  # Best Sales Planning Software for Medium-Sized Businesses

  *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)*

   Products classified in the overall Sales Planning category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Sales Planning to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2&#39;s buying advisors to find the right solutions within the Medium-Sized Business Sales Planning category.

In addition to qualifying for inclusion in the Sales Planning Software category, to qualify for inclusion in the Medium-Sized Business Sales Planning Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.




  
## How Many Sales Planning Software Products Does G2 Track?
**Total Products under this Category:** 42

### Category Stats (May 2026)
- **Average Rating**: 4.52/5 (↑0.01 vs Apr 2026)
- **New Reviews This Quarter**: 87
- **Buyer Segments**: Mid-Market 50% │ Small-Business 29% │ Enterprise 22%
- **Top Trending Product**: Anaplan (+0.003)
*Last updated: May 18, 2026*

  
## How Does G2 Rank Sales Planning Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 34,200+ Authentic Reviews
- 42+ 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.

  
## Which Sales Planning Software Is Best for Your Use Case?

- **Best for Small Businesses:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
- **Best for Mid-Market:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
- **Best for Enterprise:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
- **Highest User Satisfaction:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
- **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

  
---

**Sponsored**

### 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&#39;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 changes that. Our AI-native platform connects territories, quotas, incentives, and seller insights in one place. Information flows freely across the system, and everything responds together. The result is orchestration: a system built to keep sellers focused on the right opportunities and ready to move when the market does.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&amp;secure%5Bad_slot%5D=category_product_list&amp;secure%5Bcategory_id%5D=1004265&amp;secure%5Bdisplayable_resource_id%5D=1004265&amp;secure%5Bdisplayable_resource_type%5D=Category&amp;secure%5Bmedium%5D=sponsored&amp;secure%5Bplacement_reason%5D=page_category&amp;secure%5Bplacement_resource_ids%5D%5B%5D=1004265&amp;secure%5Bprioritized%5D=false&amp;secure%5Bproduct_id%5D=18600&amp;secure%5Bresource_id%5D=1004265&amp;secure%5Bresource_type%5D=Category&amp;secure%5Bsource_type%5D=category_page&amp;secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-planning%2Fmid-market&amp;secure%5Btoken%5D=8afc8693c0d4d23d8f7ed1801325feef9c9174d876a0bcd35f04aa05563cac84&amp;secure%5Burl%5D=https%3A%2F%2Fwww.varicent.com%2Fproducts%2Fsales-planning-software%3Futm_campaign%3D44753517-G2%2520Ads%26utm_source%3Dg2%26utm_medium%3Dpaidad%26utm_content%3Dg2_sales_planning&amp;secure%5Burl_type%5D=custom_url)

---

  ## What Are the Top-Rated Sales Planning Software Products in 2026?
### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  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:** 24,609
**How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?**

- **Quality of Support:** 8.1/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10)
- **Ease of Use:** 8.2/10 (Category avg: 8.8/10)
- **Ease of Admin:** 7.9/10 (Category avg: 8.7/10)

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

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** https://www.salesforce.com/
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce (581,299 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 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% Mid-Market, 34% Enterprise


#### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons?

**Pros:**

- Features (3167 reviews)
- Ease of Use (2065 reviews)
- Lead Management (1174 reviews)
- Simple (1117 reviews)
- Salesforce Integration (991 reviews)

**Cons:**

- Learning Curve (1092 reviews)
- Limitations (791 reviews)
- Complexity (682 reviews)
- High Complexity (622 reviews)
- Expensive (612 reviews)

### 2. [Anaplan](https://www.g2.com/products/anaplan/reviews)
  Anaplan is the only 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 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting &amp; Forecasting, Compensation Management, Financial Close, Sales &amp; Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 392
**How Do G2 Users Rate Anaplan?**

- **Quality of Support:** 8.1/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Anaplan?**

- **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan)
- **Company Website:** https://www.anaplan.com
- **Year Founded:** 2006
- **HQ Location:** Miami, FL
- **Twitter:** @anaplan (21,793 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/anaplan/ (2,831 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Manager, Senior Consultant
  - **Top Industries:** Information Technology and Services, Financial Services
  - **Company Size:** 52% Enterprise, 34% Mid-Market


#### What Are Anaplan's Pros and Cons?

**Pros:**

- Ease of Use (84 reviews)
- Features (70 reviews)
- Flexibility (70 reviews)
- Efficiency (55 reviews)
- Planning (53 reviews)

**Cons:**

- Limitations (34 reviews)
- Missing Features (34 reviews)
- Learning Curve (28 reviews)
- Performance Issues (27 reviews)
- Expensive (24 reviews)

### 3. [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews)
  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:** 3,407
**How Do G2 Users Rate CaptivateIQ?**

- **Quality of Support:** 9.4/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind CaptivateIQ?**

- **Seller:** [CaptivateIQ](https://www.g2.com/sellers/captivateiq)
- **Company Website:** https://www.captivateiq.com/
- **Year Founded:** 2017
- **HQ Location:** San Francisco, California
- **Twitter:** @CaptivateIq (606 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18516995/ (261 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% Mid-Market, 26% Enterprise


#### What Are CaptivateIQ's Pros and Cons?

**Pros:**

- Ease of Use (519 reviews)
- Simple (238 reviews)
- Helpful (217 reviews)
- Accuracy (188 reviews)
- Intuitive (188 reviews)

**Cons:**

- Learning Curve (80 reviews)
- Missing Features (55 reviews)
- Reporting Issues (46 reviews)
- Difficult Learning (43 reviews)
- Slow Loading (43 reviews)

### 4. [Varicent](https://www.g2.com/products/varicent-varicent/reviews)
  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&#39;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 changes that. Our AI-native platform connects territories, quotas, incentives, and seller insights in one place. Information flows freely across the system, and everything responds together. The result is orchestration: a system built to keep sellers focused on the right opportunities and ready to move when the market does.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 586
**How Do G2 Users Rate Varicent?**

- **Quality of Support:** 8.8/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Ease of Use:** 8.4/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind Varicent?**

- **Seller:** [Varicent](https://www.g2.com/sellers/varicent)
- **Company Website:** https://varicent.com
- **Year Founded:** 2003
- **HQ Location:** Toronto, Ontario
- **Twitter:** @ThisIsVaricent (150 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/50650/ (655 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Software Engineer, Business Systems Analyst
  - **Top Industries:** Financial Services, Banking
  - **Company Size:** 68% Enterprise, 24% Mid-Market


#### What Are Varicent's Pros and Cons?

**Pros:**

- Flexibility (30 reviews)
- Customer Support (23 reviews)
- Ease of Use (23 reviews)
- Efficiency (17 reviews)
- Reporting (17 reviews)

**Cons:**

- Complexity (16 reviews)
- Slow Performance (15 reviews)
- Implementation Difficulty (14 reviews)
- Slow Loading (13 reviews)
- Setup Difficulty (11 reviews)

### 5. [Vena](https://www.g2.com/products/vena/reviews)
  Vena is an agentic AI-powered Complete FP&amp;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&amp;A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena&#39;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&amp;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:** 469
**How Do G2 Users Rate Vena?**

- **Quality of Support:** 9.0/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Ease of Use:** 8.5/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind Vena?**

- **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions)
- **Company Website:** https://www.venasolutions.com
- **Year Founded:** 2011
- **HQ Location:** Toronto
- **Twitter:** @venasolutions (1,351 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (687 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% Mid-Market, 20% Enterprise


#### What Are Vena's Pros and Cons?

**Pros:**

- Ease of Use (110 reviews)
- Excel Integration (59 reviews)
- Features (51 reviews)
- User Interface (50 reviews)
- Reporting (48 reviews)

**Cons:**

- Learning Difficulty (28 reviews)
- Learning Curve (26 reviews)
- Steep Learning Curve (23 reviews)
- Difficult Learning (19 reviews)
- Slow Loading (18 reviews)

### 6. [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews)
  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:** 104
**How Do G2 Users Rate Pigment?**

- **Quality of Support:** 9.6/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Ease of Use:** 8.2/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind Pigment?**

- **Seller:** [Pigment](https://www.g2.com/sellers/pigment)
- **Company Website:** https://www.pigment.com/
- **Year Founded:** 2019
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/pigment/ (642 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** FP&amp;A Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 74% Mid-Market, 19% Enterprise


#### What Are Pigment's Pros and Cons?

**Pros:**

- Flexibility (9 reviews)
- Features (8 reviews)
- Customer Support (7 reviews)
- Ease of Use (7 reviews)
- Automation (6 reviews)

**Cons:**

- Data Inaccuracy (3 reviews)
- Complexity (2 reviews)
- Complex Setup (2 reviews)
- Connectivity Issues (2 reviews)
- Formula Limitations (2 reviews)

### 7. [Board](https://www.g2.com/products/board/reviews)
  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:** 300
**How Do G2 Users Rate Board?**

- **Quality of Support:** 8.6/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Ease of Use:** 8.5/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Board?**

- **Seller:** [Board International](https://www.g2.com/sellers/board-international)
- **Company Website:** https://www.board.com
- **Year Founded:** 1994
- **HQ Location:** Chiasso, Ticino
- **Twitter:** @BoardSoftware (27,122 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/98246/ (929 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Software Engineer, Software Developer
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 57% Mid-Market, 40% Enterprise


#### What Are Board's Pros and Cons?

**Pros:**

- Ease of Use (26 reviews)
- Flexibility (21 reviews)
- Features (20 reviews)
- Efficiency (18 reviews)
- Customization (16 reviews)

**Cons:**

- Slow Performance (9 reviews)
- Learning Curve (8 reviews)
- Missing Features (8 reviews)
- Poor Visualization (8 reviews)
- Complexity (7 reviews)

### 8. [Xactly](https://www.g2.com/products/xactly/reviews)
  Xactly provides the only AI-powered platform that combines revenue intelligence and sales performance management so organizations can unlock their full revenue potential. Backed by two decades of pay and performance data, Xactly’s Intelligent Revenue Platform is designed for finance, revenue, compensation, and sales leaders who want to drive quality, sustainable revenue.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 1,073
**How Do G2 Users Rate Xactly?**

- **Quality of Support:** 8.3/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.8/10)
- **Ease of Admin:** 7.8/10 (Category avg: 8.7/10)

**Who Is the Company Behind Xactly?**

- **Seller:** [Xactly](https://www.g2.com/sellers/xactly)
- **Company Website:** https://www.xactlycorp.com
- **Year Founded:** 2005
- **HQ Location:** San Jose, CA
- **Twitter:** @Xactly (21,098 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/22530/ (893 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% Enterprise, 37% Mid-Market


#### What Are Xactly's Pros and Cons?

**Pros:**

- Ease of Use (182 reviews)
- Calculations (73 reviews)
- Sales Incentives (70 reviews)
- Incentives (61 reviews)
- Compensation Management (60 reviews)

**Cons:**

- Not Intuitive (49 reviews)
- Slow Loading (48 reviews)
- Learning Curve (42 reviews)
- Not User-Friendly (36 reviews)
- Poor Interface Design (36 reviews)

### 9. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews)
  Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&amp;A. 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&amp;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&amp;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:** 113
**How Do G2 Users Rate Drivetrain?**

- **Quality of Support:** 9.8/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Ease of Use:** 9.0/10 (Category avg: 8.8/10)
- **Ease of Admin:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Drivetrain?**

- **Seller:** [Drivetrain](https://www.g2.com/sellers/drivetrain)
- **Company Website:** https://www.drivetrain.ai
- **Year Founded:** 2021
- **HQ Location:** Sunnyvale, US
- **Twitter:** @DrivetrainAI (55 Twitter followers)
- **LinkedIn® Page:** https://in.linkedin.com/company/drivetrainai (91 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Finance Manager, CFO
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 83% Mid-Market, 14% Small-Business


#### What Are Drivetrain's Pros and Cons?

**Pros:**

- Ease of Use (48 reviews)
- Report Creation (33 reviews)
- Reporting Efficiency (33 reviews)
- Customer Support (32 reviews)
- Easy Integrations (23 reviews)

**Cons:**

- Learning Curve (13 reviews)
- Missing Features (13 reviews)
- Learning Difficulty (12 reviews)
- Steep Learning Curve (11 reviews)
- Difficult Learning (6 reviews)

### 10. [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews)
  Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 452
**How Do G2 Users Rate Fullcast?**

- **Quality of Support:** 9.0/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind Fullcast?**

- **Seller:** [Fullcast, Inc.](https://www.g2.com/sellers/fullcast-inc)
- **Company Website:** https://www.fullcast.com/
- **Year Founded:** 2017
- **HQ Location:** Salt Lake City, UT
- **LinkedIn® Page:** https://www.linkedin.com/company/fullcast-ai/ (407 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Founder, Account Executive
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 62% Small-Business, 30% Mid-Market


#### What Are Fullcast's Pros and Cons?

**Pros:**

- Helpful (21 reviews)
- Ease of Use (18 reviews)
- Insights (17 reviews)
- Customer Support (11 reviews)
- Intuitive (11 reviews)

**Cons:**

- Learning Curve (8 reviews)
- Data Management Issues (6 reviews)
- Limited Customization (6 reviews)
- Salesforce Integration (6 reviews)
- Limitations (5 reviews)

### 11. [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews)
  Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 301
**How Do G2 Users Rate Workday Adaptive Planning?**

- **Quality of Support:** 8.1/10 (Category avg: 9.0/10)
- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Workday Adaptive Planning?**

- **Seller:** [Workday](https://www.g2.com/sellers/workday)
- **Company Website:** https://www.workday.com
- **Year Founded:** 2005
- **HQ Location:** Pleasanton, CA
- **Twitter:** @Workday (52,284 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/17719/ (23,943 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Financial Analyst, Senior Financial Analyst
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 58% Mid-Market, 33% Enterprise


#### What Are Workday Adaptive Planning's Pros and Cons?

**Pros:**

- Ease of Use (11 reviews)
- Efficiency (9 reviews)
- Features (7 reviews)
- Budget Management (6 reviews)
- Capabilities (6 reviews)

**Cons:**

- Steep Learning Curve (5 reviews)
- Complexity (4 reviews)
- Complex Setup (4 reviews)
- Learning Curve (4 reviews)
- Learning Difficulty (4 reviews)


    ## What Is Sales Planning Software?
  [Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration)
  ## What Software Categories Are Similar to Sales Planning Software?
    - [Sales Compensation Software](https://www.g2.com/categories/sales-compensation)
    - [FP&amp;A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)
    - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)
    - [Financial Close Software](https://www.g2.com/categories/financial-close)
    - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting)
    - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)
    - [Revenue Operations &amp; Intelligence (RO&amp;I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)

  
    
