# Best Sales Planning Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Sales planning software enables organizations to intelligently structure sales plans, including territory management, quota allocation, and capacity planning, helping sales leaders predict performance, align with finance on business goals, and remain agile throughout the year to optimize market coverage and meet revenue targets. ### Core Capabilities of Sales Planning Software To qualify for inclusion in the Sales Planning category, a product must: - Integrate with CRM software to pull and store sales data - Provide territory planning features to carve and manage sales territories based on geography, company size, industry, TAM, or revenue - Enable organizations to structure quota planning and target setting - Assist in sales capacity management to ensure optimal coverage of accounts and territories - Enable users to create and run "what-if" scenario modeling to inform business decisions - Actively monitor performance data to identify deviations from plans and correct accordingly - Provide continuous planning features for organizations to alter plans and execute changes immediately ### Common Use Cases for Sales Planning Software Sales leaders and revenue operations teams use sales planning software to design data-driven go-to-market structures and navigate the constant challenges of sales organizations. Common use cases include: - Carving and optimizing sales territories based on TAM, geography, and revenue potential - Setting and managing quotas for individual reps and teams aligned to business goals - Running scenario models to evaluate the impact of headcount changes, market shifts, or strategic pivots ### How Sales Planning Software Differs from Other Tools Sales planning software overlaps with [sales performance management software](https://www.g2.com/categories/sales-performance-management) in managing individual and team performance records, but extends further with territory, quota, and capacity management capabilities. Some solutions also offer [sales analytics](https://www.g2.com/categories/sales-analytics) capabilities to forecast sales across territories. Sales planning tools integrate with [CRM software](https://www.g2.com/categories/crm), [sales compensation software](https://www.g2.com/categories/sales-compensation), [ERP software](https://www.g2.com/categories/erp-systems), and [lead-to-account matching and routing software](https://www.g2.com/categories/lead-to-account-matching-and-routing). ### Insights from G2 on Sales Planning Software Based on category trends on G2, territory carving automation and scenario modeling stand out as the most impactful capabilities. Improved quota attainment and better cross-functional alignment with finance stand out as primary outcomes of adoption. ## Top Sales Planning Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,652 reviews) | AI-native pipeline forecasting inside Salesforce | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (396 reviews) | Connected territory, quota, and sales forecasting | "[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)" | | 3 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | Commission forecasting with what-if scenario modeling | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" | | 4 | [Board](https://www.g2.com/products/board/reviews) | 4.4/5.0 (300 reviews) | Cross-functional sales forecasting with unified planning | "[Quick, Very Flexibly and Ease-to-use Planning Tool](https://www.g2.com/survey_responses/board-review-7273494)" | | 5 | [Lative](https://www.g2.com/products/lative/reviews) | 4.8/5.0 (20 reviews) | GTM capacity planning with live scenario modeling | "[More efficiency planning combined with improved insights = better alignment](https://www.g2.com/survey_responses/lative-review-12296514)" | | 6 | [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) | 4.6/5.0 (106 reviews) | Multidimensional GTM and revenue scenario planning | "[Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration](https://www.g2.com/survey_responses/pigment-review-12511185)" | | 7 | [Xactly](https://www.g2.com/products/xactly/reviews) | 4.2/5.0 (1,079 reviews) | Incentive compensation automation with Salesforce-fed calculations | "[Automates Processes but Struggles with Complex Credit Assignments](https://www.g2.com/survey_responses/xactly-review-101319)" | | 8 | [Oracle Sales Performance Management](https://www.g2.com/products/oracle-sales-performance-management/reviews) | 4.0/5.0 (109 reviews) | Quota, territory, and commission planning inside Oracle ecosystem | "[Drives Sales Success with Real-Time Insights and Motivation](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11096335)" | | 9 | [Jedox](https://www.g2.com/products/jedox/reviews) | 4.3/5.0 (158 reviews) | Excel-anchored sales and revenue planning | "[Set-up of jedox for HR Modeling](https://www.g2.com/survey_responses/jedox-review-8900158)" | | 10 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (469 reviews) | Excel-native sales forecasting and budget governance | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | ## How Many Sales Planning Software Products Does G2 Track? **Total Products under this Category:** 42 ### Category Stats (Jul 2026) - **Average Rating**: 4.52/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Workday Adaptive Planning (+0.23%) - Among all products in this category, Workday Adaptive Planning recorded the largest rating increase compared to last month *Last updated: July 04, 2026* ## How Does G2 Rank Sales Planning Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 34,300+ 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? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) - **Easiest to Use:** [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) - **Top Trending:** [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Scrunch AI Scrunch is the AI Customer Experience platform. AI is now your most important visitor. As LLMs increasingly answer questions on behalf of humans, your website’s primary audience is no longer people—it’s the AI agents deciding what gets seen, trusted, and chosen. Scrunch is the AI Customer Experience platform built for this shift. Scrunch helps brands monitor and benchmark their presence in AI search, uncover content and citation gaps, and deliver AI-ready website experiences that shape the way brands are discovered--and chosen--on AI platforms. • Mission: To build the first AI customer experience platform. • Founded: 2023 • Funding: $15M Series A (2025), led by Decibel with participation from Mayfield, Homebrew, and others. $4M Seed round led by Mayfield and notable entrepreneurs such as TJ Parker (PillPack), Bryant Chou (WebFlow), Clara Shih (Meta AI, previously Salesforce, Hearsay), Scott Cannon (IO/OpenAI, Mailbox). Core Platform Features Scrunch AI is an enterprise-grade platform that delivers the control, security, and extensibility that modern teams need. 1. Monitoring. Scrunch provides real-time visibility into how AI platforms interpret and represent your brand. The monitoring layer gives marketers insight into: • Which content LLMs are pulling from • How brands are featured in generative answers • Competitive visibility and share of voice across platforms • Prompt-level reporting and performance trends 2. Insights. Scrunch helps marketers understand not just what AI sees, but why. The insights layer reveals how AI agents interpret your brand’s digital footprint and provides guidance on actions to take to improve visibility and relevance. Key insights include: • Factors influencing AI rankings and answer inclusion • Recommendations for optimizing content structure, clarity, and authority • Trends in AI perception of your brand versus competitors 3. AXP (Agent Experience Platform). AXP is a new infrastructure layer that sits between your website and AI crawlers. It delivers compressed, structured content that’s optimized for LLM consumption without disrupting the human-facing experience. AXP helps marketers: • Serve AI-readable content in real time • Improve prompt placement and generative visibility • Avoid costly redesigns while optimizing for AI • Maintain control of messaging across LLMs Pricing: Scrunch offers flexible pricing based on brand size and needs, starting at $300 per month for basic functionality, and ranging up to custom enterprise solutions and pricing. Agency Partner Program: Scrunch offers a unique Agency Partner Program that provides tailored access, insights, and tools built specifically for multi-brand management and scaled implementation. Use Cases: Adopted by 500+ brands, we partner with: • In-house marketing teams optimizing for AI search • CMOs navigating performance declines in traditional channels • Agencies and Consultancies guiding clients through the shift to generative discovery • SEO and content teams expanding their stack to include LLM visibility Real results, real impact: Scrunch customers are seeing on average a 40% boost in referral traffic and up to 4x improvement in visibility. To learn more or request a demo, visit Scrunch at scrunch.com. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1004265&secure%5Bchosen_at%5D=2026-07-05T09%3A32%3A40Z&secure%5Bdisplayable_resource_id%5D=1010585&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1459043&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1459043&secure%5Bresource_id%5D=1004265&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-planning%3Fpage%3D2&secure%5Btoken%5D=6161f0d6bf1131c3f24ae5c47f14ecf4e558e221b35e357c1f58167e5dbda00b&secure%5Burl%5D=https%3A%2F%2Fwww.scrunch.com&secure%5Burl_type%5D=free_trial) --- ## 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:** 24,652 **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 (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (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% 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 (2051 reviews) - Salesforce Integration (1615 reviews) - Efficiency (1214 reviews) **Cons:** - Limitations (1412 reviews) - Limited Features (1126 reviews) - Learning Curve (1092 reviews) - Not Intuitive (791 reviews) - Steep Learning Curve (717 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **feature-rich capabilities** of Agentforce Sales, facilitating seamless customer interactions and efficient workflows. - Users value the **ease of use** of Agentforce Sales, enabling seamless access to customer data and improved productivity. - Users value the **effective lead management** in Agentforce Sales, enhancing customer interactions and team collaboration. - Users highlight the **seamless Salesforce integration** that enhances productivity by providing vital information in one place. - Users value the **efficiency** of Agentforce Sales, seamlessly connecting sales performance tracking for enhanced productivity. **Cons:** - Users find the **setup complexity** and limitations on customization challenging, particularly for smaller teams with simpler needs. - Users find the **limited features** of Agentforce Sales requires time and expertise to set up effectively. - Users find the **learning curve steep** with complex setups and insufficient guidance on utilizing Sales Cloud effectively. - Users find Salesforce Sales Cloud to be **not intuitive** , leading to challenges in navigation and management for new users. - Users note a **steep learning curve** for configuration, making initial setup and building agents more difficult. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL u.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 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 & 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:** 396 **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 (21,768 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anaplan/ (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% 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) ### What Do G2 Reviewers Say About Anaplan? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Anaplan, making it suitable for diverse applications while enhancing collaboration. - Users appreciate the **user-friendly modeling interface** of Anaplan, making it easy for both developers and end users. - Users value the **impressive flexibility** of Anaplan, enabling tailored solutions for diverse business needs and planning activities. - Users admire the **efficiency** of Anaplan, enhancing processes and promoting seamless planning across various industries. - Users value Anaplan for its **ease of use and collaboration** , facilitating streamlined enterprise-wide planning across teams. **Cons:** - Users highlight the **expensive licensing and performance limitations** of Anaplan, affecting scalability and usability. - Users feel the **missing essential features** in Anaplan hinder effective usage and overall experience. - Users find the **steep learning curve** of Anaplan challenging, making initial setup and usability complex for new users. - Users often face **performance issues** with Anaplan, including slow calculations and cumbersome initial setup. - Users find Anaplan to be **expensive** , often deterred by added costs for advanced functionalities and features. #### What Are Recent G2 Reviews of Anaplan? **"[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)"** **Rating:** 4.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) --- **"[Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan](https://www.g2.com/survey_responses/anaplan-review-12927992)"** **Rating:** 4.5/5.0 stars *— Kumar S.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12927992) --- #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments - [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments ### 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:** 3,410 **How Do G2 Users Rate CaptivateIQ?** - **Quality of Support:** 9.5/10 (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/ (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% Mid-Market, 26% Enterprise #### What Are CaptivateIQ's Pros and Cons? **Pros:** - Ease of Use (507 reviews) - Simple (230 reviews) - Helpful (211 reviews) - Accuracy (186 reviews) - Intuitive (182 reviews) **Cons:** - Learning Curve (77 reviews) - Missing Features (52 reviews) - Reporting Issues (43 reviews) - Difficult Learning (42 reviews) - Slow Loading (41 reviews) ### What Do G2 Reviewers Say About CaptivateIQ? *AI-generated summary from verified user reviews* **Pros:** - Users find CaptivateIQ's **ease of use** valuable for tracking commissions and accessing needed information effortlessly. - Users find CaptivateIQ to be **super easy to use and set up** , simplifying commission management for everyone. - Users find CaptivateIQ to be **user-friendly** , simplifying commission tracking and ensuring accurate payouts effortlessly. - Users appreciate the **accuracy** of CaptivateIQ, finding it easy and fast to track commissions and payouts. - Users value the **intuitive interface** of CaptivateIQ, making incentive compensation management simple and efficient. **Cons:** - Users find the **learning curve steep** , requiring extensive support to navigate the complex reporting and customization features. - Users find the **missing features** of CaptivateIQ, like an app and tax calculator, limiting and confusing. - Users find **reporting issues** with CaptivateIQ, describing it as cumbersome, time-consuming, and confusing overall. - Users experience a **difficult learning** curve with CaptivateIQ, particularly in configuring dashboards and understanding pricing. - Users experience **slow loading times** for data refreshes and payout reviews, impacting their overall productivity. #### What Are Recent G2 Reviews of CaptivateIQ? **"[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)"** **Rating:** 4.5/5.0 stars *— Kauvshika P.* [Read full review](https://www.g2.com/survey_responses/captivateiq-review-11398999) --- **"[Easy, Flexible Dashboarding with Powerful What-If Modeling](https://www.g2.com/survey_responses/captivateiq-review-12708840)"** **Rating:** 4.5/5.0 stars *— Sridhar P.* [Read full review](https://www.g2.com/survey_responses/captivateiq-review-12708840) --- #### What Are G2 Users Discussing About CaptivateIQ? - [How is CaptivateIQ changing the way companies manage and optimize their commission plans?](https://www.g2.com/discussions/how-is-captivateiq-changing-the-way-companies-manage-and-optimize-their-commission-plans) - 1 comment - [What is CaptivateIQ used for?](https://www.g2.com/discussions/what-is-captivateiq-used-for) ### 4. [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 (27,073 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/98246/ (932 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) ### What Do G2 Reviewers Say About Board? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Board, thanks to its intuitive interface and low-code approach. - Users value the **flexibility** of Board, as it easily adapts to diverse business needs and workflows. - Users value the **centralized access to information** of Board, streamlining collaboration and enhancing decision-making efficiency. - Users value the **efficiency** of Board, significantly reducing time wasted on administrative tasks and improving focus on decisions. - Users appreciate the **customization flexibility** of Board, enabling tailored solutions for diverse business needs and projects. **Cons:** - Users experience **slow performance** with large datasets and complexity in setup, affecting their overall efficiency with Board. - Users find the **learning curve steep** with Board, complicating initial setup and advanced feature utilization. - Users note the **missing features** in Board, such as inadequate layout selections and limited computation options. - Users find the **poor visualization** of Board less effective, especially compared to other tools for dashboard design. - Users find the **complexity of configuration** in Board challenging, especially for newcomers needing training for advanced features. #### What Are Recent G2 Reviews of Board? **"[Quick, Very Flexibly and Ease-to-use Planning Tool](https://www.g2.com/survey_responses/board-review-7273494)"** **Rating:** 5.0/5.0 stars *— Verified User in Glass, Ceramics & Concrete* [Read full review](https://www.g2.com/survey_responses/board-review-7273494) --- **"[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)"** **Rating:** 4.5/5.0 stars *— Peter T.* [Read full review](https://www.g2.com/survey_responses/board-review-12625234) --- #### What Are G2 Users Discussing About Board? - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote ### 5. [Lative](https://www.g2.com/products/lative/reviews) 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: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 9.0/10 (Category avg: 8.8/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Lative?** - **Seller:** [Lative](https://www.g2.com/sellers/lative) - **Company Website:** https://lative.io - **HQ Location:** Dublin, IE - **LinkedIn® Page:** https://www.linkedin.com/company/lative-limited (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 50% Mid-Market, 30% Enterprise #### What Are Lative's Pros and Cons? **Pros:** - Customer Support (8 reviews) - Ease of Use (6 reviews) - Planning (6 reviews) - Analytics (5 reviews) - Easy Setup (5 reviews) **Cons:** - Learning Curve (2 reviews) - Missing Features (2 reviews) - Slow Updates (2 reviews) - Steep Learning Curve (2 reviews) - Admin Issues (1 reviews) ### What Do G2 Reviewers Say About Lative? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **responsive customer support** from Lative, enhancing their experience and ensuring smooth onboarding. - Users appreciate the **ease of use** of Lative, benefiting from smooth setup and responsive support for customization. - Users value the **ease of use and robust support** from Lative, enhancing productivity and planning efficiency. - Users value the **robust analytics capabilities** of Lative, enhancing sales performance analysis and strategic planning. - Users appreciate the **easy setup** of Lative, allowing smooth onboarding and efficient use of the platform. **Cons:** - Users note a **steep learning curve** for advanced features in Lative, making initial navigation challenging. - Users desire a **pipeline coverage forecasting module** in Lative to enhance their experience and analytics. - Users experience **slow updates** that hinder timely implementation and integration with essential financial and HR systems. - Users struggle with a **steep learning curve** in Lative, making navigation and setup of advanced features challenging. - Users desire more **configuration options for admins** , though support for solving issues is commendable. #### What Are Recent G2 Reviews of Lative? **"[Revolutionizes Scenario Planning and Data Centralization](https://www.g2.com/survey_responses/lative-review-12374945)"** **Rating:** 5.0/5.0 stars *— Krishnaswaroop B.* [Read full review](https://www.g2.com/survey_responses/lative-review-12374945) --- **"[More efficiency planning combined with improved insights = better alignment](https://www.g2.com/survey_responses/lative-review-12296514)"** **Rating:** 5.0/5.0 stars *— Adrien D.* [Read full review](https://www.g2.com/survey_responses/lative-review-12296514) --- ### 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:** 106 **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/ (711 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** FP&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) ### What Do G2 Reviewers Say About Pigment? *AI-generated summary from verified user reviews* **Pros:** - Users value the **flexibility** of Pigment, allowing easy adjustments to models as business needs evolve. - Users love the **flexibility and multidimensionality** of Pigment, appreciating real-time updates and excellent support from the team. - Users highlight the **quick and effective customer support** from Pigment, enhancing their overall experience and satisfaction. - Users appreciate the **ease of use** of Pigment, thanks to its intuitive interface and efficient learning resources. - Users value the **robust automation** capabilities of Pigment, enabling seamless data integration and efficient forecasting. **Cons:** - Users face challenges with **data inaccuracy** due to incomplete data fields and evolving features affecting reporting quality. - Users find the **formulas and calculations complex** , complicating their workflow and slowing down forecasts. - Users find the **complex setup** of Pigment challenging, especially regarding formulas and API management. - Users face **connectivity issues** that hinder performance, particularly with large data volumes and complex calculations. - Users find the **formulas tricky** , complicating calculations and delays in forecasting performance. #### What Are Recent G2 Reviews of Pigment? **"[Easy-to-Use, Visually Clear Dashboards with Powerful Filtering](https://www.g2.com/survey_responses/pigment-review-12723711)"** **Rating:** 4.5/5.0 stars *— Gowtham R.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12723711) --- **"[Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration](https://www.g2.com/survey_responses/pigment-review-12511185)"** **Rating:** 5.0/5.0 stars *— Maria M.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12511185) --- ### 7. [Xactly](https://www.g2.com/products/xactly/reviews) 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:** 1,079 **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 (21,081 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/22530/ (894 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) ### What Do G2 Reviewers Say About Xactly? *AI-generated summary from verified user reviews* **Pros:** - Users find Xactly very **easy to use** , streamlining the commission management process with its intuitive interface. - Users value the **effective handling of complex sales incentive calculations** in Xactly, enhancing transparency and motivation. - Users appreciate the **effective handling of complex sales incentive calculations** in Xactly, enhancing team versatility and workflow integration. - Users value the **intuitive platform for tracking incentives** , enhancing their ability to manage compensation and performance effectively. - Users value the **quick and accurate compensation calculations** of Xactly, enhancing visibility into performance and rewards. **Cons:** - Users find Xactly's **usability lacking** , struggling with an unintuitive interface and complex navigation issues. - Users experience **slow loading times** with Xactly, causing delays in report updates and frustrating navigation issues. - Users struggle with a **steep learning curve** due to clunky navigation and confusing UI changes affecting usability. - Users find Xactly's **user interface not friendly** , making it challenging to navigate and understand key functionalities. - Users criticize the **poor interface design** of Xactly, citing unintuitive navigation and outdated visual presentation. #### What Are Recent G2 Reviews of Xactly? **"[Intuitive UI, Exceptional AI Features with Room for Analytics Improvement](https://www.g2.com/survey_responses/xactly-review-8239)"** **Rating:** 5.0/5.0 stars *— Amanda B.* [Read full review](https://www.g2.com/survey_responses/xactly-review-8239) --- **"[Automates Processes but Struggles with Complex Credit Assignments](https://www.g2.com/survey_responses/xactly-review-101319)"** **Rating:** 5.0/5.0 stars *— James A.* [Read full review](https://www.g2.com/survey_responses/xactly-review-101319) --- #### What Are G2 Users Discussing About Xactly? - [What is your experience regarding pricing and costs for Xactly Forecasting, and how does it compare to other forecasting tools?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-xactly-forecasting-and-how-does-it-compare-to-other-forecasting-tools) - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment - [What is Xactly Forecasting used for?](https://www.g2.com/discussions/what-is-xactly-forecasting-used-for) - [What is Xactly Sales Planning used for?](https://www.g2.com/discussions/what-is-xactly-sales-planning-used-for) - [What is xactly connect?](https://www.g2.com/discussions/what-is-xactly-connect) ### 8. [Oracle Sales Performance Management](https://www.g2.com/products/oracle-sales-performance-management/reviews) 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: 9.0/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Ease of Use:** 7.7/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Oracle Sales Performance Management?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 42% Enterprise, 33% Small-Business #### What Are Oracle Sales Performance Management's Pros and Cons? **Pros:** - Efficiency (5 reviews) - Reporting (5 reviews) - Automation (4 reviews) - Ease of Use (4 reviews) - Features (3 reviews) **Cons:** - Learning Curve (8 reviews) - Difficult Learning (5 reviews) - Not Intuitive (5 reviews) - Complexity (4 reviews) - Expensive (4 reviews) ### What Do G2 Reviewers Say About Oracle Sales Performance Management? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficiency** of Oracle Sales Performance Management in automating compensation plans and tracking performance seamlessly. - Users appreciate the **comprehensive reporting tools** of Oracle Sales Performance Management for tracking performance and goals effectively. - Users value the **advanced automation** of Oracle Sales Performance Management for enhancing sales efficiency and goal tracking. - Users find Oracle Sales Performance Management to be **very easy to use** , enhancing their overall experience and efficiency. - Users praise the **automation and variety of tools** in Oracle Sales Performance Management for managing sales and goals efficiently. **Cons:** - Users find the **steep learning curve** challenging, especially due to its complex and outdated interface for new users. - Users face a **difficult learning curve** with Oracle Sales Performance Management, especially for newcomers navigating its complex interface. - Users find the **interface not intuitive** , leading to a steep learning curve and challenges for new users. - Users find the **complexity of features and setup** challenging, particularly for new users and customization tasks. - Users find Oracle Sales Performance Management **expensive** and impractical for small businesses due to high training costs. #### What Are Recent G2 Reviews of Oracle Sales Performance Management? **"[Drives Sales Success with Real-Time Insights and Motivation](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11096335)"** **Rating:** 4.5/5.0 stars *— Sarita B.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11096335) --- **"[Fully Connected Service That Works Well](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11207352)"** **Rating:** 4.0/5.0 stars *— Diwakar S.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11207352) --- #### What Are G2 Users Discussing About Oracle Sales Performance Management? - [What are the benefits and drawbacks of using Oracle Sales Performance Management, and what advice would you give to new users?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-oracle-sales-performance-management-and-what-advice-would-you-give-to-new-users) - 1 comment - [What is Oracle Sales Performance Management used for?](https://www.g2.com/discussions/what-is-oracle-sales-performance-management-used-for) - 1 comment ### 9. [Jedox](https://www.g2.com/products/jedox/reviews) 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:** 158 **How Do G2 Users Rate Jedox?** - **Quality of Support:** 8.7/10 (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:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Jedox?** - **Seller:** [Jedox](https://www.g2.com/sellers/jedox) - **Company Website:** https://www.jedox.com - **Year Founded:** 2002 - **HQ Location:** Freiburg, Germany - **Twitter:** @Jedox (1,673 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/231653/ (385 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 51% Mid-Market, 28% Small-Business #### What Are Jedox's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Reporting (9 reviews) - Budgeting Management (8 reviews) - Flexibility (8 reviews) - Integrations (8 reviews) **Cons:** - Learning Curve (7 reviews) - Learning Difficulty (6 reviews) - Complex Modeling (5 reviews) - Setup Difficulty (5 reviews) - Complexity (4 reviews) ### What Do G2 Reviewers Say About Jedox? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Jedox, appreciating its intuitive setup and smooth integration with other tools. - Users value the **integrated reporting and budgeting** capabilities of Jedox, simplifying data management and forecasting. - Users value the **seamless integration and error reduction** of Jedox, making budgeting more accurate and reliable. - Users love the **flexibility** of Jedox, enabling tailored forecasting and seamless integration across multiple systems. - Users highlight the **seamless data integration** of Jedox, streamlining financial planning and enhancing overall efficiency. **Cons:** - Users find the **steep learning curve** with Jedox challenging, complicating setup and report customization processes. - Users find the **learning difficulty** with Jedox significant, needing extensive training for complex models and custom reports. - Users find that **complex modeling** in Jedox can lead to slow performance and overwhelm with large datasets. - Users find the **setup process challenging** , requiring extensive training and adaptation to a new system. - Users find that **complexity in modeling and setup** makes Jedox challenging to use effectively without prior experience. #### What Are Recent G2 Reviews of Jedox? **"[Set-up of jedox for HR Modeling](https://www.g2.com/survey_responses/jedox-review-8900158)"** **Rating:** 4.0/5.0 stars *— Dmytro K.* [Read full review](https://www.g2.com/survey_responses/jedox-review-8900158) --- **"[Powerful Data Relationships and Budgeting Flexibility](https://www.g2.com/survey_responses/jedox-review-12107792)"** **Rating:** 4.0/5.0 stars *— Pille P.* [Read full review](https://www.g2.com/survey_responses/jedox-review-12107792) --- #### What Are G2 Users Discussing About Jedox? - [What is Jedox used for?](https://www.g2.com/discussions/what-is-jedox-used-for) ### 10. [Vena](https://www.g2.com/products/vena/reviews) 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:** 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 (1,347 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 (113 reviews) - Excel Integration (60 reviews) - Features (52 reviews) - User Interface (50 reviews) - Reporting (49 reviews) **Cons:** - Learning Difficulty (29 reviews) - Learning Curve (27 reviews) - Steep Learning Curve (25 reviews) - Difficult Learning (18 reviews) - Setup Difficulty (18 reviews) ### What Do G2 Reviewers Say About Vena? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Vena, making planning and forecasting streamlined and efficient. - Users appreciate the **seamless Excel integration** of Vena, enabling efficient reporting and real-time data consolidation. - Users appreciate the **seamless integration with Microsoft Excel** , enhancing financial planning and data management efficiency. - Users value the **familiar Microsoft Excel interface** of Vena, enhancing their experience in accounts and finance tasks. - Users value the **easy-to-use reporting tools** in Vena, facilitating efficient report creation and integration with various systems. **Cons:** - Users find Vena to have a **steep learning curve** , making it challenging for new users to navigate effectively. - Users find the **learning curve challenging** , as initial setup can be complex and unintuitive for newcomers. - Users find a **steep learning curve** with Vena, making initial setup and customization challenging for new users. - Users find that there is a **difficult learning** curve with Vena, especially for new users and advanced settings. - Users find the **setup difficulty** of Vena challenging, often requiring additional support and extended implementation times. #### What Are Recent G2 Reviews of Vena? **"[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)"** **Rating:** 4.5/5.0 stars *— Akshit M.* [Read full review](https://www.g2.com/survey_responses/vena-review-12854573) --- **"[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)"** **Rating:** 5.0/5.0 stars *— Mohamed S.* [Read full review](https://www.g2.com/survey_responses/vena-review-9663699) --- ### 11. [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&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&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:** 114 **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 (97 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 (43 reviews) - Reporting Efficiency (31 reviews) - Report Creation (30 reviews) - Customer Support (29 reviews) - Easy Integrations (22 reviews) **Cons:** - Learning Curve (13 reviews) - Missing Features (13 reviews) - Learning Difficulty (12 reviews) - Steep Learning Curve (11 reviews) - Difficult Learning (6 reviews) ### What Do G2 Reviewers Say About Drivetrain? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Drivetrain, finding it intuitive and seamless for daily data management. - Users commend the **reporting efficiency** of Drivetrain, enabling quick report creation and centralized access to key metrics. - Users highlight the **efficient report creation** in Drivetrain, enabling quick insights and streamlined financial planning. - Users value the **exceptional customer support** from Drivetrain, which greatly aids in navigating the software's learning curves. - Users value the **easy integrations** of Drivetrain, significantly enhancing their reporting and decision-making capabilities. **Cons:** - Users experience a **steep learning curve** with Drivetrain due to its different modeling logic compared to traditional spreadsheets. - Users note a **lack of self-service features** and analytics in Drivetrain, hindering efficiency and ease of use. - Users find the **learning difficulty** with Drivetrain challenging due to its unique logic compared to traditional spreadsheets. - Users face a **steep learning curve** with Drivetrain, which complicates model building compared to traditional spreadsheets. - Users face a notable **difficult learning curve** with Drivetrain, requiring time and support to fully adapt. #### What Are Recent G2 Reviews of Drivetrain? **"[Happy Drivetrain User](https://www.g2.com/survey_responses/drivetrain-review-12242899)"** **Rating:** 5.0/5.0 stars *— Kevin B.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12242899) --- **"[Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights](https://www.g2.com/survey_responses/drivetrain-review-12273623)"** **Rating:** 5.0/5.0 stars *— Jean-Thomas C.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623) --- ### 12. [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'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:** 589 **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 (151 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/50650/ (666 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) ### What Do G2 Reviewers Say About Varicent? *AI-generated summary from verified user reviews* **Pros:** - Users value the **flexibility** of Varicent, enabling them to create and customize extensive calculations effortlessly. - Users praise the **approachable customer support** of Varicent, highlighting their partnership and problem-solving commitment. - Users find Varicent's **ease of use** invaluable, enhancing data flow creation and report generation effortlessly. - Users benefit from Varicent's **efficiency** , enjoying automated processes and insightful data for better incentive compensation management. - Users love the **powerful and flexible reporting features** of Varicent, enhancing their data analysis and decision-making capabilities. **Cons:** - Users find the **complexity in configuration** of Varicent challenging, often needing external help for effective use. - Users experience **slow performance** with Varicent, especially with high-volume data and multiple calculations simultaneously. - Users face **implementation difficulties** due to inadequate training and support, which hampers their transition to Varicent. - Users report **slow loading** issues with Varicent, leading to frustration during data updates and calculations. - Users find the **setup difficulty** of Varicent challenging, especially for navigating the admin interface and configuring access. #### What Are Recent G2 Reviews of Varicent? **"[Streamlined Sales Compensation with Speed Bottlenecks](https://www.g2.com/survey_responses/varicent-review-12281650)"** **Rating:** 4.0/5.0 stars *— Shunmuga S.* [Read full review](https://www.g2.com/survey_responses/varicent-review-12281650) --- **"[Powerful Compensation Tool with Impressive Granularity](https://www.g2.com/survey_responses/varicent-review-11568446)"** **Rating:** 4.5/5.0 stars *— Ian F.* [Read full review](https://www.g2.com/survey_responses/varicent-review-11568446) --- ### 13. [BoogieBoard](https://www.g2.com/products/boogieboard/reviews) BoogieBoard is a two-part territory design platform: 1. Territory Suggestion Engine - Uses AI to automatically design sales territories - Balances accounts across sales roles and segments - Eliminates manual spreadsheet territory planning 2. Territory Design Home - Provides a single, shared workspace for territory planning - Gives full visibility into territory assignments - Allows real-time collaboration and territory adjustments How It Works: 1. Upload account and team data 2. AI generates optimized territory suggestions 3. Teams review, discuss, and refine territories in a collaborative interface Who Uses It: - Sales leaders - RevOps teams - B2B sales organizations that care about a smart approach to the market **Average Rating:** 4.9/5.0 **Total Reviews:** 12 **How Do G2 Users Rate BoogieBoard?** - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 9.3/10 (Category avg: 8.8/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind BoogieBoard?** - **Seller:** [BoogieBoard](https://www.g2.com/sellers/boogieboard) - **HQ Location:** Austin, US - **LinkedIn® Page:** https://www.linkedin.com/company/boogieboard/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 67% Mid-Market, 25% Enterprise #### What Are BoogieBoard's Pros and Cons? **Pros:** - Features (5 reviews) - Customer Support (3 reviews) - Ease of Use (3 reviews) - Mapping Features (3 reviews) - Planning (3 reviews) **Cons:** - Complexity (1 reviews) - Limitations (1 reviews) - Mapping Issues (1 reviews) - Object Limitations (1 reviews) ### What Do G2 Reviewers Say About BoogieBoard? *AI-generated summary from verified user reviews* **Pros:** - Users praise BoogieBoard for its **automated territory management** and dedicated support, simplifying planning and execution significantly. - Users highlight the **exceptional customer support** from BoogieBoard, ensuring a smooth and efficient implementation process. - Users find BoogieBoard to have **exceptional ease of use** , simplifying territory management and boosting productivity effortlessly. - Users appreciate the **mapping features** of BoogieBoard, enjoying clear visuals and seamless integration for efficient territory planning. - Users appreciate the **efficient territory planning** of BoogieBoard, benefiting from clear direction and outstanding support. **Cons:** - Users find the **complexity** of BoogieBoard's features overwhelming, making it harder to use for simple tasks. - Users find the **custom object complexity** in BoogieBoard limiting for their current needs, even if flexible overall. - Users find the **mapping issues** in BoogieBoard to be overwhelming, leading to complications in effectively utilizing its features. - Users find the **object limitations** of BoogieBoard can be restrictive and not suitable for every scenario. #### What Are Recent G2 Reviews of BoogieBoard? **"[Automated & Flexible Territory Building with Exceptional Support](https://www.g2.com/survey_responses/boogieboard-review-13056572)"** **Rating:** 5.0/5.0 stars *— Veronica K.* [Read full review](https://www.g2.com/survey_responses/boogieboard-review-13056572) --- **"[Easy Territory Mapping with Seamless CRM Sync and Supportive Team](https://www.g2.com/survey_responses/boogieboard-review-13021492)"** **Rating:** 4.5/5.0 stars *— Steve T.* [Read full review](https://www.g2.com/survey_responses/boogieboard-review-13021492) --- ### 14. [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:** 338 **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?:** 8.4/10 (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 (52,273 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17719/ (24,145 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:** 57% Mid-Market, 33% Enterprise #### What Are Workday Adaptive Planning's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Efficiency (9 reviews) - Features (7 reviews) - Budget Management (6 reviews) - Capabilities (6 reviews) **Cons:** - Learning Difficulty (5 reviews) - Steep Learning Curve (5 reviews) - Complexity (4 reviews) - Complex Setup (4 reviews) - Learning Curve (4 reviews) ### What Do G2 Reviewers Say About Workday Adaptive Planning? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Workday Adaptive Planning, enhancing efficiency in daily management and resource utilization. - Users value the **efficiency** of Workday Adaptive Planning in unifying financial and workforce processes, enhancing collaboration and decision-making. - Users appreciate the **flexibility and user-friendly interface** of Workday Adaptive Planning, enhancing financial planning efficiency and collaboration. - Users value the **collaborative budgeting environment** of Workday Adaptive Planning, enhancing transparency and storytelling in finance. - Users value the **structure, flexibility, and transparency** of Workday Adaptive Planning for efficient financial forecasting and collaboration. **Cons:** - Users struggle with the **complex integration layer** in Workday Adaptive Planning, complicating data input and usability. - Users face a **steep learning curve** with Workday Adaptive Planning, making initial navigation and modeling quite challenging. - Users find the **complexity of Workday Adaptive Planning** challenging, particularly in navigation, training, and report customization. - Users face a **complex setup** with Workday Adaptive Planning, requiring time and expertise for initial configurations and changes. - Users face a **steep learning curve** with Workday Adaptive Planning, requiring extensive training to navigate its complexities effectively. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **"[Streamlines Budgeting and Forecasting with Real-Time Collaboration](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611)"** **Rating:** 4.0/5.0 stars *— Ram K.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611) --- **"[Flexible and Intuitive Budgeting Tool for Mid to Large Organizations](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047)"** **Rating:** 4.0/5.0 stars *— Dhairay A.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047) --- #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote ### 15. [SAP SuccessFactors Territory and Quota](https://www.g2.com/products/sap-successfactors-territory-and-quota/reviews) 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: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 8.8/10 (Category avg: 8.8/10) - **Ease of Admin:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind SAP SuccessFactors Territory and Quota?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) - **Ownership:** NYSE:SAP **Who Uses This Product?** - **Company Size:** 55% Enterprise, 27% Small-Business #### What Are Recent G2 Reviews of SAP SuccessFactors Territory and Quota? **"[SAP SuccessFactors review](https://www.g2.com/survey_responses/sap-successfactors-territory-and-quota-review-9866634)"** **Rating:** 5.0/5.0 stars *— iroe jun l.* [Read full review](https://www.g2.com/survey_responses/sap-successfactors-territory-and-quota-review-9866634) --- **"[Very Very Well](https://www.g2.com/survey_responses/sap-successfactors-territory-and-quota-review-7174932)"** **Rating:** 4.0/5.0 stars *— Dennis M.* [Read full review](https://www.g2.com/survey_responses/sap-successfactors-territory-and-quota-review-7174932) --- #### What Are G2 Users Discussing About SAP SuccessFactors Territory and Quota? - [What is CallidusCloud Territory and Quota used for?](https://www.g2.com/discussions/what-is-calliduscloud-territory-and-quota-used-for) ### 16. [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:** 453 **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 (13 reviews) - Insights (12 reviews) - Ease of Use (9 reviews) - AI Summary (8 reviews) - Intuitive (8 reviews) **Cons:** - Data Management Issues (6 reviews) - Learning Curve (5 reviews) - Integration Issues (4 reviews) - Data Inaccuracy (3 reviews) - Difficult Navigation (3 reviews) ### What Do G2 Reviewers Say About Fullcast? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **data-driven insights** from Fullcast, enhancing coaching and progress tracking for their sales teams. - Users value the **data-driven insights** of Atrium, enhancing proactive coaching and improving performance tracking for sales teams. - Users appreciate the **ease of use** of Fullcast, enjoying intuitive dashboards and seamless data tracking capabilities. - Users appreciate the **intuitive dashboards** of Atrium, enhancing insights and tracking team performance effectively. - Users value the **intuitive AI** features that enhance coaching and self-reflection, significantly improving sales performance. **Cons:** - Users face **data management issues** , with delays in updates and challenges in associating activities accurately. - Users note a **steep learning curve** with Fullcast, which may hinder productivity for those unfamiliar with its features. - Users report **integration issues** with CRM, as data lags and user management remains a manual and time-consuming process. - Users experience **data inaccuracies** with Fullcast, leading to confusion and undermining effective coaching efforts. - Users find the **difficult navigation** of Fullcast frustrating, often leading to a cluttered and cumbersome experience. #### What Are Recent G2 Reviews of Fullcast? **"[Copy.ai is a great business writing assistant](https://www.g2.com/survey_responses/fullcast-review-6756970)"** **Rating:** 5.0/5.0 stars *— Jan-Paul B.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-6756970) --- **"[Powerful, Flexible Territory Modeling with Seamless Salesforce Integration](https://www.g2.com/survey_responses/fullcast-review-12908457)"** **Rating:** 4.0/5.0 stars *— Jess T.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-12908457) --- #### What Are G2 Users Discussing About Fullcast? - [Do you recommend Ebsta Inbox for Salesforce integration, and what benefits have you observed?](https://www.g2.com/discussions/do-you-recommend-ebsta-inbox-for-salesforce-integration-and-what-benefits-have-you-observed) - [What is Copy.ai used for?](https://www.g2.com/discussions/what-is-copy-ai-used-for) - [What is Ebsta Inbox used for?](https://www.g2.com/discussions/what-is-ebsta-inbox-used-for) - [What is Ebsta's Revenue Intelligence Platform used for?](https://www.g2.com/discussions/what-is-ebsta-s-revenue-intelligence-platform-used-for) - [What is Commissionly used for?](https://www.g2.com/discussions/what-is-commissionly-used-for) ### 17. [AccountAim](https://www.g2.com/products/accountaim/reviews) 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: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 9.8/10 (Category avg: 8.8/10) - **Ease of Admin:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind AccountAim?** - **Seller:** [AccountAim](https://www.g2.com/sellers/accountaim) - **Year Founded:** 2023 - **HQ Location:** San Francisco, CA - **Twitter:** @GetAccountAim (2 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/accountaim/ (26 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 55% Mid-Market, 45% Small-Business #### What Are AccountAim's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Time-saving (6 reviews) - Efficiency (5 reviews) - Lead Generation (5 reviews) - Salesforce Integration (4 reviews) **Cons:** - Missing Features (2 reviews) - CRM Integration (1 reviews) - Dashboard Issues (1 reviews) - Data Inaccuracy (1 reviews) - Filtering Issues (1 reviews) ### What Do G2 Reviewers Say About AccountAim? *AI-generated summary from verified user reviews* **Pros:** - Users find AccountAim's **ease of use** invaluable, significantly enhancing productivity and streamlining daily tasks for outreach. - Users find **AccountAim saves time** daily, enhancing their productivity and allowing for more personalized outreach efforts. - Users highlight the **efficiency** of AccountAim, enabling quick ramp-up and saving valuable time on account management. - Users value the **efficient lead generation** of AccountAim, enhancing outreach and ensuring no account is overlooked. - Users value the **Salesforce integration** of AccountAim for enhancing productivity and simplifying account management tasks. **Cons:** - Users are missing **LinkedIn integration** , which could enhance data points and improve the workflow experience in AccountAim. - Users find the lack of **LinkedIn integration** disappointing, wishing for additional data points to enhance their experience. - Users desire more **visualization options** for dashboards, seeking diverse chart types to enhance interpretability. - Users often face **data inaccuracy** with AccountAim, leading to low-quality recommendations that necessitate CRM cleanup. - Users wish for enhanced **filtering capabilities** to integrate their saved LinkedIn filters into AccountAim effectively. #### What Are Recent G2 Reviews of AccountAim? **"[Helped me ramp really quickly](https://www.g2.com/survey_responses/accountaim-review-10398090)"** **Rating:** 5.0/5.0 stars *— Clare M.* [Read full review](https://www.g2.com/survey_responses/accountaim-review-10398090) --- **"[Clean GTM data with snapshots](https://www.g2.com/survey_responses/accountaim-review-10379752)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/accountaim-review-10379752) --- ### 18. [Forecastio](https://www.g2.com/products/forecastio/reviews) Forecastio is designed to help sales leaders achieve or surpass their sales quotas by: - Leveraging advanced sales planning to set reasonable quotas based on historical and current team performance. - Properly managing sales capacity to ensure optimal resource allocation. - Accessing accurate sales forecasts to swiftly react to any threats to achieving sales goals. - Receiving real-time sales performance insights that not only highlight problems but also provide actionable recommendations to increase win rates, shorten the sales cycle, and improve overall performance. **Average Rating:** 4.5/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Forecastio?** - **Quality of Support:** 8.9/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Ease of Use:** 8.8/10 (Category avg: 8.8/10) - **Ease of Admin:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Forecastio?** - **Seller:** [Forecastio](https://www.g2.com/sellers/forecastio) - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/forecastio (5 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 46% Small-Business, 38% Mid-Market #### What Are Forecastio's Pros and Cons? **Pros:** - Time-saving (9 reviews) - Analytics (8 reviews) - Forecasting (7 reviews) - Visibility (6 reviews) - Efficiency (5 reviews) **Cons:** - Complexity (3 reviews) - Steep Learning Curve (3 reviews) - Forecasting Issues (2 reviews) - Integration Issues (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Forecastio? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving** features of Forecastio, enhancing efficiency in sales analytics and decision-making processes. - Users appreciate the **detailed analytics** in Forecastio, enabling focused sales follow-ups and insightful performance evaluations. - Users value the **intuitive navigation** of Forecastio, enhancing efficiency in planning and sales analytics significantly. - Users value the **real-time sales visibility** of Forecastio, enabling precise monitoring and swift decision-making for better performance. - Users value the **efficiency** of Forecastio for streamlined sales analytics and automated planning, enabling quick decision-making. **Cons:** - Users find Forecastio's **complexity** increases due to third-party integrations and restrictive customization options for advanced needs. - Users note a **steep learning curve** , making initial use and customizations of Forecastio challenging for new users. - Users find **forecasting issues** arise due to limitations in handling large datasets and complex scenarios effectively. - Users face **integration issues** with Forecastio, particularly when connecting to CRM and requiring third-party connectors. - Users find the **learning curve challenging** , which complicates initial usage and customization of Forecastio. #### What Are Recent G2 Reviews of Forecastio? **"[real-time sales data](https://www.g2.com/survey_responses/forecastio-review-10819691)"** **Rating:** 4.5/5.0 stars *— Daryl W.* [Read full review](https://www.g2.com/survey_responses/forecastio-review-10819691) --- **"[Complete sales tracking](https://www.g2.com/survey_responses/forecastio-review-10762028)"** **Rating:** 4.0/5.0 stars *— Jake L.* [Read full review](https://www.g2.com/survey_responses/forecastio-review-10762028) --- ### 19. [Plan2Win](https://www.g2.com/products/plan2win/reviews) Plan2Win offers Account and Territory Planning solutions for Salesforce instance. **Average Rating:** 4.1/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Plan2Win?** - **Quality of Support:** 8.6/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Ease of Use:** 8.3/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Plan2Win?** - **Seller:** [Plan2Win Software](https://www.g2.com/sellers/plan2win-software) - **Year Founded:** 2007 - **HQ Location:** Walnut Creek, CA - **Twitter:** @Plan2WinSW (27 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/plan2win-software/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 57% Mid-Market, 43% Small-Business #### What Are Plan2Win's Pros and Cons? **Pros:** - Efficiency (3 reviews) - Features (3 reviews) - Planning (3 reviews) - Ease of Use (2 reviews) - Easy Setup (2 reviews) **Cons:** - Expensive (1 reviews) - Limited Customization (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Plan2Win? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of Plan2Win, benefiting from its strategic planning and seamless CRM integration. - Users love the **ease of use and valuable features** of Plan2Win, enhancing project management and communication. - Users value the **easy implementation and strategic planning features** of Plan2Win, enhancing project management and goal tracking. - Users find **ease of use** in Plan2Win, appreciating its straightforward implementation and helpful support for achieving goals. - Users find the **easy setup** of Plan2Win essential for achieving sales goals seamlessly and effectively. **Cons:** - Users find Plan2Win to be **expensive** , compounded by occasional crashes and lagging during use. - Users find the **limited customization** options of Plan2Win restrictive and desire more flexibility for their needs. - Users report **slow performance** with Plan2Win, causing frustration due to crashes and lagging during use. #### What Are Recent G2 Reviews of Plan2Win? **"[Keeps my sales planning focused and easy in SFDC](https://www.g2.com/survey_responses/plan2win-review-11362148)"** **Rating:** 4.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/plan2win-review-11362148) --- **"[Excelent territory management and sales planning tool!](https://www.g2.com/survey_responses/plan2win-review-10761674)"** **Rating:** 5.0/5.0 stars *— Amanda C.* [Read full review](https://www.g2.com/survey_responses/plan2win-review-10761674) --- #### What Are G2 Users Discussing About Plan2Win? - [What is Plan2Win used for?](https://www.g2.com/discussions/what-is-plan2win-used-for) ### 20. [Abacum](https://www.g2.com/products/abacum/reviews) Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently. **Average Rating:** 4.7/5.0 **Total Reviews:** 149 **How Do G2 Users Rate Abacum?** - **Quality of Support:** 9.8/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Ease of Use:** 9.1/10 (Category avg: 8.8/10) - **Ease of Admin:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Abacum?** - **Seller:** [Abacum](https://www.g2.com/sellers/abacum) - **Company Website:** https://www.abacum.ai/ - **Year Founded:** 2020 - **HQ Location:** New York City, US - **LinkedIn® Page:** https://www.linkedin.com/company/abacum-io/ (151 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Head of Finance - **Top Industries:** Computer Software, Financial Services - **Company Size:** 88% Mid-Market, 6% Small-Business #### What Are Abacum's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Customer Support (17 reviews) - Time-saving (14 reviews) - Efficiency (13 reviews) - Features (13 reviews) **Cons:** - Learning Difficulty (9 reviews) - Complex Setup (8 reviews) - Learning Curve (8 reviews) - Steep Learning Curve (8 reviews) - Difficult Setup (6 reviews) ### What Do G2 Reviewers Say About Abacum? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Abacum, enhancing reporting flexibility and supporting efficient team collaboration. - Users value the **incredible support** from Abacum, highlighting quick ticket responses and helpful onboarding assistance. - Users value the **time-saving features** of Abacum, enabling quick, efficient financial planning and decision-making. - Users benefit from **enhanced efficiency** with Abacum, significantly reducing manual reporting time and improving analysis flexibility. - Users appreciate Abacum for its **fast, collaborative financial planning** with real-time insights and seamless integrations. **Cons:** - Users find the **learning difficulty** with Abacum significant, particularly during setup and data migration phases. - Users describe a **complex setup** process that can be daunting but is alleviated by helpful implementation teams. - Users find the **learning curve steep** during setup and data migration, though support teams provide assistance. - Users find the **steep learning curve** challenging during setup and data migration, despite helpful implementation teams. - Users find the **difficult setup** process time-consuming and complex, necessitating multiple sub-calculations and focus for proper usage. #### What Are Recent G2 Reviews of Abacum? **"[Powerful FP&A tool, and surprisingly easy to use](https://www.g2.com/survey_responses/abacum-review-12632724)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/abacum-review-12632724) --- **"[Consolidates Complex Tasks, But Needs Time Investment](https://www.g2.com/survey_responses/abacum-review-12805796)"** **Rating:** 4.5/5.0 stars *— Ankush B.* [Read full review](https://www.g2.com/survey_responses/abacum-review-12805796) --- #### What Are G2 Users Discussing About Abacum? - [What is Abacum used for?](https://www.g2.com/discussions/what-is-abacum-used-for) ### 21. [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. With over 1,700 customers, including 15% of the Fortune 500, more than 280+ go-to-market, implementation, and development partners and approximately 1,400 employees, our vision is to be the operating system for modern finance. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes. **Average Rating:** 4.6/5.0 **Total Reviews:** 149 **How Do G2 Users Rate OneStream - Unified EPM?** - **Quality of Support:** 9.1/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Ease of Use:** 8.6/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind OneStream - Unified EPM?** - **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software) - **Company Website:** https://www.onestream.com/ - **HQ Location:** Birmingham, MI - **Twitter:** @OneStream_Soft (2,189 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1244326/ (1,658 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Manufacturing, Financial Services - **Company Size:** 63% Enterprise, 28% Mid-Market #### What Are OneStream - Unified EPM's Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Data Management (15 reviews) - Flexibility (13 reviews) - Reporting (13 reviews) - Capabilities (11 reviews) **Cons:** - Learning Difficulty (11 reviews) - Steep Learning Curve (9 reviews) - Learning Curve (8 reviews) - Complexity (7 reviews) - Dashboard Limitations (6 reviews) ### What Do G2 Reviewers Say About OneStream - Unified EPM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of OneStream, enjoying a unified platform that streamlines finance processes. - Users value the **unified data management** in OneStream, ensuring seamless communication and consolidation of financial information. - Users value the **flexibility** of OneStream, allowing customization to meet evolving finance needs seamlessly. - Users value the **unified reporting capabilities** of OneStream, enhancing efficiency and collaboration across departments. - Users value the **integrated platform** of OneStream for combining consolidation, planning, and reporting in a single place. **Cons:** - Users face a steep **learning difficulty** with OneStream, recommending training due to its complex features and customization. - Users face a **steep learning curve** , finding the interface intimidating and needing extensive training for effective usage. - Users find the **learning curve steep** , recommending training due to an unintuitive interface and time-consuming customization. - Users find the **complexity** of OneStream challenging, particularly in dashboarding and writing Business Rules. - Users find the **dashboard limitations** hinder overall performance, making it difficult to create appealing visualizations. #### What Are Recent G2 Reviews of OneStream - Unified EPM? **"[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)"** **Rating:** 4.0/5.0 stars *— Damaris D.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812) --- **"[OneStream Review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)"** **Rating:** 5.0/5.0 stars *— Tahir H.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983) --- #### What Are G2 Users Discussing About OneStream - Unified EPM? - [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments - [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments - [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments ### 22. [Kepion](https://www.g2.com/products/kepion/reviews) Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future. **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Kepion?** - **Quality of Support:** 9.2/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Ease of Use:** 8.1/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Kepion?** - **Seller:** [Kepion](https://www.g2.com/sellers/kepion) - **Year Founded:** 2009 - **HQ Location:** Seattle, US - **Twitter:** @kepion (170 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/438641/ (25 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 53% Small-Business, 42% Mid-Market #### What Are Kepion's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Features (5 reviews) - Ease of Learning (4 reviews) - Efficiency (4 reviews) - Forecasting (4 reviews) **Cons:** - Dashboard Issues (3 reviews) - Difficult Learning (3 reviews) - Limited Options (3 reviews) - Complexity (2 reviews) - Dashboard Limitations (2 reviews) ### What Do G2 Reviewers Say About Kepion? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Kepion, making navigation and planning seamless and efficient. - Users appreciate the **flexibility and ease of customization** in Kepion, enhancing their budgeting and forecasting experience. - Users highlight the **ease of learning** Kepion, allowing for quick adoption and efficient use across teams. - Users love the **efficiency** of Kepion, noting its intuitive nature and rapid implementation for enhanced planning processes. - Users praise Kepion for its **intuitive and efficient forecasting** , enhancing enterprise planning and decision-making processes. **Cons:** - Users experience **dashboard issues** with limited flexibility and formatting challenges, needing better guidance for setup and reports. - Users find the **difficult learning** curve challenging, particularly for non-technical individuals needing guidance for advanced features. - Users note **limited advanced analytics and reporting templates** in Kepion, suggesting a need for enhancement in these areas. - Users find the **complexity of dashboard setup** challenging, especially with the need for SQL knowledge to build rules. - Users find the **dashboard limitations** hinder flexibility and complicate layout adjustments, affecting overall usability. #### What Are Recent G2 Reviews of Kepion? **"[Order, security, and structure for your business process](https://www.g2.com/survey_responses/kepion-review-11635407)"** **Rating:** 5.0/5.0 stars *— Francisco R.* [Read full review](https://www.g2.com/survey_responses/kepion-review-11635407) --- **"[Reliable, Intuitive, and Easy to Implement](https://www.g2.com/survey_responses/kepion-review-11599697)"** **Rating:** 5.0/5.0 stars *— Carolina d.* [Read full review](https://www.g2.com/survey_responses/kepion-review-11599697) --- #### What Are G2 Users Discussing About Kepion? - [What is Kepion used for?](https://www.g2.com/discussions/what-is-kepion-used-for) ### 23. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale. **Average Rating:** 4.4/5.0 **Total Reviews:** 218 **How Do G2 Users Rate Prophix Software?** - **Quality of Support:** 8.9/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Ease of Use:** 8.4/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Prophix Software?** - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** https://www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix (1,990 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/45052/ (573 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Mid-Market, 37% Enterprise #### What Are Prophix Software's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Reporting (17 reviews) - Financial Management (15 reviews) - Time-saving (13 reviews) - Automation (12 reviews) **Cons:** - Steep Learning Curve (8 reviews) - Learning Curve (7 reviews) - Learning Difficulty (7 reviews) - Slow Performance (7 reviews) - Limited Functionality (6 reviews) ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Prophix Software, appreciating its user-friendly interface and self-service reporting capabilities. - Users commend the **reporting capabilities** of Prophix Software, enhancing efficiency and enabling easy configuration and distribution. - Users value the **efficiency in financial statement planning** provided by Prophix, enhancing reporting and onboarding processes. - Users find Prophix Software to be **time-saving** , streamlining report building and reducing closing times effectively. - Users appreciate the **automation capabilities** of Prophix, enhancing data consolidation and reporting efficiency across the board. **Cons:** - Users face a **steep learning curve** with Prophix Software, requiring significant time and training for effective usage. - Users note a **steep learning curve** with Prophix, requiring significant time for effective mastery and onboarding. - Users find the **steep learning curve** in Prophix Software requires extensive time and training for effective use. - Users experience **slow performance** with Prophix, requiring workarounds to improve loading times for reports and forecasts. - Users find the **limited functionality** of Prophix Software challenging, expressing a desire for more advanced features and customization. #### What Are Recent G2 Reviews of Prophix Software? **"[Automated Workflows and Clear, Timely Reporting Insights](https://www.g2.com/survey_responses/prophix-software-review-12835971)"** **Rating:** 4.5/5.0 stars *— Graham L.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12835971) --- **"[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) --- #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### 24. [Axtria SalesIQ](https://www.g2.com/products/axtria-salesiq/reviews) Axtria SalesIQ™ is the leading sales planning and operations solution for the global life sciences industry that enables effective and motivated sales teams resulting in higher commercial success. With the sales rep role continually evolving to meet the demands of a complex commercial model, Axtria SalesIQ empowers them to make intelligent decisions and reach the right customers at the right time with flexibility and agility. **Average Rating:** 4.1/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Axtria SalesIQ?** - **Quality of Support:** 7.4/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.2/10) - **Ease of Use:** 9.1/10 (Category avg: 8.8/10) - **Ease of Admin:** 7.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Axtria SalesIQ?** - **Seller:** [Axtria](https://www.g2.com/sellers/axtria) - **Year Founded:** 2010 - **HQ Location:** Berkeley Heights, NJ - **Twitter:** @Axtria (3,213 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/789643 (3,604 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Pharmaceuticals - **Company Size:** 50% Mid-Market, 33% Enterprise #### What Are Axtria SalesIQ's Pros and Cons? **Pros:** - Sales Management (4 reviews) - Features (3 reviews) - Lead Management (3 reviews) - Business Management (2 reviews) - Integrations (2 reviews) **Cons:** - Data Management (1 reviews) - Expensive (1 reviews) - Export Limitations (1 reviews) - Integration Problems (1 reviews) - Lack of Integration (1 reviews) ### What Do G2 Reviewers Say About Axtria SalesIQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **robust sales management features** of Axtria SalesIQ, enhancing team motivation and streamlining processes. - Users appreciate the **robust features** of Axtria SalesIQ, enhancing sales management and providing valuable insights effectively. - Users value the **efficient lead management** of Axtria SalesIQ, which simplifies tracking and enhances the sales process. - Users value the **effective sales management features** of Axtria SalesIQ, enhancing team motivation and strategy conversion. - Users find the **easy integrations** of Axtria SalesIQ enhance efficiency by streamlining data import and tracking processes. **Cons:** - Users experience difficulties with **exporting data older than 6 months** , which hampers their data management efforts. - Users feel the pricing of Axtria SalesIQ is **expensive** , suggesting improvements for better value and lower costs. - Users face **export limitations** with Axtria SalesIQ, particularly when trying to access data older than six months. - Users feel that the **integration problems** with Axtria SalesIQ hinder its overall usability and effectiveness. - Users highlight the **lack of integration** in Axtria SalesIQ, indicating a need for improved connectivity and ease of use. #### What Are Recent G2 Reviews of Axtria SalesIQ? **"[Best Tool for tracking the Sales Volume](https://www.g2.com/survey_responses/axtria-salesiq-review-11020028)"** **Rating:** 4.5/5.0 stars *— lavanya g.* [Read full review](https://www.g2.com/survey_responses/axtria-salesiq-review-11020028) --- **"[Axteria Sales IQ- an ultimate tool to keep a close eye on your sales milestones](https://www.g2.com/survey_responses/axtria-salesiq-review-10789850)"** **Rating:** 4.5/5.0 stars *— Heena K.* [Read full review](https://www.g2.com/survey_responses/axtria-salesiq-review-10789850) --- ### 25. [Gradient Works](https://www.g2.com/products/gradient-works/reviews) Gradient Works is a dynamic book management platform for commercial sales teams. Dynamic book management is a modern approach to sales territory management that dynamically allocates accounts to reps based on fit and capacity. The AI-native Gradient Works platform includes tools to improve account selection and segmentation, territory management and account routing, and pipeline creation analytics. **Average Rating:** 4.9/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Gradient Works?** - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 9.3/10 (Category avg: 8.8/10) - **Ease of Admin:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Gradient Works?** - **Seller:** [Gradient Works](https://www.g2.com/sellers/gradient-works) - **Year Founded:** 2020 - **HQ Location:** Austin, US - **LinkedIn® Page:** https://www.linkedin.com/company/gradient-works (21 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 55% Mid-Market, 18% Enterprise #### What Are Gradient Works's Pros and Cons? **Pros:** - Customization Ease (1 reviews) - Ease of Use (1 reviews) - Efficiency (1 reviews) - Scalability (1 reviews) - Sharing (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Difficult Reporting (1 reviews) - Expensive (1 reviews) - Inadequate Reporting (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Gradient Works? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization ease** of Gradient Works, enhancing team distribution and adaptability to market changes. - Users value the **ease of use** of Gradient Works, enhancing team efficiency and adaptability to market changes. - Users appreciate the **enhanced efficiency** of Gradient Works, allowing for better focus and adaptability in sales. - Users commend the **scalability** of Gradient Works, enabling rapid adaptation and improved distribution for enhanced sales efficiency. - Users value the **enhanced sharing capabilities** of Gradient Works, greatly improving team collaboration and sales efficiency. **Cons:** - Users find **difficult learning** due to issues like slow convergence, overfitting, and sensitivity to learning rates. - Users encounter **difficult reporting** due to complex gradient descent algorithms affecting performance and interpretability. - Users find Gradient Works **expensive** to run, especially with large datasets and slow convergence issues. - Users face **inadequate reporting** in Gradient Works, struggling to comprehend the performance and behavior of the models. - Users face a challenging **learning curve** with Gradient Works due to optimization algorithm complexities and sensitivity issues. #### What Are Recent G2 Reviews of Gradient Works? **"[Well received by customers](https://www.g2.com/survey_responses/gradient-works-review-10612201)"** **Rating:** 4.0/5.0 stars *— John S.* [Read full review](https://www.g2.com/survey_responses/gradient-works-review-10612201) --- **"[improved our first contact conversion rate](https://www.g2.com/survey_responses/gradient-works-review-10587511)"** **Rating:** 5.0/5.0 stars *— Ana S.* [Read full review](https://www.g2.com/survey_responses/gradient-works-review-10587511) --- ## What Is Sales Planning Software? [Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration) ## What Software Categories Are Similar to Sales Planning Software? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting)