Description
Xactly Forecast is a comprehensive sales forecasting software designed to provide Sales and RevOps teams with accurate forecasts, enhanced pipeline visibility, and effective coaching tools. By leveraging CRM data, Xactly Forecast offers objective insights into the health of your revenue pipeline, enabling teams to deliver accurate and predictable forecasts.
Read More
The software combines wide-ranging revenue data with AI-powered insights to provide an objective lens into your pipeline, helping you own your strategy and accelerate go-to-market success. It allows users to identify pipeline changes quickly, see where deals have moved, and mitigate deal slip, supplementing gut instinct with AI-driven insights.
Xactly Forecast offers flexible, multi-dimensional forecast views, aligning robust pipeline and sales forecasting with your current sales processes. It provides customizable dashboards that offer real-time visualizations of periodic revenue health and deal trajectories, increasing transparency and allowing for pressure-testing opportunities across the revenue organization.
The software integrates data from various platforms, including CRM and ERP systems, to measure individual rep and team performance. Finance and sales managers can gain sound projections of risk and opportunity, while Xactly Intelligence removes bias, flags risks, and surfaces deals worth chasing that your team hasn't prioritized yet.
Xactly Forecast is suitable for CROs, CSOs, revenue and sales operations, sales leaders, and finance leaders. It transforms sales, revenue operations, and financial teams with consistent and connected real-time and historical data, promoting strategic alignment to meet and beat targets. The software is available in the cloud, ensuring real-time access to centralized data, and complements Xactly's purpose-built territory and quota management capabilities with extensibility for maximum value and effectiveness.
- CategoryForecasting & Predictive Analytics
- Pricing ModelFree
- DeploymentCloud
- PlatformsWeb
Xactly Forecast's Core Features
AI-powered pipeline analytics
Real-time visualizations
Customizable dashboards
CRM and ERP integration
Objective forecasting insights
Bias-free forecasting
Attrition risk signals
Conversational insights
How to use Xactly Forecast?
Configure: Set up your CRM and ERP integrations
Use: Access real-time visualizations and insights
Optimize: Adjust strategies based on AI-driven recommendations
Monitor: Track pipeline changes and deal movements
Xactly Forecast's Use Cases
- Sales Forecasting
- Pipeline Management
- Revenue Operations
- Sales Coaching
- Risk Management
