Case Study: Apptio achieves improved financial accuracy and energizes its sales team with Xactly Corporation's Sales Forecasting

Apptio Energizes its Sales Team and Improves Financial Accuracy with Xactly Sales Forecasting

Apptio’s sales organization was bogged down by fragmented reporting across Tableau, Salesforce and offline spreadsheets, infrequent data refreshes, and time-consuming manual reconciliations. That lack of a shared, real-time view frustrated reps and left leadership without a single collaborative source of truth for forecasting and executive reporting.

Implementing Xactly Forecasting (with Incent integration) centralized data into one “single pane of glass,” introduced rep-level templates and real-time insights, and reduced manual work. The result: faster, more accurate forecasts and payouts, higher rep and manager visibility and adoption, improved coaching and quota attainment, and a roadmap to extend pipeline visibility beyond the current quarter.

Apptio

Indu Thomas

Head of Enterprise Data Strategy and Analytics