establish and manage territories and quotas that align to company goals and revenue potential. Gain full visibility into capacity, coverage, and performance across every region.
Visualize Territory Alignment
Balancing sales territories is a constant challenge for growing organizations. Xactly Plan puts you in control with intuitive map-based interfaces and advanced analytics that help you design equitable territories by geography, account, or any model that fits your go-to-market strategy.
XACTLY INTELLIGENCE
Most GTM planning runs on last year's results, a few benchmark reports, and a lot of guessing. Xactly Intelligence brings 21+ years of pay and performance data into your planning decisions, so you can size headcount, model capacity, and pipeline coverage against what real companies have actually delivered.
AI that suggests and optimizes your GTM Plan to give you the best chance to hit your number.
Capacity Modeling
Models headcount and ramp scenarios against historical attainment data, so your plan reflects what reps will actually produce.
Pipeline Coverage Forecasting
Projects pipeline coverage requirements based on real conversion patterns across similar companies.
Scenario Planning Agent
Ask "what if we add 15 AEs in EMEA next quarter?" and get a projection backed by real data.
Industry Leading Sales Planning software, Trusted by Customers and Users
We're Trusted by Our Customers and Recognized as an Industry Leader
Xactly has consistently been recognized as a leader in Sales and Operations Planning Software, thanks to feedback from valued customers. That input, combined with a commitment to driving sales excellence, empowers Sales, Finance, and Operations teams to optimize performance, streamline sales plans, and make smarter, data-driven decisions.
Sales Planning Software FAQs
What is sales planning software?
Sales planning software is a platform that helps organizations unify all efforts within sales planning, such as sales territory design, quota allocation, capacity planning, and sales compensation planning, so that a company's sales efforts align with its revenue goals.
This helps companies design, plan, and execute their go-to-market (GTM) strategies with the software as a single source of truth.
How does sales planning software improve sales team performance?
Sales planning software removes the guesswork from quota setting, territory design, and incentive compensation so reps spend less time on gut-feeling decisions and more time selling based on data.
What separates Xactly’s sales planning software from others?
What separates Xactly from other sales planning systems is that our solution is part of our Intelligent Revenue Platform. That means when planning, you’re able to bring in previous territory and quota (T&Q) data, as well as compensation, forecasting, and performance data into a single spot, without integration. Any plan created, or change made mid-year, automatically cascades to those connected processes so they hit quickly.
This is further enhanced by our AI engine, Xactly Intelligence, which is powered by more than 21+ years of unmatched proprietary, aggregated pay and performance data.
Instead of relying on gut feelings or previous numbers, Xactly uses historical data to continuously analyze coverage gaps, score territory balance, and flag imbalanced quota assignments before they cause revenue risks.
Can Xactly’s sales planning software automate quota planning and territory assignments?
Yes. Xactly’s sales planning system automates quota setting and sales territory design, so your team spends less time in spreadsheets and more time executing strategy.
Instead of manually calculating quotas or drawing territory lines, you can use your historical performance data — backed by 21+ years of Xactly's unmatched proprietary benchmarks — to model fair, attainable quotas and balanced territories.
Does the sales planning software support headcount planning and capacity modeling?
The Xactly platform lets revenue operations and sales leadership model headcount scenarios, alongside quota and territory planning, so you can see how adding a rep in a region, adjusting ramp time, or reorganizing a territory affects your coverage and revenue targets before you commit.
How much coding or technical expertise is required to use the sales planning software?
None. Our sales planning software is built for revenue operations leaders and sales planners, not developers. Admins can configure quota models, territory structures, and planning workflows through a guided interface.
If you think your teams can run a planning cycle in Excel, just wait to see how effectively they can run it with Xactly.
Can sales planning software replace spreadsheets for annual planning?
Yes, and that's exactly the point. The sales planning software can help you replace siloed, error-prone spreadsheets with a unified, cloud-based tool that provides a more secure data model, automates change management, and provides an easy audit trail.
Does the sales planning software integrate with other systems?
Yes. Our platform connects with your CRM, HRIS, and ERP systems so your planning data reflects reality. As part of the Intelligent Revenue Platform, Xactly Plan shares data across Xactly Incent and Xactly Forecast, which gives your revenue team a connected view from planning through payout.
Is the sales planning software suitable for global sales organizations?
Yes. Xactly Plan is built to handle the complexity that comes with operating across regions, currencies, business units, and organizational hierarchies. Whether you're managing a single-country team or a multi-region, multi-segment sales org, Xactly Plan scales with you, without requiring separate tools or custom workarounds for each market.
