Best Enterprise Sales & Ops Planning Software

How Many Sales & Ops Planning Software Products Does G2 Track?

Total Products under this Category: 82

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Blue Yonder Supply Chain Planning (+1.83%) - Among all products in this category, Blue Yonder Supply Chain Planning recorded the largest rating increase compared to last month

Last updated: September 15, 2026

How Does G2 Rank Sales & Ops Planning Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 6,000+ Authentic Reviews
  • 82+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Sales & Ops Planning Software

G2 Grid® for Sales & Ops Planning Software plotting products by satisfaction and market presence

Highlighted products: Anaplan, CaptivateIQ, IBM Planning Analytics, Board, and Streamline.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-ops-planning/grids.json?focus%5B%5D=anaplan&focus%5B%5D=captivateiq&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=board&focus%5B%5D=gmdh-streamline&segment=enterprise)

CaptivateIQ

Planning and incentives in sync—finally. CaptivateIQ is the only modern platform that brings quota, territory, headcount, and compensation into a single, AI-powered workspace—built for agility, alignment, and scale. Purpose-built for modern revenue teams, CaptivateIQ bridges the gap between incentive compensation management and sales planning, so strategy, execution, and measurement operate in perfect harmony. Legacy SPM solutions and spreadsheets weren’t designed for dynamic go-to-market organizations. CaptivateIQ replaces slow, error-prone, siloed processes with a unified platform that seamlessly connects your sales planning, incentive management, and performance tracking. Revenue leaders benefit from one shared source of truth from capacity planning to payout, aligning incentives with strategic goals to drive behaviors that move the business forward. Your plans, your way: plan for anything, pivot anytime. With SmartGrid™—our proprietary, no-code modeling engine—teams build, test, and iterate their go-to-market strategies at the speed of business. Model even the most complex plans with logic-based workflows, evaluate what-if scenarios in real time, and make adjustments as needs change. Admins and analysts gain full ownership with a familiar, spreadsheet-like interface that reduces errors and rework, backed by SmartGrid™ for robust data integration—without technical bottlenecks or external consultants Full ownership, no limits. End-to-end collaboration is at your fingertips with built-in approvals, commentary, and workflows, streamlining the hand-off from plan design through execution and measurement. Sales teams enjoy instant, accurate visibility into their earnings, on-demand statements, and an interactive commission estimator, empowering them to focus on high-value activities and adapt with confidence. CaptivateIQ empowers every function—RevOps, Finance, Sales, and more—to adjust plans, incentivize performance, and deliver on revenue growth targets, all within a flexible environment that adapts as quickly as business does. From enterprise-grade controls to in-depth reporting and dashboards, revenue teams monitor, measure, and optimize at every step to maximize success. Trusted by over 800 leading companies—including Boston Scientific, Datadog, and 6sense—CaptivateIQ sets a new standard for sales performance management. We are proud to be a category leader on G2, backed by thousands of enthusiastic customer reviews. When change is the only constant, CaptivateIQ gives revenue teams agility, clarity, and control—ensuring your planning and incentives finally work together, so you can grow stronger no matter what comes next.

Average Rating: 4.7/5.0

Total Reviews: 3,411

How Do G2 Users Rate CaptivateIQ?

  • Supply Chain Planning: 8.0/10 (Category avg: 8.9/10)
  • Procurement Planning: 8.2/10 (Category avg: 8.5/10)
  • Inventory Targets: 8.2/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)

Who Is the Company Behind CaptivateIQ?

  • Seller: CaptivateIQ
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • Twitter: @CaptivateIq
    606 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    282 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 68% Medium, 26% Large

What Do G2 Reviewers Say About CaptivateIQ?

AI-generated summary from verified user reviews

Pros
  • Users find CaptivateIQ to be easy to use for tracking commissions and checking payouts efficiently.
  • Users find CaptivateIQ super easy to use, simplifying commission tracking and making it hassle-free for everyone.
  • Users appreciate the ease of use of CaptivateIQ, facilitating error checking and transparent commission tracking.
  • Users value the accurate data presentation of CaptivateIQ, enabling quick access to commission details and payouts.
  • Users find CaptivateIQ's intuitive interface highly efficient, making incentive compensation management simple and user-friendly.
Cons
  • Users find the learning curve challenging, often needing assistance to navigate CaptivateIQ's complex reporting and customization features.
  • Users feel the absence of key features, such as an app, tax calculator, and a consistent UI experience.
  • Users find reporting issues cumbersome and time-consuming, often needing support to create straightforward reports.
  • Users experience a difficult learning curve with CaptivateIQ, particularly when configuring dashboards and understanding pricing.
  • Users report experiencing slow loading times for data refreshes and payout reviews, impacting their overall experience.

What Are Recent G2 Reviews of CaptivateIQ?

What Are G2 Users Discussing About CaptivateIQ?

Anaplan

Anaplan is a leading AI-driven scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now. More than 2,800 global brands plan with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management.

Average Rating: 4.6/5.0

Total Reviews: 414

How Do G2 Users Rate Anaplan?

  • Supply Chain Planning: 8.5/10 (Category avg: 8.9/10)
  • Procurement Planning: 8.2/10 (Category avg: 8.5/10)
  • Inventory Targets: 8.5/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.0/10)

Who Is the Company Behind Anaplan?

  • Seller: Anaplan
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Miami, FL
  • Twitter: @anaplan
    21,768 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,020 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Manager, Senior Consultant
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 52% Large, 34% Medium

What Do G2 Reviewers Say About Anaplan?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Anaplan, highlighting its intuitive interface for both end users and developers.
  • Users appreciate Anaplan for its user-friendly interface and versatility in various planning and forecasting applications.
  • Users admire Anaplan's impressive flexibility, allowing it to adapt seamlessly to diverse business processes and needs.
  • Users value the efficiency of Anaplan, finding it adaptable and easy to implement across various organizational processes.
  • Users value Anaplan for its user-friendly planning capabilities, enabling seamless collaboration and quick implementation across teams.
Cons
  • Users report expensive licensing and performance limitations with Anaplan, complicating scalability and overall functionality.
  • Users note the missing features in Anaplan that hinder effective development and user experience enhancement.
  • Users experience a steep learning curve with Anaplan, which can hinder early adoption and usability for new users.
  • Users report performance issues with Anaplan, citing clunky models and slow calculations affecting efficiency.
  • Users find Anaplan expensive, as advanced features often require additional costs, discouraging full utilization of its capabilities.

What Are Recent G2 Reviews of Anaplan?

What Are G2 Users Discussing About Anaplan?

IBM Planning Analytics

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users.

Average Rating: 4.4/5.0

Total Reviews: 229

How Do G2 Users Rate IBM Planning Analytics?

  • Supply Chain Planning: 8.6/10 (Category avg: 8.9/10)
  • Procurement Planning: 8.5/10 (Category avg: 8.5/10)
  • Inventory Targets: 8.5/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.0/10)

Who Is the Company Behind IBM Planning Analytics?

  • Seller: IBM
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • Twitter: @IBMSecurity
    74,660 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 49% Large, 37% Medium

What Do G2 Reviewers Say About IBM Planning Analytics?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of IBM Planning Analytics, which enhances financial planning and decision-making with speed and flexibility.
  • Users appreciate the planning efficiency of IBM Planning Analytics, benefiting from easy scalability and robust forecasting capabilities.
  • Users appreciate the flexible analytics capabilities of IBM Planning Analytics, enhancing real-time data analysis and decision-making efficiency.
  • Users admire the forecasting accuracy of IBM Planning Analytics, enhancing their planning and decision-making efficiency significantly.
  • Users value the user-friendly interface of IBM Planning Analytics, appreciating its seamless navigation and adaptability for budgeting.
Cons
  • Users face a steep initial learning curve with IBM Planning Analytics, making setup and navigation challenging.
  • Users face a steep learning curve with IBM Planning Analytics, requiring significant training for effective usage.
  • Users face a steep learning curve with IBM Planning Analytics, making setup and usage challenging for beginners.
  • Users find the complexity of setup and steep learning curve challenging, especially for newcomers to the tool.
  • Users find the difficult learning curve and complexity of IBM Planning Analytics challenging, requiring significant training and technical support.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

Board

Board is the most trusted Agentic Planning Platform, combining business context, Continuous Planning, and efficient enterprise AI to deliver confident, aligned, and faster decisions. Built to complement your data and AI strategy, Board brings together enterprise data and external signals with planning models, business logic, domain expertise, and decision context. Continuous Planning continuously senses change, models scenarios and trade-offs, and aligns financial and operational plans. Within a single, governed platform, agentic AI understands how your business makes decisions, reasons effectively, recommends changes, and supports action with human oversight, helping leaders make explainable, accountable decisions that improve business outcomes.

Average Rating: 4.4/5.0

Total Reviews: 304

How Do G2 Users Rate Board?

  • Supply Chain Planning: 8.6/10 (Category avg: 8.9/10)
  • Procurement Planning: 8.6/10 (Category avg: 8.5/10)
  • Inventory Targets: 8.6/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.0/10)

Who Is the Company Behind Board?

  • Seller: Board International
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Chiasso, Ticino
  • Twitter: @BoardSoftware
    27,073 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    948 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Group Controller
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 57% Medium, 40% Large

What Do G2 Reviewers Say About Board?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Board, facilitating quick deployment and intuitive self-service interactions.
  • Users value the flexibility of Board, allowing customization to fit diverse business needs seamlessly.
  • Users value the centralized access to information, making board meetings efficient and focused on strategic discussions.
  • Users value the efficiency of Board, benefiting from faster deployment and streamlined meeting management.
  • Users appreciate the highly flexible customization of Board, allowing tailored solutions for diverse business needs.
Cons
  • Users experience slow performance with large datasets on Board, impacting efficiency and complicating the use of advanced features.
  • Users find that the learning curve for Board can be steep, particularly in configuration and advanced features.
  • Users find the missing features like layout exclusions limiting, impacting their overall experience with Board.
  • Users express frustration with poor visualization in Board, highlighting inefficiencies in dashboard design and data handling.
  • Users find the complexity of configuration in Board challenging, especially for new users and smaller teams.

What Are Recent G2 Reviews of Board?

What Are G2 Users Discussing About Board?

Streamline

Streamline is an advanced AI-powered planning platform specifically designed for the retail, wholesale, distribution, and manufacturing sectors. This innovative solution enhances decision-making processes by integrating demand planning and forecasting capabilities. With Streamline, users can collaborate effectively, monitor performance metrics, and accurately forecast demand while leveraging cutting-edge planning technologies and strategies. Targeted primarily at manufacturers, distributors, and retailers, Streamline addresses the critical need for optimized inventory management. The platform offers automated demand forecasting, replenishment execution, and multi-location planning, making it an essential tool for businesses aiming to improve operational efficiency. By accounting for seasonality and supplier management, Streamline ensures that users can adapt to changing market conditions and consumer preferences, ultimately leading to better inventory control and reduced waste. Key features of Streamline include its AI-driven demand planning, which mimics human-like behavior for more accurate forecasting. This eliminates the reliance on traditional methods such as Excel spreadsheets or data from ERP systems. The inventory planning functionality optimizes stock levels and automatically updates replenishment plans, providing users with clear insights into what to order, how much, and when. Additionally, the production planning capabilities help reduce order quantities and transportation costs, streamlining the supply chain process and enhancing overall productivity. Streamline excels in material requirements planning (MRP) by generating comprehensive plans based on demand forecasts and bill of materials (BoM). This feature is particularly beneficial for businesses facing supplier unpredictability and disruptions in historical data, as it allows for effective planning even in the absence of prior sales data. By automatically rebalancing various factors, the platform minimizes the risks of overstock and stockouts, maintaining optimal inventory levels and improving cash flow management. With its robust supply planning capabilities, Streamline provides complete visibility and control over the supply chain, empowering users to make informed decisions that can significantly reduce operating costs and enhance profitability. By integrating these advanced features, Streamline stands out as a comprehensive solution for businesses seeking to elevate their planning processes and achieve greater operational success.

Average Rating: 4.4/5.0

Total Reviews: 252

How Do G2 Users Rate Streamline?

  • Supply Chain Planning: 8.8/10 (Category avg: 8.9/10)
  • Procurement Planning: 8.7/10 (Category avg: 8.5/10)
  • Inventory Targets: 8.6/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)

Who Is the Company Behind Streamline?

  • Seller: GMDH
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @GMDH_Streamline
    1,209 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    93 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Supply Chain Manager
  • Top Industries: Retail, Consumer Goods
  • Company Size: 48% Medium, 44% Small

What Do G2 Reviewers Say About Streamline?

AI-generated summary from verified user reviews

Pros
  • Users commend Streamline for its high forecasting accuracy, enhancing operational efficiency and simplifying complex planning data.
  • Users find Streamline to be easy to navigate, making it simple to manage complex tasks efficiently.
  • Users value the rapid and accurate forecasting capabilities of Streamline, enhancing efficiency and decision-making across teams.
  • Users highlight the automation capabilities of Streamline, significantly reducing manual work and boosting overall efficiency.
  • Users value the planning efficiency of Streamline, enabling seamless collaboration and accurate forecasting for improved operations.
Cons
  • Users find limited customization in Streamline, leading to challenges in adapting to specific supply chain needs.
  • Users find the user difficulty in Streamline significant, especially with complex settings and customization needs.
  • Users face data management issues with Streamline, struggling with aggregation and frequent, poorly communicated updates.
  • Users find the implementation complexity of Streamline challenging, requiring significant IT support and change management efforts.
  • Users report slow performance with Streamline, especially during collaborative work on larger projects, leading to extended loading times.

What Are Recent G2 Reviews of Streamline?

What Are G2 Users Discussing About Streamline?

Daniel Rivera
DR
Researched and written by Daniel Rivera
Updated