Xactly Forecast Features

Data Sourcing (5)

Data Sourcing: Based on 51 Xactly Forecast reviews. Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data: Based on 53 Xactly Forecast reviews. Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization: As reported in 46 Xactly Forecast reviews. Allows users to view data visualizations on several devices.
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 Forecast have provided feedback on this feature.
Data Segmentation: As reported in 56 Xactly Forecast reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Opportunity Scoring: As reported in 66 Xactly Forecast reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.
Risk Analysis: As reported in 56 Xactly Forecast reviews. Warns sales teams of accounts that may be at risk of being lost.
Live Forecasting: Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 69 Xactly Forecast reviews.

Live Pipeline Management: As reported in 73 Xactly Forecast reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.
Account-Based Analytics: As reported in 54 Xactly Forecast reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
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 Forecast reviews.

Opportunity and Pipeline Management: Based on 21 Xactly Forecast 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.
Data Entry: Automates the entry of collected data. 20 reviewers of Xactly Forecast have provided feedback on this feature.

Pipeline Management: Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics: Reports results on revenue attainment, conversion rate, and overall revenue analytics
Data Segmentation: Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting: Provides users with ability to predict upcoming forecast based on AI insights and deal health

Calendar Sync: Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture: Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence: Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads: Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture: Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Nonengaged Accounts: Identifies accounts that sales reps aren't engaging with
Historical Patterns: Identifies common themes among historical deals that are won or lost
Rep Performance: Identifies common themes and actions amongst reps that close the most deals
Account Engagement: Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns: Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives