Xactly Forecasting review

Xactly is best known for sales compensation, and its forecasting product makes the most sense for companies that plan quotas, territories and commissions in the same platform. Xactly Forecast combines CRM data with AI insights to show pipeline health, where deals have moved and which deals may slip, in customizable forecasting views. Forecasts can cover new business, renewals, product-specific teams and overlay teams, and a central dashboard brings together data from CRM and ERP systems to measure rep and team performance, which helps finance and sales work from the same projections. Sellers get guidance on next actions, opportunity milestones and alerts. Pricing is by quote only. The case for Xactly over a dedicated tool such as Clari is integration with compensation and planning: if quotas and payouts already run in Xactly, the forecast shares their data. If not, the setup effort is harder to justify for forecasting alone.

Who it is for

Enterprises that want forecasting connected to quota, territory and commission planning.

Price

See vendor pricing (USD check pending): quote on request.

US price check pending. See the vendor pricing page.

Key features

• AI-powered pipeline and sales forecasting
• Customizable, multi-dimensional forecast views
• Pipeline change tracking to spot deal slip
• Central dashboard combining CRM and ERP data
• Forecasts for new business, renewals, product and overlay teams

Strengths and weaknesses

• Strength: Pulls CRM and ERP data into one forecast dashboard
• Strength: Sits next to Xactly's quota, territory and commission tools
• Strength: Handles overlay and product-specific teams
• Weakness: No published pricing
• Weakness: Most valuable for companies that also buy Xactly's compensation products
• Weakness: An enterprise rollout rather than a quick add-on

Key facts

• Pricing: Quote on request
• Data sources: CRM and ERP
• Related products: Incentive compensation, quota, territory and capacity planning

Where it ranks

Xactly Forecasting is No. 10 in our Best Sales Forecasting Software verdict.