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Head-to-head · Quota Management Software

Xactly Manage vs Xactly Plan

  • 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
Xactly Plan #6 in Quota Management Software 8.8/10 Pricing on request ✓ 0 of 5 features Visit Xactly Plan

Xactly Manage leads on 0 checks, Xactly Plan 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 8.8 out of 10; our editors rank them #5 and #6.

Xactly Manage is the better fit for quota administration with territory and fairness controls. Xactly Plan is the better fit for capacity-led territory and quota planning.

  • Xactly Manage fits best

    Quota administration with territory and fairness controls

  • Xactly Plan fits best

    Capacity-led territory and quota planning

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Xactly Manage 8.9/10 Visit ↗ Xactly Plan 8.8/10 Visit ↗
At a glance
Editor score 8.9 8.8
Ranking #5 in Quota Management Software #6 in Quota Management Software
Best for Quota administration with territory and fairness controls Capacity-led territory and quota planning
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Phone, Tickets, Community, Docs Phone, Tickets, Community, Docs
Compliance SOC 2, GDPR SOC 2, GDPR
Integrations 7 integrations 4 integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Xactly Manage 5/5 · Xactly Plan 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
  • Combines territory, quota, capacity, and coverage modeling
  • Supports what-if scenarios, plan comparisons, and monthly forecasting
  • Connects with Salesforce, Excel, CRM systems, and Xactly Connect
Cons
  • Pricing requires contacting sales
  • No free plan is available
  • Designed for complex revenue operations rather than simple quota tracking
  • Pricing is quote-based rather than publicly listed
  • No self-service trial is offered
  • Platform support is limited to the web
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 →

Xactly Plan is sales and revenue planning software for sales, revenue, finance, and operations teams. Its focus is coordinating territories, quotas, capacity, coverage, resources, and revenue performance in one planning environment. Teams…

Read the review →
  1. Xactly ManageQuota Management Software 8.9Pricing on request
  2. Xactly PlanQuota Management Software 8.8Pricing 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

  • Xactly Plan — where it wins

    • Combines territory, quota, capacity, and coverage modeling
    • Supports what-if scenarios, plan comparisons, and monthly forecasting
    • Connects with Salesforce, Excel, CRM systems, and Xactly Connect

    Where it doesn't

    • Pricing is quote-based rather than publicly listed
    • No self-service trial is offered
    • Platform support is limited to the web
  • Xactly Manage8.9/10 · Pricing on request

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

    Visit XactlyFull verdict →
  • Xactly Plan8.8/10 · Pricing on request

    A web-based planning suite for territory, quota, capacity, and revenue forecasting.

    Visit Xactly PlanFull 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