Quick Overview
- 1#1: Clari - AI-powered revenue platform for sales forecasting, pipeline management, and collaborative planning.
- 2#2: Anaplan - Connected planning platform for sales performance, territory design, quota setting, and forecasting.
- 3#3: Xactly - Sales planning and incentive compensation software with territory alignment and quota management.
- 4#4: Varicent - Sales performance management solution for planning, modeling, execution, and analytics.
- 5#5: CaptivateIQ - Commission software that automates sales incentive planning, tracking, and payouts.
- 6#6: Performio - Modern sales commission platform for planning, automation, and real-time performance insights.
- 7#7: Everstage - Intelligent sales performance management for comp planning, modeling, and optimization.
- 8#8: Spiff - Sales commission management tool for designing, modeling, and executing incentive plans.
- 9#9: Pigment - Collaborative business planning platform with sales forecasting and scenario modeling.
- 10#10: BoostUp - AI-driven revenue intelligence platform for sales forecasting, planning, and deal insights.
Tools were evaluated based on feature robustness (including forecasting, pipeline management, and compensation modeling), user experience, and overall value, ensuring they deliver tangible results for businesses of all sizes.
Comparison Table
Explore a comparison table of top sales planner software, featuring tools like Clari, Anaplan, Xactly, Varicent, CaptivateIQ, and more, designed to help users identify platforms that align with their team’s unique workflow, growth objectives, and key needs. This guide breaks down critical features, strengths, and use cases, simplifying the process of selecting the right tool to enhance forecasting, collaboration, or automation efforts.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Clari AI-powered revenue platform for sales forecasting, pipeline management, and collaborative planning. | specialized | 9.4/10 | 9.7/10 | 8.6/10 | 8.9/10 |
| 2 | Anaplan Connected planning platform for sales performance, territory design, quota setting, and forecasting. | enterprise | 8.7/10 | 9.5/10 | 7.2/10 | 8.4/10 |
| 3 | Xactly Sales planning and incentive compensation software with territory alignment and quota management. | specialized | 8.6/10 | 9.2/10 | 7.4/10 | 8.1/10 |
| 4 | Varicent Sales performance management solution for planning, modeling, execution, and analytics. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.4/10 |
| 5 | CaptivateIQ Commission software that automates sales incentive planning, tracking, and payouts. | specialized | 8.1/10 | 8.4/10 | 8.0/10 | 7.6/10 |
| 6 | Performio Modern sales commission platform for planning, automation, and real-time performance insights. | specialized | 8.1/10 | 8.6/10 | 7.7/10 | 7.4/10 |
| 7 | Everstage Intelligent sales performance management for comp planning, modeling, and optimization. | specialized | 8.2/10 | 8.7/10 | 7.9/10 | 7.8/10 |
| 8 | Spiff Sales commission management tool for designing, modeling, and executing incentive plans. | specialized | 8.2/10 | 8.7/10 | 8.0/10 | 7.5/10 |
| 9 | Pigment Collaborative business planning platform with sales forecasting and scenario modeling. | enterprise | 8.1/10 | 8.6/10 | 7.3/10 | 7.7/10 |
| 10 | BoostUp AI-driven revenue intelligence platform for sales forecasting, planning, and deal insights. | general_ai | 8.0/10 | 8.5/10 | 7.8/10 | 7.5/10 |
AI-powered revenue platform for sales forecasting, pipeline management, and collaborative planning.
Connected planning platform for sales performance, territory design, quota setting, and forecasting.
Sales planning and incentive compensation software with territory alignment and quota management.
Sales performance management solution for planning, modeling, execution, and analytics.
Commission software that automates sales incentive planning, tracking, and payouts.
Modern sales commission platform for planning, automation, and real-time performance insights.
Intelligent sales performance management for comp planning, modeling, and optimization.
Sales commission management tool for designing, modeling, and executing incentive plans.
Collaborative business planning platform with sales forecasting and scenario modeling.
AI-driven revenue intelligence platform for sales forecasting, planning, and deal insights.
Clari
specializedAI-powered revenue platform for sales forecasting, pipeline management, and collaborative planning.
AI Forecast Engine that continuously learns from historical data to deliver hyper-accurate, explainable revenue predictions
Clari is an AI-powered revenue operations platform designed for sales teams, providing advanced forecasting, pipeline management, and performance analytics to drive predictable revenue growth. It offers real-time visibility into deals, quotas, and territories, enabling data-driven planning and execution across sales, finance, and leadership. By integrating deeply with CRMs like Salesforce, Clari unifies revenue data into a single source of truth, reducing forecast inaccuracies and accelerating deal cycles.
Pros
- AI-driven forecasting with industry-leading accuracy (often 90%+)
- Real-time pipeline inspection and risk detection
- Robust playbook builder and territory/quota management
Cons
- High cost suitable mainly for enterprises
- Steep initial setup and learning curve
- Limited customization for non-Salesforce users
Best For
Enterprise sales organizations with complex revenue processes needing precise forecasting and cross-functional alignment.
Pricing
Custom quote-based pricing; typically starts at $75-150 per user/month for core plans, with enterprise tiers scaling based on usage and add-ons.
Anaplan
enterpriseConnected planning platform for sales performance, territory design, quota setting, and forecasting.
Connected Planning that links sales models dynamically with finance and supply chain for holistic, real-time enterprise visibility
Anaplan is a cloud-based connected planning platform designed for enterprise-level sales planning, enabling dynamic forecasting, territory optimization, quota setting, and performance management. It leverages multi-dimensional modeling to integrate sales data with finance, HR, and supply chain for real-time scenario analysis and collaborative planning. Sales teams can run what-if simulations, track pipeline health, and align incentives with business goals seamlessly across the organization.
Pros
- Extremely powerful multi-dimensional modeling for complex sales scenarios
- Real-time collaboration and data integration across departments
- Scalable for global enterprises with massive datasets
Cons
- Steep learning curve requiring skilled model builders
- High implementation time and costs for customization
- Interface can feel overwhelming for non-technical users
Best For
Large enterprises needing integrated, scalable sales planning across finance and operations.
Pricing
Custom quote-based pricing, typically starting at $50,000+ annually for mid-sized deployments, scaling with users and modules.
Xactly
specializedSales planning and incentive compensation software with territory alignment and quota management.
AI-powered quota and territory planning engine that dynamically optimizes assignments for maximum revenue potential
Xactly is a robust sales performance management platform specializing in sales planning, quota allocation, territory optimization, and incentive compensation management. It leverages AI-driven analytics to forecast revenue, align sales incentives with business goals, and provide actionable insights for sales leaders. The software integrates seamlessly with CRM systems like Salesforce to streamline planning processes and enhance sales team performance.
Pros
- Comprehensive sales planning tools including quota setting and territory optimization
- Powerful AI-driven forecasting and incentive compensation management
- Deep analytics and customizable reporting for data-informed decisions
Cons
- Steep learning curve for non-technical users
- Complex implementation requiring professional services
- Premium pricing may not suit smaller organizations
Best For
Mid-to-large enterprises with complex sales organizations needing advanced planning and performance alignment.
Pricing
Custom enterprise pricing based on users and modules; typically starts at $50,000+ annually with quote-based models.
Varicent
enterpriseSales performance management solution for planning, modeling, execution, and analytics.
AI-driven continuous planning engine for real-time quota adjustments and scenario modeling
Varicent is an enterprise-grade sales performance management (SPM) platform specializing in sales planning, incentive compensation management (ICM), quota allocation, and territory optimization. It empowers sales leaders to model complex compensation plans, forecast performance, and align territories with revenue goals using advanced analytics and AI-driven insights. The software integrates seamlessly with CRM systems like Salesforce to provide real-time visibility into sales execution and planning effectiveness.
Pros
- Powerful quota modeling and territory optimization tools
- AI-powered analytics for accurate forecasting and simulations
- Scalable for global enterprises with multi-currency support
Cons
- Steep learning curve for non-technical users
- Lengthy implementation and customization process
- Premium pricing limits accessibility for SMBs
Best For
Large enterprises with complex, global sales organizations requiring sophisticated incentive and planning capabilities.
Pricing
Custom enterprise pricing via quote; typically $100K+ annually based on users, modules, and deployment size.
CaptivateIQ
specializedCommission software that automates sales incentive planning, tracking, and payouts.
Advanced commission plan simulator for testing 'what-if' scenarios before rollout
CaptivateIQ is a sales performance management platform primarily focused on automating commission calculations and incentive compensation management. It allows sales leaders to design, model, and deploy complex commission plans with real-time tracking and payouts, while providing dashboards for performance insights. Though strong in compensation aspects of sales planning, it offers limited native tools for broader forecasting, territory management, or quota allocation compared to dedicated sales planners.
Pros
- Exceptional accuracy in complex commission calculations
- Powerful plan simulation and modeling tools
- Intuitive dashboards for sales performance visibility
Cons
- Limited advanced sales forecasting or territory planning features
- Setup can be complex for intricate plans
- Enterprise pricing may not suit smaller teams
Best For
Mid-to-large enterprises prioritizing commission management within their sales planning processes.
Pricing
Quote-based enterprise pricing, typically $60+ per user per month with custom plans.
Performio
specializedModern sales commission platform for planning, automation, and real-time performance insights.
Live Commissions engine that calculates and updates payouts in real-time as deals progress or close
Performio is a cloud-based sales commission and incentive compensation management (ICM) platform designed to automate complex commission calculations and provide real-time visibility into sales performance. It enables sales leaders to model incentive plans, forecast payouts, track disputes, and analyze performance metrics to optimize compensation strategies. While strong in comp execution, it supports elements of sales planning like quota modeling but lacks broader territory or pipeline planning tools.
Pros
- Exceptionally accurate and fast commission calculations for complex plans
- Real-time dashboards and analytics for sales performance insights
- Strong integrations with CRM systems like Salesforce
Cons
- Steep learning curve for configuring advanced incentive models
- Enterprise-level pricing may not suit smaller teams
- Limited native support for territory planning or full forecasting workflows
Best For
Sales operations and finance teams in mid-to-large enterprises managing intricate, variable commission structures.
Pricing
Custom enterprise pricing, often starting at $15,000+ annually based on user count and plan complexity; contact sales for quotes.
Everstage
specializedIntelligent sales performance management for comp planning, modeling, and optimization.
AI Deal Inspector for real-time risk prediction and coaching on deals
Everstage is an AI-powered revenue execution platform that helps sales teams with planning, forecasting, deal management, and performance optimization. It integrates seamlessly with CRMs like Salesforce to provide real-time insights into pipeline health, territory planning, and quota allocation. Designed for revenue operations, it enables data-driven decisions to accelerate sales cycles and improve forecast accuracy.
Pros
- AI-driven forecasting with high accuracy
- Comprehensive tools for territory and quota planning
- Strong integrations with major CRMs
Cons
- Steep learning curve for non-technical users
- Pricing can be high for smaller teams
- Limited standalone reporting without CRM
Best For
Mid-sized to enterprise sales teams needing advanced revenue planning and execution capabilities.
Pricing
Custom enterprise pricing, typically starting at $75/user/month with quote-based plans.
Spiff
specializedSales commission management tool for designing, modeling, and executing incentive plans.
Advanced incentive plan builder with unlimited scenario modeling and split commission logic
Spiff is a sales compensation management platform designed to automate commission calculations, incentive plan design, and payout processes for sales teams. It allows sales leaders to model, simulate, and deploy variable pay plans with precision while providing reps with real-time earnings visibility. As a sales planning tool, it excels in aligning incentives with revenue goals but focuses more narrowly on compensation than broader forecasting or territory planning.
Pros
- Powerful plan modeling and simulation for complex incentives
- Real-time commission transparency for sales reps
- Seamless integrations with CRM tools like Salesforce
Cons
- Limited native support for sales forecasting or quota allocation
- Pricing can be steep for smaller teams
- Initial setup requires significant configuration for custom plans
Best For
Mid-sized to enterprise sales organizations prioritizing incentive compensation planning and transparency.
Pricing
Custom enterprise pricing; typically starts at $25-50 per user/month with annual contracts and minimums around 50 users.
Pigment
enterpriseCollaborative business planning platform with sales forecasting and scenario modeling.
Unified connected planning engine that links sales data with finance in real-time for dynamic forecasting
Pigment is a cloud-based connected planning platform that empowers sales teams with real-time forecasting, quota management, territory planning, and revenue modeling. It integrates data from CRMs like Salesforce, BI tools, and ERP systems to provide a unified view for accurate sales predictions and scenario analysis. Designed for collaborative planning, it bridges sales operations with finance and operations for holistic business planning.
Pros
- Powerful real-time scenario planning and modeling
- Strong integrations with CRM and BI tools
- Scalable for enterprise-level sales operations
Cons
- Steep learning curve for complex modeling
- Custom pricing can be expensive for smaller teams
- Less intuitive for non-technical sales users
Best For
Mid-to-large enterprises needing integrated sales forecasting with financial planning.
Pricing
Custom enterprise pricing; typically starts at around $50/user/month, with quotes based on usage and features.
BoostUp
general_aiAI-driven revenue intelligence platform for sales forecasting, planning, and deal insights.
Autonomous AI forecasting engine that predicts revenue with minimal manual input
BoostUp (boostup.ai) is an AI-powered revenue operations platform designed for sales planning, offering accurate forecasting, pipeline management, and performance analytics. It integrates deeply with CRMs like Salesforce to provide real-time insights, territory optimization, and quota planning. Sales teams use it to predict revenue outcomes, identify risks, and align strategies with data-driven decisions.
Pros
- AI-driven forecasting with high accuracy and autonomous predictions
- Seamless CRM integrations for real-time data syncing
- Comprehensive analytics for territory and quota planning
Cons
- Enterprise-focused pricing lacks transparency for SMBs
- Steep learning curve for non-technical users
- Limited customization options in lower tiers
Best For
Mid-to-large enterprises with complex sales operations seeking AI-enhanced forecasting and revenue planning.
Pricing
Custom enterprise pricing starting at around $50/user/month, with quotes based on company size and usage.
Conclusion
The reviewed sales planner tools offer diverse strengths, but Clari emerges as the top choice, excelling with AI-powered revenue forecasting and collaborative planning. Anaplan stands out for its connected approach to performance management and territory design, while Xactly impresses with robust incentive compensation features. Together, these platforms reflect the evolving needs of modern sales teams, ensuring optimized planning and execution.
Ready to elevate your sales planning? Start with Clari and experience how AI-driven tools can streamline your processes, forecast with confidence, and drive sustainable growth.
Tools Reviewed
All tools were independently evaluated for this comparison