Xactly Forecasting®

Score8.7 out of 10

6 Reviews and Ratings

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Xactly Forecasting®

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What is Xactly Forecasting®?

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.

Categories & Use Cases

Media

Screenshot of Xactly Forecasting Forecast View

Screenshot of Xactly Forecasting Waterfall Chart

Screenshot of Xactly Forecasting Pipeline View

Screenshot of Xactly Forecasting Opportunity 360

Screenshot of Xactly Forecasting Health Scores

Screenshot of Xactly Forecasting Pipeline Flowlytics

Screenshot of Xactly Forecasting Commission Earnings Forecasting

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Screenshot of Xactly Forecasting Forecast View

Sales Forecasting Management
Ability to manage models and assumptions based on forecast reviews.
Category average: 9.4
CRM Data Import
Import historical data from CRM systems and other sales software.
Category average: 9.4
Sales Benchmarking
Forecast sales and compare to company or industry benchmarks.
Category average: 7.7

Sales Forecast Review
Tracks forecast accuracy/model fit and confidence.
Category average: 7.9
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

#1 most frequent

Information

100.0%

2 installations of 2

Verified User

Professional in Sales (5001-10,000 employees employees)

Use Cases and Deployment Scope

It shows you really well where you can't see. For example, a lot of times when you run the program it will show you things you were blind to. Now with this new data we are able to redirect our sales energy elsewhere and grow in places we didn't think possible. I use it for showing me exactly where I need to realign to head in the right direction.

Pros

Showing you where you will be in the future.
It identifies risk really well.
Also the performance tracking is Superb!

Cons

Integrate with SFDC.
The alerts need to be changed.
Chat bot needs improving.

Most Important Features

Identifying risk
Future Revenue Scope
Chat Bot for Assistance

Return on Investment

Visibility across teams
Win rate trends
Average time to win or lose deals
Ability to see real-time deal health
Forecasting accuracy and confidence

Usability

Alternatives Considered

Salesforce CMS and Seismic

Other Software Used

Salesforce CMS, Microsoft Teams, Seismic

Verified User

Account Manager in Sales (10,001+ employees employees)

Use Cases and Deployment Scope

Xactly Forecasting® helps us to better align our selves with the companies goals. After our ERP Update, Xactly Forecasting® is taking information from our CRM data to help deliver more accurate forecasting as well as giving us a health check along the way. it is important in sales to have an accurate and healthy pipeline which will better help support our job functions.

Pros

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.

Cons

With the integration in to our SFDC, this sometimes can delay when the information is loaded to Xactly Forecasting®. This may be an one off issue with the way it is being loaded by our company.

Most Important Features

Consolidating data from our CRM as well as our newly updated ERP System
Being able to view team and individual performance
Being online and being able to view this data from out of office

Return on Investment

More accurately forecasting incoming revenue
Cleaner and Healthier pipeline - moving out dead deals and focusing on fresh opportunities and keeping close with those customers

Usability

Other Software Used

Xactly Incent®, S4 for Salesforce, Microsoft Power BI

Pranav Lal View profile

Senior Business Analyst - CRM Systems in Information Technology at Slack (501-1000 employees employees)

Pros

Clean UI to make data more digestable
Health Scoring
Forecasting
Milestone Tracking on Opportunities

Cons

Is only for opportunities.
Difficult to bring in custom object.
Some alert notifications were tough to configure

Return on Investment

Saves Time
Increases Efficiency
Accurate Forecasting

Other Software Used

DocuSign, LinkedIn Sales Navigator, Groove

Verified User

Vice-President in Sales (51-200 employees employees)

Pros

Clean interface
Organization of opportunities
Decent customization

Cons

Wasn't super sticky for our team
Is not compatible with our main sales outreach tool
Initial onboarding was challenging

Return on Investment

Honestly, we cannot put a value on it. It's hard to know if it helped or hurt, but don't think it has helped.

Other Software Used

Outreach, Chorus.ai, LinkedIn Sales Navigator

Mediafly

Aviso Insights

Clari

Xactly Forecasting®

What is Xactly Forecasting®?

Categories & Use Cases

Media

Key Features

Top Performing Features

Sales Forecasting Management

CRM Data Import

Sales Benchmarking

Areas for Improvement

Sales Forecast Review

Custom Forecast Models

Record of Previous Sales Forecasts

Most Frequent Users

Information

Reviews

Use Cases and Deployment Scope

Pros

Cons

Most Important Features

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Most Important Features

Return on Investment

Usability

Other Software Used

Pros

Cons

Return on Investment

Other Software Used

Pros

Cons

Return on Investment

Other Software Used

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