Best Sales Planning Software

How Many Sales Planning Software Products Does G2 Track?

Total Products under this Category: 46

Category Stats (Sep 2026)

  • Average Rating: 4.54/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Board (+0.05%) - Among all products in this category, Board recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Sales Planning Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 34,500+ Authentic Reviews
  • 46+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Sales Planning Software

G2 Grid® for Sales Planning Software plotting products by satisfaction and market presence

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Anaplan, CaptivateIQ, Board, Lative, Pigment, Oracle Sales Performance Management, and Vena.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-planning/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=anaplan&focus%5B%5D=captivateiq&focus%5B%5D=board&focus%5B%5D=lative&focus%5B%5D=pigment-2024-01-19&focus%5B%5D=oracle-sales-performance-management&focus%5B%5D=vena)

Agentforce Sales (formerly Salesforce Sales Cloud)

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management

Average Rating: 4.4/5.0

Total Reviews: 24,691

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How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?

  • Quality of Support: 8.1/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.1/10)
  • Ease of Use: 8.2/10 (Category avg: 8.9/10)
  • Ease of Admin: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    83,223 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 34% Large

What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Agentforce Sales invaluable for managing customer data and improving productivity.
  • Users value the straightforward flow and comprehensive visibility of Agentforce Sales, enhancing team collaboration and insight.
  • Users value the 360-degree view of customer information, enhancing lead follow-up and closing processes efficiently.
  • Users value the centralized customer data of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows efficiently.
  • Users appreciate the seamless integration capabilities of Agentforce Sales, enhancing workflow and connecting with internal systems effortlessly.
Cons
  • Users find the steep learning curve daunting, struggling with complex setups and mobile UX challenges.
  • Users find limitations in package options and struggle with navigation and security complexities in Agentforce Sales.
  • Users find the complexity of Agentforce Sales to be overwhelming, especially with deep configurations and numerous options.
  • Users find the product expensive and suggest improving cost-effectiveness for better business adaptability.
  • Users find the limited features of Agentforce Sales require time and expertise for effective customization and reporting.

What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)?

Anaplan

Anaplan is a leading AI-driven scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now. More than 2,800 global brands plan with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management.

Average Rating: 4.6/5.0

Total Reviews: 407

How Do G2 Users Rate Anaplan?

  • Quality of Support: 8.1/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.1/10)
  • Ease of Use: 8.7/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Anaplan?

  • Seller: Anaplan
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Miami, FL
  • Twitter: @anaplan
    21,768 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,836 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Manager, Senior Consultant
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 52% Large, 34% Medium

What Do G2 Reviewers Say About Anaplan?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Anaplan, highlighting its intuitive interface for both end users and developers.
  • Users appreciate Anaplan for its user-friendly interface and versatility in various planning and forecasting applications.
  • Users admire Anaplan's impressive flexibility, allowing it to adapt seamlessly to diverse business processes and needs.
  • Users value the efficiency of Anaplan, finding it adaptable and easy to implement across various organizational processes.
  • Users value Anaplan for its user-friendly planning capabilities, enabling seamless collaboration and quick implementation across teams.
Cons
  • Users report expensive licensing and performance limitations with Anaplan, complicating scalability and overall functionality.
  • Users note the missing features in Anaplan that hinder effective development and user experience enhancement.
  • Users experience a steep learning curve with Anaplan, which can hinder early adoption and usability for new users.
  • Users report performance issues with Anaplan, citing clunky models and slow calculations affecting efficiency.
  • Users find Anaplan expensive, as advanced features often require additional costs, discouraging full utilization of its capabilities.

What Are Recent G2 Reviews of Anaplan?

What Are G2 Users Discussing About Anaplan?

CaptivateIQ

Planning and incentives in sync—finally. CaptivateIQ is the only modern platform that brings quota, territory, headcount, and compensation into a single, AI-powered workspace—built for agility, alignment, and scale. Purpose-built for modern revenue teams, CaptivateIQ bridges the gap between incentive compensation management and sales planning, so strategy, execution, and measurement operate in perfect harmony. Legacy SPM solutions and spreadsheets weren’t designed for dynamic go-to-market organizations. CaptivateIQ replaces slow, error-prone, siloed processes with a unified platform that seamlessly connects your sales planning, incentive management, and performance tracking. Revenue leaders benefit from one shared source of truth from capacity planning to payout, aligning incentives with strategic goals to drive behaviors that move the business forward. Your plans, your way: plan for anything, pivot anytime. With SmartGrid™—our proprietary, no-code modeling engine—teams build, test, and iterate their go-to-market strategies at the speed of business. Model even the most complex plans with logic-based workflows, evaluate what-if scenarios in real time, and make adjustments as needs change. Admins and analysts gain full ownership with a familiar, spreadsheet-like interface that reduces errors and rework, backed by SmartGrid™ for robust data integration—without technical bottlenecks or external consultants Full ownership, no limits. End-to-end collaboration is at your fingertips with built-in approvals, commentary, and workflows, streamlining the hand-off from plan design through execution and measurement. Sales teams enjoy instant, accurate visibility into their earnings, on-demand statements, and an interactive commission estimator, empowering them to focus on high-value activities and adapt with confidence. CaptivateIQ empowers every function—RevOps, Finance, Sales, and more—to adjust plans, incentivize performance, and deliver on revenue growth targets, all within a flexible environment that adapts as quickly as business does. From enterprise-grade controls to in-depth reporting and dashboards, revenue teams monitor, measure, and optimize at every step to maximize success. Trusted by over 800 leading companies—including Boston Scientific, Datadog, and 6sense—CaptivateIQ sets a new standard for sales performance management. We are proud to be a category leader on G2, backed by thousands of enthusiastic customer reviews. When change is the only constant, CaptivateIQ gives revenue teams agility, clarity, and control—ensuring your planning and incentives finally work together, so you can grow stronger no matter what comes next.

Average Rating: 4.7/5.0

Total Reviews: 3,411

How Do G2 Users Rate CaptivateIQ?

  • Quality of Support: 9.5/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.1/10)
  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind CaptivateIQ?

  • Seller: CaptivateIQ
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • Twitter: @CaptivateIq
    606 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    271 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 68% Medium, 26% Large

What Do G2 Reviewers Say About CaptivateIQ?

AI-generated summary from verified user reviews

Pros
  • Users find CaptivateIQ to be easy to use for tracking commissions and checking payouts efficiently.
  • Users find CaptivateIQ super easy to use, simplifying commission tracking and making it hassle-free for everyone.
  • Users appreciate the ease of use of CaptivateIQ, facilitating error checking and transparent commission tracking.
  • Users value the accurate data presentation of CaptivateIQ, enabling quick access to commission details and payouts.
  • Users find CaptivateIQ's intuitive interface highly efficient, making incentive compensation management simple and user-friendly.
Cons
  • Users find the learning curve challenging, often needing assistance to navigate CaptivateIQ's complex reporting and customization features.
  • Users feel the absence of key features, such as an app, tax calculator, and a consistent UI experience.
  • Users find reporting issues cumbersome and time-consuming, often needing support to create straightforward reports.
  • Users experience a difficult learning curve with CaptivateIQ, particularly when configuring dashboards and understanding pricing.
  • Users report experiencing slow loading times for data refreshes and payout reviews, impacting their overall experience.

What Are Recent G2 Reviews of CaptivateIQ?

What Are G2 Users Discussing About CaptivateIQ?

Board

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.

Average Rating: 4.4/5.0

Total Reviews: 304

How Do G2 Users Rate Board?

  • Quality of Support: 8.6/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.1/10)
  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Board?

  • Seller: Board International
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Chiasso, Ticino
  • Twitter: @BoardSoftware
    27,073 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    932 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Group Controller
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 57% Medium, 40% Large

What Do G2 Reviewers Say About Board?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Board, facilitating quick deployment and intuitive self-service interactions.
  • Users value the flexibility of Board, allowing customization to fit diverse business needs seamlessly.
  • Users value the centralized access to information, making board meetings efficient and focused on strategic discussions.
  • Users value the efficiency of Board, benefiting from faster deployment and streamlined meeting management.
  • Users appreciate the highly flexible customization of Board, allowing tailored solutions for diverse business needs.
Cons
  • Users experience slow performance with large datasets on Board, impacting efficiency and complicating the use of advanced features.
  • Users find that the learning curve for Board can be steep, particularly in configuration and advanced features.
  • Users find the missing features like layout exclusions limiting, impacting their overall experience with Board.
  • Users express frustration with poor visualization in Board, highlighting inefficiencies in dashboard design and data handling.
  • Users find the complexity of configuration in Board challenging, especially for new users and smaller teams.

What Are Recent G2 Reviews of Board?

What Are G2 Users Discussing About Board?

Pigment

Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence.

Average Rating: 4.6/5.0

Total Reviews: 113

How Do G2 Users Rate Pigment?

  • Quality of Support: 9.6/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.1/10)
  • Ease of Use: 8.2/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Pigment?

  • Seller: Pigment
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    711 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: FP&A Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 72% Medium, 20% Large

What Do G2 Reviewers Say About Pigment?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the flexibility of Pigment, effortlessly adapting models to changes in business needs and data.
  • Users love the flexibility and multidimensionality of Pigment, enabling adaptive modeling and comprehensive data analysis.
  • Users praise the efficient customer support of Pigment, enhancing their experience with quick and effective assistance.
  • Users appreciate the ease of use in Pigment, enjoying straightforward implementations and quick support for seamless integration.
  • Users value the automation capabilities of Pigment, enabling efficient data integration and seamless updates for forecasting.
Cons
  • Users face data inaccuracy issues due to limited data availability and evolving features that hinder reliable reporting.
  • Users find the complex calculations and formulas challenging, impacting the efficiency of their forecasts.
  • Users find the complex setup of Pigment challenging, desiring simpler API configurations and ownership changes.
  • Users face connectivity issues with Pigment, particularly related to data volume and location limitations affecting performance.
  • Users find the formula limitations challenging, noting complexity and a need for easier API setup options.

What Are Recent G2 Reviews of Pigment?

Lative

Lative is an advanced sales planning and decision intelligence platform designed to help companies meet their revenue objectives in the most profitable and efficient way. By providing real-time insights, automation, and deep analytics, we empower revenue leaders to optimize performance, reduce inefficiencies, and confidently scale their organizations. Why we exist: Sales teams today face increasing pressure to hit ambitious targets while navigating complex markets, evolving customer needs, and economic uncertainty. Traditional planning methods—reliant on spreadsheets, static forecasts, and fragmented data—can’t keep up. At Lative, our mission is simple: we help companies achieve their sales goals profitably and efficiently by enabling them to make better, data-driven decisions. We believe go-to-market leaders should have full visibility into their sales performance and productivity in real-time, without the bottlenecks of manual data aggregation or siloed reporting. How does Lative help? We bring clarity and efficiency to sales planning and execution with four core capabilities: Analyze – Gain continuous, granular insights into sales performance, productivity, and efficiency across the entire revenue organization. Identify areas for improvement and take action before problems impact your bottom line. Plan – Automate bottom-up capacity planning with dynamic what-if scenarios that allow you to optimize hiring, resource allocation, and revenue goals for both short-term and long-term success. Track – Bridge the gap between top-down strategic planning and real-time operational execution by identifying risks and opportunities as they emerge. Integrate – Consolidate data from 150+ sources, breaking down silos and providing a single source of truth for revenue planning and execution. The Lative Advantage Lative enables revenue leaders to confidently answer the most critical sales strategy questions: Will we hit our number? How will we get there? Can we do it profitably? With Lative, you have the insights needed to optimize capacity, align resources strategically, and make data-driven decisions that drive sustainable growth. We’re more than just a software solution—we’re a partner in your success, helping you transform sales planning from reactive to proactive. Leading companies including Avalara, Aiven, Benchling, Oneflow, PopMenu, Version 1, and Wiz rely on Lative to drive profitable, efficient growth and hit their targets with confidence and precision. Whether you’re scaling a high-growth startup or optimizing an established sales organization, Lative provides the intelligence you need to stay ahead of the competition.

Average Rating: 4.8/5.0

Total Reviews: 20

How Do G2 Users Rate Lative?

  • Quality of Support: 9.7/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Ease of Admin: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Lative?

  • Seller: Lative
  • Company Website:
  • HQ Location: Dublin, IE
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 50% Medium, 30% Large

What Do G2 Reviewers Say About Lative?

AI-generated summary from verified user reviews

Pros
  • Users value the responsive customer support from Lative, enhancing their onboarding and customization experiences significantly.
  • Users appreciate the ease of use with Lative, enjoying its seamless setup and supportive customization options.
  • Users appreciate the ease of use and support for planning in Lative, enhancing productivity and collaboration.
  • Users value Lative's robust analytics capabilities for enhancing sales performance and supporting strategic planning.
  • Users note the easy setup of Lative, making onboarding smooth and efficient for data insights and analysis.
Cons
  • Users experience a challenging learning curve with Lative's advanced features, desiring improved guidance for navigation.
  • Users feel the absence of a pipeline coverage forecasting module significantly limits Lative's functionality and usefulness.
  • Users find that slow updates can delay implementation and hinder integration with existing systems, causing frustration.
  • Users experience a steep learning curve when navigating advanced features, indicating a need for better guidance.
  • Users find that the lack of configuration options for admins limits their ability to manage the system effectively.

What Are Recent G2 Reviews of Lative?

Vena

Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more.

Average Rating: 4.5/5.0

Total Reviews: 475

How Do G2 Users Rate Vena?

  • Quality of Support: 9.0/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.1/10)
  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Vena?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • Twitter: @venasolutions
    1,347 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    706 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 64% Medium, 20% Large

What Do G2 Reviewers Say About Vena?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vena, making file creation and reporting straightforward even for Excel novices.
  • Users appreciate the seamless Excel integration of Vena, enhancing ease of use and reducing IT management needs.
  • Users appreciate Vena for its single source of truth, enabling efficient management of budgets and forecasts.
  • Users appreciate the intuitive and user-friendly interface of Vena, making finance management straightforward and accessible.
  • Users commend Vena for its effective reporting capabilities, enhancing financial planning with seamless Excel integration and support.
Cons
  • Users find the learning difficulty significant, especially when adjusting to advanced features and troubleshooting formulas.
  • Users find the learning curve challenging, making initial setup and mastery of Vena somewhat overwhelming.
  • Users find Vena has a steep learning curve, making initial setup and understanding challenging for newcomers.
  • Users find the difficult learning curve of Vena challenging, especially for new users and complex setups.
  • Users face slow loading times with Vena, especially when handling large templates and complex data.

What Are Recent G2 Reviews of Vena?

Oracle Sales Performance Management

Oracle Sales Performance Management is a comprehensive solution designed to enhance sales effectiveness by aligning individual sales goals with overarching company strategies. Leveraging a robust data foundation and machine learning capabilities, it offers advanced tools for incentive compensation, quota management, and territory management, enabling organizations to drive sustained, profitable revenue growth. Key Features and Functionality: - Territory Management: Create and optimize sales territories based on various factors such as geography, business units, product lines, and industries. Utilize powerful what-if analysis to ensure balanced and effective sales coverage. - Quota Management: Align sales quotas with company objectives and individual seller goals. Implement advanced quota planning and allocation methodologies, including top-down, bottom-up, and waterfall approaches, to set equitable and achievable targets. - Incentive Compensation: Design and administer complex variable compensation plans with accuracy. Integrate seamlessly with ERP and HCM systems to ensure precise compensation crediting and leverage what-if modeling tools to analyze and optimize compensation scenarios. - Sales Performance Dashboards: Monitor and track sales performance dynamically with real-time data. Utilize configurable dashboards to gain insights into individual and team metrics, facilitating informed decision-making and performance optimization. Primary Value and Solutions Provided: Oracle Sales Performance Management addresses common sales performance challenges by providing a unified platform that connects key selling processes with back-office operations. By automating and optimizing territory assignments, quota allocations, and incentive compensation plans, it empowers sales organizations to: - Increase Revenue: Align individual sales efforts with company strategies to drive higher sales performance and revenue growth. - Enhance Sales Efficiency: Reduce administrative overhead and errors through automation, allowing sales teams to focus more on selling and less on administrative tasks. - Motivate Sales Teams: Implement fair and transparent compensation plans that incentivize desired behaviors and performance, leading to a more engaged and productive sales force. By integrating these capabilities, Oracle Sales Performance Management enables organizations to build high-performing sales teams that are well-equipped to meet and exceed their sales objectives.

Average Rating: 4.0/5.0

Total Reviews: 109

How Do G2 Users Rate Oracle Sales Performance Management?

  • Quality of Support: 8.0/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.1/10)
  • Ease of Use: 7.7/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Oracle Sales Performance Management?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    208,078 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 42% Large, 33% Small

What Do G2 Reviewers Say About Oracle Sales Performance Management?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficiency in commission calculations and streamlined incentives that save time and enhance team motivation.
  • Users appreciate the effective reporting tools of Oracle Sales Performance Management, enhancing goal tracking and metric creation.
  • Users value the advanced automation in Oracle Sales Performance Management, enhancing sales processes and performance tracking.
  • Users find Oracle Sales Performance Management extremely easy to use, enhancing efficiency with straightforward features and tutorials.
  • Users appreciate the automation of calculations in Oracle Sales Performance Management, streamlining sales, commissions, and goal tracking.
Cons
  • Users find the learning curve steep, noting the outdated interface and challenges in onboarding new team members.
  • Users find the difficult learning curve and outdated interface challenging, especially for new users and training.
  • Users find the interface not intuitive, making it challenging for new users to navigate effectively.
  • Users find the complexity of setup and customization challenging, requiring specialized knowledge and leading to a steep learning curve.
  • Users find Oracle Sales Performance Management expensive, especially for smaller businesses and those needing extensive customization.

What Are Recent G2 Reviews of Oracle Sales Performance Management?

What Are G2 Users Discussing About Oracle Sales Performance Management?

Xactly

Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com.

Average Rating: 4.2/5.0

Total Reviews: 1,081

How Do G2 Users Rate Xactly?

  • Quality of Support: 8.3/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.1/10)
  • Ease of Use: 8.1/10 (Category avg: 8.9/10)
  • Ease of Admin: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Xactly?

  • Seller: Xactly
  • Company Website:
  • Year Founded: 2005
  • HQ Location: San Jose, CA
  • Twitter: @Xactly
    21,081 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    898 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 56% Large, 37% Medium

What Do G2 Reviewers Say About Xactly?

AI-generated summary from verified user reviews

Pros
  • Users find Xactly to be highly intuitive and efficient, simplifying the commission management process effectively.
  • Users appreciate the powerful calculation capabilities of Xactly for managing complex sales incentives effectively.
  • Users commend Xactly Incent's effective management of complex sales incentive calculations, making it versatile for diverse team needs.
  • Users value the transparent incentive tracking features of Xactly, facilitating easier performance management for sales teams.
  • Users value the fast and accurate compensation calculations of Xactly, enhancing tracking and incentive planning.
Cons
  • Users find Xactly's navigation unintuitive, with clunky features and a confusing new UI that complicates their experience.
  • Users face frustrating slow loading times in Xactly, causing delays in report syncing and hindering productivity.
  • Users experience a steep learning curve with Xactly due to clunky navigation and confusing UI changes.
  • Users find Xactly's interface not user-friendly, making navigation and understanding features challenging for newcomers.
  • Users often find Xactly's poor interface design cumbersome, impacting usability and complicating their experience.

What Are Recent G2 Reviews of Xactly?

What Are G2 Users Discussing About Xactly?

Jedox

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​

Average Rating: 4.3/5.0

Total Reviews: 159

How Do G2 Users Rate Jedox?

  • Quality of Support: 8.6/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.1/10)
  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Ease of Admin: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Jedox?

  • Seller: Jedox
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Freiburg, Germany
  • Twitter: @Jedox
    1,673 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    400 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Head of Controlling
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 51% Medium, 28% Small

What Do G2 Reviewers Say About Jedox?

AI-generated summary from verified user reviews

Pros
  • Users find Jedox to be incredibly user-friendly, benefiting from its intuitive interface and seamless integration with spreadsheets.
  • Users value the comprehensive budgeting management of Jedox, enabling seamless data integration and flexible financial planning.
  • Users value the flexibility of Jedox, enabling seamless integration and rapid implementation across various operations.
  • Users appreciate the flexible forecasting options in Jedox, enhancing planning and simplifying reporting for their teams.
  • Users value the seamless integrations of Jedox, enabling efficient data connection across various systems and tools.
Cons
  • Users find complex modeling in Jedox challenging, especially with large datasets, requiring technical knowledge and time for setup.
  • Users find the learning curve steep, making onboarding and model building a challenging experience with Jedox.
  • Users find the complexity of Jedox challenging, requiring significant training and technical expertise for effective use.
  • Users find the learning difficulty high with Jedox, requiring significant training and technical expertise for effective use.
  • Users experience slow loading times in Jedox, impacting efficiency and usability with complex reports and data operations.

What Are Recent G2 Reviews of Jedox?

What Are G2 Users Discussing About Jedox?

Varicent

Your revenue system already decides how much you’ll grow. At scale, the real barrier to growth is rarely the sales team. It is the tools they rely on. Most solutions aren't designed for how sales organizations actually work. They manage incentives, quotas, or territories individually but not together. That fragmentation buries high-potential accounts in the wrong territories. It wastes selling hours on deals that don’t move the business forward. And it keeps the organization from adjusting as the market shifts and priorities change. Varicent is an AI-native sales performance management (SPM) platform that connects incentive compensation, territory and quota planning, capacity and revenue planning, and seller performance insights in one system. Enterprise revenue teams use Varicent to design plans, pay commissions accurately, and keep sellers focused on the opportunities that move the number, in one AI-native platform, instead of running each in a separate tool.

Average Rating: 4.5/5.0

Total Reviews: 596

How Do G2 Users Rate Varicent?

  • Quality of Support: 8.8/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.1/10)
  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Varicent?

  • Seller: Varicent
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Toronto, Ontario
  • Twitter: @ThisIsVaricent
    151 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    673 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Business Systems Analyst
  • Top Industries: Financial Services, Banking
  • Company Size: 67% Large, 24% Medium

What Do G2 Reviewers Say About Varicent?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the flexibility of Varicent, enjoying an easy-to-use interface and self-service capabilities for real-time operations.
  • Users appreciate the exceptional customer support from Varicent, highlighting responsiveness and willingness to adapt based on feedback.
  • Users find Varicent to be beginner-friendly, appreciating its easy configuration and seamless integration with other tools.
  • Users appreciate the efficiency of Varicent, enabling automation and clear insights into incentive compensation processes.
  • Users appreciate the enhanced reporting capabilities of Varicent, simplifying inquiry processes and improving revenue transparency.
Cons
  • Users find it complex to navigate Varicent, struggling with setup and tool integration challenges.
  • Users experience slow performance with Varicent, especially after the upgrade and when using webforms.
  • Users highlight the implementation difficulty with Varicent, citing the need for improved training and navigation support.
  • Users experience slow loading times with Varicent, especially after the transition to the cloud, impacting efficiency.
  • Users experience setup difficulties with Varicent, often requiring technical expertise and vendor support for initial implementation.

What Are Recent G2 Reviews of Varicent?

Drivetrain

Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group.

Average Rating: 4.8/5.0

Total Reviews: 119

How Do G2 Users Rate Drivetrain?

  • Quality of Support: 9.8/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.1/10)
  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Ease of Admin: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Drivetrain?

  • Seller: Drivetrain
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Sunnyvale, US
  • Twitter: @DrivetrainAI
    55 Twitter followers
  • LinkedIn® Page: in.linkedin.com
    97 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 83% Medium, 14% Small

What Do G2 Reviewers Say About Drivetrain?

AI-generated summary from verified user reviews

Pros
  • Users find Drivetrain to be extremely easy to use, streamlining data management and reporting effortlessly.
  • Users value the reporting efficiency of Drivetrain, significantly reducing time spent on creating insightful reports.
  • Users value the efficient report creation in Drivetrain, enabling quick and insightful metrics for decision-making.
  • Users commend Drivetrain's exceptional customer support, appreciating timely assistance and guidance throughout the implementation process.
  • Users appreciate the easy integrations of Drivetrain, which streamline reporting and accelerate decision-making across various systems.
Cons
  • Users face a challenging learning curve with Drivetrain, making transition from spreadsheets complex and time-consuming.
  • Users note a lack of self-service features in Drivetrain, requiring support for essential data transformations.
  • Users note a learning difficulty with Drivetrain's model-building logic, which differs significantly from traditional spreadsheets.
  • Users face a steep learning curve with Drivetrain, requiring time to adapt to its unique modeling logic.
  • Users face a difficult learning curve with Drivetrain, requiring significant time to become comfortable with its features.

What Are Recent G2 Reviews of Drivetrain?

BoogieBoard

BoogieBoard is AI-powered sales territory planning and territory management software for RevOps teams, sales leaders, and B2B go-to-market organizations. Use BoogieBoard to move territory design out of spreadsheets and into a shared planning workspace connected to CRM and Salesforce data. Teams use BoogieBoard to: - Design balanced sales territories across roles, segments, geographies, and books of business - Generate AI territory suggestions and compare planning scenarios before rollout - Review territory health by ARR, customer count, prospect grade, quota capacity, and market potential - Manage account assignments, temporary coverage, new reps, departed reps, and sales team changes - Collaborate with sales managers and stakeholders using comments, scenarios, and audit history - Sync territory assignments and territory team data with Salesforce and Salesforce Enterprise Territory Management BoogieBoard is built for annual planning, territory redesigns, capacity planning, account assignment, quota planning inputs, sales coverage changes, and ongoing territory optimization.

Average Rating: 4.9/5.0

Total Reviews: 12

How Do G2 Users Rate BoogieBoard?

  • Quality of Support: 10.0/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Ease of Admin: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind BoogieBoard?

  • Seller: BoogieBoard
  • Company Website:
  • HQ Location: Austin, US
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 67% Medium, 25% Large

What Do G2 Reviewers Say About BoogieBoard?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the automated book creation in BoogieBoard, simplifying territory management and enhancing collaboration with the team.
  • Users commend the exceptional customer support from BoogieBoard, enabling quick setup and continuous assistance throughout the process.
  • Users appreciate the ease of use of BoogieBoard, enabling streamlined territory management with automated efficiency and clear visuals.
  • Users love the mapping features of BoogieBoard, appreciating its clarity and ease of use for territory management.
  • Users value the effective territory planning features of BoogieBoard, enhancing organization and collaboration in sales management.
Cons
  • Users find the complexity of BoogieBoard's flexibility to be overwhelming and sometimes unnecessary for their needs.
  • Users find the one-size-fits-all limitation of the BoogieBoard makes it difficult for specific scenarios and needs.
  • Users find the mapping issues in BoogieBoard limit adaptability, making it less effective for specific scenarios.
  • Users find the object limitations of BoogieBoard restrictive, feeling they may not suit their specific needs effectively.

What Are Recent G2 Reviews of BoogieBoard?

SAP SuccessFactors Territory and Quota

The SAP SuccessFactors Territory and Quota solution streamlines and simplifies financial and sales planning to help you design and optimize sales territories and deploy equitable and fair quotas to maximize revenue. -Cloud deployment -Territory planning and modeling and AI optimization -Sales forecasting and quota management -Visualization and mapping

Average Rating: 4.4/5.0

Total Reviews: 11

How Do G2 Users Rate SAP SuccessFactors Territory and Quota?

  • Quality of Support: 9.0/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind SAP SuccessFactors Territory and Quota?

  • Seller: SAP
  • Year Founded: 1972
  • HQ Location: Walldorf
  • Twitter: @SAP
    297,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    141,955 employees on LinkedIn®
  • Ownership: NYSE:SAP

Who Uses This Product?

  • Company Size: 55% Large, 27% Small

What Are Recent G2 Reviews of SAP SuccessFactors Territory and Quota?

What Are G2 Users Discussing About SAP SuccessFactors Territory and Quota?

AccountAim

AccountAim's RevOps Data platform improves growth, predictability, and quality of revenue by ensuring your sales teams work their best accounts, always. Through account scoring & prioritization, territory management, and revenue compliance, AccountAim gives sales teams the tools they need to drive profitable growth. Visit accountaim.com to learn more.

Average Rating: 4.8/5.0

Total Reviews: 20

How Do G2 Users Rate AccountAim?

  • Quality of Support: 9.9/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Ease of Use: 9.8/10 (Category avg: 8.9/10)
  • Ease of Admin: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind AccountAim?

  • Seller: AccountAim
  • Year Founded: 2023
  • HQ Location: San Francisco, CA
  • Twitter: @GetAccountAim
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 55% Medium, 45% Small

What Do G2 Reviewers Say About AccountAim?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of AccountAim, enhancing productivity and streamlining account management effortlessly.
  • Users find AccountAim to be a time-saving tool, boosting productivity and allowing for efficient account management.
  • Users value the efficiency of AccountAim, boosting productivity and saving valuable time in account management.
  • Users value efficient lead generation with AccountAim, saving time and improving outreach personalization for better engagement.
  • Users love the effortless Salesforce integration of AccountAim, significantly boosting productivity and reducing search time for accounts.
Cons
  • Users desire more missing features like LinkedIn integration to enhance AccountAim's data capabilities and workflow.
  • Users find the lack of LinkedIn integration limits additional data collection, hindering their experience with AccountAim.
  • Users feel the dashboard issues stem from limited visualization options, hindering effective data interpretation.
  • Users note that data inaccuracies in AccountAim can lead to low-quality account recommendations, prompting necessary CRM updates.
  • Users desire enhanced filtering options in AccountAim to better integrate their saved LinkedIn filters into the workflow.

What Are Recent G2 Reviews of AccountAim?

Julie Jung
JJ
Researched and written by Julie Jung
Updated April 9, 2026