--- title: revVana Plan Reviews meta\_title: 'revVana Plan Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how revVana Plan works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 5 scale: '5' date\_modified: '2026-07-17' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

### revVana Plan Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find revVana Plan's **ease of use** invaluable for integrating with Salesforce and adapting revenue projections effortlessly. [(4 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598383&qs=pros-and-cons#reviews)

Users value the **efficiency** of revVana Plan, significantly streamlining their forecasting and revenue management processes. [(3 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598565&qs=pros-and-cons#reviews)

Users value the **accuracy and integration capabilities** of revVana Plan, enhancing revenue forecasting and sales efficiency. [(3 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598401&qs=pros-and-cons#reviews)

Users highlight the **forecasting efficiency** of revVana Plan, simplifying revenue projections and enhancing accuracy in sales. [(3 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598727&qs=pros-and-cons#reviews)

Users praise the **seamless integration with Salesforce** , enhancing forecasting accuracy and simplifying revenue management processes. [(3 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598291&qs=pros-and-cons#reviews)

Users find the **steep learning curve** of revVana Plan challenging, limiting ease of use for quick edits. [(2 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598202&qs=pros-and-cons#reviews)

Users find that revVana Plan is **not intuitive** for regular SF users, complicating quick edits and updates. [(2 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598781&qs=pros-and-cons#reviews)

Users experience **calculation issues** causing latency, but the vendor is responsive in optimizing performance. [(1 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=2248920&qs=pros-and-cons#reviews)

Users find the **difficult adaptation** of revVana Plan concerning, especially for quick edits by regular users. [(1 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598477&qs=pros-and-cons#reviews)

Users find the **difficult customization** process challenging for quick edits, limiting ease for regular Salesforce users. [(1 mentions)](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598308&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of revVana Plan

##### 1. Ease of Use

Users find revVana Plan's **ease of use** invaluable for integrating with Salesforce and adapting revenue projections effortlessly.
[
See 4 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598383&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Joan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joan M.")
JM

Joan M.

Enterprise (\> 1000 emp.)

5.0/5

"Revenue Forecasting & Realization Made Easy"

What do you like about revVana Plan?

revVana easily integrates with the Salesforce CRM. The tool displays opportunity revenue in a format which resembles a spreadsheet which is simple to

 ![Phillip R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phillip R.")
PR

Phillip R.

Small-Business (50 or fewer emp.)

5.0/5

"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"

What do you like about revVana Plan?

revVana is a lightweight yet powerful extension of Salesforce that pairs particularly well with Salesforce CPQ. It allowed me to forecast not only my

##### 2. Efficiency

Users value the **efficiency** of revVana Plan, significantly streamlining their forecasting and revenue management processes.
[
See 3 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598565&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Joan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joan M.")
JM

Joan M.

Enterprise (\> 1000 emp.)

5.0/5

"Revenue Forecasting & Realization Made Easy"

What do you like about revVana Plan?

revVana easily integrates with the Salesforce CRM. The tool displays opportunity revenue in a format which resembles a spreadsheet which is simple to

 ![Phillip R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phillip R.")
PR

Phillip R.

Small-Business (50 or fewer emp.)

5.0/5

"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"

What do you like about revVana Plan?

revVana is a lightweight yet powerful extension of Salesforce that pairs particularly well with Salesforce CPQ. It allowed me to forecast not only my

##### 3. Forecasting

Users value the **accuracy and integration capabilities** of revVana Plan, enhancing revenue forecasting and sales efficiency.
[
See 3 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598401&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Joan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joan M.")
JM

Joan M.

Enterprise (\> 1000 emp.)

5.0/5

"Revenue Forecasting & Realization Made Easy"

What do you like about revVana Plan?

revVana easily integrates with the Salesforce CRM. The tool displays opportunity revenue in a format which resembles a spreadsheet which is simple to

 ![Phillip R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phillip R.")
PR

Phillip R.

Small-Business (50 or fewer emp.)

5.0/5

"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"

What do you like about revVana Plan?

revVana is a lightweight yet powerful extension of Salesforce that pairs particularly well with Salesforce CPQ. It allowed me to forecast not only my

##### 4. Forecasting Efficiency

Users highlight the **forecasting efficiency** of revVana Plan, simplifying revenue projections and enhancing accuracy in sales.
[
See 3 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598727&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Joan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joan M.")
JM

Joan M.

Enterprise (\> 1000 emp.)

5.0/5

"Revenue Forecasting & Realization Made Easy"

What do you like about revVana Plan?

revVana easily integrates with the Salesforce CRM. The tool displays opportunity revenue in a format which resembles a spreadsheet which is simple to

 ![Phillip R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phillip R.")
PR

Phillip R.

Small-Business (50 or fewer emp.)

5.0/5

"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"

What do you like about revVana Plan?

revVana is a lightweight yet powerful extension of Salesforce that pairs particularly well with Salesforce CPQ. It allowed me to forecast not only my

##### 5. Salesforce Integration

Users praise the **seamless integration with Salesforce** , enhancing forecasting accuracy and simplifying revenue management processes.
[
See 3 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598291&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Joan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joan M.")
JM

Joan M.

Enterprise (\> 1000 emp.)

5.0/5

"Revenue Forecasting & Realization Made Easy"

What do you like about revVana Plan?

revVana easily integrates with the Salesforce CRM. The tool displays opportunity revenue in a format which resembles a spreadsheet which is simple to

 ![Phillip R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phillip R.")
PR

Phillip R.

Small-Business (50 or fewer emp.)

5.0/5

"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"

What do you like about revVana Plan?

revVana is a lightweight yet powerful extension of Salesforce that pairs particularly well with Salesforce CPQ. It allowed me to forecast not only my

### 5 Cons or Disadvantages of revVana Plan

##### 1. Learning Curve

Users find the **steep learning curve** of revVana Plan challenging, limiting ease of use for quick edits.
[
See 2 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598202&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Phillip R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phillip R.")
PR

Phillip R.

Small-Business (50 or fewer emp.)

5.0/5

"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"

What do you dislike about revVana Plan?

One of its best features is also a drawback, and that is its flexbility. revVana gives the ability to split and/or roll up revenue forecasting by regi

 ![Rita D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rita D.")
RD

Rita D.

Small-Business (50 or fewer emp.)

5.0/5

"revVana assists in RevRec"

What do you dislike about revVana Plan?

We have been using for about a year now and have had to make a few additions based on our business. Editing the plans is not as user friendly so our

##### 2. Not Intuitive

Users find that revVana Plan is **not intuitive** for regular SF users, complicating quick edits and updates.
[
See 2 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598781&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Phillip R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phillip R.")
PR

Phillip R.

Small-Business (50 or fewer emp.)

5.0/5

"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"

What do you dislike about revVana Plan?

One of its best features is also a drawback, and that is its flexbility. revVana gives the ability to split and/or roll up revenue forecasting by regi

 ![Rita D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rita D.")
RD

Rita D.

Small-Business (50 or fewer emp.)

5.0/5

"revVana assists in RevRec"

What do you dislike about revVana Plan?

We have been using for about a year now and have had to make a few additions based on our business. Editing the plans is not as user friendly so our

##### 3. Calculation Issues

Users experience **calculation issues** causing latency, but the vendor is responsive in optimizing performance.
[
See 1 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=2248920&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Joan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joan M.")
JM

Joan M.

Enterprise (\> 1000 emp.)

5.0/5

"Revenue Forecasting & Realization Made Easy"

What do you dislike about revVana Plan?

revVana allows for very complex calculations which created latency at certain points, but the vendor team continually worked with us to optimize our c

##### 4. Difficult Adaptation

Users find the **difficult adaptation** of revVana Plan concerning, especially for quick edits by regular users.
[
See 1 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598477&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Rita D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rita D.")
RD

Rita D.

Small-Business (50 or fewer emp.)

5.0/5

"revVana assists in RevRec"

What do you dislike about revVana Plan?

We have been using for about a year now and have had to make a few additions based on our business. Editing the plans is not as user friendly so our

##### 5. Difficult Customization

Users find the **difficult customization** process challenging for quick edits, limiting ease for regular Salesforce users.
[
See 1 mentions
](https://www.g2.com/products/revvana-plan/reviews?filters%5Bsentiment_snippet%5D=1598308&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Rita D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rita D.")
RD

Rita D.

Small-Business (50 or fewer emp.)

5.0/5

"revVana assists in RevRec"

What do you dislike about revVana Plan?

We have been using for about a year now and have had to make a few additions based on our business. Editing the plans is not as user friendly so our

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 ![Joan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joan M.")
JM

Joan M.

Senior Vice President, Global Customer Experience Operations 

Enterprise (\> 1000 emp.)

8/29/2025

"Revenue Forecasting & Realization Made Easy"

5/5

What do you like best about revVana Plan?

revVana easily integrates with the Salesforce CRM. The tool displays opportunity revenue in a format which resembles a spreadsheet which is simple to use for sellers. Leveraging Revanna allows for accuracy in ACV that would be difficult to achieve leveraging Salesforce native quoting tools. Revanna allows revenue to be captured at multiple stages of the sale, allowing for direct comparisons of forecast to actuals on a month-over-month basis. The team at revVana is committed to the success of their customers. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

revVana allows for very complex calculations which created latency at certain points, but the vendor team continually worked with us to optimize our calculations when this issue was encountered. Review collected by and hosted on G2.com.

What problems is revVana Plan solving and how is that benefiting you?

revVana helped our organization understand revenue realization considering implementation lags and usage ramp. This improved the organizations ability to accurately create forecasts. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Organic

 ![Rita D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rita D.")
RD

Rita D.

Controller

Small-Business (50 or fewer emp.)

1/10/2024

"revVana assists in RevRec"

5/5

What do you like best about revVana Plan?

As a service business with several different contracting scenarios and cadences to our revenue recognition, it was easy to set up the plans to match at contract signing and then adapt to actuals as the team was able to execute the contract. It worked seamlessly with our dashboards and it is invaulable to the team in projecting revenues and cash flow.

The team at revVana was a valuable resource to our inhouse team in developing the plans. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

We have been using for about a year now and have had to make a few additions based on our business. Editing the plans is not as user friendly so our in house SF team can do it---but not as easy for the regular SF user, which is only a downside for making quick edits---but great for internal controls! Review collected by and hosted on G2.com.

What problems is revVana Plan solving and how is that benefiting you?

We were manually calculating revenue forecasts in Excel and constantly adjusting. C-suite was forced to ask the accountant for the forecast as it was easily accesssible to them. With revVana we were able to incorporate the data in our SF dashboards and everyone know where the revenue was stood at any given point in time. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Phillip R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phillip R.")
PR

Phillip R.

Chief Revenue Officer

Small-Business (50 or fewer emp.)

3/5/2024

"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"

5/5

What do you like best about revVana Plan?

revVana is a lightweight yet powerful extension of Salesforce that pairs particularly well with Salesforce CPQ. It allowed me to forecast not only my expected revenue on closed deals, but model out my consultants' expected utilization in a cheaper and easier way than with a tool like FinancialForce. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

One of its best features is also a drawback, and that is its flexbility. revVana gives the ability to split and/or roll up revenue forecasting by region, team, product, business unit, etc. It's critical to find a consulting team knowledgable in revVana best practices to ensure you don't over-engineer. Review collected by and hosted on G2.com.

What problems is revVana Plan solving and how is that benefiting you?

revVana helps me solve for easier revenue forecasting by splitting my expected revenue into a plan for each of my opportunity products across the expected length of the consulting engagement. Similarly, it helps me view the total consultant utilization across plans so that I can better anticipate volumes of hours required to complete projects and not over- or under-use my consultants' availability. Review collected by and hosted on G2.com.

Show More

1/5/2025
Validated ReviewerSource: Organic

RR

Rich R.

Enterprise (\> 1000 emp.)

1/10/2024

"Wave6 uses revVana Plan to estimate and forecast its professional services projects"

5/5

What do you like best about revVana Plan?

Wave6 uses revVana plan to help automate our pre-sales process from estimation to resourcing and as importantly takes advantage of the native forecasting capabilites in Plan to forecast and project revenue over time from those inital plans. This has been a game changer for us and has eliminated a highly manual process allowing us to streamline and expand usage of Salesforce within our pre-sales and project governance processes. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

Like any software, understanding what revVana does well is important. It is very good at laying out schedules of people, products and revenue in the context of an overall bookings/revenue forecast. It is not meant to replace demand planning but to augment it by showing where spikes could lead to capacity issues. Review collected by and hosted on G2.com.

What problems is revVana Plan solving and how is that benefiting you?

Solution estimation, resource planning, bookings and revenue forecasting - thse are the areas that revVana Plan is helping us automate and streamline. We are seeing real improvement in turn around times of our proposals and client interactions. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Organic

 ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software")
AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

12/22/2021

"Great Software- Helped automate complex booking Policy."

4/5

What do you like best about revVana Plan?

That it is built in the salesforce platform Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

pricing model and that the pricing has to be tied to SFDC User count. Review collected by and hosted on G2.com.

What problems is revVana Plan solving and how is that benefiting you?

Forecast of our Bookings Model. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Organic

##### Categories on G2

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[Sales Analytics](https://www.g2.com/categories/sales-analytics)[Revenue Operations & Intelligence (RO&I)](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[Predictive Analytics](https://www.g2.com/categories/predictive-analytics)[Customer Revenue Optimization](https://www.g2.com/categories/customer-revenue-optimization)[Revenue Management](https://www.g2.com/categories/revenue-management)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)

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