Best Sales Performance Management Software for Microsoft Excel

Everstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Spinify makes hitting sales goals exciting. Our sales gamification platform turns KPIs into live competitions, instant recognition, and rewards that keep teams motivated, accountable, and performing at their best—whether in the office, remote, or hybrid. Motivate & Engage Your Team Sales teams thrive with clear goals, real-time feedback, and the drive to win. Spinify uses real-time leaderboards, challenges, and achievements to make performance visible and inspire healthy competition. Reps always know where they stand and how to reach the top. Celebrate Wins Instantly Recognition fuels motivation. Spinify automates celebrations with personalized messages, music, badges, and confetti. Whether it’s closing a deal, logging calls, or hitting an activity target, every success gets the spotlight it deserves. Custom Competitions That Fit Your Goals Every business is unique. Spinify lets you fully customize competitions, KPIs, and rewards so they align with your sales process and company culture. Run individual or team-based challenges, set short sprints or long-term goals, and adjust incentives to keep performance high. AI-Powered Coaching for Faster Growth Great sales leaders don’t just track numbers—they coach. Spinify’s AI Coaching Agent analyzes performance trends, highlights strengths and opportunities, and provides actionable insights to help reps improve faster while maintaining healthy engagement. Why Sales Teams Love Spinify Real-time visibility drives accountability Automated recognition keeps morale high Custom gamification fits your strategy AI coaching accelerates improvement Trusted by GE Appliances, Re/MAX, Amica, and Dialpad, Spinify has powered over 1.5 million leaderboards to boost engagement, productivity, and revenue.

Lative serves as a comprehensive platform for revenue planning, strategic development, and execution monitoring, designed to facilitate profitable and efficient growth. By integrating overarching targets and strategies with grassroots operational data, you can enhance investment decisions and meet your objectives more effectively. Real-time calculations of sales productivity and return on investment empower you to make informed choices that drive growth. The platform aligns your high-level revenue strategies with detailed operational insights, resulting in a unified and thorough perspective on your sales organization. It also enables you to pinpoint gaps as they arise and leverage AI to explore various what-if scenarios, ensuring you meet your sales goals. The solution promises rapid value realization through effortless connectivity and integration. With the ability to aggregate data from over 150 different sources, it delivers a single, reliable source of truth. Moreover, it offers precise and immediate revenue insights, enabling agile decision-making that adapts to the constantly changing landscape of your business, ensuring sustained success and adaptability in your growth strategy.

Plecto, a business performance platform, is ideal for mid-market companies and enterprises that need real-time information about their sales, marketing, and finance performance. It integrates all company data into adaptable dashboards that can be viewed on TV's, mobile devices, or desktops. Plecto can be used by all employees of a company, from the CEO to the management to the commercial staff. It allows them all to work from the same data and produce the same results.

Hoopla is an automated, real time sales motivation and performance management system. Hoopla celebrates wins via streaming channels that include leaderboards and dashboards, progress bars, as well as data automatically gathered by Salesforce. Hoopla is a tool that can provide real-time data for sales, customer service and support, marketing teams, as well as other departments. Hoopla's Gamification features allow you to apply game mechanics to milestones. You can leverage contests such as face-offs or tournaments. Gamification can be used internally to increase productivity and performance in any department. Use Hoopla to connect your office with a digital signage solution. Stream company announcements, videos and motivational quotes. You can keep your team motivated with the Hoopla mobile application and key integrations such as Slack.

Are you still manually creating commission spreadsheets? Sales Cookie is a cloud-based, easy-to-use commission management solution that charges no setup fee. You can manage incentives, calculate commissions, and publish them to reps using a simple web interface. Our solution is 100% cloud-based. You can sync sales transactions with CRM or convert between currencies automatically. You got it! Say goodbye to commission spreadsheets!

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Motileo is an innovative platform focused on enhancing sales performance and fostering team engagement through gamification, which reimagines routine business activities and key performance indicators (KPIs) as engaging and competitive experiences aimed at boosting productivity and outcomes. By integrating seamlessly with existing tools like CRM systems, it automatically gathers essential performance metrics such as calls made, meetings scheduled, deals finalized, and revenue earned, transforming these figures into dynamic competitions, achievements, and progress tracking for both individuals and entire teams. Moreover, Motileo incorporates game-inspired mechanics into the work environment, recasting targets as accomplishments, milestones, and missions that lead employees toward quantifiable results while maintaining their involvement in the process. Teams have the opportunity to engage in tailored competitions or direct challenges that cultivate a spirit of friendly competition and promote ongoing effort, all while automated recognition features grant participants points or coins that can be exchanged for rewards. This unique approach not only motivates employees but also enhances collaboration and camaraderie among team members, making work more enjoyable and productive.

Automated commission tracking to ensure teams are productive and aligned. We believe hard work should be recognized and that there is a better way. All your data sources can be connected under one roof to enable real-time calculations every time. To get the best out of every team, you can build, preview, and launch a commission plan. To ensure everyone is motivated and aligned, share customized reports that are easy to understand. To run accurate, fast calculations, connect your data sources directly to our system. Automatically sync commission data across all teams to generate reliable calculations in real-time. Integrate your data source directly into our Commission system to save time each month in cleaning and collecting data. To provide reliable and accurate commission statements, run monthly commission calculations using the exact same data source each month. You don't need to manually enter data or make updates.