8.9
Editor’s Rating:
Best Overall
Anaplan: Cost Ledger
Anaplan
  • Connected Planning platform enables collaborative planning
  • Hyperblock™ modeling and calculation engine
  • Unified cloud-based software
8.7
Editor’s Rating:
Best for Customizable KPIs
Sales Cloud from Salesforce: Opportunities
Sales Cloud from Salesforce
  • Aggregates historical data for trend analysis
  • Customizable forecasting models
  • Integrates with a large number of tools
8.5
Editor’s Rating:
Best for Predictive Forecasting
Zoho CRM: Inventory Purchase Order
Zoho CRM
  • Near-total customizability
  • Flexible AI layer at higher price tiers
  • Integrated gamification features

The best financial forecasting software includes Workday Adaptive Planning, Budgyt, and Planful. The right forecasting software will create financial reports of expected sales based on historical trends, economic conditions, industry behavior, changes within your company, and selected time periods.

We’ve reviewed 20+ options, and our expert picks showcase top solutions that enable businesses to predict future revenue, expenses, and growth trends with accuracy, while minimizing human error.

1 Anaplan - Best Overall

Why We Chose It: Anaplan excels in the realm of sales forecasting, offering a real-time, data-driven approach that makes it the go-to for any business looking to have a pulse on its sales metrics. Its cloud-based nature ensures accessibility for remote teams and it boasts an excellent track record.

What sets Anaplan apart is its flexibility in data manipulation. Users can zoom in on specifics like geography, SKU, or even a set of accounts to get an accurate forecast. This level of granularity enables sales teams to pivot strategies in real-time, much like a weather app that updates every second.

Additionally, Anaplan offers a holistic view of sales metrics, ensuring that not just sales teams but also finance, marketing, and executive leaders are on the same page. Its integrative approach brings together various data points into a single dashboard, thereby fostering enhanced communication and decision-making across the board.

Its scalable architecture means it’s not just limited to sales forecasting; you can add on modules for workforce planning, supply chain management, and more, as your business grows. This makes Anaplan a highly adaptive and future-proof choice for companies that want to keep all their eggs in one, highly efficient basket.

Best Overall:
Anaplan

Anaplan: Cost Ledger
Anaplan: Labor Plan
Anaplan: Innovation Forecast
What We Like
Connected Planning platform enables collaborative planning
Hyperblock™ modeling and calculation engine
Unified cloud-based software
What We Don’t Like
Pricing is on the high end
No embedded ETL tools in base plan
Specific pricing details unavailable from developer
Overview
Client OS: Web
Deployment: Cloud Hosted

2 Sales Cloud from Salesforce - Best For Customizable KPIs

Why We Chose It: Sales Cloud excels in sales forecasting due to its real-time insights and customizable KPIs. Designed for both simple and complex sales organizations, it gives sales leaders a complete snapshot of their pipeline, enabling data-driven decisions.

Its standout feature is its robust Forecast Management. You can tailor KPIs to match your unique business goals, identify pipeline trends, and make quick adjustments to drive accuracy. For organizations with layered sales channels and revenue streams, advanced functionalities like Overlay Splits allow for precise revenue attribution.

The Einstein AI further enriches forecasting by flagging potential risks or trends, ensuring you’re not just reacting to the market but proactively steering your sales strategies. This makes Sales Cloud a tailored, real-time, and intelligent choice for sales forecasting.

Best for Customizable KPIs:
Sales Cloud from Salesforce

Sales Cloud from Salesforce: Opportunities
Sales Cloud from Salesforce: Account Management
Sales Cloud from Salesforce: Contact Record
Sales Cloud from Salesforce: Leads
What We Like
Aggregates historical data for trend analysis
Customizable forecasting models
Integrates with a large number of tools
What We Don’t Like
Meeting matrix may need further refinement
Occasional issues with call reminder functionality
Complex setup
Overview
Price Range: $$
Starting Price: $25/user/month
Client OS: iOS, Android, Web
Deployment: Cloud Hosted

3 Zoho CRM - Best For Predictive Forecasting

Why We Chose It: Zoho CRM shines when it comes to predictive sales forecasting, thanks to its AI-powered assistant, Zia. The software doesn’t just help you set targets based on past performance and current pipeline; it actually predicts which deals are most likely to close. By analyzing historical data and current deal closure patterns, Zia offers intelligent recommendations for both company-wide and individual targets. It gives sales leaders the tools to set multiple conditional forecasts, providing a comprehensive view of revenue prospects for different periods and conditions.

The platform offers granularity in its forecasting features that are second to none. Sales reps can categorize deals as “Best Case” or “Committed,” thereby offering management a transparent picture of the pipeline. This nuanced approach helps in setting realistic and achievable goals. Add to that the flexibility to adjust targets based on real-time performance and a hierarchical view that breaks down forecasts from top to bottom, and you’ve got a system that adapts to your sales process while giving decision-makers greater visibility and control.

Best for Predictive Forecasting:
Zoho CRM

Zoho CRM: Inventory Purchase Order
Zoho CRM: Zoho Books Dashboard
Zoho CRM: Zoho Books Invoices
Zoho CRM: Analytics Dashboard
Zoho CRM: Analytics Customer and Revenue Dashboard
What We Like
Near-total customizability
Flexible AI layer at higher price tiers
Integrated gamification features
What We Don’t Like
Most advanced features only accessible at the higher-priced tiers
Long customer service wait times
Limited custom fields
Overview
Price Range: $$
Starting Price: $14/user/month
Client OS: iOS, Android, Web
Deployment: Cloud Hosted

4 Pipedrive - Best For Custom Dashboards

Why We Chose It: Pipedrive features real-time reports and complete sales pipeline visibility, enabling sales teams to focus on activities and deals that will help meet targets. The platform’s metrics-based approach fuels decision-making, allowing for quick adjustments in strategy to ensure that sales objectives are not just met but exceeded.

Its robust CRM is equipped with powerful forecasting features like the ability to measure historical sales performance to tweak future offers and pricing. This data-driven methodology minimizes risks and enables accurate revenue prediction.

Pipedrive offers custom dashboards, eliminating the need for manual spreadsheets and providing an interactive way to visualize important KPIs. From tracking customer churn rates to predicting cash flow with recurring revenue, Pipedrive offers a holistic toolset for forecasting, making it a top pick for businesses serious about leveraging data for growth.

Best for Custom Dashboards:
Pipedrive CRM

Pipedrive CRM: Deals
Pipedrive CRM: Mail
What We Like
Easy to set up
Strong team collaboration features
High customer support satisfaction
What We Don’t Like
Specialized features require paid add-ons
Cost prohibitive for small teams or startups
Overview
Price Range: $$
Starting Price: $14.90/user/month
Client OS: iOS, Android, Web
Deployment: Cloud Hosted

5 Workday Adaptive Planning - Best For Large Enterprises

Why We Chose It: Workday Adaptive Planning excels in sales forecasting, particularly for large enterprises looking to capture every slice of the market pie. Its real-time functionality allows for rapid adjustments to territories and quotas, crucial for big players dealing with multiple markets and products. Think of it as a Swiss Army knife for sales planning: versatile, robust, and up-to-the-minute. With the capability to quickly model and distribute quotas, align sales resources to revenue targets, and integrate CRM data, it’s like having a command center that’s always ahead of the curve.

What sets it apart is its scalability and flexibility. Large enterprises often have to navigate complex planning needs, and Workday Adaptive Planning is built to handle that complexity without breaking a sweat. The software’s unified data core ensures that your sales plans are in sync with other departments like finance and HR, creating a streamlined, holistic strategy. It’s not just a tool; it’s an ecosystem that large enterprises can leverage for a comprehensive, data-driven approach to sales planning.

Best for Large Enterprises:
Workday Adaptive Planning

Workday Adaptive Planning: Consolidation Report
Workday Adaptive Planning: Adaptive Insights HR Dashboard
Workday Adaptive Planning: Adaptive Insights Capacity and Quoting Plan
Workday Adaptive Planning: Office Connect Reporting Example Adaptive Insights
Workday Adaptive Planning: Finance Dashboard
Workday Adaptive Planning: P&L statement template in Adaptive Planning
Workday Adaptive Planning: Expense Variance Analysis Report
Workday Adaptive Planning: Adaptive Planning Sheets & Data Visualization
Workday Adaptive Planning: Adaptive Planning Cash Flow
Workday Adaptive Planning: Adaptive Planning Balance Sheet
What We Like
Customizable dashboards
Easily drill down into transactions and customer data
In-memory data model for faster and more scalable processing
What We Don’t Like
Hard to modify existing reports without creating new ones
Not intended for small business
Setup is difficult
Overview
Price Range: $$$
Starting Price: $25,000/year
Client OS: Web
Deployment: Cloud Hosted

Criteria for Recommending Sales Forecasting Software

Here are the key criteria we used for recommending standout sales forecasting software:

Essential Features

  • Real-Time Data Analytics: For any large enterprise, real-time data analytics are essential. The software should provide real-time updates on market trends, customer behavior, and sales performance.
  • Quota and Territory Planning: Look for robust tools that allow you to set, distribute, and adjust sales quotas and territories. It should also offer features for aligning these metrics with revenue goals.
  • Integration with CRM and Other Data Sources: Sales data often resides in CRM systems or other databases. Good sales forecasting software should be able to integrate seamlessly with these platforms, pulling in relevant data for more accurate forecasting.
  • Scenario Modeling: The ability to create and compare various sales scenarios can provide invaluable insights. Make sure the software allows for “what-if” scenario planning to test the impact of different variables.

Advanced Features

AI and Machine Learning: Features that use AI and machine learning can offer predictive insights that go beyond traditional analytics, helping to anticipate market changes before they happen.

Industry Fit

Different industries have unique needs. Make sure the software you choose is versatile or specialized enough to handle the specific demands of your business sector.

Price vs Value

While cost is always a factor, the focus should be on the value the software delivers. Features like scalability, ease of use, and the quality of customer support are as critical as the price tag.

Cross-Functional Alignment

Large enterprises often have interconnected departments. Choose a platform that allows for alignment between sales forecasts and other business operations, such as HR and finance, to ensure a coherent business strategy.

Data Security

With sensitive sales data being processed, robust security features are a must. Ensure the software complies with industry standards and regulations to protect your data.

Each of these criteria plays a significant role in determining the suitability of sales forecasting software for your enterprise’s needs. So, whether you’re aiming for real-time analytics, seamless integration, or scalability, keep these guidelines handy.

Types of Forecasting Software

Forecasting software comes in various flavors, each designed to tackle specific aspects of business operations and planning. Here’s a breakdown:

1 Financial Forecasting Software

Financial forecasting software focuses on projecting your company’s financial health, diving deep into revenue estimates, budgeting, and expenses. It’s a staple for finance teams but can also be a standalone feature within broader accounting software.

Key Functions:

  • Revenue projection
  • Expense planning
  • Budget management

2 Sales Forecasting Software

Sales forecasting software uses historical sales data to set realistic sales targets, helping you adapt your marketing strategies like discounts or bundling. It’s not just for the sales team–supply chain folks use it to plan inventory and production.

Key Functions:

  • Accurate sales targets
  • Marketing strategy analysis
  • Inventory planning

3 Demand Forecasting Software

Demand forecasting software zeroes in on consumer behavior and market trends, letting you adjust your inventory before demand peaks or valleys hit.

Key Functions:

  • Consumer behavior tracking
  • Seasonal demand planning
  • Inventory optimization

4 Capacity and Workforce Forecasting Software

Capacity and workforce forecasting software integrates demand and sales projections to help you determine staffing levels, workflow, and even production capacity.

Key Functions:

  • Staffing level optimization
  • Workflow planning
  • Production capacity planning

5 Enterprise Resource Planning (ERP) Software

The jack-of-all-trades, ERP software can do a bit of everything. It combines features of many other types of forecasting software into one platform but usually comes with a hefty price tag.

Key Functions:

  • Centralized planning
  • Comprehensive feature set
  • High configurability

6 Specialized Forecasting Software

Specialized forecasting software targets unique needs like cash flow, revenue, or budget-specific forecasting.

  • Cash Flow Forecasting Software: Gives you the play-by-play on money coming in and going out.
  • Revenue Forecasting Software: Makes educated guesses on your future earnings based on past revenue.
  • Budget Forecasting Software: Helps you sketch out your financial game plan by projecting future budgets.

What is Sales Forecasting Software?

Sales forecasting software creates financial reports of expected sales based on historical trends, economic conditions, industry behavior, changes within your company, and selected time periods. An accurate forecast can provide the information your sales team needs to better understand and achieve sales goals.

Whether a small business or a large enterprise, forecasting tools help with tough decision-making. Sales forecasting software uses customizable templates to build visualizations of financial forecasts which can be adjusted at any time, letting you test out different “what if” scenarios. For example, something which negatively affects a sales process in the short-term could have increasingly positive returns in the long-term, and sales forecasting software will let your business predict those metrics.

There are a few distinct types of web-based sales forecasting software, such as quantitative and qualitative, which can make finding the right solution difficult. Things to consider in finding a system to provide an accurate forecast will be ease of use, affordability, and total functionality.

Features of Sales Forecasting Software

  • Demand Forecast: Forecast by item SKU or location on a monthly or weekly basis; Create statistical-based forecasts to analyze levels, seasonality, trends, and intermittency of products
  • Sales Planning: Track the sales process in real-time, from the initial lead to the final invoice, to measure performance effectiveness of the pipeline
  • Financial Modeling: Generate graphs to create visualizations and simulations of your sales data
  • Revenue Planning: Use automation to fill sales forecasts for your next periods; Import current sales prices and use historical data to align revenue forecasts with demand forecasts
  • Approval System: Helps you see which forecasts have been viewed and approved, and which need further attention
  • Reporting: Create in-depth forecast accuracy reports based on key performance indicators (KPIs) and other select metrics to measure performance over time
  • Import Capabilities: Integrate your forecasting solution with tools you use to record data, such as Excel, accounting software, or an ERP system
  • Assumption Management: Planned promotions not reflected in historical data can be manually accounted for to ensure revenue planning and overall sales forecasts are accurate
  • Collaboration: Encourage communication between sales reps; Add notes to reports, spreadsheets, and other planning items to document the forecasting process
InsightSquared Strike Zone Pipeline Sales Forecast
A pipeline sales forecast from InsightSquared. If you’re a fan of baseball, a pipeline sales forecast looks a lot like a strike zone for a pitcher, which breaks down their percentages of success in varying areas.

What Are The Different Methods of Sales Forecasting?

There are several different forecasting methods which software can cover, broadly defined as either quantitative (reviewing historical data) or qualitative (using recent data or expertise):

  • Historical Sales Forecasting Software: A historical or quantitative sales forecasting software looks at previous performance of your company to determine a mean (or average) sales level you can expect for the following month, year, or whatever time period you’re looking at based on the seasonality of what is being sold.
  • Surveyed Forecasting Software: This short-term qualitative forecasting method directly asks the customers what their intentions are for buying your product in the near future. Asking customers comes in the form of surveys or direct interaction with prospects themselves by the sales team.
  • Pipeline or Opportunity Sales Forecasting Software: Blending qualitative and quantitative, pipeline sales forecasting software takes into account opportunities that already exist within your existing sales pipeline and helps determine a win rate to establish the priority they should be handled in. Look at: The value of an opportunity (expected sale price) with the age of the opportunity and the sales personnel working the opportunity.
Historical Sales Forecast GMDH Streamline
An example of a historical sales forecast in GMDH Streamline. The line in red resembles a forecast, which is being created based on the historical data (the blue).

Demand Planning Software vs Sales Forecasting Software

Demand planning software helps forecast demand for a product so it can be developed and shipped in as efficient of possible ways. It can also manage your overall sales and operations planning stage (S&OP). In sales forecasting, demand planning is the first step in calculating expectations of sales for a specific period. While demand planning helps gauge the interest of buyers and better assists in product development, sales forecasting provides the numbers for anticipated revenue.

Can Excel Work as a Sales Forecasting Software?

Excel can operate as a basic sales forecasting software by using historical time-based data and custom formulas. An Excel spreadsheet is often the first choice for many companies trying to create sales forecasts given its prevalence in the workplace. These forecasts can let your company get basic sale predictions, determine inventory requirements, or identify emerging consumer trends. However, using spreadsheets instead of an automated sales forecasting solution can leave you vulnerable to human error and simple mistakes.

Forecast Worksheet in Excel
Excel can create basic sales forecasts as long as you provide the proper historical data.

All Products

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Anaplan Screenshot

Anaplan

★★★★★
★★★★★
(3)
Anaplan Connected Planning platform helps companies improve business performance in real-time. The cloud-based platform connects real-time data, people, and plans across your business. Modules offer functionality in sales, supply chain planning, marketing, IT, and workforce management. Large and fast-growing organizations use Anaplan’s planning platform in every business function to make informed decisions and drive faster, more effective planning processes. The powerful in-memory engine, Hyperblock, supports detailed and complex planning models.
Client OS
Web
Deployment
Cloud Hosted
Sales Cloud from Salesforce Screenshot

Sales Cloud from Salesforce

★★★★★
★★★★★
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Price Range
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$25/user/month
Client OS
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Deployment
Cloud Hosted
Zoho CRM Screenshot

Zoho CRM

★★★★★
★★★★★
(3)
Zoho CRM is a customer relationship management software catering to most business sizes and types. Key features include lead tracking, business intelligence, AI-powered predictions and recommendations, and sales performance analytics. It offers flexibility in customization and integration capabilities, along with a mobile app.
Price Range
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Starting Price
$14/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Pipedrive CRM Screenshot
See all deals in a visual sales pipeline; Organize contacts and follow up every lead; Sales forecasting for avoiding nasty surprises; Set up in under 2 minutes, no training required; and Work anywhere with the iOS and Android apps. You’ll always know the sales results of all team members as well as activity metrics like number of calls made and pitches done. Track activity goals: Set team and individual activity goals and see everyone’s results in real-time. All goals are automatically carried
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Deployment
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Workday Adaptive Planning Screenshot

Workday Adaptive Planning

★★★★★
★★★★★
(3)
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$25,000/year
Client OS
Web
Deployment
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Demand Works Smoothie Screenshot

Demand Works Smoothie

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Client OS
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Deployment
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Planning Maestro Screenshot

Planning Maestro

★★★★★
★★★★★
(8)
Planning Maestro by Centage is a cloud-based planning and analytics platform designed for small to midmarket organizations. Previously Budget Maestro, this software offers sophisticated financial intelligence for budgeting, forecasting, and performance reporting. These features make it accessible and valuable for businesses of various sizes. Planning Maestro software stands out for its ability to synchronize profit and loss, balance sheet, and cash flow while ensuring GAAP compliance, offering both short-term and long-term financial health views. Additionally, it comes equipped with 40 customizable GAAP/IFRS-compliant reports​.
Price Range
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Starting Price
$950/month
Client OS
Windows, Web
Deployment
Cloud or On-Premises
Avercast Screenshot

Avercast

★★★★★
★★★★★
(3)
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Price Range
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Starting Price
$1,000/user/month
Client OS
Windows, Web
Deployment
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Salesmate CRM Screenshot

Salesmate CRM

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$12/user/month
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GMDH Streamline Screenshot

GMDH Streamline

★★★★★
★★★★★
(2)
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LivePlan Screenshot

LivePlan

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InsightSquared Screenshot

InsightSquared

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Copper Screenshot
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Freshsales Screenshot

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SugarCRM Screenshot
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Sales Planning & Management Screenshot

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Pipeliner CRM Screenshot

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HubSpot CRM Screenshot

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★★★★★
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Price Range
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Starting Price
$12,500/user/year
Client OS
Web
Deployment
Cloud Hosted

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