SMA Research Findings: 10 Important Territory Planning Statistics

Xactly territory and quota management solutions.

Xactly’s Territory and Quota Management (TQM) solutions streamline and operationalize sales plans by creating a single source of truth at the intersection of territories, people, opportunities, credits, and quotas. Together, Xactly TQM solutions instill confidence that sales targets are achievable, and plans are fair, and your operation is agile enough to address change.

Roster management.

As sales organizations grow or market conditions change, roster management requires regular updates. Xactly's TQM solutions streamline roster management by facilitating accurate and timely updates to assigned territories—whether adding new territories, realigning existing ones, or making performance-based adjustments.

Gain comprehensive visibility into territories and sales rep performance, enabling real-time monitoring of sales performance, progress tracking, and data-driven decision-making for streamlined sales operations.

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AlignStar optimizer screenshot showing New England and Territory Summary view.

Optimized territory management.

Xactly holistically manages complex sales territory structures and changes to support your optimized go-to-market engine. Update assigned territories without relying on complex spreadsheets and proactively identify problem areas, such as unassigned or improperly assigned territories, and imbalanced coverage models.

Quota alignment.

Xactly ensures quota alignment while alleviating administrative burden. Utilize intelligent logic rules and name assignments to derive accurate quotas for secondary and overlay teams. Use Scenario Modeling to view planned quota changes or potential impacts of changes before they become operationalized via user-defined workflow processes.

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Revenue Lifecycle

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.