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What is Xactly Plan?

Xactly Plan allows companies to optimize their market entry tactics through a set of customizable features designed to improve coverage and maintain operational efficiency, while also enabling the assessment of potential changes and delivering continuous performance insights to support revenue growth. In addition, the Intelligent Revenue platform from Xactly promotes steady, lucrative, and strong revenue flows by breaking down silos among market-focused teams, which enhances strategic planning, performance oversight, and predictive analysis. This platform provides the adaptability needed to modify team roles and territory assignments, ensuring comprehensive transparency regarding quotas, incentives, and goals within a single cohesive system, effectively translating sales tactics into real revenue gains. By directing your teams' efforts towards the most promising leads, you can maximize their earning potential and contribute to the overall success of the business, thereby creating a more dynamic and profitable environment. Ultimately, utilizing these integrated solutions positions your organization to stay ahead in a competitive marketplace while fostering collaboration and agility.

What is OneStream?

Our cutting-edge financial platform enables users to surpass the limitations of conventional spreadsheets and obsolete software. It seamlessly combines financial consolidation, planning, reporting, and analysis into a unified and flexible system. Navigate the complexities of financial closure, consolidation, planning, reporting, and analysis with simplicity and precision. OneStream not only complies with corporate standards but also caters to the unique planning and reporting requirements of diverse business sectors, all within one comprehensive application. This system empowers teams to derive trustworthy financial insights from vast operational data, allowing them to pinpoint trends and financial metrics that support quick and informed decision-making. Furthermore, OneStream expedites your journey to achieving value by integrating a thorough understanding of accounts, currencies, ownership, and intercompany transactions. Transitioning from multiple outdated systems or cloud-based point solutions to this singular, optimized application significantly boosts efficiency. By implementing this solution, organizations can greatly enhance their financial operations and elevate their strategic initiatives to new heights. Ultimately, this transformation positions businesses to respond more adeptly to market changes and capitalize on emerging opportunities.

Media

Media

Integrations Supported

CXO Software
EPMware
Longview Tax

Integrations Supported

CXO Software
EPMware
Longview Tax

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xactly

Date Founded

2005

Company Location

United States

Company Website

www.xactlycorp.com/products/xactly-plan

Company Facts

Organization Name

OneStream Software

Date Founded

2010

Company Location

United States

Company Website

www.onestreamsoftware.com

Categories and Features

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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