Sales planning software

Sales planning software is where RevOps and finance set quotas, model sales capacity and hiring, and design territories and coverage for the next period in one shared model. Leading sales planning tools include Anaplan, Pigment, Varicent, and Xactly Plan, with Clari and BoostUp in the mix when planning ties closely to the forecast. It replaces the planning spreadsheet that breaks every time finance changes the target. If you need help with terminology, check our sales ops glossary.

Tools compared

$35/user/mo plus a $525/mo platform fee, billed annually

Lowest published price · QuotaPath

By Rajat GuptaReviewed September 2026How we research software

Side-by-side comparison

Click any tool name for the full write-up. For deeper analysis, read our buyer guides and research articles.

Sales Planning Software: published price, best fit and main tradeoff for every tool on this page
Tool	Published price	Best for	Main tradeoff
Anaplan	Quote only	Large planning organisations with in-house model builders	If you only need a sales forecast tool, Anaplan is more than you need.
Pigment	Quote only	Finance and RevOps planning in one model	Pigment is a planning tool, not a pipeline forecasting tool.
Xactly Plan	Quote only	Existing Xactly Incent customers	Usability complaints about Xactly more broadly, including one Trustpilot reviewer calling the interface clunky and confusing, are worth testing against.
Varicent	Quote only	Enterprise comp teams with many plan variants	Complexity cuts both ways.
Clari	Quote only	Enterprise orgs with a weekly forecast cadence across regions	Reviews flag three issues: cost, a steep learning curve, and weaker value for small teams.
BoostUp	Quote only	Teams with a weekly forecast cadence and clean pipeline data	Independent review coverage of BoostUp is thin in our sources compared with Clari or Gong.
Salesforce Revenue Intelligence	$220 per user per month, billed annually	Salesforce-native orgs with clean opportunity data	Native tools benefit from convenience, but specialist forecasting platforms may offer deeper inspection workflows.
HubSpot Forecasting and Goals	Quote only	Mid-market HubSpot teams with one or two pipelines	Native forecasts depend on reps updating stages and close dates.
Microsoft Power BI + Dynamics 365	Quote only	Microsoft estates with a data team that owns the models	Power BI reports on plans; it does not run a planning process by itself.
QuotaPath	$35/user/mo plus a $525/mo platform fee, billed annually	Mid-market teams, roughly ten payees upward, with standard SaaS plans	Easy tools can struggle with unusual plan structures.
CaptivateIQ	Quote only	Plans that change often, with an owner for the logic	Flexibility cuts both ways.
Jedox	Quote only	Finance and sales planning together, with an analyst who owns the model	A BARC reviewer notes that flexibility is the biggest advantage but also causes many issues.
Board	Quote only	Enterprises where finance owns the planning model	Board is a finance and operations planning platform, not a sales-specific one.
Vena	Quote only	Finance-owned planning, Excel-native analysts	One r/FPandA review said Vena is good from a P&L perspective and links well to their ERP, but weaker for balance sheet and cash flow work.
Datarails	Quote only	Excel-heavy finance teams with moderately complex models	One third-party review says the tool's shortcomings and complexity make it a tough sell for many FP&A teams.

Showing 15 of 15 tools

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What is Sales Planning Software

Quota planning, capacity modeling, scenario design, coverage planning, and operating plan alignment. Browse our full software directory to explore tools across all sales ops categories.

Curated list of best sales planning software tools

Full write-ups for each tool. Pricing, fit, strengths and limitations. Need a side-by-side breakdown? See our head-to-head software comparisons.

AnaplanCustom quote View profile

Flexibility is what stands out. G2 reviewers praise it for flexibility and real-time data integration across business functions, and an AWS Marketplace reviewer said the platform is designed to be owned by the business, with a strong API.

Best for: Anaplan fits large organizations where sales planning (quotas, territories, capacity) has to tie directly to finance and operations plans, and where a planning team can own the models.
Main tradeoff: If you only need a sales forecast tool, Anaplan is more than you need. Its value comes from connecting plans across departments, which requires modeling skills and cross-functional ownership.
Buying motion: How many model builders do customers our size keep in-house after go-live?
Pricing context: Anaplan does not publish prices. Vendr's Anaplan pricing page describes three cost components: a platform fee, user licenses by type (model builders, power users and viewers are priced differently),…

Read the full Anaplan review

PigmentCustom quote View profile

Flexibility and usability for modelers. G2 reviewers praise the user-friendly interface for scenario planning and real-time reporting, and Gartner reviewers describe it as easy to configure.

Best for: Pigment fits planning teams, often finance and RevOps together, that want revenue forecasts, headcount, and capacity in one connected model and prefer building models themselves over relying on speci…
Main tradeoff: Pigment is a planning tool, not a pipeline forecasting tool. It will not inspect deals or read CRM activity like Clari. If your forecast problem is deal-level accuracy, you need a different category.
Buying motion: Can we build our sales capacity model, including ramp and attrition, during the evaluation?
Pricing context: Pigment does not publish prices. In September 2026 pigment.com had no pricing page (the URL returned a not-found page) and the site routed buyers to demos. We found no vendor-published figure, so we…

Read the full Pigment review

Xactly PlanCustom quote View profile

The link to compensation. When quotas and territories are set in the same system that pays reps, a planning change does not need to be re-keyed into the comp tool, and disputes about which quota applied become easier to settle.

Best for: Xactly Plan suits companies already running Xactly Incent that plan quotas and territories in spreadsheets today and want those plans to flow into compensation without manual handoffs.
Main tradeoff: Usability complaints about Xactly more broadly, including one Trustpilot reviewer calling the interface clunky and confusing, are worth testing against. Because review coverage of Plan itself is thin…
Buying motion: If we change a quota mid-year, how does that flow into Incent and the rep's statement?
Pricing context: Xactly does not publish prices for Xactly Plan, and its pricing page states it does not offer a self-service trial. Expect a quote based on the number of planners and people covered, and on whether y…

Read the full Xactly Plan review

VaricentCustom quote View profile

Reviewers keep returning to flexibility. A Gartner Peer Insights reviewer singled out Varicent's ability to turn complex calculations into clear, user-specific insight, and G2 summaries point to how it handles complicated compensation plans and gives users real-time self-service views.

Best for: Varicent fits large organizations with a dedicated comp operations team, many plan variants, and a finance function that needs audit-ready payout data. The more exceptions and crediting rules your pl…
Main tradeoff: Complexity cuts both ways. The same configurability reviewers like means someone has to own the build and every plan change after it. If your comp admin team is one person who also runs reporting, te…
Buying motion: Can you rebuild our two most complicated plans in the POC and reconcile the results against what we paid last quarter?
Pricing context: Varicent does not publish prices; it quotes each deal, and its site has no public pricing page (varicent.com/pricing returned a 404 in our check). For reference, Vendr reports a median Varicent contr…

Read the full Varicent review

ClariCustom quote View profile

Clari's strength is forecast discipline. Reviewers value real-time tracking of deal movement and risk, and one says updating close dates and forecasts is intuitive and integrates well with their CRM.

Best for: Clari fits forecast-led organizations: enterprise sales teams where the CRO runs a weekly forecast call and wants one view of pipeline, risk, and commit across every region. It needs reasonably clean…
Main tradeoff: Reviews flag three issues: cost, a steep learning curve, and weaker value for small teams. Plan for rollout and training time, and be realistic about whether a lean team needs a dedicated forecasting…
Buying motion: Which users need paid seats to view or submit forecasts?
Pricing context: Clari does not publish prices, and since its December 2025 merger with Salesloft (completed per the Salesloft newsroom) it sells through the combined company, with Clari Forecast continuing as a name…

Read the full Clari review

BoostUpCustom quote View profile

BoostUp puts forecast workflow and deal intelligence in one place for RevOps teams that want to own the forecast process. The pitch to ops leaders is control: configure the rollup and inspection views your leadership asks for without waiting on a vendor.

Best for: BoostUp fits mid-market and enterprise teams where RevOps runs the forecast cadence and wants a dedicated tool rather than CRM reports. It works best when opportunity data is reasonably clean and man…
Main tradeoff: Independent review coverage of BoostUp is thin in our sources compared with Clari or Gong. Weight references heavily, and ask for a customer who switched from Clari or evaluated both.
Buying motion: Can we configure our forecast hierarchy and categories ourselves, or does that need your services team?
Pricing context: BoostUp rebranded as Terret on September 9, 2025, according to its press release, and boostup.ai now serves Terret pages (Terret Nexus, Terret Forecast, Terret Conversation Intelligence). Terret does…

Read the full BoostUp review

How to evaluate sales planning software

Sales planning software sets quota, capacity, and coverage in one model. Choose on how fast it reruns scenarios when the target moves.

What is sales planning software, in practice? A shared model for quota, headcount, ramp, territory, and coverage that replaces the planning spreadsheet. Ask each vendor to rebuild one scenario from last year's actual plan during the evaluation.

Anaplan or Pigment, or a planner inside a comp suite? Anaplan and Pigment suit companies where finance owns a connected, company-wide plan. Xactly Plan and Varicent fit when quota and territory decisions need to flow straight into compensation.

Do you need a dedicated tool at all? With one segment and one planning cycle a year, a well-built spreadsheet or your CRM's forecasting and goals features may be enough. The case for software grows with segments, overlay roles, and mid-year changes.

How long does a mid-year replan take? Time the full path in a demo: change the target, rebalance quota, move territories, and update comp plans, then ask who on your team would own each step.

If you are unfamiliar with any of the terminology above, our sales ops glossary covers the definitions and benchmarks sales leaders reference most often. You can also explore our sales operations resources for additional frameworks and guides.

Sales Planning Software comparisons

Comparison

Clari vs BoostUp

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Comparison

Clari vs Gong

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Comparison

CaptivateIQ vs Spiff

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Frequently asked questions

What is sales planning software?

Sales planning software gives RevOps and finance one shared model for setting quotas, planning headcount and capacity, and designing territories and coverage for the next period. It replaces planning spreadsheets that break every time the target changes. Anaplan, Pigment, Varicent, and Xactly Plan are the main dedicated tools, and Clari and BoostUp come into the picture when planning ties closely to the forecast.

How do companies set sales quotas?

Most teams set quotas top down from the company revenue target, then check them bottom up against capacity: ramped reps, hiring dates, historical attainment, and territory potential. Total quota is usually set above the revenue target to allow for reps who miss. That gap, and the number of fully ramped reps assumed, should be explicit in the model so finance and sales agree on the assumptions.

What is sales capacity planning?

Sales capacity planning estimates how much revenue a team can produce in a period based on rep headcount, ramp status, expected productivity, and attrition. It answers how many reps you need to hire, and when, to hit a target. Tools such as Anaplan, Pigment, and Xactly Plan model these assumptions so leaders can see how a delayed hire or slower ramp changes the plan.

What's the difference between S&OP software and sales planning software?

S&OP (sales and operations planning) software aligns demand forecasts with supply, inventory, and production, and is used mainly by manufacturers and product companies. Sales planning software for revenue teams focuses on quotas, territories, headcount, and coverage. Some platforms serve both, including Anaplan and Board, but most sales ops teams looking for planning tools need quota and capacity modeling, not supply chain planning.

How much does sales planning software cost?

Enterprise platforms such as Anaplan, Pigment, Varicent, Xactly Plan, Board, and Jedox are quote-only, priced on users, model size, and implementation scope. Lighter options publish prices. As of September 2026, Salesforce's Sales Planning add-on is $75/user/mo billed annually, HubSpot's forecast tool requires Sales Hub Professional at $90/seat/mo annually, and Power BI Pro is $14/user/mo for teams building on Microsoft.

Anaplan vs Pigment: which is better for sales planning?

Both are connected planning platforms used by finance and RevOps. Anaplan is the long-established enterprise choice with deep modeling and a large partner network, and it usually needs trained model builders to maintain. Pigment is newer and often chosen for faster scenario building and a more modern interface. Compare them on who will maintain the model day to day and how quickly sales and finance can test a changed target.