# Best RO&I Software for Sales Teams Ready to Ditch Spreadsheet Forecasting

Short answer is that, for real-time pipeline visibility without a forecasting spreadsheet, Agentforce Sales, Revenue Grid, and Clari are the three that score highest on the actual forecasting and dashboard features in G2's RO&I category data, not just on overall rating.

I've been comparing options because our team is still stitching forecasts together in spreadsheets, and the G2 Data on predictive forecasting and dashboard analytics narrows this down fast:

Agentforce Sales (4.4/5 overall on G2; 2,876 reviews in this category, formerly Salesforce Sales Cloud): The Leaders-tier standout here, with a 91% score on dashboard analytics and 86% on predictive forecasting. Reviewers consistently point to real-time pipeline dashboards replacing manual roll-ups.
Revenue Grid (4.6/5 overall on G2; 225 reviews in this category): Scores just as high on predictive forecasting (86%) and edges ahead on data visualization, and reviewers describe it as the pick when the CRM's native forecasting feels too rigid.
Clari (4.6/5 overall on G2; 1,617 reviews in this category): Slightly behind the other two on raw feature scores (84% predictive forecasting) but has the deepest review base of the three, and reviewers describe it as the most mature option for revenue leaders who've outgrown spreadsheets already.

Are you optimizing for replacing forecasting spreadsheets specifically, or is pipeline visibility the bigger pain point? The two aren't always solved by the same feature set.

##### Post Metadata - Posted at: 5 days ago - Author title: SEO Content Writer - Net upvotes: 1 ## Comments ### Comment 1 Oh Clari is the one built exactly for this transition, heavily reviewed and highly rated, it replaces spreadsheet forecasting with a live, deal-signal-driven forecast that updates as the pipeline moves, and it's trusted by large enterprises specifically for that reason. Aviso is another strong forecasting-focused option, well-liked for AI-driven pipeline and forecast accuracy. If you're already deep in Salesforce, Salesforce's own RO&I tooling is worth a look too since it's native to data you already have. To be real, the actual "ditch the spreadsheet" moment happens when reps trust the tool's numbers over their gut, so I'd pilot it for a full quarter and compare its forecast against your old spreadsheet's accuracy before fully cutting over. What's breaking in your spreadsheet process, visibility, accuracy, or just the manual rollup work? ##### Comment Metadata - Posted at: 4 days ago ## Related discussions - [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team) - Posted at: over 13 years ago - Comments: 6 - [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section) - Posted at: over 13 years ago - Comments: 0 - [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm) - Posted at: over 13 years ago - Comments: 4