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: Enables user to communicate data by securely exporting and sharing it. 53 reviewers of Xactly Forecast have provided feedback on this feature.
Multi-Device Data Visualization: Allows users to view data visualizations on several devices. This feature was mentioned in 46 Xactly Forecast reviews.
Interactive Dashboards: Based on 68 Xactly Forecast reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation: Enables user to segment customer or prospect data in meaningful ways such as by industry or region. 56 reviewers of Xactly Forecast have provided feedback on this feature.

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: Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 56 Xactly Forecast reviews.
Live Forecasting: As reported in 69 Xactly Forecast reviews. Provides live customer data so that sales organizations forecasts stay current.

Live Pipeline Management: Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 73 Xactly Forecast reviews.
Account-Based Analytics: Based on 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. 65 reviewers of Xactly Forecast have provided feedback on this feature.

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. This feature was mentioned in 20 Xactly Forecast reviews.

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