Sales Planner
Sales Planner: A focused planning layer for multi-year quotas, scenarios and target tracking. Ranked #15 of 26 in Quota Management Software by our editors (7.9/10); pricing: From €1,347/yr · 14-day trial; best for structured quota planning with Excel workflows.
At a glance
- Editor score7.9 / 10
- PricingFrom €1,347/yr · 14-day trial
- Best forStructured quota planning with Excel workflows
- Free planNo
- Paid from€1,347/yr
- Quota periodsMonthly
- Facts checked20 Sep 2026
Where it wins
- Five-year revenue planning with backward calculation and scenario modeling
- Rep-level quotas and weekly or monthly activity planning
- Role-based access, audit trail and target-versus-actual monitoring
Where it doesn't
- No CRM sync; data flows through Excel or CSV imports and exports
- Web-only access limits deployment choices
- Focuses on planning rather than operational CRM workflows
Our verdict on Sales Planner
Sales Planner is a web application for owners, managing directors and sales leaders at IT and software companies. It combines sales-maturity assessment, multi-year revenue planning, scenario modeling and quota management in a management planning layer rather than an operational CRM. Teams can work from annual goals down to weekly or monthly sales activities and rep-level quotas, then monitor target versus actual performance at management level.
Its planning depth is the main reason to consider it. The product supports five-year revenue plans with backward calculation and three scenarios: conservative, realistic and ambitious. Quotas can be translated from annual goals into rep-level activities, while Excel import, CSV data exchange, and Excel or PDF export support spreadsheet-led planning processes. Role-based access control and an audit trail add structure for organizations that need controlled planning records. The web application is hosted in the EU.
The published plans show a 14-day Trial with selected core modules, email support and no credit card required. The annual Subscription is €1,347 per year and adds full access to every function, unlimited seats, ongoing updates and support. A Lifetime plan costs €6,735 as a one-time payment and includes lifetime access, priority support and all future updates. Sales Planner is a strong fit for leadership teams that want structured quota planning around Excel workflows and scenario-based revenue planning. Organizations seeking direct CRM synchronization or a broader operational sales system should choose a product built around those workflows instead.
Sales Planner pricing
All 3 Sales Planner plans and prices →
Sales Planner fact sheet
| Free plan | No |
|---|---|
| Paid from | €1,347/yr |
| Quota periods | Monthly |
| Territory allocation | Not verified |
| Scenario modeling | Yes |
| Attainment tracking | Yes |
| Approval workflows | Not verified |
| CRM data sync | No |
| Active quota limit | Not verified |
| Free trial | 14 days · no card needed |
| Money-back guarantee | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, SSO/SAML |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: Excel, CSV |
| Pricing | From €1,347/yr · 14-day trial (source) |
| Website | sales-planner.com |
| Facts checked | 20 Sep 2026 |
Sales Planner integrations
Sales Planner lists 2 integrations on its own site.
- Excel
- CSV
Alternatives to Sales Planner
- OptymyzeA deep quota and incentive system for complex, global compensation operations.9.3
- CaptivateIQA broad quota and compensation platform for teams ready for contact-sales pricing.9.2
- Varicent Incentive Compensation ManagementA broad compensation platform for complex enterprise quota, bonus, and reward programs.9.1
See all Sales Planner alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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