Xactly Plan
Sales and Revenue Planning Software.
Optimize GTM Strategies Through Collaborative Planning
Xactly Sales & Revenue 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 by creating clear lines of sight into current performance metrics, updated continuously to know what’s working and what might need revisiting.
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.
Visualize Territory Alignment
In today’s rapidly evolving markets, businesses are struggling with the ongoing maintenance and design of fairly balanced territories. Xactly Plan makes you the conductor of go-to-market planning with map-based interfaces and advanced analytics to create equitable territories by geography, account, or any nuanced model to fit your strategy.
Create a Connected Planning Operation
As organizations scale, they need a solution that supports their end-to-end process and improves collaboration across stakeholder groups. Xactly Plan unifies stakeholder perspectives and critical activities to ensure go-to-market plans are aligned with executive objectives while maximizing the potential of every member of your go-to-market organization.
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 helps Sales and Revenue leaders identify achievable targets and design ideal sales capacity plans and optimal territories, all on a unified platform to streamline data flow and maximize efficiency. A unified approach also fosters increased collaboration across teams, making it easier for stakeholders to share feedback and gain visibility into shared success metrics. Planning processes are a critical input of the revenue lifecycle, informing how revenue teams will succeed, and requiring clear communication across teams.
