Xactly Forecast
Xactly Forecast: Configurable AI forecasting for large organizations managing complex revenue pipelines. Ranked #9 of 33 in Revenue Intelligence Software by our editors (8.4/10); pricing: Pricing on request; best for large organizations needing configurable forecasts.
At a glance
- Editor score8.4 / 10
- PricingPricing on request
- Best forLarge organizations needing configurable forecasts
- AI forecastingYes
- Founded2005 · Los Gatos, California, United States
- Facts checked20 Sep 2026
Where it wins
- AI forecasting with deal-slip monitoring and risk signals
- Customizable multidimensional views for revenue and pipeline analysis
- Guided selling alerts and coaching across current and historical data
Where it doesn't
- Pricing is quote-based rather than publicly listed
- No self-service trial is available
- Some integrations may require separate modules or implementation
Our verdict on Xactly Forecast
Xactly Forecast is revenue forecasting software for sales, finance, revenue operations, and executive teams. It combines CRM and business data with AI-powered forecasting, pipeline analytics, opportunity health scoring, risk signals, and customizable forecast views. The product is designed for organizations that need a shared view of revenue health, deal trajectories, pipeline changes, and forecast performance across multiple teams.
Pricing is quote-based, and there is no self-service trial. That approach suits larger organizations that expect a configured deployment and want to evaluate requirements with the vendor before committing. Xactly Forecast is available on the web and supports an ecosystem that includes Salesforce, Microsoft Dynamics 365, NetSuite, Snowflake, Workday, and HubSpot. Some listed integrations may require separate modules or implementation, so buyers should clarify the intended data architecture and rollout scope during the sales process.
The product’s strongest area is forecast depth. Teams can combine real-time pipeline visualizations, deal-slip monitoring, opportunity health scores, risk and opportunity signals, multidimensional forecast views, and historical analysis in one revenue management workflow. Guided selling alerts and automated sales coaching extend the product beyond reporting into recommended actions for sales teams. Large organizations should consider Xactly Forecast when configurable forecasting and multi-source analysis are priorities. Smaller teams or buyers seeking transparent self-service purchasing may prefer a simpler tool with a public trial and lower implementation requirements.
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Xactly Forecast pricing
Xactly Forecast fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Deal risk alerts | Yes |
| Pipeline trend analysis | Yes |
| AI forecasting | Yes |
| Recommended actions | Yes |
| Forecast customization | Yes |
| Connected data sources | Multi_source |
| Historical data import | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR |
| Support | Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 6 integrations: Salesforce, Microsoft Dynamics 365, NetSuite, Snowflake, Workday, HubSpot |
| Pricing | Pricing on request (source) |
| Website | xactlycorp.com |
| Facts checked | 20 Sep 2026 |
Xactly Forecast integrations
Xactly Forecast lists 6 integrations on its own site.
- Salesforce
- Microsoft Dynamics 365
- NetSuite
- Snowflake
- Workday
- HubSpot
Alternatives to Xactly Forecast
- WeflowWeflow covers forecasting, deal health, pipeline analytics, and conversation capture in one platform.9.4
- Gong ForecastA mature forecasting workspace for teams that need governed submissions, rollups, and deal risk signals.9.2
- Ebsta ForecastingA relationship-aware revenue intelligence suite for CRM-centered sales forecasting.9.0
See all Xactly Forecast alternatives →
Also Ranked In
Xactly Forecast is ranked in 5 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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