Best Sales Forecasting Software for HubSpot Sales Hub

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

Sales performance management platform for HubSpot users. Set attainable goals and master sales planning based on HubSpot's historical data. To hit your targets, you need to manage sales capacity efficiently and create a hiring calendar. Avoid surprises at the end of quarter by using multiple forecasting models. What-if scenarios can be used to allocate resources more efficiently. HubSpot can provide you with actionable insights into your sales. Use predefined planning templates to create what-if scenarios and automatically assess goal achievement. Use AI and predictive forecasting for accurate future sales predictions. Monitor all key sales performance metrics in real time. Get actionable insights into performance gaps (peoples, processes, pipelines) without spending hours analysing multiple reports. Calculate the required capacity to achieve sales quotas by assessing current sales capacity. Monitor pipeline developments in real-time to identify bottlenecks.

Outreach Commit (formerly Canopy) connects, analyses, and monitors every data point within your revenue team. It ensures that every revenue leader has all the information they need to drive predictable revenue growth. Streamline your forecasting while measuring variance and monitoring it to drive continuous improvement. Individual assessments, improvement tracking, notes, and notes can help you increase productivity and improve results. Snapshot reporting allows you to answer key questions about trends, risks, past performance, and other issues. It can be used for any period or subset of data. You will have the visibility you need to confidently call your company while your managers can keep their eyes on the important things. Focus on the big picture and reduce the need for manual analysis. Your teams will receive the answers they need right away. Every initiative you launch should be evaluated for potential improvement areas and the ROI. Don't let your competitors dictate how you do things. Instead, take control and drive sales productivity.