Workday Adaptive Planning vs Xactly Forecast

Workday Adaptive Planning9.3Visit Xactly Forecast8.6Visit

Higher score Workday Adaptive Planning #2 in Revenue Operations & Intelligence (RO&I) Software 9.3/10 Pricing on request · 30-day trial Free trial✓ 0 of 6 features Visit Workday

vs

Xactly Forecast #8 in Revenue Operations & Intelligence (RO&I) Software 8.6/10 Pricing on request ✓ 0 of 6 features Visit Xactly

• Workday Adaptive Planning fits best

  Enterprise connected planning and revenue operations

• Xactly Forecast fits best

  Multi-dimensional sales forecast management

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Side by side

Feature	Workday Adaptive Planning 9.3/10 Visit ↗	Xactly Forecast 8.6/10 Visit ↗
At a glance
Editor score	9.3	8.6
Ranking	#2 in Revenue Operations & Intelligence (RO&I) Software	#8 in Revenue Operations & Intelligence (RO&I) Software
Best for	Enterprise connected planning and revenue operations	Multi-dimensional sales forecast management
Pricing model	Paid	Paid
Starting price	—	Pricing on request
Free plan	—	Not checked yet
Free trial	30 days	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Tickets, Community, Docs · 24/7	Phone
Compliance	SOC 2, ISO 27001, GDPR, SSO/SAML	SOC 2, GDPR
Integrations	9 integrations	6 integrations
Built for	Small business, Mid-market, Enterprise	Mid-market, Enterprise
Features Workday Adaptive Planning 0/6 · Xactly Forecast 0/6
Revenue forecasting	Not checked yet	Not checked yet
Pipeline analytics	Not checked yet	Not checked yet
Territory planning	Not checked yet	Not checked yet
Quota management	Not checked yet	Not checked yet
Deal risk insights	Not checked yet	Not checked yet
CRM data sync	Not checked yet	Not checked yet
Our review
Pros	Budgeting, forecasting, scenarios, variance analysis, and workforce planning in one suite Connects with ERP, GL, HCM, CRM, databases, spreadsheets, and cloud systems Supports financial close, consolidation, dashboards, audit trails, and SSO	AI forecasting combines pipeline, historical, and current data analysis Customizable views, opportunity health scores, and deal-slip monitoring Supports Salesforce, Dynamics 365, NetSuite, Snowflake, Workday, and HubSpot
Cons	Paid plans use contact-sales pricing rather than published rates Deployment is cloud-only No ongoing free plan; access is limited to a 30-day trial	Quote-based pricing requires contacting sales No self-service trial is offered Some integrations may require separate modules or implementation
Our verdict	Workday Adaptive Planning is cloud-based financial planning and analysis software for finance, HR, and operational teams. It covers budgeting, rolling and predictive forecasting, what-if scenarios, variance analysis, workforce planning,… Read the review →	Xactly Forecast is cloud-based revenue forecasting software for sales, finance, revenue operations, and executive teams. It combines CRM and other business data with AI-powered forecasting, pipeline analytics, opportunity health scoring,… Read the review →

Strengths and trade-offs

• Workday Adaptive Planning — where it wins

  • Budgeting, forecasting, scenarios, variance analysis, and workforce planning in one suite
  • Connects with ERP, GL, HCM, CRM, databases, spreadsheets, and cloud systems
  • Supports financial close, consolidation, dashboards, audit trails, and SSO

  Where it doesn't

  • Paid plans use contact-sales pricing rather than published rates
  • Deployment is cloud-only
  • No ongoing free plan; access is limited to a 30-day trial

• Xactly Forecast — where it wins

  • AI forecasting combines pipeline, historical, and current data analysis
  • Customizable views, opportunity health scores, and deal-slip monitoring
  • Supports Salesforce, Dynamics 365, NetSuite, Snowflake, Workday, and HubSpot

  Where it doesn't

  • Quote-based pricing requires contacting sales
  • No self-service trial is offered
  • Some integrations may require separate modules or implementation

• Workday Adaptive Planning9.3/10 · Pricing on request · 30-day trial

  Enterprise planning suite linking budgets, forecasts, scenarios, workforce and consolidation.

  Visit WorkdayFull verdict →
• Xactly Forecast8.6/10 · Pricing on request

  Multi-dimensional forecasting with AI signals, pipeline monitoring, and guided selling alerts.

  Visit XactlyFull verdict →