# Best Sales Planning Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Sales planning software enables organizations to intelligently structure sales plans, including territory management, quota allocation, and capacity planning, helping sales leaders predict performance, align with finance on business goals, and remain agile throughout the year to optimize market coverage and meet revenue targets. ### Core Capabilities of Sales Planning Software To qualify for inclusion in the Sales Planning category, a product must: - Integrate with CRM software to pull and store sales data - Provide territory planning features to carve and manage sales territories based on geography, company size, industry, TAM, or revenue - Enable organizations to structure quota planning and target setting - Assist in sales capacity management to ensure optimal coverage of accounts and territories - Enable users to create and run "what-if" scenario modeling to inform business decisions - Actively monitor performance data to identify deviations from plans and correct accordingly - Provide continuous planning features for organizations to alter plans and execute changes immediately ### Common Use Cases for Sales Planning Software Sales leaders and revenue operations teams use sales planning software to design data-driven go-to-market structures and navigate the constant challenges of sales organizations. Common use cases include: - Carving and optimizing sales territories based on TAM, geography, and revenue potential - Setting and managing quotas for individual reps and teams aligned to business goals - Running scenario models to evaluate the impact of headcount changes, market shifts, or strategic pivots ### How Sales Planning Software Differs from Other Tools Sales planning software overlaps with [sales performance management software](https://www.g2.com/categories/sales-performance-management) in managing individual and team performance records, but extends further with territory, quota, and capacity management capabilities. Some solutions also offer [sales analytics](https://www.g2.com/categories/sales-analytics) capabilities to forecast sales across territories. Sales planning tools integrate with [CRM software](https://www.g2.com/categories/crm), [sales compensation software](https://www.g2.com/categories/sales-compensation), [ERP software](https://www.g2.com/categories/erp-systems), and [lead-to-account matching and routing software](https://www.g2.com/categories/lead-to-account-matching-and-routing). ### Insights from G2 on Sales Planning Software Based on category trends on G2, territory carving automation and scenario modeling stand out as the most impactful capabilities. Improved quota attainment and better cross-functional alignment with finance stand out as primary outcomes of adoption. ## Top Sales Planning Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,668 reviews) | AI-native pipeline forecasting inside Salesforce | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (396 reviews) | Connected territory, quota, and sales forecasting | "[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)" | | 3 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | Commission forecasting with what-if scenario modeling | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" | | 4 | [Board](https://www.g2.com/products/board/reviews) | 4.4/5.0 (301 reviews) | Cross-functional sales forecasting with unified planning | "[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)" | | 5 | [Lative](https://www.g2.com/products/lative/reviews) | 4.8/5.0 (20 reviews) | GTM capacity planning with live scenario modeling | "[More efficiency planning combined with improved insights = better alignment](https://www.g2.com/survey_responses/lative-review-12296514)" | | 6 | [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) | 4.6/5.0 (110 reviews) | Multidimensional GTM and revenue scenario planning | "[Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration](https://www.g2.com/survey_responses/pigment-review-12511185)" | | 7 | [Jedox](https://www.g2.com/products/jedox/reviews) | 4.3/5.0 (158 reviews) | Excel-anchored sales and revenue planning | "[Set-up of jedox for HR Modeling](https://www.g2.com/survey_responses/jedox-review-8900158)" | | 8 | [Oracle Sales Performance Management](https://www.g2.com/products/oracle-sales-performance-management/reviews) | 4.0/5.0 (109 reviews) | Quota, territory, and commission planning inside Oracle ecosystem | "[Drives Sales Success with Real-Time Insights and Motivation](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11096335)" | | 9 | [Xactly](https://www.g2.com/products/xactly/reviews) | 4.2/5.0 (1,081 reviews) | Incentive compensation automation with Salesforce-fed calculations | "[Automates Processes but Struggles with Complex Credit Assignments](https://www.g2.com/survey_responses/xactly-review-101319)" | | 10 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (471 reviews) | Excel-native sales forecasting and budget governance | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | ## G2 Grid® for Sales Planning Software ![G2 Grid® for Sales Planning Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-planning/grids.png?focus%5B%5D=506&focus%5B%5D=3027&focus%5B%5D=88220&focus%5B%5D=991&focus%5B%5D=1300297&focus%5B%5D=156415&focus%5B%5D=18601&focus%5B%5D=4917) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Anaplan, CaptivateIQ, Board, Lative, Pigment, Oracle Sales Performance Management, and Jedox. Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-planning/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=anaplan&focus%5B%5D=captivateiq&focus%5B%5D=board&focus%5B%5D=lative&focus%5B%5D=pigment-2024-01-19&focus%5B%5D=oracle-sales-performance-management&focus%5B%5D=jedox) ## How Many Sales Planning Software Products Does G2 Track? **Total Products under this Category:** 41 ### Category Stats (Jul 2026) - **Average Rating**: 4.53/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Workday Adaptive Planning (+0.18%) - Among all products in this category, Workday Adaptive Planning recorded the largest rating increase compared to last month *Last updated: July 17, 2026* ## How Does G2 Rank Sales Planning Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 34,300+ Authentic Reviews - 41+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Sales Planning Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) - **Easiest to Use:** [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) - **Top Trending:** [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Freshservice Freshservice by Freshworks is an AI-powered ServiceOps platform built for modern enterprises that need to move fast without sacrificing control. By unifying ITSM, ITOM, IT asset management, and enterprise service management on a single platform with a shared data layer, Freshservice eliminates the tool sprawl and visibility gaps that slow teams down - creating one source of truth across services, assets, and infrastructure. IT teams get full visibility into their environment: automated discovery, a robust CMDB for impact analysis and root cause resolution, and streamlined incident, problem, change, and major incident management. Beyond IT, Freshservice extends seamlessly to HR, finance, and facilities - giving every business team the same consistent, efficient service experience without the complexity of separate tools. Freshservice comes with a natively embedded AI layer called Freddy AI, that helps agents resolve issues faster, automates employee service requests, and gives leaders the insights they need to make better decisions. The result isn't just faster service; it's a fundamentally more proactive operation that surfaces and resolves issues before they impact employees. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1004265&secure%5Bchosen_at%5D=2026-07-17T15%3A39%3A32Z&secure%5Bdisplayable_resource_id%5D=1391&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=2864&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2864&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=0ebf4e749950c0ff8756bc5ceae2f2ca44264195d1b9ac69a0863348e9409c0e&secure%5Burl%5D=https%3A%2F%2Fwww.freshworks.com%2Ffreshservice%2Flp%2Fmarketplace%2Fitam%2F%3Futm_source%3Dg2%26utm_medium%3Dg2&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Sales Planning Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,668 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Quality of Support:** 8.1/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10) - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Ease of Admin:** 7.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Ease of Use (3658 reviews) - Features (3167 reviews) - Lead Management (2051 reviews) - Customization (1641 reviews) - Customizability (1620 reviews) **Cons:** - Learning Curve (1831 reviews) - Limitations (1412 reviews) - Missing Features (1147 reviews) - Limited Features (1126 reviews) - Expensive (1109 reviews) ### 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)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL K.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 2. [Anaplan](https://www.g2.com/products/anaplan/reviews) Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management. **Average Rating:** 4.6/5.0 **Total Reviews:** 396 **How Do G2 Users Rate Anaplan?** - **Quality of Support:** 8.1/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Ease of Use:** 8.7/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Anaplan?** - **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan) - **Company Website:** https://www.anaplan.com - **Year Founded:** 2006 - **HQ Location:** Miami, FL - **Twitter:** @anaplan (21,768 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anaplan/ (2,836 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Manager, Senior Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 52% Enterprise, 34% Mid-Market #### What Are Anaplan's Pros and Cons? **Pros:** - Ease of Use (100 reviews) - Flexibility (90 reviews) - Features (87 reviews) - Efficiency (63 reviews) - Planning (59 reviews) **Cons:** - Limitations (44 reviews) - Missing Features (39 reviews) - Learning Curve (33 reviews) - Performance Issues (30 reviews) - Lack of Features (29 reviews) ### 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 ### 3. [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) Planning and incentives in sync—finally. CaptivateIQ is the only modern platform that brings quota, territory, headcount, and compensation into a single, AI-powered workspace—built for agility, alignment, and scale. Purpose-built for modern revenue teams, CaptivateIQ bridges the gap between incentive compensation management and sales planning, so strategy, execution, and measurement operate in perfect harmony. Legacy SPM solutions and spreadsheets weren’t designed for dynamic go-to-market organizations. CaptivateIQ replaces slow, error-prone, siloed processes with a unified platform that seamlessly connects your sales planning, incentive management, and performance tracking. Revenue leaders benefit from one shared source of truth from capacity planning to payout, aligning incentives with strategic goals to drive behaviors that move the business forward. Your plans, your way: plan for anything, pivot anytime. With SmartGrid™—our proprietary, no-code modeling engine—teams build, test, and iterate their go-to-market strategies at the speed of business. Model even the most complex plans with logic-based workflows, evaluate what-if scenarios in real time, and make adjustments as needs change. Admins and analysts gain full ownership with a familiar, spreadsheet-like interface that reduces errors and rework, backed by SmartGrid™ for robust data integration—without technical bottlenecks or external consultants Full ownership, no limits. End-to-end collaboration is at your fingertips with built-in approvals, commentary, and workflows, streamlining the hand-off from plan design through execution and measurement. Sales teams enjoy instant, accurate visibility into their earnings, on-demand statements, and an interactive commission estimator, empowering them to focus on high-value activities and adapt with confidence. CaptivateIQ empowers every function—RevOps, Finance, Sales, and more—to adjust plans, incentivize performance, and deliver on revenue growth targets, all within a flexible environment that adapts as quickly as business does. From enterprise-grade controls to in-depth reporting and dashboards, revenue teams monitor, measure, and optimize at every step to maximize success. Trusted by over 800 leading companies—including Boston Scientific, Datadog, and 6sense—CaptivateIQ sets a new standard for sales performance management. We are proud to be a category leader on G2, backed by thousands of enthusiastic customer reviews. When change is the only constant, CaptivateIQ gives revenue teams agility, clarity, and control—ensuring your planning and incentives finally work together, so you can grow stronger no matter what comes next. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,410 **How Do G2 Users Rate CaptivateIQ?** - **Quality of Support:** 9.5/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind CaptivateIQ?** - **Seller:** [CaptivateIQ](https://www.g2.com/sellers/captivateiq) - **Company Website:** https://www.captivateiq.com/ - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @CaptivateIq (606 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18516995/ (271 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 68% Mid-Market, 26% Enterprise #### What Are CaptivateIQ's Pros and Cons? **Pros:** - Ease of Use (507 reviews) - Simple (230 reviews) - Helpful (217 reviews) - Accuracy (186 reviews) - Intuitive (182 reviews) **Cons:** - Learning Curve (80 reviews) - Missing Features (52 reviews) - Reporting Issues (43 reviews) - Slow Loading (43 reviews) - Difficult Learning (42 reviews) ### 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) ### 4. [Board](https://www.g2.com/products/board/reviews) Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks. **Average Rating:** 4.4/5.0 **Total Reviews:** 301 **How Do G2 Users Rate Board?** - **Quality of Support:** 8.6/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Board?** - **Seller:** [Board International](https://www.g2.com/sellers/board-international) - **Company Website:** https://www.board.com - **Year Founded:** 1994 - **HQ Location:** Chiasso, Ticino - **Twitter:** @BoardSoftware (27,073 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/98246/ (932 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer, Software Developer - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 57% Mid-Market, 40% Enterprise #### What Are Board's Pros and Cons? **Pros:** - Ease of Use (26 reviews) - Flexibility (21 reviews) - Features (20 reviews) - Efficiency (18 reviews) - Customization (16 reviews) **Cons:** - Slow Performance (9 reviews) - Learning Curve (8 reviews) - Missing Features (8 reviews) - Poor Visualization (8 reviews) - Complexity (7 reviews) ### What Do G2 Reviewers Say About Board? *AI-generated summary from verified user reviews* **Pros:** - Users 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? **"[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)"** **Rating:** 4.5/5.0 stars *— Peter T.* [Read full review](https://www.g2.com/survey_responses/board-review-12625234) --- **"[Insightful Yet Challenging for Forecasting](https://www.g2.com/survey_responses/board-review-13069480)"** **Rating:** 4.5/5.0 stars *— Verified User* [Read full review](https://www.g2.com/survey_responses/board-review-13069480) --- #### What Are G2 Users Discussing About Board? - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote ### 5. [Lative](https://www.g2.com/products/lative/reviews) Lative is an advanced sales planning and decision intelligence platform designed to help companies meet their revenue objectives in the most profitable and efficient way. By providing real-time insights, automation, and deep analytics, we empower revenue leaders to optimize performance, reduce inefficiencies, and confidently scale their organizations. Why we exist: Sales teams today face increasing pressure to hit ambitious targets while navigating complex markets, evolving customer needs, and economic uncertainty. Traditional planning methods—reliant on spreadsheets, static forecasts, and fragmented data—can’t keep up. At Lative, our mission is simple: we help companies achieve their sales goals profitably and efficiently by enabling them to make better, data-driven decisions. We believe go-to-market leaders should have full visibility into their sales performance and productivity in real-time, without the bottlenecks of manual data aggregation or siloed reporting. How does Lative help? We bring clarity and efficiency to sales planning and execution with four core capabilities: Analyze – Gain continuous, granular insights into sales performance, productivity, and efficiency across the entire revenue organization. Identify areas for improvement and take action before problems impact your bottom line. Plan – Automate bottom-up capacity planning with dynamic what-if scenarios that allow you to optimize hiring, resource allocation, and revenue goals for both short-term and long-term success. Track – Bridge the gap between top-down strategic planning and real-time operational execution by identifying risks and opportunities as they emerge. Integrate – Consolidate data from 150+ sources, breaking down silos and providing a single source of truth for revenue planning and execution. The Lative Advantage Lative enables revenue leaders to confidently answer the most critical sales strategy questions: Will we hit our number? How will we get there? Can we do it profitably? With Lative, you have the insights needed to optimize capacity, align resources strategically, and make data-driven decisions that drive sustainable growth. We’re more than just a software solution—we’re a partner in your success, helping you transform sales planning from reactive to proactive. Leading companies including Avalara, Aiven, Benchling, Oneflow, PopMenu, Version 1, and Wiz rely on Lative to drive profitable, efficient growth and hit their targets with confidence and precision. Whether you’re scaling a high-growth startup or optimizing an established sales organization, Lative provides the intelligence you need to stay ahead of the competition. **Average Rating:** 4.8/5.0 **Total Reviews:** 20 **How Do G2 Users Rate Lative?** - **Quality of Support:** 9.7/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Lative?** - **Seller:** [Lative](https://www.g2.com/sellers/lative) - **Company Website:** https://lative.io - **HQ Location:** Dublin, IE - **LinkedIn® Page:** https://www.linkedin.com/company/lative-limited (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 50% Mid-Market, 30% Enterprise #### What Are Lative's Pros and Cons? **Pros:** - Customer Support (8 reviews) - Ease of Use (6 reviews) - Planning (6 reviews) - Analytics (5 reviews) - Easy Setup (5 reviews) **Cons:** - Learning Curve (2 reviews) - Missing Features (2 reviews) - Slow Updates (2 reviews) - Steep Learning Curve (2 reviews) - Admin Issues (1 reviews) ### What Do G2 Reviewers Say About Lative? *AI-generated summary from verified user reviews* **Pros:** - Users 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) --- ### 6. [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence. **Average Rating:** 4.6/5.0 **Total Reviews:** 110 **How Do G2 Users Rate Pigment?** - **Quality of Support:** 9.6/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Pigment?** - **Seller:** [Pigment](https://www.g2.com/sellers/pigment) - **Company Website:** https://www.pigment.com/ - **Year Founded:** 2019 - **HQ Location:** Paris, FR - **LinkedIn® Page:** https://www.linkedin.com/company/pigment/ (711 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** FP&A Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 73% Mid-Market, 20% Enterprise #### What Are Pigment's Pros and Cons? **Pros:** - Flexibility (9 reviews) - Features (8 reviews) - Customer Support (7 reviews) - Ease of Use (7 reviews) - Automation (6 reviews) **Cons:** - Data Inaccuracy (3 reviews) - Complexity (2 reviews) - Complex Setup (2 reviews) - Connectivity Issues (2 reviews) - Formula Limitations (2 reviews) ### What Do G2 Reviewers Say About Pigment? *AI-generated summary from verified user reviews* **Pros:** - Users 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) --- ### 7. [Jedox](https://www.g2.com/products/jedox/reviews) Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​ **Average Rating:** 4.3/5.0 **Total Reviews:** 158 **How Do G2 Users Rate Jedox?** - **Quality of Support:** 8.7/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Ease of Admin:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Jedox?** - **Seller:** [Jedox](https://www.g2.com/sellers/jedox) - **Company Website:** https://www.jedox.com - **Year Founded:** 2002 - **HQ Location:** Freiburg, Germany - **Twitter:** @Jedox (1,673 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/231653/ (400 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 51% Mid-Market, 28% Small-Business #### What Are Jedox's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Budgeting Management (7 reviews) - Flexibility (7 reviews) - Forecasting (7 reviews) - Integrations (7 reviews) **Cons:** - Complex Modeling (5 reviews) - Learning Curve (5 reviews) - Complexity (4 reviews) - Learning Difficulty (4 reviews) - Slow Loading (4 reviews) ### What Do G2 Reviewers Say About Jedox? *AI-generated summary from verified user reviews* **Pros:** - Users 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) ### 8. [Oracle Sales Performance Management](https://www.g2.com/products/oracle-sales-performance-management/reviews) Oracle Sales Performance Management is a comprehensive solution designed to enhance sales effectiveness by aligning individual sales goals with overarching company strategies. Leveraging a robust data foundation and machine learning capabilities, it offers advanced tools for incentive compensation, quota management, and territory management, enabling organizations to drive sustained, profitable revenue growth. Key Features and Functionality: - Territory Management: Create and optimize sales territories based on various factors such as geography, business units, product lines, and industries. Utilize powerful what-if analysis to ensure balanced and effective sales coverage. - Quota Management: Align sales quotas with company objectives and individual seller goals. Implement advanced quota planning and allocation methodologies, including top-down, bottom-up, and waterfall approaches, to set equitable and achievable targets. - Incentive Compensation: Design and administer complex variable compensation plans with accuracy. Integrate seamlessly with ERP and HCM systems to ensure precise compensation crediting and leverage what-if modeling tools to analyze and optimize compensation scenarios. - Sales Performance Dashboards: Monitor and track sales performance dynamically with real-time data. Utilize configurable dashboards to gain insights into individual and team metrics, facilitating informed decision-making and performance optimization. Primary Value and Solutions Provided: Oracle Sales Performance Management addresses common sales performance challenges by providing a unified platform that connects key selling processes with back-office operations. By automating and optimizing territory assignments, quota allocations, and incentive compensation plans, it empowers sales organizations to: - Increase Revenue: Align individual sales efforts with company strategies to drive higher sales performance and revenue growth. - Enhance Sales Efficiency: Reduce administrative overhead and errors through automation, allowing sales teams to focus more on selling and less on administrative tasks. - Motivate Sales Teams: Implement fair and transparent compensation plans that incentivize desired behaviors and performance, leading to a more engaged and productive sales force. By integrating these capabilities, Oracle Sales Performance Management enables organizations to build high-performing sales teams that are well-equipped to meet and exceed their sales objectives. **Average Rating:** 4.0/5.0 **Total Reviews:** 109 **How Do G2 Users Rate Oracle Sales Performance Management?** - **Quality of Support:** 8.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Ease of Use:** 7.7/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Oracle Sales Performance Management?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 42% Enterprise, 33% Small-Business #### What Are Oracle Sales Performance Management's Pros and Cons? **Pros:** - Efficiency (5 reviews) - Reporting (5 reviews) - Automation (4 reviews) - Ease of Use (4 reviews) - Features (3 reviews) **Cons:** - Learning Curve (8 reviews) - Difficult Learning (5 reviews) - Not Intuitive (5 reviews) - Complexity (4 reviews) - Expensive (4 reviews) ### What Do G2 Reviewers Say About Oracle Sales Performance Management? *AI-generated summary from verified user reviews* **Pros:** - Users 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 ### 9. [Xactly](https://www.g2.com/products/xactly/reviews) Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,081 **How Do G2 Users Rate Xactly?** - **Quality of Support:** 8.3/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Ease of Admin:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Xactly?** - **Seller:** [Xactly](https://www.g2.com/sellers/xactly) - **Company Website:** https://www.xactlycorp.com - **Year Founded:** 2005 - **HQ Location:** San Jose, CA - **Twitter:** @Xactly (21,081 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/22530/ (897 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 37% Mid-Market #### What Are Xactly's Pros and Cons? **Pros:** - Ease of Use (182 reviews) - Compensation Management (60 reviews) - Features (49 reviews) - Automation (30 reviews) - Detailed Breakdown (30 reviews) **Cons:** - Not Intuitive (49 reviews) - Slow Loading (34 reviews) - Outdated UI (29 reviews) - Data Issues (27 reviews) - Difficult Navigation (25 reviews) ### 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) ### 10. [Vena](https://www.g2.com/products/vena/reviews) Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more. **Average Rating:** 4.5/5.0 **Total Reviews:** 471 **How Do G2 Users Rate Vena?** - **Quality of Support:** 9.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Vena?** - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Company Website:** https://www.venasolutions.com - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions (1,347 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (706 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 64% Mid-Market, 20% Enterprise #### What Are Vena's Pros and Cons? **Pros:** - Ease of Use (110 reviews) - Excel Integration (59 reviews) - Features (51 reviews) - User Interface (50 reviews) - Reporting (48 reviews) **Cons:** - Learning Difficulty (28 reviews) - Learning Curve (26 reviews) - Steep Learning Curve (23 reviews) - Difficult Learning (19 reviews) - Slow Loading (18 reviews) ### 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) --- ### 11. [Varicent](https://www.g2.com/products/varicent-varicent/reviews) Your revenue system already decides how much you’ll grow. At scale, the real barrier to growth is rarely the sales team. It is the tools they rely on. Most solutions aren't designed for how sales organizations actually work. They manage incentives, quotas, or territories individually but not together. That fragmentation buries high-potential accounts in the wrong territories. It wastes selling hours on deals that don’t move the business forward. And it keeps the organization from adjusting as the market shifts and priorities change. Varicent changes that. Our AI-native platform connects territories, quotas, incentives, and seller insights in one place. Information flows freely across the system, and everything responds together. The result is orchestration: a system built to keep sellers focused on the right opportunities and ready to move when the market does. **Average Rating:** 4.5/5.0 **Total Reviews:** 590 **How Do G2 Users Rate Varicent?** - **Quality of Support:** 8.8/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Varicent?** - **Seller:** [Varicent](https://www.g2.com/sellers/varicent) - **Company Website:** https://varicent.com - **Year Founded:** 2003 - **HQ Location:** Toronto, Ontario - **Twitter:** @ThisIsVaricent (151 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/50650/ (672 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer, Business Systems Analyst - **Top Industries:** Financial Services, Banking - **Company Size:** 68% Enterprise, 24% Mid-Market #### What Are Varicent's Pros and Cons? **Pros:** - Flexibility (30 reviews) - Customer Support (23 reviews) - Ease of Use (23 reviews) - Efficiency (17 reviews) - Reporting (17 reviews) **Cons:** - Complexity (16 reviews) - Slow Performance (15 reviews) - Implementation Difficulty (14 reviews) - Slow Loading (13 reviews) - Setup Difficulty (11 reviews) ### What Do G2 Reviewers Say About Varicent? *AI-generated summary from verified user reviews* **Pros:** - Users 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) --- ### 12. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group. **Average Rating:** 4.8/5.0 **Total Reviews:** 114 **How Do G2 Users Rate Drivetrain?** - **Quality of Support:** 9.8/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Ease of Admin:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Drivetrain?** - **Seller:** [Drivetrain](https://www.g2.com/sellers/drivetrain) - **Company Website:** https://www.drivetrain.ai - **Year Founded:** 2021 - **HQ Location:** Sunnyvale, US - **Twitter:** @DrivetrainAI (55 Twitter followers) - **LinkedIn® Page:** https://in.linkedin.com/company/drivetrainai (97 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Finance Manager, CFO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 83% Mid-Market, 14% Small-Business #### What Are Drivetrain's Pros and Cons? **Pros:** - Ease of Use (43 reviews) - Reporting Efficiency (31 reviews) - Report Creation (30 reviews) - Customer Support (29 reviews) - Easy Integrations (22 reviews) **Cons:** - Learning Curve (13 reviews) - Missing Features (13 reviews) - Learning Difficulty (12 reviews) - Steep Learning Curve (11 reviews) - Difficult Learning (6 reviews) ### What Do G2 Reviewers Say About Drivetrain? *AI-generated summary from verified user reviews* **Pros:** - Users find Drivetrain 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? **"[Happy Drivetrain User](https://www.g2.com/survey_responses/drivetrain-review-12242899)"** **Rating:** 5.0/5.0 stars *— Kevin B.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12242899) --- **"[Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights](https://www.g2.com/survey_responses/drivetrain-review-12273623)"** **Rating:** 5.0/5.0 stars *— Jean-Thomas C.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623) --- ### 13. [BoogieBoard](https://www.g2.com/products/boogieboard/reviews) BoogieBoard is a two-part territory design platform: 1. Territory Suggestion Engine - Uses AI to automatically design sales territories - Balances accounts across sales roles and segments - Eliminates manual spreadsheet territory planning 2. Territory Design Home - Provides a single, shared workspace for territory planning - Gives full visibility into territory assignments - Allows real-time collaboration and territory adjustments How It Works: 1. Upload account and team data 2. AI generates optimized territory suggestions 3. Teams review, discuss, and refine territories in a collaborative interface Who Uses It: - Sales leaders - RevOps teams - B2B sales organizations that care about a smart approach to the market **Average Rating:** 4.9/5.0 **Total Reviews:** 12 **How Do G2 Users Rate BoogieBoard?** - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind BoogieBoard?** - **Seller:** [BoogieBoard](https://www.g2.com/sellers/boogieboard) - **HQ Location:** Austin, US - **LinkedIn® Page:** https://www.linkedin.com/company/boogieboard/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 67% Mid-Market, 25% Enterprise #### What Are BoogieBoard's Pros and Cons? **Pros:** - Features (5 reviews) - Customer Support (3 reviews) - Ease of Use (3 reviews) - Mapping Features (3 reviews) - Planning (3 reviews) **Cons:** - Complexity (1 reviews) - Limitations (1 reviews) - Mapping Issues (1 reviews) - Object Limitations (1 reviews) ### What Do G2 Reviewers Say About BoogieBoard? *AI-generated summary from verified user reviews* **Pros:** - Users 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) --- ### 14. [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. **Average Rating:** 4.3/5.0 **Total Reviews:** 344 **How Do G2 Users Rate Workday Adaptive Planning?** - **Quality of Support:** 8.1/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10) - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Workday Adaptive Planning?** - **Seller:** [Workday](https://www.g2.com/sellers/workday) - **Company Website:** https://www.workday.com - **Year Founded:** 2005 - **HQ Location:** Pleasanton, CA - **Twitter:** @Workday (52,273 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17719/ (24,145 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 57% Mid-Market, 32% Enterprise #### What Are Workday Adaptive Planning's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Efficiency (11 reviews) - Capabilities (8 reviews) - Features (8 reviews) - Planning (8 reviews) **Cons:** - Complexity (5 reviews) - Complex Setup (5 reviews) - Learning Difficulty (5 reviews) - Steep Learning Curve (5 reviews) - Difficult Customization (4 reviews) ### What Do G2 Reviewers Say About Workday Adaptive Planning? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Workday Adaptive Planning, enhancing day-to-day activities and team collaboration. - Users value the **efficiency** of Workday Adaptive Planning, making workflows faster, more accurate, and easier to scale. - Users value the **integration of financial and workforce planning** in Workday Adaptive Planning, enhancing collaboration and decision-making. - Users value the **flexible and user-friendly interface** of Workday Adaptive Planning, enhancing scalability and collaboration across teams. - Users appreciate the **structure, flexibility, and transparency** provided by Workday Adaptive Planning for financial planning and forecasting. **Cons:** - Users find the **complexity of configurations and integrations** in Workday Adaptive Planning can hinder smooth operation, especially for newcomers. - Users find the **setup and integration process complex** , making data input and customization cumbersome and time-consuming. - Users find the **integration and setup process difficult** , leading to a steep learning curve and challenges with data management. - Users note the **steep learning curve** with Workday Adaptive Planning, impacting initial efficiency and confidence in usage. - Users find the **difficult customization** in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **"[Streamlines Budgeting and Forecasting with Real-Time Collaboration](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611)"** **Rating:** 4.0/5.0 stars *— Ram K.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611) --- **"[Flexible and Intuitive Budgeting Tool for Mid to Large Organizations](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047)"** **Rating:** 4.0/5.0 stars *— Dhairay A.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047) --- #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote ### 15. [SAP SuccessFactors Territory and Quota](https://www.g2.com/products/sap-successfactors-territory-and-quota/reviews) The SAP SuccessFactors Territory and Quota solution streamlines and simplifies financial and sales planning to help you design and optimize sales territories and deploy equitable and fair quotas to maximize revenue. -Cloud deployment -Territory planning and modeling and AI optimization -Sales forecasting and quota management -Visualization and mapping **Average Rating:** 4.4/5.0 **Total Reviews:** 11 **How Do G2 Users Rate SAP SuccessFactors Territory and Quota?** - **Quality of Support:** 9.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Ease of Admin:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind SAP SuccessFactors Territory and Quota?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) - **Ownership:** NYSE:SAP **Who Uses This Product?** - **Company Size:** 55% Enterprise, 27% Small-Business #### What Are Recent G2 Reviews of SAP SuccessFactors Territory and Quota? **"[SAP SuccessFactors review](https://www.g2.com/survey_responses/sap-successfactors-territory-and-quota-review-9866634)"** **Rating:** 5.0/5.0 stars *— iroe jun l.* [Read full review](https://www.g2.com/survey_responses/sap-successfactors-territory-and-quota-review-9866634) --- **"[Very Very Well](https://www.g2.com/survey_responses/sap-successfactors-territory-and-quota-review-7174932)"** **Rating:** 4.0/5.0 stars *— Dennis M.* [Read full review](https://www.g2.com/survey_responses/sap-successfactors-territory-and-quota-review-7174932) --- #### What Are G2 Users Discussing About SAP SuccessFactors Territory and Quota? - [What is CallidusCloud Territory and Quota used for?](https://www.g2.com/discussions/what-is-calliduscloud-territory-and-quota-used-for) ### 16. [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 453 **How Do G2 Users Rate Fullcast?** - **Quality of Support:** 9.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Fullcast?** - **Seller:** [Fullcast, Inc.](https://www.g2.com/sellers/fullcast-inc) - **Company Website:** https://www.fullcast.com/ - **Year Founded:** 2017 - **HQ Location:** Salt Lake City, UT - **LinkedIn® Page:** https://www.linkedin.com/company/fullcast-ai/ (388 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, Account Executive - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 62% Small-Business, 30% Mid-Market #### What Are Fullcast's Pros and Cons? **Pros:** - Helpful (13 reviews) - Insights (12 reviews) - Ease of Use (9 reviews) - AI Summary (8 reviews) - Intuitive (8 reviews) **Cons:** - Learning Curve (5 reviews) - Data Management Issues (4 reviews) - Data Inaccuracy (3 reviews) - Integration Issues (3 reviews) - Lack of Detail (3 reviews) ### What Do G2 Reviewers Say About Fullcast? *AI-generated summary from verified user reviews* **Pros:** - Users 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) ### 17. [AccountAim](https://www.g2.com/products/accountaim/reviews) AccountAim's RevOps Data platform improves growth, predictability, and quality of revenue by ensuring your sales teams work their best accounts, always. Through account scoring & prioritization, territory management, and revenue compliance, AccountAim gives sales teams the tools they need to drive profitable growth. Visit accountaim.com to learn more. **Average Rating:** 4.8/5.0 **Total Reviews:** 20 **How Do G2 Users Rate AccountAim?** - **Quality of Support:** 9.9/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 9.8/10 (Category avg: 8.9/10) - **Ease of Admin:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind AccountAim?** - **Seller:** [AccountAim](https://www.g2.com/sellers/accountaim) - **Year Founded:** 2023 - **HQ Location:** San Francisco, CA - **Twitter:** @GetAccountAim (2 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/accountaim/ (26 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 55% Mid-Market, 45% Small-Business #### What Are AccountAim's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Time-saving (6 reviews) - Efficiency (5 reviews) - Lead Generation (5 reviews) - Salesforce Integration (4 reviews) **Cons:** - Missing Features (2 reviews) - CRM Integration (1 reviews) - Dashboard Issues (1 reviews) - Data Inaccuracy (1 reviews) - Filtering Issues (1 reviews) ### What Do G2 Reviewers Say About AccountAim? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of AccountAim, which enhances productivity and streamlines account management significantly. - Users find **AccountAim saves 1-2 hours daily** , enhancing productivity and allowing for more personalized outreach. - Users highlight the **efficiency** of AccountAim, saving time and boosting productivity in managing accounts and outreach. - Users appreciate the **efficient lead generation** of AccountAim, saving time for personalized outreach and increased response rates. - Users value the **efficient Salesforce integration** of AccountAim, transforming their productivity by simplifying account selection and outreach. **Cons:** - Users desire additional **features like LinkedIn integration** to enhance data points and improve workflow in AccountAim. - Users wish for a **LinkedIn integration** to enhance data points, improving the overall functionality of AccountAim. - Users find **dashboard issues** due to limited visualization options, impacting ease of interpreting their data. - Users notice **data inaccuracies** in AccountAim, leading to poor account recommendations and prompting necessary CRM updates. - Users desire better **filter integration** from LinkedIn to enhance their AccountAim experience and workflow efficiency. #### What Are Recent G2 Reviews of AccountAim? **"[Helped me ramp really quickly](https://www.g2.com/survey_responses/accountaim-review-10398090)"** **Rating:** 5.0/5.0 stars *— Clare M.* [Read full review](https://www.g2.com/survey_responses/accountaim-review-10398090) --- **"[Clean GTM data with snapshots](https://www.g2.com/survey_responses/accountaim-review-10379752)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/accountaim-review-10379752) --- ### 18. [Forecastio](https://www.g2.com/products/forecastio/reviews) Forecastio is designed to help sales leaders achieve or surpass their sales quotas by: - Leveraging advanced sales planning to set reasonable quotas based on historical and current team performance. - Properly managing sales capacity to ensure optimal resource allocation. - Accessing accurate sales forecasts to swiftly react to any threats to achieving sales goals. - Receiving real-time sales performance insights that not only highlight problems but also provide actionable recommendations to increase win rates, shorten the sales cycle, and improve overall performance. **Average Rating:** 4.5/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Forecastio?** - **Quality of Support:** 8.9/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Ease of Admin:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Forecastio?** - **Seller:** [Forecastio](https://www.g2.com/sellers/forecastio) - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/forecastio (5 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 46% Small-Business, 38% Mid-Market #### What Are Forecastio's Pros and Cons? **Pros:** - Time-saving (9 reviews) - Analytics (8 reviews) - Forecasting (7 reviews) - Visibility (6 reviews) - Efficiency (5 reviews) **Cons:** - Complexity (3 reviews) - Steep Learning Curve (3 reviews) - Forecasting Issues (2 reviews) - Integration Issues (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Forecastio? *AI-generated summary from verified user reviews* **Pros:** - Users love how Forecastio offers **time-saving analytics** , simplifying planning and enabling quick, data-driven decisions. - Users value the **detailed sales performance analysis** of Forecastio, enhancing focus on successful sales strategies and engagement. - Users value the **intuitive navigation** of Forecastio, appreciating its ease of use and effective sales forecasting tools. - Users value the **real-time sales reporting** of Forecastio, enhancing control and enabling swift decision-making in sales strategies. - Users commend the **efficiency** of Forecastio, benefiting from streamlined analytics and automated planning for quick decision-making. **Cons:** - Users find **complexity** an issue with Forecastio, citing integration challenges and limited customization options for advanced forecasting. - Users face a **steep learning curve** with Forecastio, making initial use and customization challenging for new adopters. - Users find **forecasting issues** with Forecastio, noting limitations for complex scenarios and large datasets. - Users experience **integration issues** with Forecastio, noting difficulties with CRM connections and the need for third-party tools. - Users find the **learning curve challenging** , wishing for better training to navigate the comprehensive features more easily. #### What Are Recent G2 Reviews of Forecastio? **"[real-time sales data](https://www.g2.com/survey_responses/forecastio-review-10819691)"** **Rating:** 4.5/5.0 stars *— Daryl W.* [Read full review](https://www.g2.com/survey_responses/forecastio-review-10819691) --- **"[Complete sales tracking](https://www.g2.com/survey_responses/forecastio-review-10762028)"** **Rating:** 4.0/5.0 stars *— Jake L.* [Read full review](https://www.g2.com/survey_responses/forecastio-review-10762028) --- ### 19. [Plan2Win](https://www.g2.com/products/plan2win/reviews) Plan2Win offers Account and Territory Planning solutions for Salesforce instance. **Average Rating:** 4.1/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Plan2Win?** - **Quality of Support:** 8.6/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Plan2Win?** - **Seller:** [Plan2Win Software](https://www.g2.com/sellers/plan2win-software) - **Year Founded:** 2007 - **HQ Location:** Walnut Creek, CA - **Twitter:** @Plan2WinSW (27 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/plan2win-software/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 57% Mid-Market, 43% Small-Business #### What Are Plan2Win's Pros and Cons? **Pros:** - Efficiency (3 reviews) - Features (3 reviews) - Planning (3 reviews) - Ease of Use (2 reviews) - Easy Setup (2 reviews) **Cons:** - Expensive (1 reviews) - Limited Customization (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Plan2Win? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficiency** of Plan2Win, making strategic sales planning and progress tracking seamless and effective. - Users appreciate the **ease of use and abundant features** of Plan2Win, enhancing strategic planning and team communication. - Users value the **strategic planning features** of Plan2Win for effectively managing sales and optimizing team performance. - Users commend the **ease of use** of Plan2Win, facilitating strategic planning and efficient goal achievement. - Users appreciate the **easy setup** of Plan2Win, allowing seamless implementation of sales strategies and goal achievement. **Cons:** - Users find Plan2Win to be **expensive** , particularly given occasional crashes and lagging issues during use. - Users desire **more flexible customization options** in Plan2Win to better suit their specific needs. - Users often face **slow performance** with Plan2Win, experiencing crashes and lagging during their usage. #### What Are Recent G2 Reviews of Plan2Win? **"[Keeps my sales planning focused and easy in SFDC](https://www.g2.com/survey_responses/plan2win-review-11362148)"** **Rating:** 4.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/plan2win-review-11362148) --- **"[Excelent territory management and sales planning tool!](https://www.g2.com/survey_responses/plan2win-review-10761674)"** **Rating:** 5.0/5.0 stars *— Amanda C.* [Read full review](https://www.g2.com/survey_responses/plan2win-review-10761674) --- #### What Are G2 Users Discussing About Plan2Win? - [What is Plan2Win used for?](https://www.g2.com/discussions/what-is-plan2win-used-for) ### 20. [Abacum](https://www.g2.com/products/abacum/reviews) Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently. **Average Rating:** 4.7/5.0 **Total Reviews:** 150 **How Do G2 Users Rate Abacum?** - **Quality of Support:** 9.8/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Ease of Admin:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Abacum?** - **Seller:** [Abacum](https://www.g2.com/sellers/abacum) - **Company Website:** https://www.abacum.ai/ - **Year Founded:** 2020 - **HQ Location:** New York City, US - **LinkedIn® Page:** https://www.linkedin.com/company/abacum-io/ (151 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Head of Finance - **Top Industries:** Computer Software, Financial Services - **Company Size:** 88% Mid-Market, 6% Small-Business #### What Are Abacum's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Customer Support (17 reviews) - Time-saving (14 reviews) - Efficiency (13 reviews) - Features (13 reviews) **Cons:** - Learning Difficulty (9 reviews) - Complex Setup (8 reviews) - Learning Curve (8 reviews) - Steep Learning Curve (8 reviews) - Difficult Setup (6 reviews) ### What Do G2 Reviewers Say About Abacum? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Abacum, enhancing flexibility and efficiency in reporting and analysis. - Users commend the **incredible support team** at Abacum for their quick responses and helpful assistance. - Users value the **time-saving** features of Abacum, enabling swift financial planning and streamlined collaborative efforts. - Users highlight the **efficiency** of Abacum, significantly reducing reporting time and enhancing analytical flexibility. - Users praise **Abacum's powerful features** that enhance financial planning with real-time forecasting, integrations, and user-friendly collaboration. **Cons:** - Users face a **steep learning curve** with Abacum, making the initial setup challenging for newcomers. - Users find the **complex setup** challenging, with a steep learning curve and potential performance issues during initial configuration. - Users face a **steep learning curve** during initial setup, requiring training to efficiently navigate the platform. - Users find the **steep learning curve** challenging, requiring careful navigation during initial setup and data migration. - Users find the **difficult setup** process time-consuming and complex, requiring focused effort to navigate effectively. #### What Are Recent G2 Reviews of Abacum? **"[Powerful consolidation tool that handles our complex multi-entity setup with ease](https://www.g2.com/survey_responses/abacum-review-13070099)"** **Rating:** 5.0/5.0 stars *— Amy F.* [Read full review](https://www.g2.com/survey_responses/abacum-review-13070099) --- **"[Consolidates Complex Tasks, But Needs Time Investment](https://www.g2.com/survey_responses/abacum-review-12805796)"** **Rating:** 4.5/5.0 stars *— Ankush B.* [Read full review](https://www.g2.com/survey_responses/abacum-review-12805796) --- #### What Are G2 Users Discussing About Abacum? - [What is Abacum used for?](https://www.g2.com/discussions/what-is-abacum-used-for) ### 21. [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. With over 1,700 customers, including 15% of the Fortune 500, more than 280+ go-to-market, implementation, and development partners and approximately 1,400 employees, our vision is to be the operating system for modern finance. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes. **Average Rating:** 4.6/5.0 **Total Reviews:** 149 **How Do G2 Users Rate OneStream - Unified EPM?** - **Quality of Support:** 9.1/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind OneStream - Unified EPM?** - **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software) - **Company Website:** https://www.onestream.com/ - **HQ Location:** Birmingham, MI - **Twitter:** @OneStream_Soft (2,189 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1244326/ (1,690 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Manufacturing, Financial Services - **Company Size:** 63% Enterprise, 28% Mid-Market #### What Are OneStream - Unified EPM's Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Data Management (15 reviews) - Flexibility (13 reviews) - Reporting (13 reviews) - Capabilities (11 reviews) **Cons:** - Learning Difficulty (11 reviews) - Steep Learning Curve (9 reviews) - Learning Curve (8 reviews) - Complexity (7 reviews) - Dashboard Limitations (6 reviews) ### What Do G2 Reviewers Say About OneStream - Unified EPM? *AI-generated summary from verified user reviews* **Pros:** - Users find OneStream's **ease of use** invaluable, enhancing efficiency and confidence in financial data management. - Users value the **unified platform for financial data** , streamlining communication and consolidation for seamless reporting. - Users value the **flexibility** of OneStream, allowing tailored solutions that meet diverse organizational needs. - Users value the **real-time reporting capabilities** of OneStream, enhancing their decision-making with instant insights. - Users appreciate the **single platform** that integrates consolidation, planning, and reporting for seamless financial management. **Cons:** - Users find the **learning difficulty** of OneStream significant, often recommending training for better understanding and usage. - Users face a **steep learning curve** with OneStream, necessitating extensive training for effective use and adoption. - Users find the **learning curve steep** , recommending training due to the intimidating and non-intuitive interface for new users. - Users find the **complexity** of OneStream challenging, especially with dashboarding and writing Business Rules without prior knowledge. - Users find **dashboard limitations** hinder performance, making it challenging to use effectively out of the box. #### What Are Recent G2 Reviews of OneStream - Unified EPM? **"[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)"** **Rating:** 4.0/5.0 stars *— Damaris D.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812) --- **"[OneStream Review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)"** **Rating:** 5.0/5.0 stars *— Tahir H.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983) --- #### What Are G2 Users Discussing About OneStream - Unified EPM? - [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments - [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments - [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments ### 22. [Kepion](https://www.g2.com/products/kepion/reviews) Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future. **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Kepion?** - **Quality of Support:** 9.2/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Kepion?** - **Seller:** [Kepion](https://www.g2.com/sellers/kepion) - **Year Founded:** 2009 - **HQ Location:** Seattle, US - **Twitter:** @kepion (170 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/438641/ (25 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 53% Small-Business, 42% Mid-Market #### What Are Kepion's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Features (5 reviews) - Ease of Learning (4 reviews) - Efficiency (4 reviews) - Forecasting (4 reviews) **Cons:** - Dashboard Issues (3 reviews) - Difficult Learning (3 reviews) - Limited Options (3 reviews) - Complexity (2 reviews) - Dashboard Limitations (2 reviews) ### What Do G2 Reviewers Say About Kepion? *AI-generated summary from verified user reviews* **Pros:** - Users find Kepion's **user-friendly interface** enhances navigation and planning, facilitating smooth adoption and effective use. - Users value the **flexibility and integration** of Kepion, enhancing budgeting, forecasting, and planning efficiency seamlessly. - Users highlight the **ease of learning** Kepion, appreciating its intuitive interface and quick adoption by teams. - Users commend Kepion for its **efficiency** in enhancing planning processes and facilitating seamless team collaboration. - Users praise Kepion for its **intuitive forecasting** capabilities, enhancing efficiency and facilitating smarter business decisions. **Cons:** - Users face **dashboard setup flexibility issues** , necessitating clearer guidance for effective data actions and formatting adjustments. - Users face **difficult learning** curves due to complex setup requirements and the need for technical knowledge in Kepion. - Users note the **limited options** for advanced analytics and reporting templates compared to specialized BI tools. - Users find the **complexity in dashboard setup** challenging, particularly needing SQL knowledge for building rules effectively. - Users find the **dashboard limitations** frustrating, citing inflexible setup and inadequate formatting options for layout adjustments. #### What Are Recent G2 Reviews of Kepion? **"[Order, security, and structure for your business process](https://www.g2.com/survey_responses/kepion-review-11635407)"** **Rating:** 5.0/5.0 stars *— Francisco R.* [Read full review](https://www.g2.com/survey_responses/kepion-review-11635407) --- **"[Reliable, Intuitive, and Easy to Implement](https://www.g2.com/survey_responses/kepion-review-11599697)"** **Rating:** 5.0/5.0 stars *— Carolina d.* [Read full review](https://www.g2.com/survey_responses/kepion-review-11599697) --- #### What Are G2 Users Discussing About Kepion? - [What is Kepion used for?](https://www.g2.com/discussions/what-is-kepion-used-for) ### 23. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale. **Average Rating:** 4.4/5.0 **Total Reviews:** 218 **How Do G2 Users Rate Prophix Software?** - **Quality of Support:** 8.9/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Ease of Admin:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Prophix Software?** - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** https://www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix (1,990 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/45052/ (572 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Mid-Market, 37% Enterprise #### What Are Prophix Software's Pros and Cons? **Pros:** - Ease of Use (19 reviews) - Reporting (16 reviews) - Financial Management (14 reviews) - Reporting Efficiency (12 reviews) - Time-saving (12 reviews) **Cons:** - Slow Performance (7 reviews) - Steep Learning Curve (7 reviews) - Learning Curve (6 reviews) - Learning Difficulty (6 reviews) - Limited Functionality (6 reviews) ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users find Prophix to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments. - Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows. - Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency. - Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes. - Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments. **Cons:** - Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations. - Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management. - Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features. - Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features. - Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options. #### What Are Recent G2 Reviews of Prophix Software? **"[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) --- **"[Robust Financial Tool with Excellent Support](https://www.g2.com/survey_responses/prophix-software-review-10733312)"** **Rating:** 4.5/5.0 stars *— Corey H.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312) --- #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### 24. [Axtria SalesIQ](https://www.g2.com/products/axtria-salesiq/reviews) Axtria SalesIQ™ is the leading sales planning and operations solution for the global life sciences industry that enables effective and motivated sales teams resulting in higher commercial success. With the sales rep role continually evolving to meet the demands of a complex commercial model, Axtria SalesIQ empowers them to make intelligent decisions and reach the right customers at the right time with flexibility and agility. **Average Rating:** 4.1/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Axtria SalesIQ?** - **Quality of Support:** 7.4/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.2/10) - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Ease of Admin:** 7.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Axtria SalesIQ?** - **Seller:** [Axtria](https://www.g2.com/sellers/axtria) - **Year Founded:** 2010 - **HQ Location:** Berkeley Heights, NJ - **Twitter:** @Axtria (3,213 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/789643 (3,651 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Pharmaceuticals - **Company Size:** 50% Mid-Market, 33% Enterprise #### What Are Axtria SalesIQ's Pros and Cons? **Pros:** - Sales Management (4 reviews) - Features (3 reviews) - Lead Management (3 reviews) - Business Management (2 reviews) - Integrations (2 reviews) **Cons:** - Data Management (1 reviews) - Expensive (1 reviews) - Export Limitations (1 reviews) - Integration Problems (1 reviews) - Lack of Integration (1 reviews) ### What Do G2 Reviewers Say About Axtria SalesIQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **integrated sales management features** of Axtria SalesIQ, enhancing motivation and streamlining processes. - Users appreciate the **robust tracking and management features** of Axtria SalesIQ, enhancing team motivation and insights. - Users value the **robust lead management** capabilities of Axtria SalesIQ for streamlining the sales process effectively. - Users appreciate the **effective sales management features** of Axtria SalesIQ, enhancing team motivation and strategy execution. - Users love the **easy integrations** of Axtria SalesIQ, enhancing data tracking and streamlining their sales processes. **Cons:** - Users face challenges with **data export limitations** , particularly regarding six-month-old data in Axtria SalesIQ. - Users feel that the **pricing is too high** and that integration could be significantly improved. - Users face **export limitations** in Axtria SalesIQ, unable to access data older than six months. - Users express concerns about **integration problems** , indicating a need for improved performance and smoother compatibility. - Users find the **lack of integration** challenging, which hinders their overall experience with Axtria SalesIQ. #### What Are Recent G2 Reviews of Axtria SalesIQ? **"[Best Tool for tracking the Sales Volume](https://www.g2.com/survey_responses/axtria-salesiq-review-11020028)"** **Rating:** 4.5/5.0 stars *— lavanya g.* [Read full review](https://www.g2.com/survey_responses/axtria-salesiq-review-11020028) --- **"[Axteria Sales IQ- an ultimate tool to keep a close eye on your sales milestones](https://www.g2.com/survey_responses/axtria-salesiq-review-10789850)"** **Rating:** 4.5/5.0 stars *— Heena K.* [Read full review](https://www.g2.com/survey_responses/axtria-salesiq-review-10789850) --- ### 25. [Gradient Works](https://www.g2.com/products/gradient-works/reviews) Gradient Works is a dynamic book management platform for commercial sales teams. Dynamic book management is a modern approach to sales territory management that dynamically allocates accounts to reps based on fit and capacity. The AI-native Gradient Works platform includes tools to improve account selection and segmentation, territory management and account routing, and pipeline creation analytics. **Average Rating:** 4.9/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Gradient Works?** - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Ease of Admin:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Gradient Works?** - **Seller:** [Gradient Works](https://www.g2.com/sellers/gradient-works) - **Year Founded:** 2020 - **HQ Location:** Austin, US - **LinkedIn® Page:** https://www.linkedin.com/company/gradient-works (21 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 55% Mid-Market, 18% Enterprise #### What Are Gradient Works's Pros and Cons? **Pros:** - Customization Ease (1 reviews) - Ease of Use (1 reviews) - Efficiency (1 reviews) - Scalability (1 reviews) - Sharing (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Difficult Reporting (1 reviews) - Expensive (1 reviews) - Inadequate Reporting (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Gradient Works? *AI-generated summary from verified user reviews* **Pros:** - Users find the **customization ease** of Gradient Works invaluable for enhancing adaptability and sales efficiency. - Users value the **ease of use** of Gradient Works, which greatly enhances team efficiency and adaptability. - Users praise the **efficiency** of Gradient Works, noting it enhances adaptability and improves quota attainment. - Users value the **scalability** of Gradient Works, enhancing team distribution and adaptability to market changes. - Users value the **effective sharing capabilities** of Gradient Works, enhancing team collaboration and improving sales efficiency. **Cons:** - Users face challenges with **difficult learning** due to issues like slow convergence and gradient sensitivities in Gradient Works. - Users struggle with **difficult reporting** due to complex gradient descent algorithms and sensitivity issues affecting performance. - Users find Gradient Works to be **expensive** due to its computational intensity and slow convergence challenges. - Users note **inadequate reporting** on algorithm performance, leading to challenges in debugging and understanding model outcomes. - Users experience a **steep learning curve** due to complexities in gradient descent algorithms affecting performance and interpretability. #### What Are Recent G2 Reviews of Gradient Works? **"[Well received by customers](https://www.g2.com/survey_responses/gradient-works-review-10612201)"** **Rating:** 4.0/5.0 stars *— John S.* [Read full review](https://www.g2.com/survey_responses/gradient-works-review-10612201) --- **"[improved our first contact conversion rate](https://www.g2.com/survey_responses/gradient-works-review-10587511)"** **Rating:** 5.0/5.0 stars *— Ana S.* [Read full review](https://www.g2.com/survey_responses/gradient-works-review-10587511) --- ## What Is Sales Planning Software? [Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration) ## What Software Categories Are Similar to Sales Planning Software? - [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Financial Close Software](https://www.g2.com/categories/financial-close) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)