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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Xactly is an AI-powered sales performance orchestration platform that helps organizations manage compensation, planning, forecasting, territories, quotas, and other revenue operations. Its connected Intelligence Revenue Platform is designed to give sales, finance, and operations teams a shared source of data for managing the revenue lifecycle. Xactly Incent supports incentive compensation management by automating commission calculations, payouts, and seller visibility into earnings. Xactly Forecast analyzes pipeline and performance information alongside compensation data to help teams improve forecast accuracy and understand expected revenue. Xactly Plan provides collaborative tools for territory design, quota allocation, resource planning, and broader go-to-market planning. Xactly Design allows organizations to model compensation plans, compare scenarios, benchmark structures against industry data, and evaluate potential changes before deployment. Xactly Manage centralizes territories, organizational hierarchies, credits, splits, and quotas so teams can operationalize their sales plans more consistently. The platform integrates with CRM, HR, planning, and other business systems to maintain connected and current revenue data. Xactly is intended for organizations that want to replace fragmented sales performance processes with an AI-assisted platform for planning, execution, compensation, and forecasting.

Description

Integrating systems can often be complicated, but with Zip Forecasting, we’ve streamlined the entire process to make it incredibly easy. Our point-of-sale integration tool guides you through setup in under 10 minutes, allowing you to start creating your initial sales and transactions forecast for the upcoming week right away. With just one click, you can generate comprehensive forecasts that break down data into 15-minute increments, ensuring unmatched accuracy. When combined with Zip Schedules, these forecasts enhance your ability to manage labor more effectively, minimizing both overstaffing and understaffing issues. Additionally, when paired with Zip Inventory, you'll always have awareness of restock needs. Are you anticipating higher sales due to an upcoming event or lower sales because of inclement weather? Zip Forecasting allows you to easily modify forecasts in response to future weather conditions and events, with the capability to adjust sales and transactions at the daily level and in 15-minute intervals for even greater precision. This flexibility makes it easier than ever to stay ahead of changing demands and optimize your operations for success.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Aloha EPOS No 
BambooHR No 
DoorDash No 
FineDine No 
Future POS No 
Grubhub No 
Harbortouch Onyx POS No 
Lavu No 
MarketMan No 
POSitouch No 
QuickBooks Online No 
Restaurant Manager No 
Revel Systems No 
Square POS No 
TableUp No 
TouchBistro No 
Xactly Insights Yes 

Integrations

Aloha EPOS Yes 
BambooHR Yes 
DoorDash Yes 
FineDine Yes 
Future POS Yes 
Grubhub Yes 
Harbortouch Onyx POS Yes 
Lavu Yes 
MarketMan Yes 
POSitouch Yes 
QuickBooks Online Yes 
Restaurant Manager Yes 
Revel Systems Yes 
Square POS Yes 
TableUp Yes 
TouchBistro Yes 
Xactly Insights No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Xactly

Founded

2005

Country

United States

Website

www.xactlycorp.com

Vendor Details

Company Name

Hubworks

Founded

2009

Country

United States

Website

hubworks.com/en/zip-forecast.html

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs No 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

Compensation Management

Bonus Management No 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling No 
Compensation Statements No 
Employee Reward Programs No 
Incentive Programs No 
Organizational Charting No 
Salary Planning No 

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Demand Planning

Capacity Planning No 
Data Visualization No 
Historical Reporting No 
Inventory Optimization No 
Planned vs Actual Tracking No 
Product Introduction Planning No 
Promotions Management No 
Replenishment Management No 
Sales Forecasting No 
Supply Forecasting No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

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