Xactly Planning Solutions

Xactly’s Planning Solutions help organizations orchestrate GTM planning to drive alignment from demand creation to revenue recognition.

sales planning

Sales Planning and Forecast Modeling

Automate the sales coverage and capacity planning processes, and determine the optimal resources required to hit bookings goals.

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Real-time Dynamic Dashboards

Monitor ongoing sales performance by increasing visibility across sales planning processes, to drive alignment and link planning to execution.

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Workflows and Multi-User Editing

Collaborate efficiently across departments and create iterative snapshots of your plan by modeling “what-if” scenarios and monthly forecasts, and analyze side-by-side comparisons across teams.

Visualize and Optimize Territory Alignment

In today’s rapidly evolving markets, businesses are struggling with the ongoing maintenance and design of fairly balanced territories. To retain top sales talent, creating and maintaining equitable territories that maximize revenue potential and boost sales performance is paramount.

AlignStar Data Record
Sales Planning Seasonality

Create a Connected Planning Operation

As organizations scale, they commonly find they require a solution that supports their end-to-end process, but also improves collaboration across stakeholder groups. Xactly Planning solutions enable practitioners to align targets across territories, products, segments and roles, and improves predictability of potential ramp times, ideal quotas and seasonality, all through the unification of historical pay and performance data.

Xactly’s Intelligent Revenue Platform

We equip organizations with the tools they need to create consistent revenue growth through optimally staffed sales organizations, equally distributed capacity and quotas, and balanced territories.

Xactly’s Intelligent Revenue Platform delivers predictable, profitable and resilient revenue by breaking down the silos across your go-to-market teams to support planning, performance and prediction.

Revenue Lifecycle
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Sales Planning in the Intelligent Revenue Platform

As part of the broader Intelligent Revenue Platform, Xactly’s Planning Solutions leverage automation and data to help Sales and Revenue leaders identify achievable targets, design sales capacity plans and territories, and operate efficiently within a unified platform. These solutions align with an agile GTM strategy that includes revenue team performance and prediction.