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Xactly Forecasting®

Score8.7 out of 10

6 Reviews and Ratings

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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

Xactly Forecasting Forecast View
Xactly Forecasting Waterfall Chart
Xactly Forecasting Pipeline View
Xactly Forecasting Opportunity 360
Xactly Forecasting Health Scores
Xactly Forecasting Pipeline Flowlytics
Xactly Forecasting Commission Earnings Forecasting

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Key Features

Learn about the best (and worst!) features Xactly Forecasting® has to offer, as determined by TrustRadius' reviewers.
Based on 6 ratings of Xactly Forecasting®'s features
View all features

Top Performing Features

  • 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

Areas for Improvement

  • 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

Reviews

What users are saying about Xactly Forecasting®.
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Xactly Forecasting® what you need!

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

Greatest forecasting tool for sales! Xactly Forecasting®!

Incentivized
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

TopOpps is Slick and Value for Money

Incentivized
Pranav LalView 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

TopOPPS, not for all opps

Incentivized
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

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