15 Best Sales Reporting and Forecasting Tools in 2026

Quick answer: Attention fits revenue teams that want reporting and forecasting built from recorded sales calls written back to the CRM, and Gong, MaxIQ, Outreach Commit, and People.ai also forecast from conversation or activity data. Large enterprises that need forecast governance tend to compare Clari, Aviso, and BoostUp; teams that want forecasting inside the CRM look at Salesforce Sales Cloud, HubSpot Sales Hub, Forecastio, Revenue Grid, and Oliv AI; and teams that need the forecast tied to company planning, quota, and compensation look at Anaplan and CaptivateIQ Planning.

Sales forecasting tools do not all solve the same problem. Some predict the pipeline from CRM fields. Others read call and email activity. Others turn a finished forecast into quota and compensation plans. This guide sorts 15 tools by the problem each one solves, so buyers can shortlist tools that do the same job.

What a revenue team needs from a reporting and forecasting tool

• Complete, current deal data: A forecast is only as good as its inputs. HubSpot's 2026 State of Sales Report found that 72% of revenue and sales leaders say their tools lack complete, accurate revenue data (HubSpot).
• Signals beyond stage and close date: The tool should read buyer engagement, activity gaps, and conversation content, not only the fields reps fill in.
• Pipeline views leaders can segment: Leaders should be able to slice the pipeline by rep, team, segment, or custom field and track progress to goal.
• A fit with the CRM already in place: The tool should read from and write back to the team's CRM without manual exports.
• A path from forecast to action: The forecast should feed deal reviews, coaching, and, for some teams, quota and capacity planning.
• Security and admin controls: The tool should meet the team's compliance needs and offer SSO and permission settings.

How these tools were evaluated

Each tool was assessed against the six criteria above. Facts about each tool come from the vendor's own pages and from the comparison guides listed in Sources, checked on October 28, 2026. No tool was scored or ranked by a hidden formula. Each one is grouped by the forecasting problem it is built for.

Pricing comes from published vendor rates where they exist. Some quote-based tools show an estimate published by MaxIQ, labeled as an estimate. Where no source gives a price, the entry says "Not published." Performance claims, such as accuracy figures, are the vendors' own published claims and are labeled that way.

The tools can be grouped by approach:

• Conversation and activity-based forecasting: Attention, Gong, MaxIQ, Outreach Commit, People.ai
• Enterprise pipeline forecasting and governance: Clari, Aviso, BoostUp
• CRM-native forecasting: Salesforce Sales Cloud, HubSpot Sales Hub, Forecastio, Revenue Grid, Oliv AI
• Planning, quota, and compensation: Anaplan, CaptivateIQ Planning

Comparison table

The best sales reporting and forecasting tools

1. Attention: best for forecasting and reporting from call data written to the CRM

Attention is an AI platform for sales and revenue teams that records, transcribes, and analyzes sales calls, then uses that data to update the CRM, score calls, coach reps, and draft follow-ups (Attention). Its reporting and forecasting layer builds a deal score from call content and shows pipeline views and goal tracking by rep or team.

• Reporting and forecasting: A deal score built from what was said on calls, pipeline views segmented by Attention or CRM fields, and goal tracking by rep or team (Attention reporting and forecasting).
• CRM auto-update: After each call, custom prompts extract answers and write them to matching Salesforce or HubSpot fields, including custom fields and objects. Teams choose which fields map and whether to append or overwrite (CRM auto-update).
• Deal risk and question answering: Prebuilt AI agents include a deal risk monitor and competitive intelligence tracker, with more than 100 available. Super Agent answers natural-language questions across call recordings, Salesforce, HubSpot, Snowflake, and Slack, with read-only or write-back set per integration (Super Agent).
• Coaching scorecards: Calls can be graded against MEDDIC, BANT, or a team's own criteria, with more than one scorecard per call and org-wide rep analytics (AI coaching scorecards).

Pricing: Not published. Buyers request pricing through a demo.

Pros:

• Forecast inputs come from call content, which reduces reliance on rep-entered fields.
• Writes call data to Salesforce and HubSpot fields automatically, including custom objects.
• SOC 2 Type II, HIPAA compliant with a BAA available, GDPR support, and SSO (Attention security).
• More than 200 integrations, including Snowflake, Slack, and dialers such as Aircall.
• Customer results the company publishes include Certificial reporting 85% forecast accuracy and Unify reporting a 40% win-rate improvement (Attention customers).

Cons:

• Pricing not published.
• CRM auto-update is documented for Salesforce and HubSpot. Teams on other CRMs should confirm support.
• Does not list scenario modeling or quota, capacity, and compensation planning among its features.

For a wider view of how call-based tools compare, see Attention's guide to choosing revenue intelligence software.

2. Clari: best for large enterprise pipeline forecasting

Clari is built for revenue teams whose pipeline is too large and multi-threaded to forecast from the CRM alone. It combines data from several systems into forecast projections that refresh as deals move (CaptivateIQ).

• Ingests data from CRM, ERP, customer success tools, and rep email activity.
• Produces commit, most-likely, and best-case projections that refresh as the pipeline moves.
• Launched a Model Context Protocol (MCP) Server in April 2026 that lets external AI agents query Clari's revenue data.
• Clari's own benchmark claims 98% forecast accuracy by week two of the quarter.

Pricing: Not published. MaxIQ estimates the combined Clari and Salesloft offering at $100 to $125 per user per month (MaxIQ).

Pros:

• Combines multiple data sources into one forecast.
• Supports forecast governance and commit discipline for large teams.
• Works with Salesforce and Microsoft Dynamics.

Cons:

• Enterprise-only, with no published pricing.
• Assumes a mature data stack that feeds clean inputs.
• MaxIQ rates setup effort as high.

3. Gong: best for teams already on Gong that forecast from conversations

Gong built its business on recording and analyzing sales calls, and Gong Forecast applies that conversation data to the forecast. Deal calls are adjusted by what buyers do on calls rather than only what reps report.

• Downgrades a deal automatically when the buyer stops engaging on calls, even if the rep's commit stays confident.
• Lets strong buying signals in conversations override a hedged forecast call.
• Integrates with Salesforce and HubSpot, per MaxIQ.

Pricing: Not published. MaxIQ estimates Gong Forecast at $475 to $700 per user per year as an add-on.

Pros:

• Forecast is anchored to buyer behavior on calls.
• Suits sales teams where the call is the center of the deal.
• Uses data teams already capture if they run Gong.

Cons:

• Forecasting is sold as an add-on to the core platform.
• Pricing not published.
• MaxIQ rates setup effort as medium.

4. Aviso: best for enterprise predictive forecasting

Aviso focuses on AI-driven predictive forecasting for enterprise revenue teams. It scores individual deals with machine learning to estimate the probability that each one closes.

• Machine learning deal-level probability scoring.
• Deal scoring and forecast accuracy tracking for enterprise teams, per MaxIQ.
• Integrates with Salesforce and Microsoft Dynamics.

Pricing: Not published. MaxIQ estimates $50,000 to $100,000 per year.

Pros:

• Built around predictive models rather than rep judgment alone.
• Deal-level scores support forecast reviews.
• Listed by MaxIQ among the top options for large enterprises.

Cons:

• Custom enterprise pricing, not published.
• MaxIQ rates setup effort as medium to high.
• CRM fit listed for Salesforce and Dynamics; HubSpot teams should confirm support.

5. Salesforce Sales Cloud: best for Salesforce-heavy organizations

Salesforce Sales Cloud, also marketed as Agentforce Sales, includes forecasting inside the CRM. Teams that already run Salesforce can forecast from opportunity data without adding another platform.

• Native forecasting built on Salesforce opportunity data.
• Einstein AI available as an add-on for predictive features.
• Publishes per-seat pricing.

Pricing: From $220 per user per month, per MaxIQ. Einstein AI is an add-on.

Pros:

• No separate tool to integrate for Salesforce customers.
• Published per-seat pricing.
• Forecast logic lives where deal data already sits.

Cons:

• Einstein AI features cost extra.
• Forecast quality depends on how well reps keep opportunity fields current.
• Fits only teams on Salesforce.

6. HubSpot Sales Hub: best for growing teams replacing spreadsheet forecasts

HubSpot Sales Hub offers CRM-native forecasting for teams that run on HubSpot. It suits growing teams moving off spreadsheet forecasts (HubSpot).

• Forecasting on Professional and Enterprise tiers.
• Forecasts update from deal data already stored in HubSpot.
• Sales automation for pipeline tasks and follow-up sequences.

Pricing: From $150 per seat per month, per MaxIQ.

Pros:

• Published per-seat pricing.
• Low setup effort, per MaxIQ.
• No second platform needed for HubSpot customers.

Cons:

• Forecasting is limited to Professional and Enterprise tiers.
• Fits only teams on HubSpot.
• Teams needing deeper forecasting sometimes add a layer such as Forecastio.

7. Anaplan: best for finance-led enterprise planning

Anaplan places the sales forecast inside a connected enterprise planning model. It suits companies where finance owns planning and wants the sales number linked to the rest of the business plan.

• Sales forecast built into a connected planning model.
• Supports multiple CRMs, per MaxIQ.
• Connects the sales forecast to broader business planning.

Pricing: Not published. MaxIQ estimates $30,000 to $50,000 or more per year.

Pros:

• Links sales forecasts to finance and company planning.
• Not tied to a single CRM.
• Suits scenario planning on a set cadence.

Cons:

• MaxIQ rates setup effort as high.
• Pricing not published.
• Built for planning rather than deal-level conversation signals.

8. CaptivateIQ Planning: best for turning the forecast into quota, capacity, and comp

CaptivateIQ Planning takes a finished forecast and turns it into quota, capacity, and compensation decisions. It sits downstream of pipeline forecasting tools rather than replacing them.

• Translates the forecast into quota plans.
• Models capacity from the forecast.
• Connects the forecast to compensation plans.

Pricing: Not published.

Pros:

• Prevents the forecast from living in a silo apart from quota and comp.
• Built by an incentive compensation management vendor.
• Updates planning systems from the forecast rather than through manual exports.

Cons:

• Does not produce the pipeline forecast itself.
• Custom enterprise pricing.
• Most useful for teams that already have a forecasting tool.

9. BoostUp (Terret.ai): best for RevOps pipeline inspection

BoostUp, listed by MaxIQ with Terret.ai, serves RevOps teams that inspect the pipeline and track deal risk. It works with both major CRMs.

• Pipeline inspection.
• Forecast visibility.
• Deal risk tracking, on Salesforce and HubSpot.

Pricing: Not published. MaxIQ estimates $79 per user per month.

Pros:

• Supports Salesforce and HubSpot.
• Built for RevOps workflows.
• Medium setup effort, per MaxIQ.

Cons:

• Pricing not published.
• Few public details beyond inspection and risk tracking in the cited sources.
• Teams should confirm product scope after the Terret.ai listing.

10. Outreach Commit: best for teams already on Outreach

Outreach Commit connects sales engagement activity to forecasting. It fits teams whose reps already run sequences in Outreach.

• Uses sales engagement activity as forecast input.
• Integrates with Salesforce.
• Connects engagement data to pipeline forecasting.

Pricing: Not published. MaxIQ estimates $100 to $160 per user per month.

Pros:

• Reuses activity data from an existing engagement platform.
• Keeps engagement and forecast in one vendor.
• Medium setup effort, per MaxIQ.

Cons:

• Mainly useful for existing Outreach customers.
• CRM fit listed for Salesforce only.
• Pricing not published.

For background on how engagement tools differ from forecasting tools, see Attention's explainer on sales engagement platforms.

11. People.ai (Backstory): best for teams with missing activity data

People.ai, also listed as Backstory, captures sales activity for teams whose CRM is missing it. Better activity data then supports more complete forecasts.

• Captures missing activity data.
• Addresses poor CRM hygiene.
• Improves account visibility, on Salesforce.

Pricing: Not published. MaxIQ estimates $30,000 to $80,000 per year.

Pros:

• Fills activity gaps that weaken forecasts.
• Improves account-level visibility.
• Medium setup effort, per MaxIQ.

Cons:

• CRM fit listed for Salesforce only.
• Pricing not published.
• Positioned as an activity data source rather than a full forecasting suite in the cited sources.

12. Revenue Grid: best for Salesforce teams that want signals inside CRM workflows

Revenue Grid keeps forecasting, activity capture, and deal signals inside Salesforce workflows. It publishes a price range.

• Forecasting inside Salesforce.
• Activity capture.
• Deal signals within CRM workflows.

Pricing: $30 to $149 per user per month, per MaxIQ.

Pros:

• Published price range.
• Low to medium setup effort, per MaxIQ.
• Reps work in Salesforce rather than a separate app.

Cons:

• CRM fit listed for Salesforce only.
• Higher tiers needed for the full feature range.
• Limited public detail in the cited sources.

13. Forecastio: best for HubSpot teams that need more than native reports

Forecastio adds a dedicated forecasting layer on top of HubSpot. It serves teams that have outgrown HubSpot's built-in reports.

• Forecasting layer built for HubSpot.
• Goes beyond native HubSpot reporting.
• Low to medium setup effort, per MaxIQ.

Pricing: From $249 per month, per MaxIQ.

Pros:

• Published starting price.
• Designed specifically for HubSpot data.
• Adds forecasting without changing CRMs.

Cons:

• CRM fit listed for HubSpot only.
• Adds a second tool alongside HubSpot.
• Limited public detail in the cited sources.

14. Oliv AI: best for teams that want an agent to prepare the forecast

Oliv AI uses an AI agent to prepare the forecast rather than having managers assemble it. It supports three CRMs and has the lowest published starting price in this guide.

• Agent-prepared forecasts.
• Works with Salesforce, HubSpot, and Zoho.
• Low setup effort, per MaxIQ.

Pricing: From $29 per seat per month, per MaxIQ.

Pros:

• Published low starting price.
• Supports Zoho in addition to Salesforce and HubSpot.
• Reduces manager time spent assembling forecasts.

Cons:

• Limited public detail on forecasting methods in the cited sources.
• Teams should confirm enterprise controls during evaluation.
• Agent-built forecasts still depend on CRM data quality.

15. MaxIQ: best for B2B SaaS teams that want forecasting and post-sales visibility together

MaxIQ combines forecasting, pipeline inspection, conversation intelligence, and post-sales visibility in one platform. It runs on Salesforce.

• Sales forecasting and pipeline inspection.
• Conversation intelligence.
• Post-sales visibility, including renewal and expansion context.

Pricing: Custom, with no platform fee, per MaxIQ.

Pros:

• Covers pre-sale and post-sale signals in one tool.
• Fast setup, per MaxIQ.
• No platform fee.

Cons:

• CRM fit listed for Salesforce only.
• Pricing not published as a rate.
• The main public comparison of MaxIQ is published by MaxIQ itself.

How to choose

Gartner research cited by MaxIQ found that only 7% of sales teams reach 90% or higher forecast accuracy, and 69% of sales operations leaders say forecasting is harder than it was three years ago (MaxIQ). A new tool helps only if it fixes the specific gap. Pick by constraint.

By the problem being solved

1. If reps' commits drift from reality, shortlist tools that read call content: Attention, Gong, or MaxIQ.
2. If CRM activity data is missing, shortlist People.ai, Revenue Grid, or Attention's CRM auto-update.
3. If the board needs a defensible enterprise number, shortlist Clari, Aviso, or BoostUp.
4. If the forecast does not reach quota and comp, add CaptivateIQ Planning or Anaplan.

By CRM

• Salesforce: Salesforce Sales Cloud, Revenue Grid, People.ai, MaxIQ, Outreach Commit, plus the multi-CRM tools.
• HubSpot: HubSpot Sales Hub, Forecastio, Attention, Gong, BoostUp, Oliv AI.
• Microsoft Dynamics: Clari, Aviso.
• Zoho: Oliv AI.
• Multiple CRMs: Anaplan.

By team size

• Growing teams leaving spreadsheets: HubSpot Sales Hub, Forecastio, Oliv AI.
• Mid-market revenue teams: Attention, Gong, BoostUp, Revenue Grid.
• Large enterprises: Clari, Aviso, Anaplan, CaptivateIQ Planning.

By budget visibility

• Published rates: Salesforce Sales Cloud, HubSpot Sales Hub, Revenue Grid, Forecastio, Oliv AI.
• Quote-based: Attention, Clari, Gong, Aviso, Anaplan, CaptivateIQ Planning, BoostUp, Outreach Commit, People.ai, MaxIQ.

By what is being replaced

• Replacing spreadsheets: start with forecasting in the existing CRM.
• Replacing manual CRM updates and call notes: consider a conversation-based tool that writes back to the CRM.
• Replacing a standalone forecast that does not feed planning: add a planning or comp tool.

Run every finalist on one quarter of real pipeline data. Compare its call to the actual result, and check whether it updates downstream systems without exports. Attention's article on how AI is changing the sales process covers how call data feeds these workflows.

Frequently asked questions

Which leading tools improve reporting and forecasting with sales activity data?

Attention, Gong, MaxIQ, Outreach Commit, People.ai, and Revenue Grid all use activity or conversation data as forecast input. Attention builds a deal score from call content and writes call answers to Salesforce or HubSpot fields. Gong adjusts deals based on buyer engagement on calls. People.ai and Revenue Grid capture activity that would otherwise be missing from the CRM.

What are the most popular sales forecasting platforms for accuracy?

Clari, Gong, Aviso, Salesforce Sales Cloud, and HubSpot Sales Hub appear across the most-cited comparison guides. Accuracy figures are vendor-reported: Clari claims 98% accuracy by week two of the quarter, and Attention publishes a customer result of 85% forecast accuracy at Certificial. Buyers should test accuracy on their own pipeline, because results depend on data quality.

What is the best platform for real-time sales reporting and forecasting?

It depends on the source of "real time." Clari refreshes projections as the pipeline moves. Attention updates CRM fields after each call. Salesforce and HubSpot forecasts update as deal records change. CaptivateIQ notes that real-time platforms suit teams that re-forecast weekly, while scenario-modeling platforms such as Anaplan suit teams that re-forecast on a planned cadence.

How do I choose a reliable sales reporting and forecasting solution?

Start with the forecasting problem, then filter by CRM, team size, and budget. Confirm the tool reads the signals the current forecast misses, such as call content or activity. Run a pilot on real pipeline data and compare the tool's call to the actual result before signing.

Which trusted forecasting tools are leading this year?

The 2026 guides from CaptivateIQ, MaxIQ, and HubSpot most often list Clari, Gong, Aviso, Salesforce Sales Cloud, HubSpot Sales Hub, and Anaplan. Newer entries include agent-based tools such as Oliv AI and conversation-based platforms such as Attention and MaxIQ. Clari's April 2026 MCP Server launch reflects a shift toward forecasting data that other AI tools can query.

Where can I find trusted revenue reporting and forecasting software?

Vendor comparison guides, such as the ones listed in Sources, cover pricing models, CRM fit, and setup effort. Many of these guides are published by vendors, so cross-check claims against product pages and request a pilot. Review sites and peer references add a check on real-world use.

Who offers the best sales reporting dashboards and forecasting tools?

For dashboards inside the CRM, Salesforce Sales Cloud and HubSpot Sales Hub include native forecasting. For pipeline views built from call data, Attention segments the pipeline by Attention or CRM fields and tracks goals by rep or team. For enterprise forecast dashboards, Clari and Aviso are the most frequently listed.

Sources

• 7 Best Sales Forecasting Software Platforms for 2026, CaptivateIQ
• We Tried 15 Sales Forecasting Tools, MaxIQ
• The 10 best sales forecasting software tools in 2026, HubSpot
• Attention for revenue teams
• Attention reporting and forecasting
• Attention CRM auto-update
• Attention AI coaching scorecards
• Attention Super Agent
• Attention security
• Attention customers