Revenue Grid pricing, features and alternatives
Buy Revenue Grid if Salesforce is your system of record, your forecast call still runs on exported reports, and your RevOps team cannot absorb a multi-month forecasting implementation. Forecasting sits in the top tier at $149 per user per month, checked in September 2026. Teams on another CRM, or needing scenario planning, should look elsewhere.
The short answer
Buy Revenue Grid if you want forecast visibility and deal-level risk warnings this quarter rather than after a long project, your managers already agree on forecast categories and stage definitions, and Salesforce holds the opportunity data the tool will read. The draw is the shorter path, not the deepest feature set.
Skip it if you run HubSpot or another CRM as your main system, because the product is positioned around Salesforce. Skip it too if you need scenario planning or capacity modeling, which belongs in a planning tool, or if your opportunity data is inconsistent: fix stage definitions and close-date discipline before any tool reads them.
Where Revenue Grid fits
Revenue Grid is a forecasting and pipeline-risk tool aimed at teams that run their sales process in Salesforce. Its pitch is visibility into where the number will land and which deals are slipping, with a lighter deployment than the larger revenue platforms. Buyers who look at it have usually priced Clari or something similar and want most of the forecast view with less implementation work, so the trade to test is how much depth you give up for that speed.
The sharpest fit is a Salesforce shop with a weekly forecast call that currently runs on exported reports and spreadsheets, and a RevOps team of one or two people. If managers already agree on forecast categories and stage definitions, the tool has clean inputs to work from. If they do not, the roll-up will reproduce the disagreement in a nicer interface. Settle your forecast categories before the trial so the product's view matches how managers call the number.
The main job is giving managers and leadership one view of the forecast by team and category, with deals that look at risk flagged alongside it. Risk alerts built on CRM activity are only as good as the activity that gets logged: if reps skip updating close dates and next steps, the tool flags the wrong deals. Ask which signals drive each flag, whether admins can tune thresholds, and how deals with missing data are treated, because a flag nobody can explain gets ignored by the second forecast call. Pipeline hygiene is the precondition here, not a nice-to-have.
Because the product targets Salesforce teams, the evaluation can go deep on your own org rather than on generic connectors: which objects and custom fields it reads, whether it writes anything back, and how it handles opportunity splits or multi-currency if you use them. Revenue Grid sits in our sales forecasting software directory alongside the CRM-native options, and how we review software sets out what we do and do not test.
Revenue Grid pricing
Revenue Grid publishes three per-user tiers: Activity Capture 360 at $30, Knowledge Capture at $49 and Revenue Grid Ultimate at $149 per user per month, which we checked in September 2026. Each tier still routes to a quote request, and the page does not state whether the prices assume annual billing, so confirm the term. Forecasting, pipeline inspection and deal guidance, the features most buyers shortlist Revenue Grid for, are only in Ultimate.
Published tiers
- Activity Capture 360
- $30/user/mo. Automated activity capture, real-time Salesforce sync, inbox and calendar sidebar, scheduling.
- Knowledge Capture
- $49/user/mo. Adds AI chat and search across sales data, a revenue-grade data lake, and record assistance.
- Revenue Grid Ultimate
- $149/user/mo. Adds pipeline inspection, forecasting, deal guidance, sales cadences, team analytics and AI assistants.
What ten seats cost
For a 10-seat Salesforce team on Ultimate, the math is 10 x $149 x 12 = $17,880 a year. If only managers need forecasting and reps only need activity capture, a mix such as 3 Ultimate seats and 7 Activity Capture 360 seats costs (3 x $149 + 7 x $30) x 12 = $7,884 a year. That is less than half the all-Ultimate figure, which makes mixed tiering the first question to ask: find out whether one org can hold more than one tier before you price anything else.
Services are priced separately and not listed: a one-time implementation and onboarding fee, an optional advanced customization package, and a premium success plan with a dedicated engineer, the last two billed as subscriptions. Revenue Grid also advertises special founder pricing for early adopters of its AI features, which is worth asking about but not worth planning a budget around.
The seat rates are published, the services are not, so the quote is where the real number appears. Ask for implementation, customization and success-plan pricing in the same document as the seats, and whether managers can get forecast access at a different price from full user seats. Our sales tool ROI calculator will hold the three-year total against forecast accuracy improvement, which is the only benefit worth claiming here.
What Revenue Grid gives up
You give up depth. Revenue Grid is positioned for a lighter deployment, and that is the point, but it means giving up the scenario planning, capacity modeling and planning-grade analysis that the heavier platforms sell. If the forecasting problem is a planning problem in disguise, the money belongs in a planning tool instead.
You give up CRM freedom. The product is built around Salesforce, so teams on HubSpot or another CRM, or planning a CRM change, should confirm support before spending evaluation time. A forecasting tool tied to the CRM you are about to leave is a short-lived purchase.
You give up third-party evidence. There is little public review coverage to check vendor claims against, so ask for references from teams with a Salesforce setup close to yours and weight the pilot accordingly. Our software pilot plan template is worth more here than it would be on a product with hundreds of reviews.
You give up a listed total. Three tiers are published, but implementation, advanced customization and the premium success plan are quoted, and the page does not say whether the per-user rates assume annual billing. Treat $149 as the floor of the Ultimate conversation rather than the price.
How Revenue Grid compares
Revenue Grid is the only tool in this group that publishes a per-user rate at all, which is most of why it reaches shortlists next to platforms that cost multiples more. Everything else here quotes, and the deeper you go into planning and enterprise forecast management, the longer the implementation you are agreeing to.
| Tool | Best for | Price | Where it breaks |
|---|---|---|---|
| Revenue Grid | Salesforce teams wanting a forecast view this quarter | $30 to $149/user/mo across three tiers | Scenario planning and non-Salesforce CRMs |
| Clari | Enterprise forecast management across many teams | Custom quote | Implementation weight a small RevOps team cannot carry |
| BoostUp | Buyers deciding on deal risk scoring | Custom quote | No published rate to budget against |
| Aviso | Teams prioritising AI forecast predictions | Custom quote | Prediction quality is hard to test in a short pilot |
| Xactly Forecasting | Teams tying forecasting to comp and quota data | Custom quote | Overkill without the wider Xactly stack |
What to test in a Revenue Grid trial
Use the trial once Revenue Grid is shortlisted and you have Salesforce admin time booked. The test that settles it is historical: load a quarter that has already closed and see whether the tool would have told you what happened.
- Rebuild last quarter's forecast call in Revenue Grid and compare it with the spreadsheet your managers used. Gaps show up fast, and they are the honest measure of what the roll-up adds.
- Run the risk flags against the same closed quarter. The deals that slipped are your answer key. A tool whose flags match them earns the forecast call; one whose flags do not will be ignored by the second week.
- Map the Salesforce surface. Which objects and custom fields does it read, does it write anything back, and how does it handle opportunity splits or multi-currency if you use them.
- Ask which signals produce each risk flag and whether an admin can adjust them. Then ask what the tool does with a deal that has no next step and a close date three months stale, because you have hundreds of those.
- Get the admin cost on the record: how many hours did similar customers spend in the first month, and what does onboarding include as against the separately quoted implementation fee.
- Price the tier mix. Decide how many people need Ultimate and how many need activity capture only, then confirm mixed tiers are allowed in one org before the quote is written. Track the result in our forecast accuracy tracker so the renewal conversation has a number in it.
Revenue Grid questions buyers ask
What is Revenue Grid used for?
Revenue Grid is used for sales forecasting and pipeline risk detection, mainly by teams that run sales in Salesforce and want a forecast view without a heavy rollout.
Does Revenue Grid work with Salesforce?
Yes. Salesforce-focused forecasting is its core positioning. Confirm field-level details, such as custom objects and opportunity splits, during the demo.
How much does Revenue Grid cost?
Revenue Grid lists Activity Capture 360 at $30, Knowledge Capture at $49 and Revenue Grid Ultimate at $149 per user per month. Forecasting is in Ultimate. Implementation and premium success plans cost extra.
Is there a free trial for Revenue Grid?
Confirm trial options with the vendor. A trial is most useful if you can load a closed quarter of Salesforce data and compare the tool's view with what happened.
What are the main Revenue Grid alternatives?
Clari and BoostUp are the common forecasting comparisons. Teams that want to stay inside the CRM also look at native Salesforce forecasting before adding another tool.
What is a revenue grid?
Revenue Grid is a named product: a forecasting and pipeline-risk tool for teams running sales in Salesforce. It rolls up the forecast by team and category and flags deals that look at risk. The term is a vendor name rather than a general forecasting concept.
How much does revenue.io cost?
Revenue.io is a different vendor, often confused with Revenue Grid. It does not publish prices: pricing is seat-based across its Activate, Engage and Orchestrate plans and scoped on a demo call, aimed at Salesforce teams of 15 or more seats. See our Revenue.io page.