# Best Sales Planning Software

## How Many Sales Planning Software Products Does G2 Track?

**Total Products under this Category:** 43

### Category Stats (Aug 2026)

- **Average Rating:** 4.53/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** BoogieBoard (+0.23%) - Among all products in this category, BoogieBoard recorded the largest rating increase compared to last month

_Last updated: August 02, 2026_

## How Does G2 Rank Sales Planning Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 34,400+ Authentic Reviews
- 43+ 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.

## 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)

**Sponsored**

### meshIQ

meshIQ is the enterprise evolution platform purpose-built to transform how organizations manage and optimize their middleware—the digital nervous system of the enterprise. It provides unified visibility, control, and modernization of messaging, event streaming, and B2B transactional flows across all middleware vendors, all environments, and at enterprise scale. Acting as a real-time intelligence layer across your entire ecosystem, meshIQ connects, monitors, and analyzes every message, event, and business transaction with forensic-level insight, so you can run incredibly lean operations with confidence and control. By eliminating the expense, complexity, and manual nature of managing multiple middleware platforms, meshIQ helps enterprises dramatically cut OPEX, resolve incidents and disputes up to 70% faster, reduce manual reconciliation efforts, and accelerate service delivery. The platform also provides a safe, fast, and reliable path to modernize middleware and migrate to modern architectures such as Apache Kafka®, ActiveMQ®, and cloud-native environments—without disruption. And with built-in B2B Flow Intelligence, organizations can assure every business transaction to safeguard revenue, meet regulatory requirements, and protect customer trust and experiences.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1004265&secure%5Bchosen_at%5D=2026-08-02T11%3A14%3A41Z&secure%5Bdisplayable_resource_id%5D=1603&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=115094&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=115094&secure%5Bresource_id%5D=1004265&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-planning&secure%5Btoken%5D=3c4b3fdcbcb02684f9b342b6e7ef258911744469840e86baeae77b6e1c460fa6&secure%5Burl%5D=https%3A%2F%2Fwww.meshiq.com%2F&secure%5Burl_type%5D=company_website)

### [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:** 24,679

#### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?

- **Quality of Support:** 8.1/10 (Category avg: 9.1/10)
- **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:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 34% Large

#### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Agentforce Sales, appreciating seamless access to all customer information in one location.
- Users value the **feature-rich platform** of Agentforce Sales, enhancing seller efficiency and customer engagement.
- Users value the **powerful lead management** features of Agentforce Sales, enhancing customer experience and team collaboration.
- Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly.
- Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs.

##### Cons

- Users find the **learning curve steep** , as configuration is time-consuming and report creation can be confusing.
- Users find **customization limitations** and complexity frustrating, especially for smaller teams with simpler needs.
- Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily.
- Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting.
- Users find the **pricing model expensive** , which can be prohibitive for smaller companies and those with limited budgets.

#### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

**["Agentforce Sales Delivers Clear Lead Visibility and Smoother Marketing-to-Sales Handoff"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950)**

**Rating:** 4.0/5.0 stars

_— Akshara G._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950)

**["Scalable CRM for Modern Enterprise Sales Teams"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)**

**Rating:** 5.0/5.0 stars

_— 岡本 健太 O._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)

#### 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

### [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: 9.1/10)
- **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:** www.anaplan.com
- **Year Founded:** 2006
- **HQ Location:** Miami, FL
- **Twitter:** @anaplan  
21,768 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5df4592f8723e38533f1ecab2fa12590d9aa8eef50118440c432e604035341c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanaplan%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Large, 34% Medium

#### What Do G2 Reviewers Say About Anaplan?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Anaplan's **ease of use** exceptional, enhancing collaboration and simplifying the planning process for all types of users.
- Users value the **flexibility** of Anaplan, allowing customized planning models that adapt to their unique business needs.
- Users value the **user-friendly interface** of Anaplan, which simplifies complex planning applications across various use cases.
- Users value the **efficiency** of Anaplan, enabling quick responses to changing business needs with integrated planning solutions.
- Users value Anaplan for its **easy-to-use and scalable planning capabilities** , enhancing decision-making across various business areas.

##### Cons

- Users criticize Anaplan for **limited support and high costs** , along with performance issues affecting large datasets and analysis.
- Users express concerns over **missing features** like public APIs and poor data visualization, impacting overall usability.
- Users find the **learning curve steep** in mastering Anaplan, needing significant time and expertise for optimal use.
- Users experience **performance issues** with Anaplan, particularly lengthy loading times during complex calculations and workspace limitations.
- Users find a **lack of features** in Anaplan, feeling essential tools are either missing or behind paywalls.

#### 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

### [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: 9.1/10)
- **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:** www.captivateiq.com
- **Year Founded:** 2017
- **HQ Location:** San Francisco, California
- **Twitter:** @CaptivateIq  
606 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a0c594097687b6245870a0a15f75fe58765d674e122909e67b5d8271adf3f619&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18516995%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 26% Large

#### What Do G2 Reviewers Say About CaptivateIQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **ease of use** in CaptivateIQ, enabling efficient tracking of commissions and payouts in one spot.
- Users find CaptivateIQ to be **super easy to use and set up** , making commission management hassle-free.
- Users appreciate the **intuitive navigation** of CaptivateIQ, making it easy to access essential commission information effortlessly.
- Users value the **accuracy** of CaptivateIQ, appreciating how quickly and easily they access detailed commission information.
- Users find CaptivateIQ's **intuitive interface** incredibly user-friendly, making incentive compensation management straightforward and efficient.

##### Cons

- Users find the **learning curve steep** , requiring significant time and support to master CaptivateIQ's features and reporting functions.
- Users find the **missing features** in CaptivateIQ, such as a mobile app and tax calculator, quite limiting.
- Users find **reporting and dashboard building cumbersome** , often reverting to Excel for clarity and efficiency.
- Users notice that **slow loading times** can hinder efficient access to reporting and performance insights.
- Users experience a **difficult learning** curve with CaptivateIQ's dashboard configuration, impacting overall usability and initial setup.

#### 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)

### [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:** 303

#### How Do G2 Users Rate Board?

- **Quality of Support:** 8.6/10 (Category avg: 9.1/10)
- **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:** www.board.com
- **Year Founded:** 1994
- **HQ Location:** Chiasso, Ticino
- **Twitter:** @BoardSoftware  
27,073 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8ce543b4ab52ef9ff3a193f5b9907487af6980029b68461a54f1dd2dbee6a92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F98246%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 40% Large

#### What Do G2 Reviewers Say About Board?

_AI-generated summary from verified user reviews_

##### Pros

- Users find BOARD's interface **easy to use** , enabling quick report generation and seamless updates for customized solutions.
- Users value the **flexibility** of BOARD, enabling tailored solutions that adapt seamlessly to various business processes.
- Users appreciate the **flexibility and ease of integration** of Board, making data management simple and efficient.
- Users value the **efficiency** of BOARD for seamless sales, operations, and merchandising activities in one platform.
- Users value BOARD's **customization capabilities** , allowing tailored solutions that fit organizational cultures and workflows perfectly.

##### Cons

- Users experience **slow performance** with large datasets and complex setups, impacting efficiency and report creation.
- Users find the **steep learning curve** of Board frustrating, often hindering effective usage and efficiency.
- Users often find **missing features** in report creation limits their ability to effectively utilize the platform.
- Users experience **poor visualization** with Board, facing challenges in dashboard design and complex data handling.
- Users often find Board's **complexity** a challenge, especially regarding setup and performance with large datasets.

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

**["Ideal solution for improving business performance"](https://www.g2.com/survey_responses/board-review-10785693)**

**Rating:** 4.5/5.0 stars

_— Lorenzo L._

[Read full review](https://www.g2.com/survey_responses/board-review-10785693)

**["Flexible All-in-One Platform for Planning, Reporting, and Analytics"](https://www.g2.com/survey_responses/board-review-13173372)**

**Rating:** 5.0/5.0 stars

_— Constantinos A._

[Read full review](https://www.g2.com/survey_responses/board-review-13173372)

#### What Are G2 Users Discussing About Board?

- [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote

### [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: 9.1/10)
- **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:** lative.io
- **HQ Location:** Dublin, IE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e949e2f3dec0512cae3ff61e6bd717cd72773b18f8b962d176adc1bde8cf8cb5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flative-limited&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 50% Medium, 30% Large

#### What Do G2 Reviewers Say About Lative?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **responsive customer support** of Lative, ensuring a smooth onboarding and customization experience.
- Users appreciate the **ease of use** of Lative, enjoying smooth setups and responsive support for efficient planning.
- Users value the **centralized planning** of Lative, which enhances efficiency and supports better decision-making in RevOps.
- Users appreciate Lative's **analytics capabilities** , enhancing sales performance tracking and facilitating informed decision-making.
- Users appreciate the **easy setup** of Lative, enabling smooth onboarding and efficient performance analysis.

##### Cons

- Users find the **learning curve** challenging for advanced features, suggesting a need for a guided setup tool.
- Users desire a **pipeline coverage forecasting module** and feel additional features would enhance Lative's functionality.
- Users face **slow updates** due to integration challenges, delaying implementation and impacting overall functionality.
- Users find the **steep learning curve** challenging, especially with advanced modeling and navigating the interface quickly.
- Users express a desire for more **configuration options for admins** , hoping for improved autonomy in system management.

#### 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)

### [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:** 110

#### How Do G2 Users Rate Pigment?

- **Quality of Support:** 9.6/10 (Category avg: 9.1/10)
- **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:** www.pigment.com
- **Year Founded:** 2019
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d770bdb2e5f182826ec4fcb9c9d65babf288c41472a69e576cc19f3345e728d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpigment%2F&secure%5Burl_type%5D=linkedin_company_website)  
711 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** FP&A Manager
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 73% Medium, 20% Large

#### What Do G2 Reviewers Say About Pigment?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **flexibility** of Pigment, enabling tailored models that adapt as business needs evolve.
- Users appreciate the **flexibility and multidimensionality** of Pigment, enabling effective modeling and real-time reporting.
- Users value the **quick and efficient customer support** of Pigment, which aids in resolving issues swiftly.
- Users appreciate the **ease of use** of Pigment, finding its interface intuitive and support readily available.
- Users value the **seamless automation** of Pigment, enabling efficient data handling and swift integration across various entities.

##### Cons

- Users face challenges with **data inaccuracy** due to incomplete datasets and manual availability hindering reporting efficiency.
- Users find the **formulas complex** , leading to challenges with calculations and API management in Pigment.
- Users find the **complex setup** of Pigment to be rigid and wish for simpler API management options.
- Users often face **connectivity issues** with Pigment, especially when working with large volumes of data.
- Users find the **formula limitations** challenging, leading to complexity in calculations and slower forecasts.

#### 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)

### [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: 9.1/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 42% Large, 33% Small

#### What Do G2 Reviewers Say About Oracle Sales Performance Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficiency of automation** in Oracle Sales Performance Management, streamlining compensation and performance tracking seamlessly.
- Users appreciate the **customizable and comprehensive reporting tools** in Oracle Sales Performance Management for tracking performance effectively.
- Users value the **advanced automation** capabilities of Oracle Sales Performance Management, enhancing efficiency in sales and goal tracking.
- Users find Oracle Sales Performance Management to be **very easy to use** , with helpful tutorials and reliable functionality.
- Users appreciate the **powerful tools for metrics management** , enhancing efficiency in sales, commissions, and goal tracking.

##### Cons

- Users find the **steep learning curve** of Oracle Sales Performance Management challenging, especially for newcomers and small businesses.
- Users find the **difficult learning curve** of Oracle Sales Performance Management challenging, especially for new users without training.
- Users find the **interface non-intuitive** , leading to a steep learning curve and complexity for new users.
- Users find the **complexity of setup and customization** challenging, especially for new users unfamiliar with the system.
- Users find the product **expensive** , making it challenging for small businesses due to high training costs.

#### What Are Recent G2 Reviews of Oracle Sales Performance Management?

**["Drives Sales Success with Real-Time Insights and Motivation"](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11096335)**

**Rating:** 4.5/5.0 stars

_— Sarita B._

[Read full review](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11096335)

**["Fully Connected Service That Works Well"](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11207352)**

**Rating:** 4.0/5.0 stars

_— Diwakar S._

[Read full review](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11207352)

#### What Are G2 Users Discussing About Oracle Sales Performance Management?

- [What are the benefits and drawbacks of using Oracle Sales Performance Management, and what advice would you give to new users?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-oracle-sales-performance-management-and-what-advice-would-you-give-to-new-users) - 1 comment
- [What is Oracle Sales Performance Management used for?](https://www.g2.com/discussions/what-is-oracle-sales-performance-management-used-for) - 1 comment

### [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: 9.1/10)
- **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:** www.xactlycorp.com
- **Year Founded:** 2005
- **HQ Location:** San Jose, CA
- **Twitter:** @Xactly  
21,081 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f9fa96dd783ed95118e3ffe45b119aa910caaff9c3ab489471ff95fab373eef3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F22530%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Large, 37% Medium

#### What Do G2 Reviewers Say About Xactly?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Xactly to be remarkably **easy to use** , thanks to its intuitive interface and efficient commission management.
- Users appreciate the **speed and accuracy** of Xactly in managing compensation and tracking commission progress.
- Users appreciate the **intuitive interface and comprehensive features** of Xactly, enhancing usability and performance tracking.
- Users value the **automation and streamlining** of complex compensation processes with Xactly Incent's flexible solutions.
- Users value the **ease of use and advanced data insights** from Xactly, facilitating commission management and team oversight.

##### Cons

- Users find Xactly's interface **not intuitive** , facing difficulties with navigation and understanding essential functions.
- Users face challenges with **slow loading** , experiencing delays and under-developed reporting that hinder overall efficiency.
- Users find the **outdated UI** of Xactly unappealing, desiring a more modern and intuitive design for better usability.
- Users express concerns about **timely data updates** , as reports often lag behind and create stress during month-end.
- Users experience **difficult navigation** in Xactly, complicating access to reports and necessary information efficiently.

#### 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)

### [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: 9.1/10)
- **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:** www.jedox.com
- **Year Founded:** 2002
- **HQ Location:** Freiburg, Germany
- **Twitter:** @Jedox  
1,673 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3c1239443b2034ae503c47505783aa1833f6541b107b4cc345c58e9817f95d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F231653%2F&secure%5Burl_type%5D=linkedin_company_website)  
400 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 51% Medium, 28% Small

#### What Do G2 Reviewers Say About Jedox?

_AI-generated summary from verified user reviews_

##### Pros

- Users admire the **ease of use** of Jedox, noting its intuitive interface and smooth onboarding process.
- Users value the **seamless budgeting management** in Jedox, integrating various operations and enhancing data relationships.
- Users value Jedox for its **flexibility** , enabling fast implementation and smooth integration with existing systems.
- Users value Jedox for its **effective forecasting capabilities** , enhancing planning and streamlining reporting processes significantly.
- Users value the **robust integrations** of Jedox, seamlessly connecting data from multiple systems for enhanced planning.

##### Cons

- Users find the **complex modeling** process challenging, especially with large datasets and a less intuitive interface.
- Users struggle with the **learning curve** of Jedox, finding it challenging and time-consuming to master the platform.
- Users find the **complexity of model building** in Jedox challenging, requiring extensive training and technical expertise.
- Users find that **learning Jedox can be difficult** , requiring extensive training and technical expertise for effective use.
- Users find **slow loading times** with Jedox, especially for complex reports and opening forms, affecting productivity.

#### 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)

### [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:** 591

#### How Do G2 Users Rate Varicent?

- **Quality of Support:** 8.8/10 (Category avg: 9.1/10)
- **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:** varicent.com
- **Year Founded:** 2003
- **HQ Location:** Toronto, Ontario
- **Twitter:** @ThisIsVaricent  
151 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b830823a3bd762339084c55511ea8dc5351adf32850a7fd5559c86328dd8677d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F50650%2F&secure%5Burl_type%5D=linkedin_company_website)  
672 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, Business Systems Analyst
- **Top Industries:** Financial Services, Banking
- **Company Size:** 68% Large, 24% Medium

#### What Do G2 Reviewers Say About Varicent?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **flexibility** of Varicent, enabling extensive customization and streamlined calculations for enhanced reporting.
- Users praise the **approachable customer support** of Varicent, valuing their partnership in problem-solving and enhancement efforts.
- Users find Varicent **easy to use** , enabling efficient reporting and management of processes with powerful granularity.
- Users appreciate the **efficiency** of Varicent, enabling automation and clear insights into incentive compensation processes.
- Users find the **reporting features of Varicent** to be powerful and flexible, enhancing their overall experience.

##### Cons

- Users note the **complexity** in configuring Varicent, often requiring external consultants due to a lack of in-house expertise.
- Users experience **slow performance** with Varicent, especially during data uploads and calculations with large datasets.
- Users face **implementation difficulties** due to insufficient training and support, impacting their ability to utilize Varicent effectively.
- Users report **slow loading times** with Varicent, which hinders their ability to efficiently manage and update data.
- Users find **setup difficulty** in Varicent, citing challenges with navigation and configuration of user access.

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

**["Streamlined Sales Compensation with Speed Bottlenecks"](https://www.g2.com/survey_responses/varicent-review-12281650)**

**Rating:** 4.0/5.0 stars

_— Shunmuga S._

[Read full review](https://www.g2.com/survey_responses/varicent-review-12281650)

**["Powerful Compensation Tool with Impressive Granularity"](https://www.g2.com/survey_responses/varicent-review-11568446)**

**Rating:** 4.5/5.0 stars

_— Ian F._

[Read full review](https://www.g2.com/survey_responses/varicent-review-11568446)

### [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:** 472

#### How Do G2 Users Rate Vena?

- **Quality of Support:** 9.0/10 (Category avg: 9.1/10)
- **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:** www.venasolutions.com
- **Year Founded:** 2011
- **HQ Location:** Toronto
- **Twitter:** @venasolutions  
1,347 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 20% Large

#### What Do G2 Reviewers Say About Vena?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Vena to be **easy to use** , thanks to its intuitive interface and seamless report creation.
- Users value the **seamless Excel integration** of Vena, enhancing ease of use and efficient FP&A management.
- Users value Vena for its **single source of truth** and flexibility in budgeting, forecasting, and reporting processes.
- Users appreciate Vena's **intuitive user interface** , making finance management straightforward and reassuring for all stakeholders.
- Users commend Vena for its **efficient reporting capabilities** , streamlining financial planning and enhancing data analysis significantly.

##### Cons

- Users find the **learning difficulty** of Vena challenging initially, but support helps ease the process.
- Users find the **learning curve challenging** , especially when setting up templates and navigating advanced processes.
- Users find the **steep learning curve** of Vena challenging, especially during initial setup and advanced processes.
- Users find the **difficult learning** curve of Vena challenging initially, often requiring time and support to overcome.
- Users experience **slow loading times** with Vena, especially with large datasets and standard templates, affecting efficiency.

#### 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)

### [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:** 118

#### How Do G2 Users Rate Drivetrain?

- **Quality of Support:** 9.8/10 (Category avg: 9.1/10)
- **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:** www.drivetrain.ai
- **Year Founded:** 2021
- **HQ Location:** Sunnyvale, US
- **Twitter:** @DrivetrainAI  
55 Twitter followers
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e439148fb6ce08b283ca2730156db91951ae1a9e5c6d8597ea36601d8b252f68&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fdrivetrainai&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Finance Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 84% Medium, 14% Small

#### What Do G2 Reviewers Say About Drivetrain?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Drivetrain to be **incredibly intuitive and easy to use** , streamlining data management and reporting effortlessly.
- Users value the **reporting efficiency** of Drivetrain, enabling quick report creation and centralized data insights.
- Users praise Drivetrain for its **rapid report creation** , streamlining processes and enhancing accessibility to data insights.
- Users commend the **exceptional customer support** from Drivetrain, facilitating a smooth transition and addressing challenges promptly.
- Users value the **easy integrations** of Drivetrain, enabling seamless connections and quick report generation across platforms.

##### Cons

- Users face a significant **learning curve** with Drivetrain, as adapting from spreadsheets can be complex and time-consuming.
- Users note the **missing features** like AI analytics and self-service data transforms hinder functionality and ease of use.
- Users note a significant **learning difficulty** with Drivetrain's unique logic compared to traditional spreadsheets, necessitating extra time to master.
- Users face a **steep learning curve** with Drivetrain's unique model-building logic, demanding time and effort to master.
- Users report a **difficult learning curve** with Drivetrain, especially for those accustomed to Excel's functionality.

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

**["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)

**["Intuitive Software with Best-in-Class Onboarding and Support"](https://www.g2.com/survey_responses/drivetrain-review-13171332)**

**Rating:** 4.5/5.0 stars

_— michell g._

[Read full review](https://www.g2.com/survey_responses/drivetrain-review-13171332)

### [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: 9.1/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3904be60f4c43c2f08a683473c854265dbb7e7148f7af63d3b0d5a9e4098b3fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fboogieboard%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 67% Medium, 25% Large

#### What Do G2 Reviewers Say About BoogieBoard?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **automated territory management** feature of BoogieBoard, making planning and implementation significantly easier.
- Users praise the **exceptional customer support** from BoogieBoard, highlighting their commitment to helping throughout the entire process.
- Users highlight the **ease of use** of BoogieBoard, streamlining territory management and enhancing productivity effortlessly.
- Users highlight the **mapping features** of BoogieBoard for their ease of use and efficient territory planning.
- Users value the **exceptional territory planning** capabilities of BoogieBoard, enhancing collaboration and organization in their sales efforts.

##### Cons

- Users find the **complexity of custom objects** in BoogieBoard overwhelming, making it hard to adapt for simpler needs.
- Users find the **inflexibility of territories** , as it doesn't suit all needs, leading to complications in usage.
- Users find **mapping issues** with BoogieBoard's flexibility complicates the user experience and may lead to overengineering.
- Users find the **object limitations** of BoogieBoard restrictive, hindering adaptability for various scenarios they encounter.

#### 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)

### [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: 9.1/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
141,955 employees on LinkedIn®
- **Ownership:** NYSE:SAP

#### Who Uses This Product?

- **Company Size:** 55% Large, 27% Small

#### 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)

### [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: 9.1/10)
- **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:** www.fullcast.com
- **Year Founded:** 2017
- **HQ Location:** Salt Lake City, UT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e3740257fc58b6269ad5fd087c14aab05f8fbc5894dd228efbbce21ea59cc260&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffullcast-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
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, 30% Medium

#### What Do G2 Reviewers Say About Fullcast?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **data-driven insights** of Fullcast, enhancing proactive coaching and actionable team feedback significantly.
- Users value the **data-driven insights** from Atrium, enhancing proactive coaching and improving overall team performance.
- Users appreciate the **ease of use** of Fullcast, enabling intuitive data visualization and effortless tracking of metrics.
- Users appreciate the **actionable insights** provided by Atrium, enhancing team performance tracking and coaching opportunities.
- Users find the **intuitive AI features** of Fullcast invaluable for coaching and improving sales performance effectively.

##### Cons

- Users note a **steep learning curve** with Fullcast that can hinder initial productivity and navigation efficiency.
- Users struggle with **data management issues** in Fullcast, causing delayed and inaccurate insights that hinder effective coaching.
- Users frequently experience **data inaccuracy** with Fullcast, leading to confusion and ineffective management decisions.
- Users encounter **integration issues** with Fullcast, as data lacks real-time updates and may lead to inaccuracies.
- Users express a need for more **configuration options** in Fullcast to enable detailed analysis and opportunity tracking.

#### 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)

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Similar Categories

- [AI Sales Roleplay Tools](/categories/ai-sales-roleplay-tools)
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- [Lead-to-Account Matching and Routing](/categories/lead-to-account-matching-and-routing)
- [Outbound Call Tracking](/categories/outbound-call-tracking)
- [Sales Coaching](/categories/sales-coaching)
- [Sales Enablement](/categories/sales-enablement)

- [Sales Engagement](/categories/sales-engagement)
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- [Sales Performance Management](/categories/sales-performance-management)
- [Sales Training and Onboarding](/categories/sales-training-and-onboarding)

[Browse Sales Planning Themes](/categories/sales-planning/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated April 9, 2026

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 Tools at a Glance

| 

 | 

AI-native pipeline forecasting inside Salesforce

 | 

User Review

"Agentforce Sales Delivers Clear Lead Visibility and Smoother Marketing-to-Sales Handoff"

 |
| 

 | 

Connected territory, quota, and sales forecasting

 | 

User Review

"Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan"

 |
| 

 | 

Commission forecasting with what-if scenario modeling

 | 

User Review

"Easy, Flexible Dashboarding with Powerful What-If Modeling"

 |
| 

 | 

Cross-functional sales forecasting with unified planning

 | 

User Review

"Ideal solution for improving business performance"

 |
| 

 | 

GTM capacity planning with live scenario modeling

 | 

User Review

"Revolutionizes Scenario Planning and Data Centralization"

 |
| 

 | 

Multidimensional GTM and revenue scenario planning

 | 

User Review

"Easy-to-Use, Visually Clear Dashboards with Powerful Filtering"

 |
| 

 | 

Quota, territory, and commission planning inside Oracle ecosystem

 | 

User Review

"Fully Connected Service That Works Well"

 |
| 

 | 

Incentive compensation automation with Salesforce-fed calculations

 | 

User Review

"Intuitive UI, Exceptional AI Features with Room for Analytics Improvement"

 |
| 

 | 

Excel-anchored sales and revenue planning

 | 

User Review

"Powerful Data Relationships and Budgeting Flexibility"

 |
| 

 | 

Territory and quota planning with ICM integration

 | 

User Review

"Powerful Compensation Tool with Impressive Granularity"

 |

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