Finance
The Bridge to Go-to-Market Collaboration
Foster stronger relationships with your revenue leadership and intentionally deploy resources to reach your growth potential.
Sales and Revenue Planning
Fostering strong collaboration with sales leadership is a pillar of world-class businesses. Yet, when trying to find a common ground for reporting, future projections, and the resources sales teams need to be successful, Sales and Finance teams aren’t always aligned.
With Xactly, Finance leaders can:
- Break down the legacy reporting silos between Sales and Finance and foster more clear communication between teams to maintain strong alignment on goals.
- Build go-to-market plans together, with easy collaboration and usage of a singular source of truth to inform current state and future projections.
- Consolidate and simplify headcount plans, ideal quotas and territories, combining historical performance data with future projections in a singular location.
Incentive Design and Forecasting
Designing incentive programs that not only motivate go-to-market reps, but incentivize behaviors that focus on opportunities and activities ideal for the business is another matter. Similarly, forecasting the cost impact of incentive plans, and potential changes to those plans, is very difficult without a clear view into current plan details, historical performance, and real-time pipeline data.
With Xactly, Finance leaders can:
- Unify historical performance data with real-time pipeline data, meshed with compensation plan details, to arrive at more accurate incentive cost projections.
- Quickly model scenarios when evaluating new roles, new measures, or new structures to gain a clearer picture of future costs.
- View detailed reporting on the efficacy of each incentive plan, and conduct in-the-moment scenario analysis to better understand the most effective changes.
Supporting Finance Leaders Across the Revenue Lifecycle
Incentive Compensation Management
Tailor compensation plans to the activities and behaviors that accelerate revenue performance, no matter how unique the sales roles, and provide on-demand visibility into payouts for your team to keep them focused.
Territory and Quota Management
Gain clear visibility into how your team’s territory and quota strategies are deployed and performing, quickly identifying areas that need adjusting, or opportunities for further investment.
Pipeline and Sales Forecasting
Unify revenue data into a single platform to seamlessly manage your pipeline by pinpointing at-risk deals in real-time, and surfacing advanced pipeline analytics.
Why Finance Leaders Need A Unified Platform
Xactly was born in the cloud almost 20 years ago, which lends to their experience supporting finance teams in better executing efficient, accurate, and compliant incentive programs. In today’s economic climate, tech stacks continue to expand, making ensuring the integrity of information cross-functional leaders utilize to inform their operating strategies a costly challenge. Finance leaders need solutions that consolidate critical data into a single source of truth, ensuring the accuracy of information in their strategic discussions and maintaining consistency and timeliness of this data for all cross-functional stakeholders to utilize.
Xactly’s Intelligent Revenue Platform unites critical data inputs and business processes, fostering stronger collaboration amongst cross-functional leaders to drive businesses forward. This connectedness enables finance executives to become transformational leaders in a market that necessitates change. Equipping business unit leaders and their practitioners with the tools they need to automate more tasks, easily unify and visualize data, optimally staff sales organizations, equally distribute capacity and quotas, and balance territories, Xactly is the partner of the transformational Finance leader.
