Xactly Forecasting Pros and Cons

Xactly Forecasting has been a breath of fresh air for our sales team! We used to spend so much time on manual forecasting, and it always felt like we were guessing. Now, with Xactly’s AI-driven insights, we can see the data clearly, spot potential risks early, and make decisions with confidence. The tool is super intuitive, so it didn’t take long to get everyone on board. Plus, it’s helped us collaborate better as a team, which has made a big difference in how we approach our sales strategy. Overall, it’s been a huge boost to both our efficiency and accuracy! Review collected by and hosted on G2.com.

While Xactly Forecasting has a lot of strong features, there are a few areas that could be improved. The initial setup was a bit more complex than we anticipated, requiring some time to fully integrate with our existing systems. It also takes a little while to get used to all the functionalities, so the learning curve can feel steep at first. Additionally, while the AI insights are valuable, sometimes the data analysis feels a bit too reliant on historical patterns, which may not always reflect rapid market changes. But once you get past these hurdles, it does become a powerful tool for sales forecasting. Review collected by and hosted on G2.com.

Xactly is a great tool to consolidate data from different CRM instances. Review collected by and hosted on G2.com.

User interface must be modernized and redisgned to be more user friendly. The company has to to redisign the process for manual forecat adjustments to allow instant sync. The tool is slow to refresh data. The tool also needs to have more flexibilitiy to adjust out-of-the-box solution and map it appropriately to customer needs. Health Score must be modernized and redesigned and must be more predictive and must allow for "if" statements. Reports design must be modernized as well. Review collected by and hosted on G2.com.

It is better than SalesForce or other manual looks at data. Review collected by and hosted on G2.com.

Difficulty logging in, information not coherently organized, interface confusing. Pop-up windows intefering with views of data. Too much left/right scrolling and not customizable enough. Pipeline "Flowlitics" still in beta and probably deserving of that title. Review collected by and hosted on G2.com.

dashboard and modification of opp within the tool. individual views and coaching tab. Review collected by and hosted on G2.com.

Constant disconnection and refreshing of cache cookies etc. Does not refresh within the system need to wait till hourly refresh to see updates and new calculations.. feels quite antiquated.. Review collected by and hosted on G2.com.

You have quite a bit of data at your fingertips - but it doesn;'t feel overwhelming at all. Because of the platform's capacity to slice data by segment, it really feels as though you don't need to spend any more time within the platform than necessary. You can find information about sales by virtually any segment, without diving sub-report after sub-report to get there. Review collected by and hosted on G2.com.

Small item here, but I think, in some places, the UI can be improved. Review collected by and hosted on G2.com.

The positive aspects are that activities are reflected as a health score and that multiple forecast figures are presented. Review collected by and hosted on G2.com.

However, I would like the logic behind the forecast figures to be more sophisticated and generated automatically from past data. Review collected by and hosted on G2.com.

Good to see EUR as CRM , we use the local currency.

In Call / Out call can show. Review collected by and hosted on G2.com.

Forecasting purpose, we can't see the past submission to the global team.

we may need to add the submission columns which number we reported and show the gap between the previous wk and this week submitted number. Review collected by and hosted on G2.com.

Everything related to Xactly forecasting Review collected by and hosted on G2.com.

I think I like everything..

But slow acting Review collected by and hosted on G2.com.

Graphs are easy to understand and easy to follow based on the overall situation Review collected by and hosted on G2.com.

It's only been a while since I started using it, so I can't comment on the negative points at this point. Review collected by and hosted on G2.com.

It is a thorough solution, designed to attend many ecossystems inside the organization , from Sales, to HR, to Finance. Accuracy would be the #1 reason why I believe in this SaaS. Review collected by and hosted on G2.com.

Couldn't see any improvement aspects so far. Review collected by and hosted on G2.com.