Top 7 Sales Forecasting Automation Tools in 2025 [w/ Feature Comparison Table]

Tired of having inaccurate sales forecasts? 

Sales forecasting tools can transform how you predict revenue, eliminating guesswork and manual data entry. These platforms leverage AI, real-time data, and powerful analytics to give you clearer visibility into future performance, helping teams focus on selling instead of number-crunching.

This blog will introduce you to the best sales forecasting automation tools in 2025. 

Let’s dive in! 

Feature comparison table

Tool	Row/Export Limits	Data Sources	Builder License Cost	Viewer License Cost	AI Functionality	Refresh Frequency	Alerts	Security
Coefficient	5,000 rows (Starter)	3-6+ sources	$49-99/month	Included	Data cleaning, automation	Unlimited (5,000/month on Pro)	Yes	Enterprise-grade
Clari	Unlimited	10+	Custom (~$66K/year)	Included	AI-guided pipeline, deal scoring	Real-time	Advanced	SOC 2
Xactly	Unlimited	7+	Custom (~$58K/year)	Included	Predictive analytics	Daily	Yes	Enterprise-grade
Forecastio	Varies with plan	5+	Contact for quote	Contact for quote	AI model selection, tuning	Real-time	Yes	Business-standard
Anaplan	Unlimited	12+	Custom (~$750K/year)	Custom	Predictive scoring	Real-time	Yes	Enterprise-grade
OnPlan	Based on plan	6+	Contact for quote	Contact for quote	Scenario modeling	Real-time	Yes	Business-standard
Avercast	Unlimited	8+	$1,000/month	Included	AI forecasting	Real-time	Yes	Business-standard

#1 Coefficient

Coefficient transforms sales forecasting by syncing live data from various business systems directly into Google Sheets and Excel.  

Coefficient is a cloud-based integration platform that streamlines data analysis and reporting by syncing live data from various business systems directly into Google Sheets and Excel. 

It eliminates manual data exports and enables real-time dashboards, making it easier for sales teams to automate reporting and data-driven decision-making213.

Highlights

• One-click integration with Google Sheets and Excel
• Real-time data sync and live pivot tables
• Automated alerts, digests, and data cleanup
• Supports bulk updates and exports back to source systems

Pros

• Seamless integration that just works. Connects easily to databases and business apps, allowing for quick setup and efficient data imports without technical expertise required.
• Hours back in your week through automation. By automating repetitive data tasks like exports and formatting, Coefficient frees up significant time for analysis and decision-making that drives results.
• Teams stay aligned with enhanced collaboration. Real-time updates and easy sharing of dashboards improve team alignment and productivity, ensuring everyone works from the same accurate data.

Cons

• Report processing speed: Some users note that large reports can take time to load and process

Pricing

• Starter $49/month (5,000 rows, 3 data sources)
• Pro $99/month (6 data sources, 10 accounts/source, 5,000 refreshes/month)

What do users say about Coefficient?

• “Seamless integration with Salesforce and Google Sheets. I am able to have information in an easy and clear way to make decisions and put efforts where needed.” (G2)
• “Time to load and process reports could be quicker.” (G2)

Support

Coefficient offers support through documentation, live chat, and a responsive product team that frequently interacts with users for feedback and feature requests

#2 Clari

Clari’s AI-powered revenue platform automates and optimizes sales forecasting through intelligent pipeline management and deal scoring. It provides end-to-end visibility and actionable insights across the entire sales process, helping teams drive predictable revenue growth without manual number-crunching.

Highlights of Tool

• AI-guided pipeline management with automated deal scoring to identify risks and opportunities
• Automated CRM updates and activity intelligence that capture real sales activities
• Multi-channel engagement automation across email, SMS, LinkedIn, and calls in one platform

Pros

• See everything with comprehensive visibility. Offers real-time insights into pipeline health, risks, and opportunities, improving forecast accuracy and eliminating blind spots in your sales process.
• Let AI handle the grunt work. The platform reduces manual data entry and guides next steps for deals, increasing rep productivity and ensuring critical activities don’t fall through the cracks.
• Tailor it to your team’s needs. Dashboards and reports can be customized for different roles and needs, giving executives, managers, and reps the exact views they need to perform.

Cons

• Expect a learning curve. The platform’s depth can require significant time and training to fully leverage, especially for new users or less technical team members.
• Setup time required for customization. Some features need manual configuration to fit specific team workflows, which can slow adoption and time to value.
• Pricing transparency is limited. Pricing is tailored and not publicly listed, requiring direct contact for quotes and potentially longer procurement processes.

Pricing

As of April 2025, Clari offers custom pricing with a median contract of approximately $66,245/year. Their Clari Copilot feature costs between $90–$110 per user per month with annual billing.

What do users say about Clari?

• “The one-to-one dashboard has been a game-changer. It consolidates conversion rates, pipeline analysis, and key metrics in one place, making weekly one-on-ones with managers more productive.” (G2)
• “Some features require manual customization to be truly effective for our team. Out of the box, it can feel a bit rigid.” (G2)

Support

Clari provides extensive training materials, personalized onboarding support, and responsive customer service, with a focus on helping teams maximize platform adoption and ROI. Their customer success team works closely with users to ensure forecasting processes are optimized.

#3 Xactly

Xactly streamlines sales forecasting through its comprehensive sales performance management platform that automates incentive compensation, territory planning, and quota management. By connecting compensation data with forecasting, it creates a more accurate and motivating system for sales teams.

Highlights of Tool

• Automated compensation plan design and payouts that reduce errors and administrative work
• Real-time commission visibility for sellers that drives motivation and transparency
• Collaborative territory and quota planning tools that align teams around achievable targets

Pros

• Motivated sellers drive better forecasts. Automated, transparent compensation plans increase seller engagement and performance, creating a virtuous cycle of accurate forecasting and achievement.
• Stop guessing, start predicting. Xactly integrates compensation and pipeline data for more reliable revenue predictions, allowing finance and sales leaders to plan with confidence.
• Escape spreadsheet hell with streamlined planning. The platform centralizes territory and quota management, reducing reliance on error-prone spreadsheets and disconnected systems.

Cons

• Prepare for a complex setup journey. Implementation can be challenging, especially for organizations with intricate compensation structures or multiple sales teams.
• Training is required, not optional. Users typically need formal training to navigate all features effectively, creating potential adoption barriers.
• Budget discussions needed. With pricing not publicly available and requiring direct inquiry, procurement processes may be extended.

Pricing

As of April 2025, Xactly offers custom pricing with a median contract of approximately $57,781 per year. Their uplift pricing model offers discounts for longer commitments: 8% for 1-year, 6% for 2-year, and 2% for 5-year contracts.

What do users say about Xactly?

• Users highlight the platform’s ability to automate compensation calculations and provide visibility into commissions, improving motivation and forecast accuracy.
• Some users mention the complexity of setup and the need for better onboarding resources and documentation.

Support

Xactly offers comprehensive onboarding, training programs, and responsive customer support, with specialized resources for both administrators and end-users. Their implementation team works with customers to ensure successful deployment and adoption.

#4 Forecastio

Forecastio simplifies sales forecasting through AI-driven automation that handles data preprocessing, model selection, and predictive analysis. Designed for teams without data science expertise, it provides accurate, real-time sales projections and actionable insights through an intuitive interface.

Highlights of Tool

• Automated sales forecasting with minimal manual input required
• AI-powered model selection that chooses the best algorithm for your data
• Real-time dashboards that update as new sales data becomes available

Pros

• AI without the PhD. Designed for business users rather than data scientists, Forecastio makes advanced forecasting accessible to all sales teams regardless of technical background.
• Hours saved through automation. The platform handles data preparation and model tuning automatically, dramatically reducing manual effort and speeding up forecast creation.
• Flexibility for different business needs. Forecastio supports multiple use cases from sales projections to demand planning and inventory management.

Cons

• Power users may feel constrained. Advanced users might find customization options restrictive compared to building their own models.
• Not ideal for extremely complex data. The platform may struggle with highly complex or massive data sets that require specialized handling.
• Support response times vary. Some users report slow or less detailed customer support responses when issues arise.

Pricing

As of April 2025, Forecastio does not publish pricing publicly. Interested users need to contact the company directly for a customized quote based on their requirements.

What do users say about Forecastio?

• “This work tool is very complete to have a real report of sales in real time, it improved an entire monitoring control system.” (G2)
• “Customer service responses are not fast and are not very detailed.” (G2)

Support

Forecastio provides documentation and customer support, but some users note a need for faster and more comprehensive responses. Their resources focus on helping users understand the AI components without requiring technical expertise.

#5 Anaplan

Anaplan elevates sales forecasting through its cloud-based planning and performance management platform that uses AI-powered insights for territory, quota, and capacity planning. It helps sales leaders optimize resources and drive revenue through collaborative, data-driven forecasting.

Highlights of Tool

• Predictive account segmentation and scoring that identifies high-potential opportunities
• Territory and quota planning tools that optimize sales coverage and targets
• Real-time scenario modeling for testing different forecast assumptions

Pros

• Built for complexity and scale. Anaplan adapts to complex, multi-dimensional planning needs for large organizations with sophisticated sales structures and processes.
• Everyone works together in real time. The platform enables teams to collaborate on plans and forecasts simultaneously, improving alignment across departments and regions.
• Insights that drive decisions. Powerful analytics offer deep visibility into sales performance and resource allocation, supporting more strategic forecasting.

Cons

• Prepare to climb the learning mountain. Many users find the platform difficult to navigate initially, requiring significant training and support.
• Support quality is inconsistent. Reports of disorganized support and communication can make issue resolution challenging.
• Large data sets may cause hiccups. Users have experienced buffer and performance issues when handling very large datasets, potentially slowing forecast updates.

Pricing

As of April 2025, Anaplan offers custom pricing with enterprise implementations often reaching $750,000/year or more. This represents a significant investment, especially for smaller organizations.

What do users say about Anaplan?

• “Easy to use, learn and adapt. Fast applications and helps automate analytical decision making in supply chain.” (Capterra)
• “Clueless internal communications. Company is completely disorganized.” (Capterra)

Support

Anaplan provides onboarding, training, and customer support services, but user experiences with support quality and responsiveness are mixed. Larger customers typically receive more dedicated support resources.

#6 OnPlan

OnPlan streamlines sales forecasting through its collaborative planning tool designed to help businesses create, manage, and track sales projections alongside financial planning. The platform focuses on scenario analysis and real-time updates to support agile forecasting and decision-making.

Highlights of Tool

• Collaborative sales planning features that connect finance and sales teams
• Real-time scenario modeling for testing different forecast assumptions
• Integration with accounting and CRM systems for comprehensive data access

Pros

• Adapt quickly with agile planning. OnPlan enables quick scenario analysis and adjustments to forecasts, helping teams respond to changing market conditions.
• Break down silos through collaboration. Built-in collaboration tools support team-based planning and approvals, ensuring all stakeholders contribute to accurate forecasts.
• Connect your data ecosystem. The platform connects with popular business systems for seamless data flow between sales, finance, and operations.

Cons

• May lack depth for power users. OnPlan may not offer the advanced analytics capabilities found in larger, more specialized platforms.
• Better fit for smaller organizations. The solution is best suited for small to mid-sized businesses rather than enterprise-scale operations.
• Pricing requires conversation. With pricing details not always public, procurement processes may take longer than with transparent pricing models.

Pricing

As of April 2025, OnPlan offers tiered pricing based on features and user count. Interested customers need to contact the sales team for a customized quote based on their specific requirements.

What do users say about OnPlan?

• Users frequently highlight the collaborative features and ease of scenario planning that helps teams develop more accurate forecasts together.
• Some users express a desire for deeper analytics capabilities and more robust integrations with additional business systems.

Support

OnPlan provides comprehensive onboarding, detailed documentation, and responsive customer support, with a focus on helping teams get up and running quickly. Their customer success team works to ensure smooth implementation and adoption.

#7 Avercast

Avercast simplifies sales forecasting through advanced algorithms that predict sales, manage demand, and optimize inventory. The platform offers customizable forecasting methods and easy integration with other business tools, making it ideal for teams seeking straightforward yet powerful forecasting.

Highlights of Tool

• AI-powered forecasting capabilities for projections up to five years ahead
• Customizable forecasting methods that adapt to different business models
• Real-time dashboards for monitoring performance against forecasts

Pros

• Anyone can use it from day one. Avercast’s intuitive interface and quick deployment make it accessible for users at all technical levels without extensive training.
• Support that feels like a partnership. Users enjoy direct access to support engineers and personalized assistance, ensuring forecasting issues are resolved quickly.
• Tailored to your business reality. The ability to customize forecasting methods to fit unique business needs means more accurate predictions for your specific situation.

Cons

• May not satisfy data scientists. The platform may not offer the depth of analytics found in more sophisticated enterprise forecasting platforms.
• Reporting has room to improve. Some users find the reporting and formatting capabilities less flexible than desired for complex forecast presentations.
• Consider your growth trajectory. Avercast is best suited for small to mid-sized businesses rather than large enterprise deployments.

Pricing

As of April 2025, Avercast pricing starts at $1,000 per month, with custom packages available for organizations with more complex forecasting needs.

What do users say about Avercast?

• “The ease of usage and the easy-to-understand interface makes it really simple for the users to use the dashboard.” (G2)
• “There’s a lot of white space in the way our customer success compensation page is set up and I feel it could be visually more appealing but it has everything I need.” (G2)

Support

Avercast stands out for its responsive, personalized customer support, offering direct access to engineers and a strong focus on customer satisfaction. Users consistently highlight the quality of support as a key advantage.

Transform your forecasting today

Choosing the right sales forecasting automation tool can dramatically improve prediction accuracy and save countless hours of manual work. 

The best tools combine automation with intuitive interfaces that make forecasting accessible to everyone, not just analysts. 

Ready to replace spreadsheet chaos with streamlined, accurate forecasts? Get started with Coefficient today and experience how real-time data automation transforms your sales planning process.