# Best Sales Planning Software - Page 3 *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 (24,664 reviews) | AI-native pipeline forecasting inside Salesforce | "[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)" | | 2 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (396 reviews) | Connected territory, quota, and sales forecasting | "[Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan](https://www.g2.com/survey_responses/anaplan-review-12927992)" | | 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 (301 reviews) | Cross-functional sales forecasting with unified planning | "[Insightful Yet Challenging for Forecasting](https://www.g2.com/survey_responses/board-review-13069480)" | | 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 (107 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 | [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)" | | 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 | [Xactly](https://www.g2.com/products/xactly/reviews) | 4.2/5.0 (1,081 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)" | | 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)" | ## G2 Grid® for Sales Planning Software ![G2 Grid® for Sales Planning Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-planning/grids.png?focus%5B%5D=506&focus%5B%5D=3027&focus%5B%5D=88220&focus%5B%5D=991&focus%5B%5D=1300297&focus%5B%5D=156415&focus%5B%5D=4917&focus%5B%5D=18601) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Anaplan, CaptivateIQ, Board, Lative, Pigment, Jedox, and Oracle Sales Performance Management. Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-planning/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=anaplan&focus%5B%5D=captivateiq&focus%5B%5D=board&focus%5B%5D=lative&focus%5B%5D=pigment-2024-01-19&focus%5B%5D=jedox&focus%5B%5D=oracle-sales-performance-management) ## How Many Sales Planning Software Products Does G2 Track? **Total Products under this Category:** 41 ### Category Stats (Jul 2026) - **Average Rating**: 4.53/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Workday Adaptive Planning (+0.12%) - Among all products in this category, Workday Adaptive Planning recorded the largest rating increase compared to last month *Last updated: July 13, 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 - 41+ 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** ### Opine AI Presales Platform Opine is the first AI-powered presales automation platform that helps Sales Engineers (SEs) turn complex technical evaluations into a repeatable, trackable, and scalable process. 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[Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration) ## What Software Categories Are Similar to Sales Planning Software? - [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Financial Close Software](https://www.g2.com/categories/financial-close) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)