Xactly Forecasting pricing, features and alternatives
Xactly Forecasting is Xactly's sales and revenue forecasting product. TrustRadius and Capterra describe it as using AI and machine learning, consolidated performance metrics and quick insights to improve forecast accuracy. Its main argument is proximity: if you already run Xactly Incent or Xactly Plan, forecasting sits next to the quotas and plans reps are measured against. With no Xactly footprint, it has to win on forecasting alone against Clari, BoostUp and Aviso. Pricing is by custom quote.
Pricing checked against the Xactly pricing page.
The short answer
Buy Xactly Forecasting if you already run Xactly Incent or Xactly Plan and want forecasting in the same vendor relationship, if leadership wants forecast, quota attainment and plan data in one place rather than stitched together in BI, or if your forecast still runs on spreadsheets and email and you need a structured roll-up first.
Skip it if you have no Xactly products and want the deepest pipeline inspection available, if your CRM opportunity data is unreliable (any AI forecast will reflect that, whichever vendor you pick), or if you need conversation data feeding deal risk.
Where Xactly Forecasting fits
G2 reviewers highlight ease of use and forecasting accuracy, and value the AI-driven insights for decision-making and team collaboration. Gartner reviewers mention quick insights for projections built from opportunities. Ease of use matters more than it sounds here, because a forecast tool managers avoid produces no forecast.
The product applies AI and machine learning to pipeline data. Load two or three closed quarters during the proof of concept and compare its predicted numbers with the actuals, and with what your managers called at the time.
Check how reps and managers submit and adjust their numbers, how overrides are tracked, and whether leadership can see the history of a forecast change. That audit trail is what makes a weekly call faster. Standardize your forecast categories before loading data, or the roll-ups will not be comparable.
The distinct value is sitting next to Xactly's planning and incentive products. If you use Xactly Incent or Xactly Plan, ask to see quota attainment and forecast in the same view, and how a territory change flows through to both.
Read the AI number against pipeline coverage rather than instead of it. Coverage tells you whether the forecast is even reachable.
Xactly Forecasting pricing
Xactly does not publish prices for Xactly Forecasting, and its pricing page says it does not offer a self-service trial. Expect a custom quote based on seats and scope, with a better number if you already license Incent or Plan.
How it is sold
- All plans
- Custom quote, sales-led. Ask about seats, CRM data volume, whether you also license Xactly Incent or Plan, and implementation.
Three things to pin down before the quote arrives:
- Seats and scope, meaning how many managers and leaders need to submit or review a forecast.
- Standalone versus add-on pricing. Ask for both so you can compare the add-on against dedicated forecasting tools on equal terms.
- CRM data cleanup and pipeline history loading. Forecast accuracy depends on it, and that work lands on your team either way.
The only public number
Vendr reports a median Xactly contract of $79,991 a year across 110 purchases. That is Vendr's buyer-reported figure for Xactly overall, and those deals are mostly compensation-led, so it is a ceiling-and-floor sense of the vendor relationship rather than a price for Forecasting.
Our September 2026 check found no published rate and no self-service trial, so the proof of concept is both the evaluation and the negotiation.
What Xactly Forecasting gives up
One Gartner review headline called it a "budding product with good functionalities". Read that as a prompt to check maturity: ask for references at your size and test the AI predictions against a past quarter whose outcome you already know.
Without Incent or Plan, much of the differentiation disappears and it competes on forecasting alone, against vendors that do nothing else. That is a harder fight than the suite case.
Conversation data is not part of the picture. If deal risk in your org is driven by what was said on calls, you will pair this with a conversation intelligence tool rather than replace one.
How Xactly Forecasting compares
Clari is the usual benchmark for dedicated revenue forecasting, with BoostUp and Aviso as close alternatives. Teams with simpler needs should check what forecasting their CRM already includes before adding another tool. Everything in this category quotes rather than publishes, so run the same back-test through each one.
| Tool | Best for | Price | Where it breaks |
|---|---|---|---|
| Xactly Forecasting | Forecasting beside Xactly quotas and comp data | Custom quote, better as an add-on to Incent or Plan | Standalone depth, and maturity questions from reviewers |
| Clari | The benchmark for dedicated revenue forecasting | Custom quote | No comp or quota engine of its own |
| BoostUp | Pipeline inspection with forecast roll-ups | Custom quote | Another vendor relationship to run |
| Aviso | AI forecasting to include in the back-test | Custom quote | Still only as good as your opportunity data |
| Xactly Incent | The comp module most buyers license first | Custom quote on Core, Plus and Ultimate | Does not forecast anything on its own |
What to test in a Xactly Forecasting trial
Our sources do not show a self-serve trial, so ask for a proof of concept using your own historical pipeline data. Run it with the sales leader who owns the forecast call, alongside RevOps.
- Back-test the AI forecast on your last three closed quarters and compare it with the calls your managers made.
- Get the incremental price if you already license other Xactly products.
- Establish which CRM fields drive the prediction, and how it handles stale or missing close dates.
- Check how manager overrides are recorded and compared with the AI number over time.
- If you run Incent or Plan, see quota attainment and forecast in one view.
- Put one dedicated forecasting platform through the same back-test, then decide whether proximity to comp and planning outweighs any gap in depth.
Xactly Forecasting questions buyers ask
- What is Xactly Forecasting used for?
- Predicting sales and revenue outcomes using AI, consolidating performance metrics, and running forecast roll-ups from rep to leadership.
- Is Xactly Forecasting accurate?
- G2 reviewers praise its accuracy, but accuracy depends on your CRM data. Back-test it on past quarters before relying on it.
- How much does Xactly Forecasting cost?
- Xactly does not publish a price, and there is no self-service trial. Expect a custom quote based on seats and scope, with a better number if you already license Incent or Plan. For context on the vendor relationship, Vendr reports a median Xactly contract of $79,991 a year across 110 purchases, though those deals are mostly compensation-led.
- Do I need other Xactly products to use it?
- Confirm packaging with Xactly. The strongest case for it is when you also use Xactly for compensation or planning.
- What does the company Xactly do?
- Xactly sells sales performance management software: incentive compensation in Incent, quota and capacity work in Plan, and revenue prediction in Forecasting. Forecasting is the piece that reads your pipeline rather than your pay data.
- What is Xactly software used for?
- Connecting how targets are set, how reps are paid and how the number is forecast. Each module is sold separately, so most buyers start with one, usually compensation, and add the others when the shared data is worth paying for.
- Is there a free trial for Xactly Forecasting?
- Our sources do not show a self-serve trial. Ask for a proof of concept using your own historical pipeline data.
- What are the alternatives to Xactly Forecasting?
- Clari, BoostUp, and Aviso are the main dedicated forecasting comparisons. CRM-native forecasting in Salesforce or HubSpot is the lower-cost option for simpler needs.