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Head-to-head · Quota Management Software

Xactly Manage vs Forma.ai

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Xactly Manage #5 in Quota Management Software 8.9/10 Pricing on request ✓ 5 of 5 features Visit Xactly
Forma.ai #7 in Quota Management Software 8.7/10 Pricing on request ✓ 0 of 5 features Visit Forma.ai

Xactly Manage leads on 0 checks, Forma.ai on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreXactly Manage · 8.9/10
  • Most featuresXactly Manage · 5 of 5

Xactly Manage scores higher on our rubric for quota management software: 8.9 against 8.7 out of 10; our editors rank them #5 and #7.

Xactly Manage is the better fit for quota administration with territory and fairness controls. Forma.ai is the better fit for AI-assisted incentive and quota operations.

  • Xactly Manage fits best

    Quota administration with territory and fairness controls

  • Forma.ai fits best

    AI-assisted incentive and quota operations

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Side by side

Feature Xactly Manage 8.9/10 Visit ↗ Forma.ai 8.7/10 Visit ↗
At a glance
Editor score 8.9 8.7
Ranking #5 in Quota Management Software #7 in Quota Management Software
Best for Quota administration with territory and fairness controls AI-assisted incentive and quota operations
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud Cloud
Support Phone, Tickets, Community, Docs Email, Phone
Compliance SOC 2, GDPR SOC 2, GDPR
Integrations 7 integrations 600+ integrations
Built for Mid-market, Enterprise Enterprise
Features Xactly Manage 5/5 · Forma.ai 0/5
Territory allocation ✓ (best) Not checked yet
Scenario modeling ✓ (best) Not checked yet
Attainment tracking ✓ (best) Not checked yet
Approval workflows ✓ (best) Not checked yet
CRM data sync ✓ (best) Not checked yet
Specs
Quota periods Not checked yet Not checked yet
Active quota limit Not checked yet Not checked yet
Our review
Pros
  • Supports territory assignment by geography, industry, or named account
  • Models quota changes and monitors attainment and quota fairness
  • Connects with Salesforce, Workday, ERP, HCM, and data warehouses
  • Models incentive plans and scenario changes with AI assistance
  • Combines quota, territory, crediting, commissions, and disputes
  • Connects CRM, ERP, HRIS, spreadsheets, and proprietary systems
Cons
  • Pricing requires contacting sales
  • No free plan is available
  • Designed for complex revenue operations rather than simple quota tracking
  • Pricing is customized and requires contacting Forma.ai
  • A one-time onboarding and implementation fee applies
  • Its enterprise focus may exceed the needs of smaller teams
Our verdict

Xactly Manage is cloud-based software for sales, revenue operations, finance, and compensation teams managing territories, quotas, people, credits, and opportunities. It brings territory assignment, quota administration, roster changes,…

Read the review →

Forma.ai is an enterprise sales compensation and sales performance management platform for complex, global go-to-market organizations. It supports finance, sales operations, revenue operations, HR, and sales leadership teams with incentive…

Read the review →
  1. Xactly ManageQuota Management Software 8.9Pricing on request
  2. Forma.aiQuota Management Software 8.7Pricing on request

Strengths and trade-offs

  • Xactly Manage — where it wins

    • Supports territory assignment by geography, industry, or named account
    • Models quota changes and monitors attainment and quota fairness
    • Connects with Salesforce, Workday, ERP, HCM, and data warehouses

    Where it doesn't

    • Pricing requires contacting sales
    • No free plan is available
    • Designed for complex revenue operations rather than simple quota tracking

  • Forma.ai — where it wins

    • Models incentive plans and scenario changes with AI assistance
    • Combines quota, territory, crediting, commissions, and disputes
    • Connects CRM, ERP, HRIS, spreadsheets, and proprietary systems

    Where it doesn't

    • Pricing is customized and requires contacting Forma.ai
    • A one-time onboarding and implementation fee applies
    • Its enterprise focus may exceed the needs of smaller teams
  • Xactly Manage8.9/10 · Pricing on request

    A centralized system for complex territory, quota, credit, and workflow administration.

    Visit XactlyFull verdict →
  • Forma.ai8.7/10 · Pricing on request

    A broad platform for AI-assisted incentive, quota, territory, and commission operations.

    Visit Forma.aiFull verdict →

More comparisons

All quota management software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update