Xactly Plan vs Lative

Xactly Plan9.0Visit Lative8.6Visit

Higher score Xactly Plan #2 in Sales Capacity Planning Software 9.0/10 Pricing on request ✓ 1 of 3 features Visit Xactly Plan

vs

Lative #4 in Sales Capacity Planning Software 8.6/10 Pricing on request ✓ 1 of 3 features Visit Lative

• Xactly Plan fits best

  Mid-market and enterprise sales planning teams

• Lative fits best

  Mid-market teams planning quotas and sales capacity

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Side by side

Feature	Xactly Plan 9.0/10 Visit ↗	Lative 8.6/10 Visit ↗
At a glance
Editor score	9.0	8.6
Ranking	#2 in Sales Capacity Planning Software	#4 in Sales Capacity Planning Software
Best for	Mid-market and enterprise sales planning teams	Mid-market teams planning quotas and sales capacity
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Compliance	SOC 2, GDPR	SOC 2
Integrations	4 integrations	150+ integrations
Built for	Mid-market, Enterprise	Mid-market, Enterprise
Features Xactly Plan 1/3 · Lative 1/3
Scenario planning	✓	✓
Territory planning	Not checked yet	Not checked yet
Headcount planning	Not checked yet	Not checked yet
Specs
CRM integrations	Not checked yet	Not checked yet
Data import options	Not checked yet	Not checked yet
Forecast horizon	Not checked yet	Not checked yet
Our review
Pros	Models coverage, capacity, territories, and quotas in one workflow Compares plan snapshots and what-if scenarios side by side Forecasts across territories, products, segments, and sales roles	Models capacity, quotas, hiring and attrition in one planning workflow Simulates what-if scenarios across teams, territories and products Connects CRM, HR, finance and warehouse data; lists 150 integrations
Cons	Pricing requires contacting sales for a quote No self-service trial is offered Its planning focus may exceed the needs of teams seeking a simple quota tool	Pricing requires contacting sales, so costs are not easy to compare Its planning focus may exceed the needs of teams seeking quota tracking alone Cloud deployment and web access may not suit teams requiring other deployment options
Our verdict	Xactly Plan brings sales, revenue, finance, and operations teams into a shared planning process for territory coverage, capacity, quotas, and forecasts. It is aimed at mid-market and enterprise organizations managing targets and resources… Read the review →	Lative brings revenue planning and sales execution into a cloud platform for CROs, revenue operations teams, finance leaders and sales organizations. It connects top-down revenue targets with bottom-up capacity, productivity, pipeline,… Read the review →

Strengths and trade-offs

• Xactly Plan — where it wins

  • Models coverage, capacity, territories, and quotas in one workflow
  • Compares plan snapshots and what-if scenarios side by side
  • Forecasts across territories, products, segments, and sales roles

  Where it doesn't

  • Pricing requires contacting sales for a quote
  • No self-service trial is offered
  • Its planning focus may exceed the needs of teams seeking a simple quota tool

• Lative — where it wins

  • Models capacity, quotas, hiring and attrition in one planning workflow
  • Simulates what-if scenarios across teams, territories and products
  • Connects CRM, HR, finance and warehouse data; lists 150 integrations

  Where it doesn't

  • Pricing requires contacting sales, so costs are not easy to compare
  • Its planning focus may exceed the needs of teams seeking quota tracking alone
  • Cloud deployment and web access may not suit teams requiring other deployment options

• Xactly Plan9.0/10 · Pricing on request

  Capacity, territory, and quota planning with scenario comparisons and monthly forecasting.

  Visit Xactly PlanFull verdict →
• Lative8.6/10 · Pricing on request

  Connects quota plans, sales capacity, hiring scenarios and pipeline execution.

  Visit LativeFull verdict →