Xactly Forecasting® what you need!
January 08, 2025

Xactly Forecasting® what you need!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Forecasting®

It shows you really well where you can't see. For example, a lot of times when you run the program it will show you things you were blind to. Now with this new data we are able to redirect our sales energy elsewhere and grow in places we didn't think possible. I use it for showing me exactly where I need to realign to head in the right direction.

Pros

  • Showing you where you will be in the future.
  • It identifies risk really well.
  • Also the performance tracking is Superb!

Cons

  • Integrate with SFDC.
  • The alerts need to be changed.
  • Chat bot needs improving.
  • Identifying risk
  • Future Revenue Scope
  • Chat Bot for Assistance
  • Visibility across teams
  • Win rate trends
  • Average time to win or lose deals
  • Ability to see real-time deal health
  • Forecasting accuracy and confidence
Easy to Use, again I like that I can see the future and the risk I need to deal with in order to move forward and grow my business.
It shows the Sales team where there number lay, and with that they are able to be motivated to turn those numbers around. It is also great from a Manager's perspective so they can see where coaching is needed in order again to motivate the sales rep. I really enjoying using this tool, and you should give it a try too!
Xactly Forecasting has a smart AI tool, this is what puts them ahead of the competition. With their smooth interaction with other apps and programs, it makes it seamless when using other apps and programs. I find that when it uses its forecasting skill it shows us exactly what we need to see for the future.

Do you think Xactly Forecasting® delivers good value for the price?

Yes

Are you happy with Xactly Forecasting®'s feature set?

Yes

Did Xactly Forecasting® live up to sales and marketing promises?

Yes

Did implementation of Xactly Forecasting® go as expected?

Yes

Would you buy Xactly Forecasting® again?

Yes

When you are looking to see where the risk are and where the future will bring you, this is the tool for you! I can see this being a useful tool, however once I am in the groove I don't know how much I would use it. All in all I would say us it if you are in sales, it will improve your overall sight.

Xactly Forecasting® Feature Ratings

Sales Benchmarking
7
Quick Dashboard/Forecast
5
Sales Visuals
5
Sales Forecast Templates
5
Sales Forecasting Factors
5
Sales Forecast Review
5
Sales Forecasting Management
10
Custom Forecast Models
5
Record of Previous Sales Forecasts
5
Sales Forecast Collaboration:
7
CRM Data Import
10

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