Best Sales & Ops Planning Software

Daniel Rivera
DR
Researched and written by Daniel Rivera

Sales and operations (S&OP) planning software bridges the gaps between finance, procurement, logistics, marketing, and manufacturing departments to galvanize supply chains in response to fluctuations in sales forecasts. More typically, the S&OP process is part of integrated business planning, as it involves collaborations across multiple departments and even companies to ensure the right amount of product is available during periodic adjustments to sales plans, capital investments, and logistics strategies. Due to the complex, multiparty nature of this process, S&OP software is needed for the storage of consistent data across organizations and automation of processes such as demand planning, supply chain planning, and inventory control. Demand planning is a vital function of this tool, as it helps recalibrate sales targets, plan supply chains, and provide opportunities for marketing departments to execute promotional campaigns.

In addition, S&OP tools help sales, finance, and marketing departments determine the viability of sales and marketing plans through scenario simulation and what-if analyses to determine whether the proposed changes maximize profit margins, reduce costs, and align with supply chain capacity. Workflows then allow software users to map out the entire process of procurement, manufacturing, and distribution of goods for sale. To evaluate the performance of the S&OP process, this software also provides dashboards and key performance indicator (KPI) metrics.

To qualify for inclusion in the Sales & Operations Planning category, a product must:

Provide supply chain planning functionalities, such as demand planning, replenishment, and capacity planning, to periodically recalibrate sales and inventory targets
Allow simulations and what-if analyses to determine the viability of proposed changes to business strategy
Use workflows to map out the tactical executions of sales and inventory plans
Provide dashboards and analytics to visualize and measure KPIs
Integrate with CRM and ERP systems to sync up sales activities, manufacturing, and procurement with supply chain operations
Track and optimize warehouse activity to ensure the right amount of product is available at the right time
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Best Sales & Ops Planning Software At A Glance

Leader:
Anaplan
Anaplan
Highest Performer:
Streamline
Streamline
Easiest to Use:
CaptivateIQ
CaptivateIQ
Top Trending:
IBM Planning Analytics
IBM Planning Analytics
Best Free Software:
Streamline
Streamline
Show LessShow More
Easiest to Use:
CaptivateIQ
CaptivateIQ
Top Trending:
IBM Planning Analytics
IBM Planning Analytics
Best Free Software:
Streamline
Streamline

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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79 Listings in Sales & Ops Planning Available
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Anaplan
(452)4.6 out of 5
Entry Level Price:Contact Us
4th Easiest To Use in Sales & Ops Planning software
View top Consulting Services for Anaplan
OverviewPros and Cons
Product Description

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 marke

Users: Manager, Senior Consultant · Industries: Information Technology and Services, Financial Services · Market Segment: 52% Enterprise, 34% Mid-Market
User Sentiment

Reviewers appreciate Anaplan's flexibility, its powerful calculation engine, and its ability to model complex business logic in a transparent, scalable way, as well as its user-friendly interface and real-time data updates. Reviewers noted that Anaplan requires a good amount of knowledge to use the pre-defined functions, has high license costs, a steep learning curve, and is not ideal for highly transactional use cases.

Pros and ConsUser Satisfaction
ProsEase of Use, Flexibility, Features, Efficiency, Planning
ConsLimitations, Missing Features, Learning Curve, Performance Issues, Lack of Features
User SatisfactionSeller Details
Anaplan features and usability ratings that predict user satisfaction
8.5
Supply Chain Planning
Average: 8.8
8.2
Procurement Planning
Average: 8.5
8.5
Inventory Targets
Average: 8.8
8.6
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
21,824 Twitter followers
LinkedIn® Page
www.linkedin.com
2,737 employees on LinkedIn®
IBM Planning Analytics
(247)4.4 out of 5
Free trial available
6th Easiest To Use in Sales & Ops Planning software
OverviewPros and Cons
Product Description

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

Users: Financial Analyst · Industries: Information Technology and Services, Financial Services · Market Segment: 52% Enterprise, 35% Mid-Market
User Sentiment

Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency. Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.

Pros and ConsUser Satisfaction
ProsEfficiency, Planning Efficiency, Analytics, Ease of Use, Forecasting Accuracy
ConsLearning Curve, Learning Difficulty, User Difficulty, Difficult Learning, Complexity
User SatisfactionSeller Details
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.6
Supply Chain Planning
Average: 8.8
8.5
Procurement Planning
Average: 8.5
8.5
Inventory Targets
Average: 8.8
8.3
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,652 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
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CaptivateIQ
(3,467)4.7 out of 5
1st Easiest To Use in Sales & Ops Planning software
OverviewPros and Cons
Product Description

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, ali

Users: Account Executive, Account Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 68% Mid-Market, 25% Enterprise
User Sentiment

Reviewers appreciate CaptivateIQ's ease of use, transparency, and the ability to provide real-time data, which aids in making informed decisions and strategizing effectively. Users mentioned that the platform can be overwhelming due to the amount of information it provides, and some found the reporting functions and dashboard creation to be confusing and not very user-friendly.

Pros and ConsUser Satisfaction
ProsEase of Use, Simple, Helpful, Accuracy, Intuitive
ConsLearning Curve, Missing Features, Reporting Issues, Difficult Learning, Slow Loading
User SatisfactionSeller Details
CaptivateIQ features and usability ratings that predict user satisfaction
8.0
Supply Chain Planning
Average: 8.8
8.2
Procurement Planning
Average: 8.5
8.2
Inventory Targets
Average: 8.8
9.4
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
CaptivateIQ
Company Website
Year Founded
2017
HQ Location
San Francisco, California
Twitter
@CaptivateIq
606 Twitter followers
LinkedIn® Page
www.linkedin.com
261 employees on LinkedIn®
Streamline
(260)4.4 out of 5
Entry Level Price:Free
3rd Easiest To Use in Sales & Ops Planning software
OverviewPros and Cons
Product Description

Streamline is an advanced AI-powered planning platform specifically designed for the retail, wholesale, distribution, and manufacturing sectors. This innovative solution enhances decision-making proce

Industries: Retail, Consumer Goods · Market Segment: 47% Mid-Market, 44% Small-Business
Pros and ConsUser Satisfaction
ProsForecasting Accuracy, Ease of Use, Forecasting, Automation, Planning Efficiency
ConsLimited Customization, User Difficulty, Data Management Issues, Implementation Complexity, Slow Performance
User SatisfactionSeller Details
Streamline features and usability ratings that predict user satisfaction
8.8
Supply Chain Planning
Average: 8.8
8.7
Procurement Planning
Average: 8.5
8.6
Inventory Targets
Average: 8.8
8.9
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
GMDH
Company Website
Year Founded
2009
HQ Location
New York, US
Twitter
@GMDH_Streamline
1,220 Twitter followers
LinkedIn® Page
www.linkedin.com
88 employees on LinkedIn®
Board
(319)4.4 out of 5
7th Easiest To Use in Sales & Ops Planning software
OverviewPros and Cons
Product Description

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 int

Users: Software Engineer, Software Developer · Industries: Information Technology and Services, Computer Software · Market Segment: 57% Mid-Market, 39% Enterprise
User Sentiment

Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance. Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.

Pros and ConsUser Satisfaction
ProsEase of Use, Flexibility, Features, Efficiency, Customization
ConsSlow Performance, Learning Curve, Missing Features, Poor Visualization, Complexity
User SatisfactionSeller Details
Board features and usability ratings that predict user satisfaction
8.5
Supply Chain Planning
Average: 8.8
8.6
Procurement Planning
Average: 8.5
8.5
Inventory Targets
Average: 8.8
8.8
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
Board International
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,233 Twitter followers
LinkedIn® Page
www.linkedin.com
911 employees on LinkedIn®
LEAFIO AI Retail Platform
(30)5.0 out of 5
2nd Easiest To Use in Sales & Ops Planning software
OverviewPros and Cons
Product Description

LEAFIO AI Retail Platform empowering retailers, distributors, and CPG manufacturers with comprehensive supply chain and retail planning and automation solutions in Inventory management, Demand planni

Industries: Retail · Market Segment: 80% Mid-Market, 13% Enterprise
Pros and ConsUser Satisfaction
ProsEase of Use, Features, Time-saving, User Interface, Analytics
ConsSlow Loading, Slow Performance, Complexity, Complex Setup, Expensive
User SatisfactionSeller Details
LEAFIO AI Retail Platform features and usability ratings that predict user satisfaction
10.0
Supply Chain Planning
Average: 8.8
10.0
Procurement Planning
Average: 8.5
10.0
Inventory Targets
Average: 8.8
9.9
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
Leafio
Year Founded
2014
HQ Location
Tallinn, EE
Twitter
@Leafio1
280 Twitter followers
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®
Pigment
(98)4.7 out of 5
Entry Level Price:Contact Us
8th Easiest To Use in Sales & Ops Planning software
OverviewPros and Cons
Product Description

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,

Users: FP&A Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 76% Mid-Market, 19% Enterprise
User Sentiment

Users frequently mention the product's adaptability, dimensionality, and the ability to handle large amounts of data with minimal errors, as well as its attractive interface and swift, responsive customer support. Reviewers experienced some complexity with formulas, slow calculation times for complex forecasts, and a lack of robustness in security and access management features, as well as a desire for more easy ways of setting up APIs and editing chart fonts for better readability.

Pros and ConsUser Satisfaction
ProsFlexibility, Features, Customer Support, Ease of Use, Automation
ConsData Inaccuracy, Complexity, Complex Setup, Connectivity Issues, Formula Limitations
User SatisfactionSeller Details
Pigment features and usability ratings that predict user satisfaction
7.5
Supply Chain Planning
Average: 8.8
7.6
Procurement Planning
Average: 8.5
7.4
Inventory Targets
Average: 8.8
9.6
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
Pigment
Company Website
Year Founded
2019
HQ Location
Paris, FR
LinkedIn® Page
www.linkedin.com
642 employees on LinkedIn®
StockIQ
(79)4.7 out of 5
5th Easiest To Use in Sales & Ops Planning software
OverviewPros and Cons
Product Description

StockIQ is a modern supply chain planning platform designed to help organizations improve forecast accuracy, optimize inventory levels, and strengthen cross-functional planning. It was created by form

Industries: Consumer Goods, Wholesale · Market Segment: 59% Mid-Market, 34% Small-Business
Pros and ConsUser Satisfaction
ProsCustomer Support, Ease of Use, Helpful, Forecasting Accuracy, Inventory Management
ConsMissing Features, Forecasting Limitations, Limited Functionality, Poor Reporting, Challenges in Usage
User SatisfactionSeller Details
StockIQ features and usability ratings that predict user satisfaction
9.7
Supply Chain Planning
Average: 8.8
9.7
Procurement Planning
Average: 8.5
9.3
Inventory Targets
Average: 8.8
9.8
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
StockIQ
Company Website
Year Founded
2015
HQ Location
Broomfield, Colorado
Twitter
@StockIQ
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
Infor Integrated Business Planning (IBP)
(10)4.3 out of 5
OverviewUser Satisfaction
Product Description

In today's market, both customers and distributors expect highly customized products to be delivered quickly, accurately, and cost-effectively. The 3D interactive configuration tools provide a unique

Market Segment: 50% Small-Business, 30% Enterprise
User SatisfactionSeller Details
Infor Integrated Business Planning (IBP) features and usability ratings that predict user satisfaction
8.6
Supply Chain Planning
Average: 8.8
8.3
Procurement Planning
Average: 8.5
9.2
Inventory Targets
Average: 8.8
8.3
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
Infor
Year Founded
2002
HQ Location
New York
Twitter
@Infor
18,529 Twitter followers
LinkedIn® Page
www.linkedin.com
22,118 employees on LinkedIn®
Phone
800-260-2640
Netstock
(156)4.6 out of 5
11th Easiest To Use in Sales & Ops Planning software
OverviewPros and Cons
Product Description

Supply and demand planning made smarter with AI. Netstock empowers small and medium-sized businesses to optimize inventory and demand planning across 67 countries, managing over $25 billion in inv

Users: Supply Chain Manager, Purchasing Manager · Industries: Wholesale, Retail · Market Segment: 53% Mid-Market, 42% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Forecasting Accuracy, Inventory Management, Inventory Optimization, Forecasting
ConsMissing Features, Data Inaccuracy, Data Management Issues, Difficult Learning, Limited Customization
User SatisfactionSeller Details
Netstock features and usability ratings that predict user satisfaction
8.4
Supply Chain Planning
Average: 8.8
9.0
Procurement Planning
Average: 8.5
8.7
Inventory Targets
Average: 8.8
9.3
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
NETSTOCK
Company Website
Year Founded
2010
HQ Location
Boston, US
Twitter
@netstock
18 Twitter followers
LinkedIn® Page
www.linkedin.com
196 employees on LinkedIn®
Service Optimizer 99+
(49)4.5 out of 5
OverviewPros and Cons
Product Description

SO99+ provides the AI-powered dynamic supply chain planning capabilities that allow customers to navigate uncertainty and make better decisions faster. By leveraging automation and employing powerful

Industries: Consumer Goods, Automotive · Market Segment: 47% Mid-Market, 29% Enterprise
Pros and ConsUser Satisfaction
ProsForecasting, Forecasting Accuracy, Inventory Management, Ease of Use, Implementation Ease
ConsImprovement Needed, Lacking Features, Poor Interface Design, UX Improvement, Complex Implementation
User SatisfactionSeller Details
Service Optimizer 99+ features and usability ratings that predict user satisfaction
9.0
Supply Chain Planning
Average: 8.8
8.1
Procurement Planning
Average: 8.5
9.0
Inventory Targets
Average: 8.8
9.4
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
ToolsGroup B.V.
Year Founded
1993
HQ Location
Boston, MA
Twitter
@ToolsGroup
2,839 Twitter followers
LinkedIn® Page
www.linkedin.com
321 employees on LinkedIn®
Logility Solutions
(122)4.1 out of 5
10th Easiest To Use in Sales & Ops Planning software
OverviewUser Satisfaction
Product Description

Logility is a market-leading provider of AI-first supply chain management solutions engineered to help organizations build sustainable digital supply chains that improve people’s lives and the world w

Industries: Consumer Goods, Food & Beverages · Market Segment: 56% Mid-Market, 33% Enterprise
User SatisfactionSeller Details
Logility Solutions features and usability ratings that predict user satisfaction
9.0
Supply Chain Planning
Average: 8.8
8.6
Procurement Planning
Average: 8.5
8.5
Inventory Targets
Average: 8.8
8.5
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
Aptean
Year Founded
2012
HQ Location
Alpharetta, Georgia
Twitter
@Aptean
1,625 Twitter followers
LinkedIn® Page
www.linkedin.com
3,064 employees on LinkedIn®
Phone
+1-770-351-9600
o9 Solutions
(18)4.2 out of 5
OverviewPros and Cons
Product Description

At o9 Solutions, we transform enterprise planning from slow and siloed to AI-powered and fully integrated. Our breakthrough o9 Digital Brain platform enhances end-to-end decision-making, empowering or

Market Segment: 39% Small-Business, 33% Enterprise
Pros and ConsUser Satisfaction
ProsBusiness Efficiency, Planning Efficiency, Business Management, Centralization, Collaboration
ConsExpensive, Maintenance Issues
User SatisfactionSeller Details
o9 Solutions features and usability ratings that predict user satisfaction
7.7
Supply Chain Planning
Average: 8.8
7.3
Procurement Planning
Average: 8.5
7.3
Inventory Targets
Average: 8.8
7.2
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
o9 Solutions
Company Website
Year Founded
2009
HQ Location
Dallas, Texas
Twitter
@o9solutions
1,111 Twitter followers
LinkedIn® Page
www.linkedin.com
3,321 employees on LinkedIn®
Ganacos
(14)4.8 out of 5
Entry Level Price:Contact Us
View top Consulting Services for Ganacos
OverviewPros and Cons
Product Description

Ganacos is the unified planning platform that turns complexity into clarity. Designed for mid-sized to large organizations—especially those operating across multiple business units, geographies, or pr

Market Segment: 43% Enterprise, 36% Mid-Market
Pros and ConsUser Satisfaction
ProsEase of Use, Customer Support, Ease of Implementation, Implementation Ease, Agile Responsiveness
ConsImprovement Needed, Incomplete Development, Performance Issues, Slow Loading, Slow Performance
User SatisfactionSeller Details
Ganacos features and usability ratings that predict user satisfaction
9.4
Supply Chain Planning
Average: 8.8
9.1
Procurement Planning
Average: 8.5
9.0
Inventory Targets
Average: 8.8
10.0
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
Ganacos
Company Website
Year Founded
2016
HQ Location
Nantes, FR
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
Blue Ridge Global
(118)4.6 out of 5
9th Easiest To Use in Sales & Ops Planning software
OverviewPros and Cons
Product Description

Experience supply chain software that exponentially improves planning precision. ELIMINATE GUESSWORK No more buying on spreadsheets, gut instinct, or outdated ERP systems. With Blue Ridge, you’ll

Users: Buyer · Industries: Food & Beverages, Wholesale · Market Segment: 50% Mid-Market, 25% Enterprise
Pros and ConsUser Satisfaction
ProsCustomer Support, Ease of Use, Inventory Management, Inventory Optimization, Reporting
ConsLacking Features, Complexity, Data Inaccuracy, Improvement Needed, Inefficiency
User SatisfactionSeller Details
Blue Ridge Global features and usability ratings that predict user satisfaction
8.3
Supply Chain Planning
Average: 8.8
8.3
Procurement Planning
Average: 8.5
8.3
Inventory Targets
Average: 8.8
9.3
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
Blue Ridge
Company Website
Year Founded
2007
HQ Location
Johns Creek, US
Twitter
@BlueRidgeGlobal
836 Twitter followers
LinkedIn® Page
www.linkedin.com
584 employees on LinkedIn®
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