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Xactly Forecasting®

Xactly Forecasting®
Formerly TopOPPS


What is Xactly Forecasting®?

Xactly Forecasting enables users to tackle the toughest pipeline challenges and deliver the results that matter to everyone from the CRO to Finance. Xactly Forecasting helps to improve sales and revenue forecasting accuracy using artificial intelligence (AI) and machine learning…

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What is Xactly Forecasting®?

Xactly Forecasting enables users to tackle the toughest pipeline challenges and deliver the results that matter to everyone from the CRO to Finance. Xactly Forecasting helps to improve sales and revenue forecasting accuracy using artificial intelligence (AI) and machine learning (ML) technology,…

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  • Premium Consulting/Integration Services

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Product Demos

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Product Details

What is Xactly Forecasting®?

Xactly Forecasting is a sales forecasting software designed to help businesses accurately predict future sales revenue. It uses historical data, real-time insights, and machine learning algorithms to provide accurate sales forecasts. It can analyze past performance, identify trends, and forecast future revenue.

Xactly Forecasting allows sales teams to collaborate and align on sales goals and targets. It helps organizations make informed decisions about resource allocation, budgeting, and goal setting. Xactly Forecasting ultimately helps teams to improve sales forecasting accuracy, increase revenue predictability, and make better-informed business decisions.

Xactly Forecasting® Screenshots

Screenshot of Xactly Forecasting Forecast ViewScreenshot of Xactly Forecasting Waterfall ChartScreenshot of Xactly Forecasting Pipeline ViewScreenshot of Xactly Forecasting Opportunity 360Screenshot of Xactly Forecasting Health ScoresScreenshot of Xactly Forecasting Pipeline FlowlyticsScreenshot of Xactly Forecasting Commission Earnings Forecasting

Xactly Forecasting® Videos

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Xactly Forecasting® Competitors

Xactly Forecasting® Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesNorth America, Mexico, EMEA, ANZ
Supported LanguagesEnglish, French, German, Italian, Spanish
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Reviews and Ratings



(1-2 of 2)
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Pranav Lal | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
TopOpps was primarily used by the sales team at Eventbrite as it is entirely sales focused tools.

Business problems it addresses:
1. Forecasting - They have a unique forecasting algorithm which based on several impactful points which makes forecasting better.
2. Pipeline tracking - See what deals moved and when and what it impacted.
3. Reps YoY performance
4. Funnel Movement
5. Call / Activity Impact.
  • Clean UI to make data more digestable
  • Health Scoring
  • Forecasting
  • Milestone Tracking on Opportunities
  • Is only for opportunities.
  • Difficult to bring in custom object.
  • Some alert notifications were tough to configure
Best Suited if you have:
4-9 Stages in your opportunities
Different Sales Processes (e.g: renewals, new business etc.)
Different Record Types
Fast Paced Sales Cycle (from a few days to months)

It is less suited:
1. If it's a new/fresh SFDC instance where there is not much historical information as it gathers most of the useful information from historical trending.

  • Saves Time
  • Increases Efficiency
  • Accurate Forecasting
The tool was way [more]cost effective than something like Wave which is crazy expensive and not worth it.
The other tools we evaluated were:
1. Salesforce's Wave Analytics - Too Expensive
2. Tableau - Not very user-friendly at the time and too expensive
3. Excel solutions - the data would become stale as soon as the Excel was exported.
Score 3 out of 10
Vetted Review
Verified User
We were using it to help with pipeline management, forecasting, and more clarity around sales rep opportunities. It was being used by a handful of reps (~5) but probably by 1 now. It was trying to address knowing where our opps were, which ones we have not had any progress or activity on, and encouraging reps to do more.
  • Clean interface
  • Organization of opportunities
  • Decent customization
  • Wasn't super sticky for our team
  • Is not compatible with our main sales outreach tool
  • Initial onboarding was challenging
I think TopOPPS is better suited for the larger sales team with shorter sales cycles. We have very long sales cycles and we have not truly seen it impact how we do business in terms of sales. I also think it's better suited for teams that have a true sales manager monitoring the reps and opps.
  • Honestly, we cannot put a value on it. It's hard to know if it helped or hurt, but don't think it has helped.
TopOPPS was all we considered other than some Salesforce consultants.
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