Xactly Forecasting Features
What are the features of Xactly Forecasting?
Data Sourcing
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation
Predictive Analytics
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
Sales Management
- Live Pipeline Management
- Account-Based Analytics
- Activity Tracking
Organization
- Opportunity and Pipeline Management
- Data Entry
Performance Analysis
- Peformance Tracking
Sales Analysis
- Sales Forecasting
Xactly Categories on G2
Filter for Features
Data Sourcing
Data Sourcing | As reported in 51 Xactly Forecasting reviews. Compiles data from a breadth of either internal or external sources. | 79% (Based on 51 reviews) | |
Exporting & Sharing Data | As reported in 53 Xactly Forecasting reviews. Enables user to communicate data by securely exporting and sharing it. | 74% (Based on 53 reviews) | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. 46 reviewers of Xactly Forecasting have provided feedback on this feature. | 77% (Based on 46 reviews) | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 68 reviewers of Xactly Forecasting have provided feedback on this feature. | 81% (Based on 68 reviews) | |
Data Segmentation | Based on 56 Xactly Forecasting reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 82% (Based on 56 reviews) |
Predictive Analytics
Opportunity Scoring | As reported in 66 Xactly Forecasting reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing. | 86% (Based on 66 reviews) | |
Risk Analysis | As reported in 56 Xactly Forecasting reviews. Warns sales teams of accounts that may be at risk of being lost. | 76% (Based on 56 reviews) | |
Live Forecasting | Based on 69 Xactly Forecasting reviews. Provides live customer data so that sales organizations forecasts stay current. | 84% (Based on 69 reviews) |
Sales Management
Live Pipeline Management | As reported in 73 Xactly Forecasting reviews. Updates every time a change is made enabling users to trace a deal through the pipeline. | 85% (Based on 73 reviews) | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. 54 reviewers of Xactly Forecasting have provided feedback on this feature. | 80% (Based on 54 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 65 Xactly Forecasting reviews. | 82% (Based on 65 reviews) |
Organization
Opportunity and Pipeline Management | Based on 21 Xactly Forecasting reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 92% (Based on 21 reviews) | |
Data Entry | Based on 20 Xactly Forecasting reviews. Automates the entry of collected data. | 83% (Based on 20 reviews) |
Performance Analysis
Coaching | Based on 15 Xactly Forecasting reviews and verified by the G2 Product R&D team. Provides real-time coaching to sales representatives. | 82% (Based on 15 reviews) | |
Peformance Tracking | Tracks and analyzes sales representative performance. This feature was mentioned in 18 Xactly Forecasting reviews. | 85% (Based on 18 reviews) |
Sales Analysis
Sales Forecasting | Based on 16 Xactly Forecasting reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 90% (Based on 16 reviews) |
Revenue Sourcing and Forecasting
Pipeline Management | Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities | Not enough data | |
Dashboard Analytics | Reports results on revenue attainment, conversion rate, and overall revenue analytics | Not enough data | |
Data Segmentation | Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. | Not enough data | |
Predictive Forecasting | Provides users with ability to predict upcoming forecast based on AI insights and deal health | Not enough data |
CRM Data Enrichment
Calendar Sync | Automatically associates calendar invites to update deal progress in a CRM | Not enough data | |
Email Activity Capture | Automatically associates sales activities within emails to the relevant accounts in your CRM | Not enough data | |
Conversation Intelligence | Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM | Not enough data | |
Marketing Leads | Automatically links marketing leads to sales generated opportunities in your CRM | Not enough data | |
Contact Capture | Automatically captures contacts engaged with and associates to relevant accounts in a CRM | Not enough data |
Account Management
Nonengaged Accounts | Identifies accounts that sales reps aren't engaging with | Not enough data | |
Historical Patterns | Identifies common themes among historical deals that are won or lost | Not enough data | |
Rep Performance | Identifies common themes and actions amongst reps that close the most deals | Not enough data | |
Account Engagement | Allows users to track the level of engagement with each account and provides insights on frequency of engagement | Not enough data | |
Historical Win/Loss Patterns | Identifies common themes among historical deals that are won or lost to provide insights into successful strategies | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Agentic AI - Revenue Operations & Intelligence (RO&I)
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - AI Sales Assistant
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
