Comparing 7 Best Annual Revenue Planning Software Options for 2025

Looking for the Best Solution or Tool for Annual Revenue and Sales Planning in 2025? Compare These 7 Options

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This overview is brought to you by Revcast, the AI-powered revenue plan operating system that continually forecasts and recommends the optimal path to reach your revenue goals.

Overview of Annual Revenue Planning

Annual Revenue Planning is the roadmap built prior to the beginning of a fiscal year to provide a guiding framework for the resource investments you will make, when, and where to achieve your annual revenue goal – and how cost efficiently that can be accomplished. Traditionally, annual revenue planning has been a complex process taking several months to finalize, but with the help of innovative new AI-powered solutions on the market, the time and resource burden is being dramatically reduced while improving revenue predictability accuracy.

A variety of solutions and approaches may be considered for building and maintaining your annual revenue plan. It’s also easy to confuse annual revenue planning solutions with enterprise performance management (EPM), FP&A planning (financial planning and analysis) tools, sales performance management, and territory/quota/commission planning offerings.

Annual revenue planning must strategically ensure your people capacity, performance assumptions, and budgets are balanced to provide an optimal path to achieving quarterly and annual revenue goals.

Recommended Criteria for Selecting an Annual Revenue Planning Solution

Annual revenue plan templates should ideally include the following important inputs, based on historical data and well-informed assumptions that align with the overall business strategy:

Sales hiring schedule, with breakdowns by team, territory, and role function
Ramp timing, showing the ramp schedule for each role to reach desired quota attainment
Attrition and LOA (leave of absence) assumptions
Pipeline generation assumptions by channel, including expected contributions from any of: marketing, partner channels, AI teammates (such as SDR agents), and product-led growth sources
Quota attainment targets by team segment and by role
Deal velocity by segment and by territory
Win rates by segment and by territory
ASP by segment and by territory
Churn rates
New bookings vs. upsell/cross-sell revenue
Resource costs (budget)

All of this should be broken down by month for each sales team segment that you define, some examples being Enterprise, Commercial, Mid-Market, SMB and perhaps further segmented by geographical territories (North America, LATAM, EMEA, APAC).

The best-advised solutions for annual revenue planning and modeling should include these key features:

AI guidance and analysis to accelerate plan-building, reporting, notifications, and plan updates
Capture of historic data and current data to drive informed assumptions as inputs, so you can build a plan from the bottom-up to align with top-down targets
Integration with your CRM to reflect updated actual data to compare with your plan to spot deviations
Rapid and timely scenario modeling features to explore different options and forecasted impacts
Collaboration features with stakeholders within the sales organization and in supporting teams such as Marketing, Customer Success, and Finance.
Data export or direct integrations for use in further modeling in BI tools

Annual Revenue Planning Solutions for Consideration

Revcast has put together a list of seven potential solutions (or categories of solutions) that are available and to varying degrees support aspects of annual revenue planning, some more comprehensively and purposefully than others.

Revcast is described first on the list, and after that, we’ve placed the other six solution options in the order we believe better meet annual revenue plan requirements. All have some advantages and shortcomings highlighted.

Revcast - vendor
Lative - vendor
XFactor.io - vendor
Anaplan - vendor
Workday Adaptive Planning - vendor
Other FP&A Planning tools - category
Spreadsheets - category

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Revcast - One of the Best Annual Revenue Planning Software Solutions for 2025

Revcast is purpose-built for B2B companies seeking comprehensive, AI-powered annual revenue planning software. It supports full-funnel capacity and performance planning, from hiring to pipeline and quota, and is designed to help teams proactively identify risks and optimize growth.

Best for: Bottoms-up revenue plan building and scenario modeling, ongoing performance monitoring, and real-time re-optimization of revenue plans to adapt dynamically.
Key features:
- Guided AI to build or import your plans using best practice templates
- Captures essential inputs including hiring, headcount allocation, ramp schedules, attrition, pipeline, quota attainment, and closing performance metrics
- AI teammates to help monitor plan performance against actuals in real time and recommend planning adjustments
- Real-time push alerting on revenue forecast risks and opportunities
- AI scenario modeling and analyses to compare different outcomes
- Robust and dynamically updated visualizations with exportable reports
Best fit:
- CROs and RevOps leaders
- B2B SaaS companies with at least 5 quota-carrying AEs and some additional supportive roles, such as BDRs/SDRs, and limited RevOps support
- B2B companies enacting a sales hiring growth plan across multiple sales segments and role types
Advantages:
- Specifically built to capture a holistic annual revenue plan, with more inputs supported out-of-the-box than general EPM and FP&A modeling tools
- Approaches revenue planning and forecasting with a people- and capacity-centric performance view tied to efficiency
- Includes cost budgeting in the plan
- Allows for granular team segmentations and assumptions at an individual rep level
- Clean, simple UI
- Bottoms-up and collaborative planning features ensure key GTM planning assumptions are included and not overlooked
- Up and running within 1 week
Features You’ll Like:
- Revcast uses your annual revenue plan to constantly check performance in real-time throughout the fiscal year, with AI that proactively alerts you to risks and recommends changes to your plan going forward. It will also change the way weekly forecasting is done and tighten the connection with Finance.
Shortcomings:
- While it does capture key marketing contribution assumptions to the pipeline, it does not include the full marketing planning picture.
- While it does capture key customer success revenue assumptions (renewals, upsells/expansions), it does not include the full CS planning picture.
- Early-stage company means it’s not as well known.
Customer Feedback:
- A number of customer testimonials are published on Revcast’s website that highlight the solution helping them realize “confidence” in achieving their revenue targets; uncovering “hidden growth opportunities”; ease of planning and modeling scenarios; and “expertise” without having to hire more RevOps resources.
Integrations:
- Major CRMs (Salesforce, HubSpot)
- Additional integrations available to connect with HR/hiring systems and BI tools
Pricing:
- Starts at $7,000 annual subscription and tiers based on size of sales organization

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Lative

Best for: Smaller to mid-sized growing sales teams seeking a tool built specifically for sales and revenue planning
Key features:
- Bottoms-up revenue capacity planning including the essential inputs that are often left out of other models, such as ramp schedules
- Models both short and long-range scenarios
- Uses real-time CRM data to track actuals vs. planning assumptions to spot deviations
- Integration with Snowflake to ingest data automatically
- Plan and report on capacity, productivity, and efficiency KPIs
Best fit:
- CROs and heads of RevOps
- Smaller but growing B2B sales organizations that need to move with agility and efficiency, have limited RevOps support, and need an out-of-the-box solution
Advantages:
- Can be up and running in days to weeks
- Purpose-built for annual revenue planning, so it covers all the essential bases
- Approaches revenue plans with a bottoms-up build that considers people capacity and productivity performance
- Low price point for small teams to get started
Features You’ll Like:
- While not unique to Lative, they are credited for their reduction of manual time spent on getting data ready to build capacity plans and scenario models. They have strong integrations with CRM and Snowflake to enable real-time data comparisons and reporting.
Shortcomings:
- Details about promoted AI capabilities are lacking, so it’s unclear how AI is enhancing the product experience.
- As with Revcast, the solution does not yet capture detailed planning across the full GTM spectrum (i.e. marketing, product, and customer success plans), but it does still allow for some of those areas to contribute inputs to the plan.
- Newer solution to the market, not as well known.
Customer Feedback:
- Lative has some early reviews on G2 and customer testimonials available on its website. Favorable comments cluster around ease of implementation and integrations with Snowflake and CRM tools.
Integrations:
- Connectors available to various ERP, GL (general ledger), CRM, and BI tools.
Pricing:
- Per their pricing page, they have a basic plan starting at $5,000 per year for sales teams of up to 20, and from there, larger-team plans tier up, starting at $10,000 per year and include additional services and enhanced support.

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XFactor.io

Best for: Large SaaS and enterprise tech companies looking for annual plan operationalization alongside value-selling solutions for the field organization
Key features:
- Revenue Operating Center product combines both top-down and bottoms-up revenue capacity planning models
- Territory plans are integrated to include account-level scoring
- Real-time tracking of account health and pipeline against plan
- Advanced statistical analyses to improve predictability
Best fit:
- Larger-sized SaaS and enterprise technology companies at about 500 employees or more. Notable is that all customer stories highlighted on their website (as of June 4, 2025) are for their separate Value Selling solution.
Advantages:
- Includes territory and account planning as drill-downs in the overall planning picture
Features You’ll Like:
- Sleek-looking UI and use of AI for predictive analytics. Data science emphasis.
Shortcomings:
- Less AI-powered co-pilot guidance and recommendation features as you find in solutions like Revcast
- Seems to have fewer pipeline-related insights as other solution options
- Product is very new to the market compared to their more established Value Selling offering
Customer Feedback:
- Little to no customer feedback on their Revenue Operating Center revenue capacity planning tool specifically. G2 ratings and website testimonials and stories are primarily focused on their Value Selling solution.
Integrations:
- None stated explicitly but assumed integration with major CRMs.
Pricing:
- Not publicly available and no information from online searches.

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Anaplan

Best for: Skilled business analyst teams who desire a general business process planning tool (enterprise performance management or EPM) that they can adapt through advanced configurations to apply to different use cases, including revenue capacity planning and modeling.
Key features:
- Flexible and highly configurable to model various business process areas and use cases
- Capabilities for capturing headcount, ramp time, and productivity-related planning inputs
- Rapid “what-if” scenario modeling
- Several integration options to allow planning to exist in a single, central location
Best fit:
- Enterprise-level business analyst teams who have moderate to higher degrees of programming and model-building skills in house to configure as desired.
Advantages:
- Versatile planning platform to serve myriad use cases
- Well-established, mature product in the market
Features You’ll Like:
- Scenario-building and comparisons, once you master getting them built in the product
Shortcomings:
- Not a fast “out of the box” solution; requires team member expertise and/or additional services to build and manage. Many months to be up and running.
- Though listed as a solution use case, not many customers use this for annual revenue and sales capacity planning. Not specifically built for annual revenue planning; accomplishes this by bringing in pieces through finance-oriented budgeting and workforce planning.
- Bottoms-up plan-building details and granularity are not as strong as other offerings on the list, such as compared to Revcast and Lative.
- AI capabilities are being added to Anaplan’s platform, but not as featured for the revenue capacity planning use cases.
Customer Feedback:
- Anaplan is well-rated on G2 across all use cases, with a 4.6 out of 5 (as of June 4, 2025). A top-cited advantage among 21% of those reviewers is its “flexibility.” However, other comments reveal that the solution may require more advanced team skills to use, including notes about learning its “programming language” and challenges with building and rendering complex models, editing cells, and integrations.
Integrations:
- Connectors available to various CRM, HCM, and BI tools.
Pricing:
- Not publicly available but some online research suggests an average annual contact price range of $75,000 to $100,000.

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Workday Adaptive Planning

Best for: Medium- to large-sized businesses who, similar to Anaplan, have a business analyst team that seek an “adaptive” enterprise performance management tool they can configure to meet their annual revenue planning and modeling needs, among other use cases.
Key features:
- Top-down and bottom-up budgeting using a familiar Excel-like interface
- Rolling forecast reporting using predictive AI
- Run and compare multiple scenarios that can include real-time data integration
- Headcount and cost planning across the organization
Best fit:
- Experienced business analyst teams for mid-market companies who have the administrative skills to build, configure, and maintain the custom budgets, models, and reports
Advantages:
- Flexible EPM platform to serve myriad of organizational use cases
- Workday Illuminate AI provides predictive forecasting and recommendations
- Well-established, mature product in the market
Features You’ll Like:
- Once built and configured, customers seem to like its ease of use and how flexibly they can configure their application to their specific modeling needs.
Shortcomings:
- Lengthy time to launch: Workday’s FAQs say a typical deployment timeframe can be 4+ months in the making.
- Though listed as a solution use case, not many customers use this for annual revenue and sales capacity planning. Not specifically built for annual revenue planning; accomplishes this by bringing in pieces through finance-oriented budgeting and workforce planning.
- Requires at least part-time internal administrators for ongoing management of the solution
Customer Feedback:
- Workday Adaptive Planning is fairly well-rated on G2 across all use cases, with a 4.3 out of 5 (as of June 4, 2025). Its user reviews are primarily from Finance and FP&A personas, as opposed to from revenue and sales owners. Ease of use is most commonly cited as a positive, as well as pace of product enhancements.
Integrations:
- Connectors available to various ERP, GL (general ledger), CRM, and BI tools.
Pricing:
- Not publicly available, but some online research suggests an average starting price point of about $40,000 per year. A free 30-day trial for a guided experience is available.

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Other FP&A Planning Tools (i.e. Vena, Pigment, Planful, etc.)

Best for: Finance teams focused more on annual budgeting and P&L modeling, which can include some top-level numbers from an annual revenue capacity plan. Often compared alongside the general EPM platforms like Anaplan and Workday Adaptive Planning.
Key features:
- Extensions of budgeting solution that can include basic elements of sales capacity, quotas, and incentives
- “What if” scenario modeling within the app and/or integrated with Excel
- Some collaboration features to maintain version control / single source of truth
- Some territory-related planning features
- Automation of finance-related tasks that aren’t specific to annual revenue plan-building and real-time monitoring
Best fit:
- FP&A (financial planning and analysis) teams who need to build detailed budget models for the entire organization and need to have a specific breakdown for the sales budget, but who are not as focused or responsible for the bottoms-up planning of revenue-building capacity, pipeline, and performance.
Advantages:
- Integrates tightly with Finance budgeting and planning models
- Usually offer a variety of integration options for various tools (CRM, ERP, HR, BI)
Features You’ll Like:
- If you’re seeking more of a Finance-driven top-down planning approach without the full picture of bottom-up sales capacity planning and granular performance monitoring, these tools offer some degree of coverage especially around quota and compensation plans by territory.
Shortcomings:
- As a general rule, these tools unfortunately leave out many important inputs into the revenue planning process, such as hiring plans, attrition assumptions, ramp schedules, pipeline capacity, pipeline performance, and closing performance.
- Real-time monitoring and alerting on actuals vs. plan may not be available in all solutions
- Many functions must still be performed in spreadsheets, using data exports from these tools or using Excel as a “front end” to the UI
- While some vendors are introducing AI features, they are generally not purpose-built to help with revenue plan optimization.
- Can take months to implement
Customer Feedback:
- Keeping in mind that nearly all of the reviews and feedback are through the lens of the Finance user, it’s no surprise that many of the positive reviews focus on the ease of budgeting, finance workflow automations, financial forecasting, and reporting visualizations and integrations with BI tools like Tableau and PowerBI. Very little of the available feedback was specifically given from the Revenue / Sales leadership perspective. Negatives were mainly around implementation length and fallback on Excel usage.
Integrations:
- Many API connectors available, in particular for various ERP and BI tools.
Pricing:
- Few have pricing publicly available, but likely starting at a $25K per year price point for smaller-sized businesses and scaling up from there.

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Spreadsheets (Microsoft Excel, Google Sheets, etc.)

Best for: When lacking budget and you need an always-available desktop tool to build Annual Revenue Plans ranging in complexity level from very basic plans to highly customized models.
Key features:
- Versatile, flexible, “blank slate”
- Generally seen as user friendly and intuitive in interface to build what you need
- Advanced formulas and modeling features suitable for those with the expertise to build and maintain
Best fit:
- Very small teams with basic annual revenue planning requirements and a limited set of GTM stakeholders who need collaboration and visibility
Advantages:
- Essentially free, so no additional budget allocation required
- Instantly available and sharable
Features You’ll Like:
- These tools offer ready-to-go flexibility to build basic yet custom models. They also offer a fairly broad range of formula options for building more advanced modeling.
Shortcomings:
- Easy to over-write and highly vulnerable to human error and version control issues
- Requires manual data updates or batch updates with CRM data, which results in a lagging data view, unless custom connectors are built
- No meaningful AI features to improve efficiency, scenario analytics, and recommendations
- Reliance on internal staff knowledge to build the annual plan model, which may not follow best practices and result in planning assumptions left out
- More advanced modeling, visualizations, and “what if” scenario comparisons require significant human resource time and advanced skills to build
Customer Feedback:
- Because these tools are ubiquitous, customer feedback varies substantially based on the use case for which these tools are applied. For example, on G2, Microsoft Excel the top “pro” cited by reviewers is its ease of use, while the top “con” was cited as formula complexity (as of June 4, 2025).
Integrations:
- Connector options are available that allow for some direct data exchange between Salesforce reports and a Google Sheet.
Pricing:
- Included as part of other office productivity tool packages, so essentially seen as “free”

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Based on the list of available options shared about, we recommend that the first three vendors – Revcast, Lative, and Xfactor.io – should be at the top of anyone’s shortlist in evaluating annual revenue planning and plan operation solutions. Those offerings have been purpose-built for the task, are designed from the perspective of the revenue team (including the head of revenue and sales and RevOps), and have the customer traction and stories to demonstrate positive impact.

How We Compiled This Information

This list of solutions to consider for annual revenue planning and ongoing capacity and performance optimization was compiled using a number of online sources, including first-party sources.

Each vendor’s own website was reviewed, including any available product demo videos, product screenshot images, pricing information, product data sheets, and customer testimonials and stories. For categories, we looked at a number of vendors’ websites for each of those categories to determine generally applicable takeaways.

G2 as a crowd-sourced review resource provided insights about overall ratings, top-ranked pros and cons, and then individual review contributions were read to look for patterns, especially among more recently-submitted reviews. Additionally, several Reddit communities (particularly the FP&A subreddit) were helpful to learn about possible pricing ranges for certain products.

General online searches and AI search overviews provided supplemental insights from miscellaneous sources, such as vendor comparison overviews. These were not weighted as heavily in our assessment.

About the Author: Revcast

Revcast is the AI-powered revenue plan operating system that continually forecasts and recommends the most optimal path to reach your revenue goals.

In real time, Revcast’s AI:

Captures and measures essential GTM inputs and capacity insights that traditional sales forecasting solutions aren’t built to handle
Alerts you to risks and opportunities based on how well your whole revenue plan is executing
Instantly responds with recommendations, scenario analyses, and plan updates

100% of customers using Revcast say they have increased their confidence in knowing the path to their revenue goal. Used by smaller- to mid-sized B2B companies, Revcast is a revenue leader’s trusted co-pilot to drive predictability and growth efficiency. www.revcast.com

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