Xactly Plan is a SaaS solution that helps organizations orchestrate go-to-market (GTM) planning through collaborative planning and advanced analytics. It enables businesses to design ideal sales capacity plans, optimize territory alignment, and continuously monitor performance to achieve revenue goals.

Key Features

Sales Planning and Forecast Modeling Quickly model ideal sales coverage and capacity.

• Determine optimal resources
• Hit revenue goals

Collaborative Data Insights Link planning with execution through continuous performance metrics.

• Clear lines of sight
• Real-time updates

Unified Data and Collaborative Workflows Create snapshots of plans and iterate with stakeholders.

• Model "what-if" scenarios
• Analyze monthly forecasts

Visualize Territory Alignment Design equitable territories using map-based interfaces.

• Advanced analytics
• Fit strategy by geography, account, or nuanced models

Benefits

Improved Sales Performance Enhances overall sales effectiveness.

• Optimizes territory and quota assignments
• Aligns sales efforts with untapped markets

Operational Efficiency Streamlines sales management processes.

• Reduces administrative burden
• Ensures accurate and timely updates

Enhanced Visibility Provides clear insights into territory assignments and rep performance.

• Real-time monitoring
• Strategic decision-making