Xactly Pipeline & Sales Forecasting Solutions
Combine wide-ranging revenue data with award-winning AI to provide an objective lens into your pipeline, deliver more accurate predictions, own strategy, and accelerate go-to-market success.
A Catalyst for Accurate Sales Forecasts
Take advantage of your wealth of CRM data to inform the health of your revenue pipeline and deliver accurate and predictable forecasts.
Be One with Your Pipeline
Identify pipeline changes quickly, see where deals have moved, and mitigate deal slip.
Supplement Gut Instinct with AI
Remove potential bias with objective, future-looking visibility into your revenue numbers.
Drive Winning Behaviors
Promote effective sales execution by guiding sellers on best next actions, opportunity milestones and actionable alerts to move deals forward.
Miller Heiman Group
of sales organizations have NOT formalized their approach to sales forecasting
Miller Heiman Group
of CSOs are confident they’ll make their numbers.
Gartner
Flexible, Multi-Dimensional Forecast Views
Align robust pipeline and sales forecasting to your current sales processes with more customizable dashboards that tell clearer stories. Get real-time visualizations of periodic revenue health and deal trajectories and the projected risks/opportunities signals along the way. Increase transparency and easily pressure-test opportunities from across the revenue organization - from new business, to renewals, to product-specific or overlay teams and more – with a more predictable revenue organization.
Quick Access to Consolidated Data
Consult one central, interactive dashboard, with data gathered from across different platforms, including CRM and ERP, to measure individual rep and team performance. Your finance and sales managers gain more sound projections of risk and opportunity, trajectories of customer sentiment over time based on the latest and historical data sets from your various tools.
Teams Need Data-Driven Forecasting
Sales forecasting is a critical process that pulls on different data sets from different Marketing, Operations, and Sales departments to gain insights and suggest strategies.
› CRO / CSO
Manage and monitor overall sales performance and track sales execution using interactive dashboards.
› REVENUE / SALES OPERATIONS
Use sales forecasting tools to manage day-to-day sales and revenue performance.
› SALES LEADER
Track individual and team sales performance and identify opportunities in the pipeline.
› FINANCE LEADER
Use real-time analytics to track sales revenue and monitor financial performance.
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