Xactly Forecast

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.

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.

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?

1. 1

   Configure: Set up your CRM and ERP integrations

2. 2

   Use: Access real-time visualizations and insights

3. 3

   Optimize: Adjust strategies based on AI-driven recommendations

4. 4

   Monitor: Track pipeline changes and deal movements

Xactly Forecast's Use Cases

• Sales Forecasting
• Pipeline Management
• Revenue Operations
• Sales Coaching
• Risk Management

FAQ from Xactly Forecast

• How does Xactly Forecast improve sales forecasting accuracy?

  Xactly Forecast uses AI-powered insights and CRM data to provide objective, bias-free forecasts, improving accuracy and predictability.

• What are the key features of Xactly Forecast?

  Key features include AI-powered pipeline analytics, real-time visualizations, customizable dashboards, and CRM integration.

• Who can benefit from using Xactly Forecast?

  CROs, CSOs, revenue and sales operations, sales leaders, and finance leaders can benefit from using Xactly Forecast.

• How does Xactly Forecast handle pipeline changes?

  Xactly Forecast allows users to quickly identify pipeline changes, see where deals have moved, and mitigate deal slip.

• What integrations does Xactly Forecast support?

  Xactly Forecast integrates with CRM and ERP systems to provide a holistic view of revenue forecasting.

• How does Xactly Intelligence enhance forecasting?

  Xactly Intelligence removes bias, flags risks, and surfaces deals worth chasing, enhancing forecasting accuracy.

• What is the purpose of customizable dashboards in Xactly Forecast?

  Customizable dashboards provide real-time visualizations of revenue health and deal trajectories, increasing transparency.

• How does Xactly Forecast support sales leaders?

  Sales leaders can track individual and team performance, identify opportunities, and manage guided selling processes with Xactly Forecast.