Xactly Territory and Quota Management Solutions

Xactly Manage streamlines and operationalizes sales plans by creating a single source of truth at the intersection of territories, people, opportunities, credits, and quotas. This unified approach instills confidence that sales targets are achievable, plans are fair, and your operation is agile enough to address any change.

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Collaborative Territory Assignments

Easily organize and assign GTM reps by geography, industry, or named accounts. Ensure your resource allocation aligns with optimal sales performance through unified data visualizations that spot leading and lagging indicators.

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Setting Achievable Targets

Set transparent and achievable targets to keep reps engaged and aligned with their territory’s opportunity to maximize GTM efficiencies.

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Seamless Onboarding and Roster Updates

Streamline people management by easily updating territory and quota assignments—whether adding new territories  territories and , realigning existing ones, or making performance-based adjustments–and quickly deploying credit rules for each role.

Territory Management

Xactly Manage supports complex territory structures and any changes needed to support your optimized go-to-market engine. Update assigned territories without relying on complex spreadsheets and proactively identify problem areas, such as unassigned or improperly assigned territories, and imbalanced coverage models.

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Quota Management

Quota Management

Xactly ensures quota alignment while alleviating administrative burdens. Utilize intelligent logic rules and name assignments to derive accurate quotas for secondary and overlay teams. View planned quota changes or potential impacts of changes before they become operationalized via user-defined workflow processes.

People Management

As sales organizations grow or market conditions change, roster management requires regular updates. Xactly Manage streamlines roster management by facilitating accurate and timely updates to assigned territories and quotas. This creates clear visibility into territory assignments and rep performance, enabling real-time monitoring of sales performance, progress tracking, surfacing impactful insights for strategic decision-making.

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Revenue Lifecycle

Explore Xactly TQM

Xactly’s Intelligent Revenue Platform

We equip organizations with the tools they need to create consistent revenue growth through optimally staffed sales organizations, equally distributed capacity and quotas, and balanced territories.

Xactly’s Intelligent Revenue Platform delivers predictable, profitable, and resilient revenue by breaking down the silos across your go-to-market teams to support planning, performance, and prediction.