# 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 (24,668 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 (301 reviews) | Cross-functional sales forecasting with unified planning | "[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)" |
| 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 (108 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=18601&focus%5B%5D=4917)
Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Anaplan, CaptivateIQ, Board, Lative, Pigment, Oracle Sales Performance Management, and Jedox.
Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-planning/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=anaplan&focus%5B%5D=captivateiq&focus%5B%5D=board&focus%5B%5D=lative&focus%5B%5D=pigment-2024-01-19&focus%5B%5D=oracle-sales-performance-management&focus%5B%5D=jedox)


## 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 (+0.16%) - Among all products in this category, Workday Adaptive Planning recorded the largest rating increase compared to last month
*Last updated: July 15, 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)


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---

## 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:** 24,668
**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: 8.9/10)
- **Ease of Admin:** 7.9/10 (Category avg: 8.7/10)

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

- **Seller:** [Salesforce](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:**

- Ease of Use (2065 reviews)
- Features (1726 reviews)
- Lead Management (1174 reviews)
- Salesforce Integration (991 reviews)
- Integrations (879 reviews)

**Cons:**

- Learning Curve (1092 reviews)
- Limitations (791 reviews)
- Complexity (682 reviews)
- Expensive (612 reviews)
- Limited Features (584 reviews)


### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love the **ease of use** of Agentforce Sales, streamlining workflows and enhancing productivity effortlessly.
- Users appreciate the **straightforward flow of leads to accounts** in Agentforce Sales, enhancing team productivity and visibility.
- Users value the **360-degree view and seamless integration** of Agentforce Sales, enhancing productivity and lead management.
- Users value the **centralized customer data** from Salesforce Sales Cloud, enhancing efficiency in managing leads and relationships.
- Users appreciate the **seamless integration capabilities** of Salesforce Sales Cloud, enhancing workflows and internal system connections significantly.

**Cons:**

- Users find the **learning curve steep** , struggling with complex setups and poor mobile user experience.
- Users express frustration over **limited package options** and difficulties navigating security layers post-Hyperforce migration.
- Users find the **complexity of configurations** overwhelming, especially with excessive options complicating the sales process.
- Users find the product **expensive** compared to alternatives, making it less appealing for smaller businesses.
- Users find the **limited features** of Agentforce Sales restrictive, feeling the need for more comprehensive options in packages.

#### 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 K.*

[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: 8.9/10)
- **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 (44 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 praise the **ease of use** of Anaplan, appreciating its intuitive interface and seamless updates for collaboration.
- Users value Anaplan's **user-friendly modeling interface** that simplifies complex planning applications and enhances collaboration.
- Users appreciate Anaplan's **impressive flexibility** , allowing it to adapt seamlessly to diverse business needs and processes.
- Users find Anaplan enhances **efficiency** significantly, facilitating streamlined processes and connected planning across various industries.
- Users value the **ease of use and flexibility** of Anaplan for effective enterprise-wide planning and collaboration.

**Cons:**

- Users note Anaplan's **expensive licensing model** and performance issues can hinder effective use and scalability.
- Users find the **missing essential features** in Anaplan hinder effective tool utilization and user experience.
- Users find Anaplan's **steep learning curve** challenging, especially for new users needing disciplined model design.
- Users face **performance issues** with Anaplan, including slow forecasting and clunky model building that hinder efficiency.
- Users find Anaplan **expensive** , as many useful functionalities require additional costs, limiting full utilization for clients.

#### 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: 8.9/10)
- **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 (519 reviews)
- Simple (238 reviews)
- Helpful (217 reviews)
- Accuracy (188 reviews)
- Intuitive (188 reviews)

**Cons:**

- Learning Curve (80 reviews)
- Missing Features (52 reviews)
- Reporting Issues (46 reviews)
- Difficult Learning (43 reviews)
- Slow Loading (43 reviews)


### What Do G2 Reviewers Say About CaptivateIQ?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of CaptivateIQ, finding it intuitive and simple to navigate for commissions.
- Users appreciate the **user-friendly interface** of CaptivateIQ, making commission tracking and login effortless.
- Users value the **ease of navigation** in CaptivateIQ, enjoying quick access to commission details and performance insights.
- Users value the **accuracy and transparency** of CaptivateIQ, enabling easy commission tracking and error resolution.
- Users find CaptivateIQ to be **intuitive and user-friendly** , enhancing efficiency with its straightforward layout and smart features.

**Cons:**

- Users often find the **learning curve steep** , requiring time and support to navigate CaptivateIQ's complex features.
- Users feel the product lacks a **user-friendly interface and essential features** like a mobile app and tax calculator.
- Users face challenges with **reporting issues** , including tricky setups and occasional missed sales in reports.
- Users find the **difficult learning curve** challenging, particularly when creating dashboards and complex commission structures.
- Users note the **slow loading** times, which impact their ability to quickly access important reporting data.

#### 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:** 301
**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: 8.9/10)
- **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 dashboard and low/no code approach.
- Users value the **flexibility** of Board, effortlessly tailoring it to various business needs while integrating essential functions.
- Users appreciate the **centralized access to information** in Board, which simplifies document management and enhances focus on decisions.
- Users value the **efficiency** of Board, significantly reducing time spent on administrative tasks and enhancing decision-making.
- Users appreciate the **flexible customization** of Board, allowing tailored solutions for diverse business needs and insights.

**Cons:**

- Users experience **slow performance** with Board, particularly when managing complex data and large datasets, impacting overall efficiency.
- Users find the **learning curve steep** for Board, with complex setups and advanced features requiring time and training.
- Users note the **missing features** like "exclude" options in layouts, which hinder full functionality and usability.
- Users note **poor visualization** in Board, citing minor inefficiencies in dashboard design compared to other tools.
- Users find **Board's complexity** challenging, especially for new users, requiring extensive training and time to utilize effectively.

#### What Are Recent G2 Reviews of Board?

**"[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)

---

**"[Insightful Yet Challenging for Forecasting](https://www.g2.com/survey_responses/board-review-13069480)"**

**Rating:** 4.5/5.0 stars
*— Verified User*

[Read full review](https://www.g2.com/survey_responses/board-review-13069480)

---


#### 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: 8.9/10)
- **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 Lative's **responsive support** and seamless onboarding, enhancing the overall user experience and satisfaction.
- Users appreciate the **ease of use** and smooth setup of Lative, enhancing productivity and insights in planning.
- Users value the **ease of use and support** from Lative, enhancing productivity and streamlining planning processes.
- Users value Lative for its **robust analytics capabilities** , enhancing sales strategy and performance decision-making efficiently.
- Users value the **easy setup** of Lative, appreciating the smooth onboarding process and support from the team.

**Cons:**

- Users face a **steep learning curve** with Lative's advanced features, finding navigation and usability challenging initially.
- Users desire a **pipeline coverage forecasting module** in Lative to enhance their experience and functionality.
- Users experience **slow updates** during integration, especially when switching key reporting currencies for the Lative system.
- Users face a **steep learning curve** with Lative, particularly in navigating the advanced features effectively.
- Users desire more **configuration options for admins** to enhance autonomy in managing their systems.

#### 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:** 108
**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: 8.9/10)
- **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, Financial Services
- **Company Size:** 72% Mid-Market, 20% 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. [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: 8.9/10)
- **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/ (400 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 (8 reviews)
- Budgeting Management (7 reviews)
- Flexibility (7 reviews)
- Forecasting (7 reviews)
- Integrations (7 reviews)

**Cons:**

- Complex Modeling (5 reviews)
- Learning Curve (5 reviews)
- Complexity (4 reviews)
- Learning Difficulty (4 reviews)
- Slow Loading (4 reviews)


### What Do G2 Reviewers Say About Jedox?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Jedox's **ease of use** impressive, highlighting its intuitive interface and smooth onboarding for seamless integration.
- Users value the **efficient budgeting management** of Jedox, seamlessly integrating reporting and financial planning in one platform.
- Users value the **flexibility** of Jedox, facilitating fast implementation and seamless integration with existing systems.
- Users praise Jedox for its **effective forecasting capabilities** , enhancing budget management and freeing time for analysis.
- Users value the **seamless integrations** of Jedox with various tools, simplifying workflows and enhancing financial planning efficiency.

**Cons:**

- Users find that **complex modeling** can be slow and overwhelming for large datasets, complicating their overall experience.
- Users find the **learning curve steep** , requiring significant training for effective use of Jedox's complex features.
- Users find the **complexity** of building models and workflows in Jedox requires significant training and technical knowledge.
- Users note that the **learning difficulty** of Jedox poses significant challenges during onboarding and model building.
- Users find that **slow loading times** hinder their productivity and complicate data handling in Jedox.

#### 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)

### 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: 8.9/10)
- **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 and tracking sales performance seamlessly.
- Users value the **robust reporting capabilities** of Oracle Sales Performance Management for tracking performance and managing metrics effectively.
- Users value the **advanced automation** capabilities of Oracle Sales Performance Management for enhancing sales processes and tracking goals.
- Users find Oracle Sales Performance Management to be **very easy to use** , enhancing their overall experience without issues.
- Users value the **automation and tools** in Oracle Sales Performance Management for managing sales, commissions, and tracking goals.

**Cons:**

- Users face a **steep learning curve** with Oracle Sales Performance Management, making it challenging for new users to adapt.
- Users face a **difficult learning curve** with Oracle Sales Performance Management due to its complex interface and setup.
- Users find the interface **not intuitive** , leading to a steep learning curve and confusion during initial setup.
- Users find the **complexity** of Oracle Sales Performance Management challenging, especially during initial setup and customization.
- Users find Oracle Sales Performance Management to be **expensive** and less suitable for small businesses due to high 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. [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:** 1,081
**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: 8.9/10)
- **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/ (897 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's **ease of use** exceptional, simplifying commission management with its intuitive interface and automation features.
- Users appreciate the **effective handling of complex incentive calculations** by Xactly, enhancing versatility and simplicity for teams.
- Users appreciate the **effective management of complex sales incentive calculations** in Xactly, benefiting diverse team needs.
- Users value the **intuitive visibility of incentive compensation** in Xactly, facilitating effective performance management and planning.
- Users value the **accuracy and speed** of Xactly in managing and tracking compensation effectively.

**Cons:**

- Users find Xactly's interface **not intuitive** , struggling with clunky navigation and frustratingly slow loading times.
- Users experience **slow loading times** with Xactly, leading to delays and frustration in accessing important reports and data.
- Users criticize the **steep learning curve** of Xactly due to its clunky interface and unfamiliar UI changes.
- Users note that Xactly's interface is **not user-friendly** , causing confusion and a learning curve for many end users.
- Users find the **poor interface design** of Xactly cumbersome and lacking modern usability improvements.

#### 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)

### 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: 8.9/10)
- **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/ (706 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Senior Financial Analyst, Financial Analyst
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 64% Mid-Market, 20% Enterprise


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

**Pros:**

- Ease of Use (110 reviews)
- Excel Integration (60 reviews)
- Features (51 reviews)
- User Interface (50 reviews)
- Reporting (48 reviews)

**Cons:**

- Learning Difficulty (29 reviews)
- Learning Curve (26 reviews)
- Steep Learning Curve (23 reviews)
- Difficult Learning (18 reviews)
- Slow Loading (18 reviews)


### What Do G2 Reviewers Say About Vena?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Vena **easy to use** with its simple file creation and user-friendly interface for effective planning.
- Users love Vena's **seamless Excel integration** , making report creation and data management efficient and familiar.
- Users appreciate Vena's **flexible reporting features** , providing a unified source of truth for budgeting and forecasting.
- Users value the **intuitive and user-friendly interface** of Vena, enhancing ease of use and stakeholder confidence.
- Users value Vena for its **efficient reporting capabilities** , enhancing accuracy and ease in financial analysis.

**Cons:**

- Users face a **learning difficulty** with Vena, making it challenging for new users to navigate effectively.
- Users find the **steep learning curve** of Vena challenging initially, needing time and support to navigate effectively.
- Users find a **steep learning curve** in Vena, making initial setup and understanding challenging for newcomers.
- Users find Vena has a **difficult learning curve** that can be challenging for new users and small teams.
- Users often experience **slow loading times** with Vena, particularly with large datasets and standard templates.

#### 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. [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:** 590
**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: 8.9/10)
- **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/ (672 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 benefit from the **flexibility** of Varicent, enabling extensive customization for calculations and report displays.
- Users appreciate the **approachable and supportive customer service** of Varicent, enhancing their overall experience and partnership.
- Users find Varicent to be **easy to use** , facilitating quick data transformation and effective report creation.
- Users value the **efficiency** of Varicent, automating processes and enhancing understanding of incentive compensation.
- Users value the **extremely powerful and flexible reporting features** of Varicent, enhancing their reporting process significantly.

**Cons:**

- Users note the **complexity in configuration** of Varicent, often requiring external help for effective implementation.
- Users experience **slow performance** with Varicent, particularly with high volume data and during report generation.
- Users report **implementation difficulties** , noting inadequate training and project management during the transition to Varicent.
- Users experience **slow loading** times when updating payee data, negatively impacting efficiency and overall workflow.
- Users find **setup difficult** due to slow implementation and challenges navigating the admin features of Varicent.

#### 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)

---



### 12. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews)
Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group.


**Average Rating:** 4.8/5.0
**Total Reviews:** 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: 8.9/10)
- **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 find Drivetrain's platform extremely **easy to use** , streamlining data management and enhancing productivity effortlessly.
- Users value the **reporting efficiency** of Drivetrain, enabling quick insights and streamlined report creation across platforms.
- Users value the **efficient report creation** process in Drivetrain, enabling quick insights and centralized data management.
- Users commend Drivetrain's **exceptional customer support** , which has greatly assisted in their transition and ongoing usage.
- Users commend the **easy integrations** of Drivetrain, significantly speeding up reporting and data centralization for faster insights.

**Cons:**

- Users experience a challenging **learning curve** with Drivetrain, especially for those accustomed to traditional spreadsheets.
- Users note the **missing features** , particularly in self-service data transforms and AI analytics, impacting usability and efficiency.
- Users note a **learning difficulty** with Drivetrain's unique logic, requiring time to master for effective model building.
- Users face a **steep learning curve** with Drivetrain, which complicates model building compared to traditional spreadsheets.
- Users find **difficult learning** necessary for Drivetrain due to its complex interface and unfamiliar syntax compared to Excel.

#### 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)

---



### 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: 8.9/10)
- **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 value the **automated book creation** and dedicated support from BoogieBoard, simplifying territory management significantly.
- Users commend the **exceptional customer support** from BoogieBoard, enhancing their experience and ensuring successful implementation.
- Users love the **ease of use** of BoogieBoard, simplifying territory management and enhancing productivity effortlessly.
- Users love the **mapping features** of BoogieBoard, enhancing territory planning with clear visuals and seamless CRM synchronization.
- Users appreciate the **effective territory planning** features of BoogieBoard, simplifying management and enhancing organizational productivity.

**Cons:**

- Users find the **complexity** of BoogieBoard potentially overwhelming, as its flexibility can lead to unnecessary complications.
- Users find the **flexibility overwhelming** , with excessive custom objects making it challenging for immediate needs.
- Users find the **mapping issues** in BoogieBoard restrictively inflexible, making it challenging to adapt to specific needs.
- Users find the **object limitations** of BoogieBoard unnecessary for their current needs, complicating the user experience.

#### 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:** 344
**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: 8.9/10)
- **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, 32% Enterprise


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

**Pros:**

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

**Cons:**

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


### What Do G2 Reviewers Say About Workday Adaptive Planning?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **user-friendly interface** of Workday Adaptive Planning, making it easy to manage budgeting and forecasting.
- Users appreciate the **efficiency** of Workday Adaptive Planning, enabling faster, data-driven financial planning and improved collaboration.
- Users appreciate the **flexibility and user-friendliness** of Workday Adaptive Planning, enhancing financial planning and collaboration across teams.
- Users appreciate the **collaborative budgeting environment** of Workday Adaptive Planning, enhancing transparency and storytelling in budget management.
- Users commend the **flexible and user-friendly structure** of Workday Adaptive Planning for enhancing financial and workforce planning.

**Cons:**

- Users find the **steep learning curve** of Workday Adaptive Planning challenging, requiring extensive training to gain efficiency.
- Users express frustration with the **complexity** of Workday Adaptive Planning, highlighting the steep learning curve and cumbersome reporting.
- Users find the **complex setup** of Workday Adaptive Planning challenging, especially for new users needing training and support.
- Users face a **steep learning curve** with Workday Adaptive Planning, complicating initial use and navigation for new users.
- Users express concerns about the **steep learning curve** for Workday Adaptive Planning, which complicates initial usage and training.

#### 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: 8.9/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind SAP SuccessFactors Territory and Quota?**

- **Seller:** [SAP](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: 8.9/10)
- **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/ (388 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:**

- Learning Curve (5 reviews)
- Data Management Issues (4 reviews)
- Data Inaccuracy (3 reviews)
- Integration Issues (3 reviews)
- Lack of Detail (3 reviews)


### What Do G2 Reviewers Say About Fullcast?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **data-driven insights** provided by Fullcast, enhancing proactive coaching and actionable feedback for their teams.
- Users value the **data-driven insights** of Fullcast, enhancing proactive coaching and real-time visibility into metrics.
- Users highlight the **ease of use** of Fullcast, particularly enjoying intuitive dashboards and seamless data integration.
- Users appreciate the **actionable insights** provided by Atrium, enhancing team performance and coaching effectiveness.
- Users value the **intuitive AI features** of Fullcast for enhancing team coaching and personal sales performance improvement.

**Cons:**

- Users experience a **significant learning curve** with Fullcast, which can hinder productivity during initial setup and navigation.
- Users face **data management issues** with Fullcast, as the insights provided often lack real-time accuracy and relevance.
- Users express concern over **data inaccuracy** in Fullcast, which leads to misguidance and inefficiencies in management.
- Users experience **integration issues** due to data lag, prompting direct CRM access for timely information.
- Users feel there is a **lack of detail** for in-depth analysis and opportunity tracking in Fullcast.

#### 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: 8.9/10)
- **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** essential for managing tasks, maximizing productivity and enhancing outreach efficiency.
- Users value the **time-saving features** of AccountAim, boosting productivity and allowing for efficient account management.
- Users commend AccountAim for its **efficiency** , significantly enhancing productivity and streamlining outreach and account management.
- Users value the **effective lead generation** of AccountAim, significantly enhancing productivity and outreach personalization.
- Users value the **Salesforce integration** of AccountAim, enhancing productivity and simplifying account management while saving hours weekly.

**Cons:**

- Users feel the **missing LinkedIn integration** limits AccountAim's potential in enhancing their workflow with additional data.
- Users feel the lack of **LinkedIn integration** limits data point accessibility, hindering a more comprehensive experience.
- Users feel that **dashboard visualization options** are limited, impacting the ease of interpreting their data effectively.
- Users experience **data inaccuracies** that lead to low-quality recommendations, prompting them to improve CRM records.
- Users wish for enhanced **filtering options** to better integrate their LinkedIn preferences into AccountAim’s workflow.

#### 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: 8.9/10)
- **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 (8 reviews)
- Simple (6 reviews)
- Visibility (6 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 appreciate the **time-saving features** of Forecastio, enhancing sales management with automated insights and streamlined reporting.
- Users value the **powerful predictive analytics** in Forecastio, enhancing sales management and driving performance improvements.
- Users praise Forecastio for its **simplicity and automation** , making predictive analysis accessible and efficient for everyone.
- Users love the **simplicity and ease of use** of Forecastio, making data-driven decisions accessible to everyone.
- Users value the **real-time visibility** Forecastio provides, enhancing sales tracking and decision-making capabilities significantly.

**Cons:**

- Users find the **complexity of integrations and customizations** limits Forecastio's effectiveness for advanced forecasting needs.
- Users experience a **steep learning curve** with Forecastio, making initial setup and use challenging for newcomers.
- Users find **forecasting issues** in Forecastio, particularly with customization limits and challenges handling large datasets.
- Users face **integration issues** with Forecastio, finding customizations and CRM connectivity complex and challenging.
- Users find the **learning curve steep** for Forecastio, often struggling to effectively utilize its comprehensive features.

#### 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: 8.9/10)
- **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 appreciate the **efficiency** of Plan2Win, praising its strategic planning and seamless CRM integration for easy project management.
- Users appreciate the **ease of use and extensive features** of Plan2Win, enhancing project management and communication.
- Users love the **strategic planning features** of Plan2Win, enhancing efficiency and simplifying sales management.
- Users find Plan2Win **easy to implement** , enabling effective sales planning and smooth progress evaluation.
- Users find the **easy setup** of Plan2Win essential for achieving sales goals and evaluating progress effectively.

**Cons:**

- Users find Plan2Win to be **expensive** , impacting its accessibility despite its potential benefits.
- Users find the **limited customization** options of Plan2Win restrictive and wish for more flexibility.
- Users experience **slow performance** with Plan2Win, often facing crashes and lagging during usage.

#### 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:** 150
**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:** 9.0/10 (Category avg: 8.9/10)
- **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:**

- Customer Support (20 reviews)
- Ease of Use (20 reviews)
- Features (17 reviews)
- Implementation Ease (15 reviews)
- Flexibility (14 reviews)

**Cons:**

- Learning Difficulty (9 reviews)
- Missing Features (9 reviews)
- Complex Setup (8 reviews)
- Learning Curve (8 reviews)
- Steep Learning Curve (8 reviews)


### What Do G2 Reviewers Say About Abacum?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **responsive customer support** from Abacum, enhancing their experience and facilitating effective financial management.
- Users find Abacum to be **extremely user-friendly** , facilitating quick analysis and empowering teams with flexible reporting.
- Users love the **seamless integrations** and transformative features of Abacum, enhancing financial planning across their organizations.
- Users find Abacum's **implementation ease** impressive, enabling quick adaptation and effective use across finance and teams.
- Users commend the **flexibility** of Abacum, enabling tailored solutions that enhance financial planning and analysis.

**Cons:**

- Users experience a **learning difficulty** due to the complex configurations and initial training required for using Abacum effectively.
- Users note the **missing features** in Abacum, such as slow performance and limited reporting capabilities, affecting usability.
- Users find the **complex setup** of Abacum requires initial training and leads to multiple sub-calculations.
- Users experience a **slight learning curve** , but excellent support makes the onboarding process smooth and manageable.
- Users acknowledge a **steep learning curve** with Abacum, but praise the responsive support that eases the process.

#### What Are Recent G2 Reviews of Abacum?

**"[Powerful consolidation tool that handles our complex multi-entity setup with ease](https://www.g2.com/survey_responses/abacum-review-13070099)"**

**Rating:** 5.0/5.0 stars
*— Amy F.*

[Read full review](https://www.g2.com/survey_responses/abacum-review-13070099)

---

**"[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: 8.9/10)
- **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/ (1,690 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 find OneStream to be a **user-friendly unified platform** , significantly improving efficiency in corporate finance operations.
- Users value the **unified data management** of OneStream, ensuring seamless communication and consolidated financial information in one platform.
- Users value the **flexibility** of OneStream, allowing for tailored solutions that adapt to organizational needs.
- Users value the **comprehensive reporting** capabilities of OneStream, benefiting from an integrated and user-friendly platform.
- Users value the **single platform integration** of OneStream for its efficient consolidation, planning, and reporting functionalities.

**Cons:**

- Users find the **learning difficulty** with OneStream challenging, recommending training for a smoother experience.
- Users face a **steep learning curve** , finding the interface intimidating and requiring extensive training for effective use.
- Users find the **learning curve steep** , requiring dedicated training and time for effective understanding and use.
- Users find the **complexity** of OneStream challenging, especially with dashboarding and writing Business Rules without prior expertise.
- Users find **dashboard limitations** challenging, noting difficulties with performance and UI customization options.

#### 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: 8.9/10)
- **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 find Kepion's **ease of use** to enhance navigation and planning, ensuring a smooth adoption process.
- Users appreciate the **flexibility and integration** of Kepion, making budgeting and forecasting smooth and efficient.
- Users appreciate the **ease of learning** with Kepion, facilitating quick adoption and efficient use for diverse needs.
- Users highlight the **efficiency** of Kepion, enabling faster, smarter business decisions with its intuitive and reliable interface.
- Users find Kepion to be an **intuitive and reliable forecasting solution** that enhances enterprise planning efficiency and flexibility.

**Cons:**

- Users experience **dashboard setup inflexibility** , requiring more guidance for effective usage and better layout adjustment options.
- Users find the **difficult learning** curve challenging, especially for those lacking technical expertise in advanced features.
- Users find **limited options** for advanced analytics and reporting templates, affecting their overall experience with Kepion.
- Users find the **complexity** of Kepion challenging, especially with dashboard setup and the need for SQL knowledge.
- Users find the **dashboard limitations** affect flexibility, with a need for better formatting and guidance on data actions.

#### 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: 8.9/10)
- **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/ (572 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 (19 reviews)
- Reporting (16 reviews)
- Financial Management (14 reviews)
- Reporting Efficiency (12 reviews)
- Time-saving (12 reviews)

**Cons:**

- Slow Performance (7 reviews)
- Steep Learning Curve (7 reviews)
- Learning Curve (6 reviews)
- Learning Difficulty (6 reviews)
- Limited Functionality (6 reviews)


### What Do G2 Reviewers Say About Prophix Software?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Prophix to be **extremely easy to use** , streamlining their budgeting and planning processes efficiently.
- Users value the **flexibility of reporting** within Prophix Software, enhancing efficiency and streamlining financial processes.
- Users value the **automated data consolidation** in Prophix, enhancing collaboration and dynamic reporting with ease of use.
- Users value the **reporting efficiency** of Prophix Software, enhancing their self-service capabilities and overall productivity.
- Users find that Prophix Software significantly enhances **time-saving capabilities** , streamlining data gathering and review processes effectively.

**Cons:**

- Users experience **slow performance** with Prophix, especially when loading reports or during initial setup, causing frustration.
- Users find the **steep learning curve** of Prophix Software challenging, particularly with integration and data setup issues.
- Users face a **steep learning curve** with Prophix, requiring significant time and training to fully master its features.
- Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its complexities.
- Users face challenges due to **limited functionality** in reporting designs and customization, affecting overall reporting efficiency.

#### What Are Recent G2 Reviews of Prophix Software?

**"[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)

---

**"[Robust Financial Tool with Excellent Support](https://www.g2.com/survey_responses/prophix-software-review-10733312)"**

**Rating:** 4.5/5.0 stars
*— Corey H.*

[Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312)

---


#### 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: 8.9/10)
- **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 (3,651 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 value the **efficient sales management features** of Axtria SalesIQ, enhancing team motivation and streamlining processes.
- Users appreciate the **robust sales management features** of Axtria SalesIQ, enhancing efficiency and team motivation.
- Users value the **effective lead management** capabilities of Axtria SalesIQ, enhancing organization and sales efficiency.
- Users value the **effective sales management features** of Axtria SalesIQ, enhancing team motivation and strategic planning.
- Users value the **easy integrations** of Axtria SalesIQ, enhancing their ability to streamline sales processes and gain insights.

**Cons:**

- Users face challenges with **data export limitations** , specifically struggling to access data older than six months.
- Users feel the pricing of Axtria SalesIQ is **expensive** and suggest improvements for better integration ease.
- Users find the **export limitations** of Axtria SalesIQ frustrating, as they cannot access data older than six months.
- Users find **integration issues** frustrating, indicating that the software could significantly improve in this area.
- Users feel the **lack of integration** hinders seamless functionality and suggests improvements for better performance.

#### 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: 8.9/10)
- **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 efficiency and adaptability in responses.
- Users find the **ease of use** in Gradient Works enhances team efficiency and adaptability significantly.
- Users commend the **efficiency** of Gradient Works, enhancing focus and adaptability for improved sales performance.
- Users value the **scalability** of Gradient Works, enhancing team distribution and adaptability in achieving quotas.
- Users value the **enhanced sharing capabilities** of Gradient Works, facilitating better team collaboration and adaptability.

**Cons:**

- Users face **difficult learning** challenges with Gradient Works due to complex optimization algorithms and slow convergence issues.
- Users face challenges with **difficult reporting** due to complexities in gradient descent algorithms and their effects on learning.
- Users find the product **expensive** due to high computational costs and inefficiencies in optimizing algorithms.
- Users experience **inadequate reporting** with Gradient Works, struggling to interpret results and understand model performance accurately.
- Users face a **steep learning curve** with Gradient Works due to optimization complexities and sensitivity to parameters.

#### 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)

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**"[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?

- [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)