Xactly Sales & Quota Planning Solutions
Xactly Plan helps organizations orchestrate GTM planning through leading prepackaged functionality that are adaptable to maximize coverage without compromising effectiveness, testing potential adjustments, and continuously monitor performance to keep your revenue engine humming.
Sales Planning and Forecast Modeling
Quickly model ideal sales coverage and capacity to determine the optimal resources required to hit revenue goals.
Collaborative Data Insights
Link planning with execution through real-time visibility into sales performance metrics. Xactly Plan helps you validate targets, track progress against goals, and pinpoint coverage gaps for smarter decisions
Unified Data and Collaborative Workflows
Create snapshots of your plan and iterate with stakeholders throughout your revenue ecosystem, including modeling “what-if” scenarios alongside monthly forecasts, analyzing each side-by-side.
Territory and Quota Management
Establish and manage territories and quotas that align to company goals and revenue potential. Gain full visibility into capacity, coverage, and performance across every region.
Visualize Territory Alignment
Balancing sales territories is a constant challenge for growing organizations. Xactly Plan puts you in control with intuitive map-based interfaces and advanced analytics that help you design equitable territories by geography, account, or any model that fits your go-to-market strategy.
Create a Connected Planning Operation
As your organization scales, Xactly Plan unifies every stakeholder and process in one platform to align GTM plans with core objectives. Connect teams, streamline collaboration, and maximize the potential of your entire revenue organization—all while customizing dashboards and strategies that evolve with your business.
Unify Territory, People, and Quota Planning
Capitalizing on market potential is an essential objective of every revenue organization, yet if your people, their territories, and their targets aren’t synchronized it can lead to unintended consequences. Xactly Plan helps focus your planning efforts on drivers of performance and establishes a transparent path to capacity needs, achievable targets and quotas, and equitable territories to optimize revenue performance.
Sales Planning on a Unified Revenue Platform
Xactly Plan empowers Sales and Revenue leaders to set achievable targets, design capacity plans, and optimize territories—all on one unified platform. Streamline data, improve collaboration, and integrate easily with tools like CRM and Excel to drive clarity and alignment across the revenue lifecycle.
Trusted by Leading Companies.
Recognized by Industry Experts.
Consistently recognized by our customers and industry analysts. We empower Sales, Finance, and Operations to optimize performance, streamline compensation, and drive revenue excellence.
