TrustRadius: an HG Insights company

Xactly Forecasting®

Score8.7 out of 10

6 Reviews and Ratings

Top Performing Features

-3%

Sales Forecasting Management

Ability to manage models and assumptions based on forecast reviews.

Cat avg: 9.4

-3%

CRM Data Import

Import historical data from CRM systems and other sales software.

Cat avg: 9.4

0%

Sales Benchmarking

Forecast sales and compare to company or industry benchmarks.

Cat avg: 7.7

-9%

Sales Forecast Collaboration:

Allows users to collaborate on sales forecasts. For example, different users may access, comment on and adjust forecasts.

Cat avg: 8.5

Worst Performing Features

-14%

Quick Dashboard/Forecast

A quick overview of sales forecasts.

Cat avg: 7.9

-14%

Sales Visuals

Clear and helpful visuals.

Cat avg: 7.9

-9%

Sales Forecast Templates

Pre-built templates for forecast reports.

Cat avg: 7.5

Xactly Forecasting® Features from Reviews

Sales Forecasting Features

Tools and features to better inform future sales.

7.4-10%
  • Sales Benchmarking

    Forecast sales and compare to company or industry benchmarks.

    Category average: 7.7

  • Quick Dashboard/Forecast

    A quick overview of sales forecasts.

    Category average: 7.9

  • Sales Visuals

    Clear and helpful visuals.

    Category average: 7.9

  • Sales Forecast Templates

    Pre-built templates for forecast reports.

    Category average: 7.5

  • Sales Forecasting Factors

    Multivariate forecasting algorithms that allow users to adjust the factors that influence projections.

    Category average: 7.9

  • Sales Forecast Review

    Tracks forecast accuracy/model fit and confidence.

    Category average: 7.9

  • Sales Forecasting Management

    Ability to manage models and assumptions based on forecast reviews.

    Category average: 9.4

  • Custom Forecast Models

    Allows for granular control over the forecasting approach.

    Category average: 7.9

  • Record of Previous Sales Forecasts

    Record of previous forecasts/audit trail.

    Category average: 7.9

  • Sales Forecast Collaboration:

    Allows users to collaborate on sales forecasts. For example, different users may access, comment on and adjust forecasts.

    Category average: 8.5

  • CRM Data Import

    Import historical data from CRM systems and other sales software.

    Category average: 9.4