Case Study: CI Investments achieves a 20% improvement in forecast accuracy and stronger talent retention with Xactly Corporation

CI Investments Improves Sales Forecasting Accuracy and Retains Top Talent With Xactly’s Intelligent Revenue Platform

CI Global Asset Management, one of Canada’s largest investment fund companies, was accelerating operations across divisions and needed better visibility into revenue, compensation and workflows to stay resilient, make data-driven decisions, and attract and retain top sales talent. The challenge was to improve forecasting accuracy and operational agility while aligning sales and finance during rapid growth and digital transformation.

CI implemented Xactly’s Intelligent Revenue Platform to centralize revenue intelligence, assess results daily, and reverse-engineer workflows from forecasts. The outcome: a 20% improvement in forecast accuracy and a 10% reduction in costly errors, stronger alignment and trust between Sales and Finance, clearer compensation insights, and improved ability to retain and attract top performers.

CI Investments

Ahmad Salehzadeh

Vice President Sales Operations