Best Xactly Plan Alternatives in 2026
The top Xactly Plan alternatives are Anaplan, Board and Workday Adaptive Planning: 15 revenue planning software our editors would look at instead of Xactly Plan, in our ranking order.
Xactly Plan: A focused system for modeling sales capacity, territories, quotas, and revenue scenarios. Where it falls short: pricing requires a sales conversation.
Switching from Xactly Plan? For most revenue planning software buyers the best Xactly Plan alternative is Anaplan, built for large enterprises needing connected planning. On a budget, Clive starts at $224/mo. Oracle Sales Planning offers the most user limit (25 users).
Why People Look for a Xactly Plan Alternative
- Pricing requires a sales conversation
- No self-service trial is offered
- Web-only access may not suit teams needing native desktop tools
Quick Picks by What You Need
- Best overallAnaplan9.4
Large enterprises needing connected planning
Visit Anaplan - Lowest priceClive7.9
Paid plans from $224/mo
Visit Clive - Most user limitOracle Sales Planning8.6
25 users
Visit Oracle Sales Planning
All 15 Xactly Plan Alternatives, Ranked
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
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Best forLarge enterprises needing connected planning
- Better than Xactly Plan:
- Editor score 9.4 vs 8.1
Connected planning for finance, workforce, and operational decision-making.
9.4/10★★★★★Visit Anaplan -
Best forComplex, mature enterprise planning
- Better than Xactly Plan:
- Editor score 9.3 vs 8.1
A comprehensive planning suite for mature enterprises with complex modeling needs.
9.3/10★★★★★Visit Board -
Best forFinance teams using Workday
- Better than Xactly Plan:
- Editor score 9.2 vs 8.1
A broad FP&A platform for budgeting, workforce planning, consolidation, and scenario analysis.
9.2/10★★★★★Visit Workday -
Best forConnected finance and revenue planning
- Better than Xactly Plan:
- Editor score 9.1 vs 8.1
A broad planning platform for finance, sales, HR, and operations alignment.
9.1/10★★★★★Visit Pigment -
Best forRevenue teams planning territories and capacity
- Better than Xactly Plan:
- Editor score 9.0 vs 8.1
A broad revenue planning workspace for teams coordinating forecasts, territories, capacity, and headcount.
- Approval workflows
- CRM data sync
- Financial forecasting
9.0/10★★★★☆Visit Varicent -
Best forUnified revenue and operational planning
- Better than Xactly Plan:
- Editor score 8.9 vs 8.1
A unified planning platform for complex revenue and operational forecasting.
- CRM data sync
- Financial forecasting
- Scenario planning
8.9/10★★★★☆Visit Fintastic -
Best forMobile-enabled enterprise FP&A
- Better than Xactly Plan:
- Editor score 8.8 vs 8.1
A broad FP&A platform for enterprises needing mobile planning, controls, AI, and integrations.
8.8/10★★★★☆Visit Jedox -
Best forFinance teams needing planning and close
- Better than Xactly Plan:
- Editor score 8.7 vs 8.1
A broad finance platform for connected planning, consolidation, close, and AI-assisted analysis.
8.7/10★★★★☆Visit Planful -
Best forOracle-centric sales planning teams
- Better than Xactly Plan:
- Editor score 8.6 vs 8.1
A broad Oracle-based sales planning system for quotas, forecasts, territories, and scenarios.
- Approval workflows
- CRM data sync
- Financial forecasting
8.6/10★★★★☆Visit Oracle -
Best forEstablished teams wanting priced enterprise planning
- Better than Xactly Plan:
- Editor score 8.5 vs 8.1
Broad enterprise planning with forecasting, scenarios, workforce planning, and Excel write-back.
8.5/10★★★★☆Visit IBM -
Best forRevenue teams needing live monitoring
- Better than Xactly Plan:
- Editor score 8.4 vs 8.1
A planning platform for live revenue monitoring, scenarios, capacity, and executive reporting.
- CRM data sync
- Financial forecasting
- Scenario planning
8.4/10★★★★☆Visit Revcast -
Best forIntegrated revenue and financial modeling
- Better than Xactly Plan:
- Editor score 8.3 vs 8.1
Apliqo FPM connects revenue planning, financial modeling, forecasting, and scenarios.
- Approval workflows
- CRM data sync
- Financial forecasting
8.3/10★★★★☆Visit Apliqo -
Best forMicrosoft-connected financial planning
- Better than Xactly Plan:
- Editor score 8.2 vs 8.1
A broad Microsoft-connected planning suite for complex, cross-functional organizations.
8.2/10★★★★☆Visit Kepion -
Best forManufacturing revenue and budget planning
A multi-plant planning suite with strong forecasting, consolidation, and reporting connections.
- Approval workflows
- Financial forecasting
- Scenario planning
8.0/10★★★★☆Visit ORAGO Planning -
Best forSmall revenue teams needing transparent pricing
A collaborative revenue planning system with broad integrations and transparent annual pricing.
- CRM data sync
- Financial forecasting
- Scenario planning
7.9/10★★★★☆Visit Clive
Xactly Plan Alternatives: Common Questions
What is the best alternative to Xactly Plan?
Anaplan: #1 in our Revenue Planning Software ranking, with an editor score of 9.4 out of 10. Connected planning for finance, workforce, and operational decision-making.
Why do people look for Xactly Plan alternatives?
Pricing requires a sales conversation; No self-service trial is offered; Web-only access may not suit teams needing native desktop tools.
Which Xactly Plan alternative has the most user limit?
Oracle Sales Planning, with 25 users.
How do I switch from Xactly Plan?
Export your data from Xactly Plan (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Xactly Plan.
How to Switch from Xactly Plan
- Export your data from Xactly Plan (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel Xactly Plan.
Xactly Plan vs Each Alternative
| # | Tool | Paid from | Forecast dimensions | Scenario planning | Financial forecasting | CRM data sync | Score |
|---|---|---|---|---|---|---|---|
| 14 | Xactly Plan | territories, products, business segments, sales roles | Yes | Yes | Yes | 8.1 | |
| 1 | Anaplan | 9.4 | |||||
| 2 | Board | 9.3 | |||||
| 3 | Workday Adaptive Planning | 9.2 | |||||
| 4 | Pigment | 9.1 | |||||
| 5 | Varicent Revenue Planning | segments, products, regions, territories, quotas, capacity, headcount, seller assignments | Yes | Yes | Yes | 9.0 | |
| 6 | Fintastic | reps, territories, products, time horizons, pipeline, capacity, financial plans | Yes | Yes | Yes | 8.9 | |
| 7 | Jedox | 8.8 | |||||
| 8 | Planful | 8.7 | |||||
| 9 | Oracle Sales Planning | territory, product, account, channel, customer segment, product group, time, and custom dimensions | Yes | Yes | Yes | 8.6 | |
| 10 | IBM Planning Analytics | 8.5 | |||||
| 11 | Revcast | people capacity, headcount, pipeline, performance, ramp time, quota, attainment, costs | Yes | Yes | Yes | 8.4 | |
| 12 | Apliqo FPM | product, channel, region, customer segment, geography | Yes | Yes | Yes | 8.3 | |
| 13 | Kepion | 8.2 | |||||
| 14 | ORAGO Planning | customers, products, plants, months | Yes | Yes | No | 8.0 | |
| 15 | Clive | $224/mo | segment, rep type, team, territory, account, industry, location, region | Yes | Yes | Yes | 7.9 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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