TrustRadius

ScaleXP vs. Xactly Forecasting®

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ScaleXP
Score 0.0 out of 10
Small Businesses (1-50 employees)
ScaleXP provides a comprehensive financial reporting platform for B2B subscription or SaaS companies. Key features include: Consolidated SaaS metrics across all countries, business units and reporting entities Dynamic dashboards built using AI prompts Ability to build reports using ERP and CRM data, including the ability to link directly to general ledger level detail or specific sales pipelines Renewal tracking and contract…N/A
Xactly Forecasting®
Score 8.6 out of 10
N/A
Xactly Forecasting enables users to tackle the toughest pipeline challenges and deliver the results that matter to everyone from the CRO to Finance. Xactly Forecasting helps to improve sales and revenue forecasting accuracy using artificial intelligence (AI) and machine learning (ML) technology, consolidated performance metrics, and quick insights to understand the health of a revenue engine.N/A
Pricing
ScaleXPXactly Forecasting®
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ScaleXPXactly Forecasting®
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup Fee$1,000 one-time feeNo setup fee
Additional Details——
More Pricing Information
Features
ScaleXPXactly Forecasting®
Sales Forecasting Features
Comparison of Sales Forecasting Features features of Product A and Product B
ScaleXP
-
Ratings
Xactly Forecasting®
7.4
Ratings
15% below category average
Sales Benchmarking00 Ratings7.70 Ratings
Quick Dashboard/Forecast00 Ratings6.80 Ratings
Sales Visuals00 Ratings6.80 Ratings
Sales Forecast Templates00 Ratings6.80 Ratings
Sales Forecasting Factors00 Ratings6.80 Ratings
Sales Forecast Review00 Ratings6.80 Ratings
Sales Forecasting Management00 Ratings9.10 Ratings
Custom Forecast Models00 Ratings6.80 Ratings
Record of Previous Sales Forecasts00 Ratings6.80 Ratings
Sales Forecast Collaboration:00 Ratings7.70 Ratings
CRM Data Import00 Ratings9.10 Ratings
Best Alternatives
ScaleXPXactly Forecasting®
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Medium-sized Companies
LeanData
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Score 10.0 out of 10
Clari
Clari
Score 9.8 out of 10
Enterprises
Clari
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Score 9.8 out of 10
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Score 9.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ScaleXPXactly Forecasting®
Likelihood to Recommend
-
(0 ratings)
8.2
(0 ratings)
Usability
-
(0 ratings)
9.1
(0 ratings)
User Testimonials
ScaleXPXactly Forecasting®
Likelihood to Recommend
No answers on this topic
I think TopOPPS is better suited for the larger sales team with shorter sales cycles. We have very long sales cycles and we have not truly seen it impact how we do business in terms of sales. I also think it's better suited for teams that have a true sales manager monitoring the reps and opps.
Verified User
Anonymous
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Pros
No answers on this topic
  • Provides a quick detailed over view of our pipeline. This will help us identify deals that need attention and to maintain a healthy pipeline
  • being able to view our pipeline is also a motivational tool to help us drive success
  • an aligned forecast helps us to be more confident in our sales numbers as well as providing more accurate information to our management team.
Verified User
Anonymous
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Cons
No answers on this topic
  • Integrate with SFDC.
  • The alerts need to be changed.
  • Chat bot needs improving.
Verified User
Anonymous
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Usability
No answers on this topic
I have had an excellent experience so far with Xactly Forecasting®.
Verified User
Anonymous
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Alternatives Considered
No answers on this topic
Xactly Forecasting has a smart AI tool, this is what puts them ahead of the competition. With their smooth interaction with other apps and programs, it makes it seamless when using other apps and programs. I find that when it uses its forecasting skill it shows us exactly what we need to see for the future.
Verified User
Anonymous
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Return on Investment
No answers on this topic
  • Saves Time
  • Increases Efficiency
  • Accurate Forecasting
Pranav Lal | TrustRadius Reviewer
Pranav Lal
Senior Business Analyst - CRM Systems
Read full review
ScreenShots

ScaleXP Screenshots

Screenshot of the ERP and CRM platforms that can integrate data with ScaleXP: Xero, QuickBooks, Zoho, Salesforce, Pipedrive, Hubspot, and Stripe.Screenshot of the SaaS metrics tracked by ScaleXP, across countries, currencies and legal entities from MRR and ARR to acquisition cost and Net Dollar Retention.Screenshot of ScaleXP's forecasting capabilities: MRR or revenue from all of the data in a connected ERP and CRM systems including new business deals, pending renewals, contracted revenue. Data is displayed in aggregate and supports drill down to the deal level.Screenshot of ScaleXP's automate revenue recognition, which uses machine learning algorithms that read and process data and text on invoices. This functionality can be used in combination with or without a CRM connection.Screenshot of ScaleXP's budget tracking, which targets across ERP and CRM systems.

Xactly Forecasting® Screenshots

Screenshot of Xactly Forecasting Forecast ViewScreenshot of Xactly Forecasting Waterfall ChartScreenshot of Xactly Forecasting Pipeline ViewScreenshot of Xactly Forecasting Opportunity 360Screenshot of Xactly Forecasting Health ScoresScreenshot of Xactly Forecasting Pipeline Flowlytics