#1 most frequent
United States of America
50.0%2 installations of 4
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
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Screenshot of Xactly Forecasting Forecast View
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
Who Buys & Uses Xactly Forecasting®
#2 most frequent
Canada
25.0%1 installation of 4
#3 most frequent
Luxembourg
25.0%1 installation of 4
Xactly Forecasting® what you need!
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®!
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
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
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
