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Without sales forecasting software, sales teams can feel like they're conducting a seance: gather a coven of key stakeholders, drop past sales data and future estimations into a technological cauldron, and pray that your predictions come to fruition. Maybe even play "Black Magic Woman" in the background for good measure.
Sounds a little fun, but sales forecasting software will give you more accurate estimations, and unlike the cauldron, it'll work well with the rest of your tech stack.
To help you pick the best sales forecasting software, I tested each app I could get my hands on, pored over customer reviews, spoke with industry experts, and even consulted the Ouija board from the back of my closet.
The 10 best sales forecasting tools
Salesforce for business scalability
Weflow for forecasting on a budget
Aviso for AI-driven insights
Avercast for comprehensive demand
Clari for B2B businesses
Gong for conversational intelligence
Forecastio for ease of use
SAS Forecast Server for detailed statistical analysis
IBM Planning Analytics for enterprise planning
Finmark for startups and SaaS
What makes the best sales forecasting software?
At this point, I have two problems. First, I may have inadvertently turned my home into a portal for the undead. Second, I'm now oddly obsessed with sales forecasting software—which is good for the validity of this article but bad for future small talk at parties.
To keep your eyes from glazing over like those unlucky conversation partners, I'll cue you in to a few key grading criteria I used to pick the best sales forecasting tools so you can better understand my diatribes throughout:
Data sourcing for forecasting methodology: Using sales forecast software without helpful data is like trying to bake a croissant without butter. The options on my list were all judged on how easily they can source or access sales data—whether that's via a CRM or by analyzing publicly available market data—and how effectively they can use that data to create accurate forecasts.
Integrations: Teams don't just use one tool to facilitate sales automation and marketing activities. There's often a whole slew of CRMs, sales pipeline tools, marketing systems, and some sales forecasting spreadsheets Bob created in 2007 that are still, for some reason, used to this day. Sales forecasting software should integrate with all of these tools to make life easy for everyone and create a comprehensive sales and marketing ecosystem. I made this one easy for you: if a tool didn't have useful integrations, I didn't even consider it.
Additional capabilities: Sales forecasts often provide the foundation for future business activities. Good sales forecasting software needs to offer additional capabilities that can help teams with things like pipeline management, performance tracking, custom reporting, and more.
Ease of use: Tools that weren't easy to use were either thrown out of contention or publicly shamed in the write-up. Software needs to be easy to use so teams can buy in and start seeing value right away—or else Bob is just going to scoff and keep using his outdated spreadsheets instead.
Finally, I should mention that I wasn't able to test all of the software. I got my hands on as many trials as I could, but for those I couldn't, I leaned into customer reviews, industry experts, demos, and bribing customer service agents (only once, though).
The best sales forecasting software at a glance
| Best for | Standout feature | Pricing |
---|---|---|---|
Business scalability | Real-time forecasting management | Sales forecasting features available starting at the Enterprise level at $165/user/month | |
Forecasting on a budget | Forecast accuracy tracker | From $30/user/month | |
AI-driven insights | AI WinScores | Contact for pricing | |
Comprehensive demand | Business-wide demand planning | Contact for pricing | |
B2B businesses | RevDB data management | Contact for pricing | |
Conversational intelligence capabilities | Reality-based customer view | Contact for pricing | |
Forecasting in HubSpot | What-if modeling | From $149/month | |
Detailed statistical analysis | Automated outlier detection | Contact for pricing | |
Enterprise planning | Multivariate AI forecasting | Contact for pricing | |
Startups and SaaS | Cash projections | From $50/month |
Best sales forecasting software for business scalability
Salesforce (Web, iOS, Android)

Salesforce pros:
Flexible forecasting
Robust sales planning and pipeline management
Real-time sales forecast management
Salesforce cons:
Can be overwhelming for businesses that just need a simple solution
May be too expensive for small businesses
Salesforce is the granddaddy of SaaS tools, used by organizations since the beginning of time (or at least since the dot-com bubble). It has capabilities in nearly every conceivable business area—sales, service, marketing, and commerce, to name a few—so you couldn't classify it strictly as a sales forecasting tool. But the forecasting features alone are good enough to secure a spot on my list.
The platform has a sleek interface that almost reminds me of an Intuit product. Clear tabs on the left-hand side help you glide through, and peeling back the layers, each tab gives you a wealth of data points to experiment with and add to.
The sales forecasting features are pretty easy to set up. Approved accounts can populate sales information like leads, contacts, accounts, and opportunities and use that information to drive future estimates. Not to mention, all data can sync seamlessly with the wider Salesforce CRM and product ecosystem to give your team a unified information hub.
What impressed me most was the comprehensive real-time forecasting management. With Salesforce, you can predict the likelihood of winning an opportunity, adjust estimated close dates, and increase the sales opportunity (say, if a client approves more potential spend). So, if your team just rocked a sales call and the client verbally approved, you could update the likelihood of closing that deal in the dashboard. Meanwhile, if Rob broke down on an important call because the client had the same name as his ex, you'd be able to decrease the likelihood of that deal.
The only drawback here depends on the user. If you're a small business that just wants to dip your toe into sales forecasting on a limited budget, Salesforce may be too complex and expensive. (Comprehensive sales forecasting features don't start until the $165/user/month tier.) But if you're looking to transform your sales forecasting—with the budget to prove it—it's hard to get much better than Salesforce.
One final thing: you can do even more with Salesforce when you integrate it with Zapier, so you can use your CRM data to build workflows, automate sales outreach, and create a more efficient pipeline. Learn more about how to automate Salesforce, or get started with one of these pre-built workflows.
More details
Salesforce pricing: The Enterprise plan with full sales forecasting features starts at $165/user/month
Best budget sales forecasting software
Weflow (Web)

Weflow pros:
Salesforce integration
AI-powered forecasting and suggestions
Forecast accuracy and tracking
Weflow cons:
Can be buggy
Limited capabilities compared to others on this list
Weflow hopped on the AI wave and created a sales forecasting solution that's primarily powered by artificial intelligence. But don't worry, it's good AI, like TARS from "Interstellar," not like that creepy devil-child "M3GAN."
The platform makes it abundantly clear that it integrates exclusively with Salesforce—which is a good thing for cash-strapped companies that want to use Salesforce CRM without forking over $165/user/month for sales forecasting. Using Salesforce data on a lower-tier plan—alongside customer activity information from Google Workspace and Microsoft Outlook—Weflow can help you create AI-powered forecasts and adjust estimations.
Beyond forecasting, Weflow also allows you to engage in conversion-related activities like automated deal executions, deal reviews, and sales pipeline inspections.
One feature that I found equal parts useful and hilarious is the forecast accuracy. The platform automatically tracks accuracy for each user to "identify sandbaggers and optimists." So, if your rep Sandy—who has a 98% accuracy rate—says the client will close, you believe her. Meanwhile, if Ralph, with 65% accuracy, says a client will close, you may want to add more business to your pipeline.
Ultimately, Weflow is one for the bootstrappers. It comes with fewer comprehensive features than most, but with its low price point, Weflow is more than worth a try.
Weflow pricing: Sales forecasting starts at $30/user/month
Best sales forecasting software for AI-driven insights
Aviso (Web, iOS, Android)

Aviso pros:
AI WinScoring and contextualization
Comprehensive data sourcing
Aviso cons:
Has a bit of a learning curve
Occasional bugs
If Weflow is TARS, then Aviso is TARS's smarter, cooler cousin who is captain of the football team and drives a fully restored '59 Mustang to school every day. This platform leans heavily into AI—and has the results to show for it.
What stood out to me about Aviso was its AI WinScores—the platform's proprietary method for predicting sales and new business. First, Aviso integrates with your CRM to contextualize real-time customer data and extra-credit information like call recordings, email interactions, and meeting notes. Then, it uses machine learning to identify patterns, score pipelines, and generate sales probabilities. It even gives contextual insights—like a little ChatGPT summary—to give businesses context on its reasoning.
Beyond forecasting, you can use Aviso for sales engagement, deal acceleration, pipeline inspection, reporting and analytics, and a host of other functions along the sales funnel. It even claims that due to its extensive capabilities, teams will have fewer meetings—something I probably should have led with earlier. The platform also supports useful integrations from across the SaaS spectrum: financial systems like Intuit QuickBooks, meeting tools like Zoom, and single sign-on platforms like Okta.
The main drawback seems to be a prolonged learning curve. Due to the platform's technical aspects, users have noted that it can be challenging to understand all the available data. But if you're intrigued by Aviso's possibilities (and the idea of fewer meetings), give this one a shot.
Aviso pricing: Contact for pricing
Best sales forecasting software for comprehensive demand
Avercast (Web, iOS, Android)

Avercast pros:
Advanced supply chain features and inventory management
Predictive forecasting
Time-based analysis
Avercast cons:
Outdated interface
Narrow focus that may not work for every team
Avercast is a supply chain management tool with sales forecasting capabilities. While other options on this list take a revenue-focused approach to sales forecasting, Avercast uses sales forecasting and predictive analysis to avoid excess inventory and the perils that come along with it.
The interface is a bit outdated, and that's putting it nicely; it gives me the vibe of old accounting software from the early 2000s. I suppose that isn't necessarily a bad thing—as that makes it easy to use and wrap your head around—but just don't expect a modern marvel of technology.
The capabilities, however, are anything but outdated. While Avercast doesn't lean heavily into AI like other options on the list, what you get is reliable features that work exactly as intended. The product first weighs historical sales data, economic shifts, promotional events, seasonality, and consumer trends. From there, advanced forecasting algorithms estimate demand at every level of the supply chain, with customization features to help tailor the experience for your business.
What sets this product apart is its business-wide demand planning. (I just came up with that term, patent pending.) Team members across finance, marketing, logistics, and production can all use the tool and collaborate on sales estimations and inventory management, which fosters interdepartmental collaboration and better asset management. The other obvious differentiator is that Avercast seems only useful for businesses that keep a keen eye on their supply chain management.
Overall, whether you like Avercast or not will depend on your needs. If you want an inventory-focused approach to forecasting and don't mind feeling like you're back in 2003 every time you use it, this is a solid product. For SaaS or service-based companies or users who want more comprehensive features, look elsewhere.
Avercast pricing: Contact for pricing
Best sales forecasting software for B2B businesses
Clari (Web, iOS, Android)

Clari pros:
AI-powered sales forecasting
Easy to use
CRM integrations
Clari cons:
Potentially quirky
May require a slight learning curve
Clari defines itself as a B2B revenue orchestration platform, helping sales, marketing, customer success, and finance teams work together in harmony. While it's not exactly Beethoven's "Für Elise," it's more than worth the price of admission.
I was pleasantly surprised with the interface; it's crisp, clean, and devoid of annoying frills. It's very easy to navigate, and it should be easy to use right out of the box for someone who is at least semi-familiar with CRMs, SaaS tools, and the like.
Clari's AI-powered forecasting intelligence blends market trends and the full breadth of a business's information to deliver sales forecasts. And I don't just mean CRM information—its RevDB data management takes every morsel of information from sources like CRMs, email, business apps, and the wiretap you installed in your biggest competitor's lobby to deliver a comprehensive data source. This serves as the foundation for accurate forecasts.
Once teams have established forecasts, they can use that information to influence marketing activities, aid the finance team, provide post-purchase customer care, and engage in customer lifecycle management. Clari also offers a host of API-based integrations, like Slack, Okta, Salesforce, and HubSpot, to help teams sync their data across platforms.
There aren't too many negatives to note here, and most of them seem to be bug-related—for example, some users mention there can be quirks, which could theoretically slow down workflows. Some folks also told me that the onboarding process was a bit difficult. That said, it's a solid choice for diverse businesses.
Clari pricing: Contact for pricing
Best sales forecasting software for conversational intelligence capabilities
Gong (Web, iOS, Android)

Gong pros:
Reality-based customer view
AI meeting transcription
Easy to use
Gong cons:
Occasional bugs and glitches
The transcription feature may be inaccurate at times
I'm not sure how they settled on the name Gong; to me, it's an onomatopoeia that invokes feelings of getting woken up by a giant cymbal. Regardless of my personal bias, Gong is a product that ticks many of the boxes you would want in sales forecasting software.
Right off the bat, the product claims users can generate forecasts with "superhuman accuracy." While that seems a tad hyperbolic, the function behind the pomp and circumstance is impressive. Its "reality-based view" takes data from every customer interaction—from CRM data, Slack conversations, Zoom meetings, phone interactions, and more—to feed the forecasting algorithm. The star of the show is conversational intelligence—the tool helps teams capture key information from client phone calls and virtual meetings via AI-powered transcription services.
Beyond forecasting, teams can engage in onboarding, retention, coaching, and sales engagement, assisting users with various sales processes. Users can also integrate with over 250 platforms, including Zapier, so you can automate sales processes like appointment setting, update transcriptions, and automate your marketing and sales ops processes.
More details
Gong pricing: Contact for pricing
Best sales forecasting software for HubSpot
Forecastio (Web)

Forecastio pros:
What-if modeling
Unlimited sales planning
AI-based insights
Forecastio cons:
Fairly simple compared to other options on the list
Only useful for teams already using HubSpot
Forecastio is the epitome of "what you see is what you get." It's a basic, user-friendly tool that serves as a good balance between price point and outcome.
The platform relies entirely on HubSpot in a symbiotic relationship akin to those little suckerfish that are always hanging out on whales and sharks. Businesses can import that CRM data into Forecastio to generate sales forecasts, monitor KPIs, and more.
One of my favorite features is Forecastio's what-if modeling, which allows teams to plan for different scenarios—say, if the most valuable client doesn't close—empowering you to proactively plan for different possibilities. Beyond that, Forecastio offers other features, like sales planning automations that help you streamline sales plans and automatically evaluate goal attainability and AI-based insights to aid sales teams in monitoring important sales metrics from HubSpot in real time.
The interface is clean and easy to navigate, and users of all tech backgrounds should be able to use the platform easily. In all, the product is a bit bare-bones compared to others on this list, but it can serve as a solid springboard for further forecasting goals.
Forecastio pricing: From $149/month
Best sales forecasting software for detailed statistical analysis
SAS Forecast Server (Web)

SAS Forecast Server pros:
Advanced statistical modeling
Capable of managing large datasets
Automated outlier detection
SAS Forecast Server cons:
Difficult to learn
May be too complex for startups or small businesses
If SAS were a person, it would be Ken Jennings, Will Hunting, or that person you went to school with who never studied yet somehow maintained a 4.0 GPA. The company is a tech savant with capabilities in nearly every industry and use case, and puts its spin on sales forecasting with SAS Forecast Server.
Starting with the bad: the interface is complex and overwhelming. SAS proudly proclaims there's "no coding required" as if that makes things any easier. That's kind of like a pilot walking up to you in the airport and saying "Hey I need you to pilot this 747 from Miami to New York, but don't worry, I'll take us off—all you need to worry about is keeping us in the air and landing the plane."
Now the good: SAS is a very powerful tool if you can weather the technological storm. It analyzes user data (that you upload directly into the platform) and historical trends to automatically generate huge volumes of high-quality forecasts. You can use this information to create custom criteria, plan what-if scenarios, and reconcile forecasts based on top-down, bottom-up, or middle-out strategies.
One of my favorite features is the outlier detection—a filter that can automatically pinpoint outliers in user data and eliminate or highlight them to create even more accurate forecasts. This, paired with its extensive forecasting models, gives me the feeling that this might be as good as it gets for sales forecasting. Beyond forecasting, SAS has capabilities in AI, fraud, internet of things (IoT), marketing, and risk management, giving teams a full breadth of capabilities if desired.
Make no mistake, SAS is complicated; it's definitely more geared toward data analysts than sales managers. But if you can take the time to learn it, you'll reap the rewards and then some.
SAS Forecast Server pricing: Contact for pricing
Best sales forecasting software for enterprise planning
IBM Planning Analytics (Web)

IBM Planning Analytics pros:
Multivariate AI forecasting
Powerful IBM AI models
Outlier detection
IBM Planning Analytics cons:
Very complex
May be too much product for smaller teams
IBM is everywhere: it's a technological heavyweight that powers your computers, builds your favorite software, and sometimes hides under your bed after you turn off the lights. It's a trusted company that puts a comprehensive yet technical perspective on sales forecasting.
My first impression of this software is that it's supremely technical but almost in a comforting way—as if your grandma was trying to teach you quantum mechanics. It has a clean layout that feels like I could genuinely learn how to use it, even though it is overwhelming at times.
The sales forecasting features are—no surprise here—powered by AI. IBM is capable of handling massive swaths of market information and historical business data to project future outcomes. The platform focuses on enterprise-grade financial forecasting and seems more than capable of powering even the most complex and grandiose business needs.
A feature I was really impressed with is the multivariate AI forecasting, which I hereby declare to be one of the modern wonders of the sales forecasting world. It uses AI time-series algorithms to analyze past trends and multiple future values, producing accurate forecasts for seemingly every possible scenario. It likens this feature to the precision with which meteorologists predict storms, which is a much more relatable descriptor.
Since I knew I wouldn't be able to articulate this alone, I called in backup to give another assessment. Kevin Moore, CMO of Walter Writes AI, told me his team uses IBM Planning Analytics to forecast subscription revenue across different segments, campaigns, and product tiers. "The main reason we stick with it is how well it handles multi-dimensional forecasting—you can break down projections by traffic source, cohort behavior, or pricing plan without needing to export data into separate tools. That's something I haven't seen done as smoothly in platforms like Clari or Finmark."
Overall, IBM Planning Analytics is a lot to take in. The sales forecasting is complex, and IBM's additional capabilities in budgeting, supply chain management, sustainability planning, HR, and more could cause the weak-willed to throw their hands up in confusion and frustration. But if you're in the market for enterprise-grade financial forecasting that can help you streamline sales with AI, I'm not sure you'll find anything better.
IBM Planning Analytics pricing: Contact for pricing
Best sales forecasting software for startups and SaaS
Finmark (Web)

Finmark pros:
Pre-built and customizable templates
Easy data import
Great for small businesses
Finmark cons:
Not very complex projections
Not suitable for larger operations
Wrapping up my extensive list is Finmark, a financial planning tool geared toward startups and small businesses.
Finmark's interface is clean, with visible tabs on the side and relatable language that makes me confident that even a complete novice could navigate through it. Random thought: it reminds me a lot of Wave (the invoicing software) if you're familiar with the product.
Talking capabilities, teams can upload internal data and mix that with Finmark's external data points to create sales forecasts. The system seems to be based on ease of use, as the product claims it can help users build forecasts "in minutes." It integrates with tools like HubSpot, QuickBooks, and Wave (turns out I can see the future); it also offers pre-built and customizable templates that help small businesses generate reports for internal needs or investment meetings.
A highlight is Finmark's cash projections, a capability that allows teams to estimate future cash flow. On paper, this seems simple—especially compared to other products on my list—but projecting future revenue in a highly visible chart is crucial for startups and shows that Finmark knows its target market through and through.
Finmark is fairly simple and doesn't blow any other sales forecasting tool out of the water. That said, it knows its strengths and seems to be a very useful option for smaller businesses.
Finmark pricing: Starts at $50/month
Automate sales forecasting with Zapier
Picking the right sales forecasting software is important, and the process could lead you down a path of hesitation, analysis paralysis, and light witchcraft. To simplify your journey, use your business's needs and budget as your North Star to narrow down your choice, and be sure to consider how integrations can further enhance a software's features.
If you want to make your decision less stressful (who wouldn't?), make space for Zapier in your evaluation. Zapier can connect with your favorite apps, allowing you to level up sales forecasting software with workflow automations, easy data imports, and helpful features that break down data silos. Browse Zapier's sales automation solutions to see how it can make life easier for you and your team.
You can even build your own AI sales assistant agent with Zapier Agents. Your agent can access your business data, work in all your favorite apps, and handle tasks whether you're there or not.
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