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Top Rated Sales Forecasting Software with Reporting/Analytics in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Reporting and analytics provide insights into sales performance, track key metrics, and visualize trends. They enable data-driven decision-making, enhance forecasting accuracy, and help identify areas for improvement in sales strategies. Our reviewers in sales forecasting software rated this feature as highly important.

3 Best Sales Forecasting Software with Reporting/Analytics

  • Zoho CRM - Highest rated for reporting/analytics
  • Salesforce Sales Cloud
  • Pipedrive

See other top Sales Forecasting products with reporting/analytics

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the sales forecasting software category. They also needed to have sufficient reviews about reporting/analytics, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for reporting/analytics based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Zoho CRM logo

Zoho CRM

4.3
(6.9K)
visit website

User insights about the reporting/analytics feature

Reviewers indicate that Zoho CRM's reporting and analytics capabilities are highly valuable for understanding business performance and making informed decisions. They appreciate the ease of use, customization options, and the variety of report formats available, such as charts, pivot tables, and dashboards. Users report that the drag-and-drop designer simplifies report creation, and the integration with other Zoho products enhances its utility. They find it helpful for tracking KPIs, forecasting sales trends, and monitoring team performance.
“Reporting/ Analytics is one of the most helpful Zoho's features. |As a translator, I always need my work to get revised and analyzed before sending it to the clients. I could never find anything better than Zoho's Reporting/ Analytic feature to get all my work revised in the best and full manner. the best thing about it, is the diversity of options it has like charts, pivot tables, summary, and tabular views. you will amazingly finish your reports and articles through the drag and drop Zoho's based designer. ”
fa

fatima a.

freelancer translator

“I like that you can create custom reports. I love using the AI feature Zia to forecast sales trends and see which areas that need improvement. It's a great way to work on fixing bounced emails. I also enjoy using Zia to work faster using dictation. ”
CH

Cindy H.

Human Resources/Recruiting

Sales Forecasting key features coverage

Zoho CRM offers 6 out of the 6 key features for Sales Forecasting software identified by reviewers:

Contact Database4.4
Contact Management4.4
Forecasting3.8
Lead Management4.4
Budgeting/Forecasting4.0
Data Import/Export4.3

Pros and cons based on 6,960 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,960 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Salesforce Sales Cloud logo

Salesforce Sales Cloud

4.4
(18.7K)
visit website

User insights about the reporting/analytics feature

Reviewers highlight Salesforce Sales Cloud's robust and customizable reporting and analytics capabilities. They appreciate the ability to create tailored reports and dashboards, which provide real-time insights into sales performance and pipeline status. Users find the drag-and-drop report builder intuitive and the integration with tools like Einstein Analytics and Tableau beneficial. They value the detailed metrics and data visualization options for making data-driven decisions, although some mention a learning curve and the need for IT assistance for complex reports.
“This, for my role, is the best part of Salesforce. Creating and saving customized reports is extremely easy. The drag and drop feature allows us to easily add and remove various columns to our report and probably saves 2-5 seconds in report organization because we don't have to "click around." Additionally, the use of Boolean operators is essentially built-in to creating the reports. This takes the guess work out of using these important search tools.”
AT

Aaron T.

Corporate Trainer

“Creating Reports and Dashboard with the tools provided by Salesforce Sales Cloud allows you Convinent access to the data you stored in it ;Tableau is a Salesforce Recording tool that i have used. Analyzing the data is very much easy and you get a reliable result. If you deal with huge data set of customers and want to save time along with getting the best result this software will definitely serve your purpose.”
SS

Swati S.

Freelancer

Sales Forecasting key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Sales Forecasting software identified by reviewers:

Contact Database4.6
Contact Management4.5
Forecasting4.3
Lead Management4.4
Budgeting/Forecasting4.5
Data Import/Export4.4

Pros and cons based on 18,761 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,761 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Pipedrive logo
4.5
(3K)

User insights about the reporting/analytics feature

Users find Pipedrive's reporting and analytics capabilities useful for gaining insights into sales performance, deal trends, and team metrics. They appreciate the intuitive and easy-to-use dashboards, which help in strategic planning and performance evaluation. Reviewers mention that while the reporting features are comprehensive and visually clear, customization options could be improved. They value the ability to track KPIs, compare sales results, and identify areas for improvement, although some users note difficulties in creating custom reports.
“One of the main reasons why I like Pipedrive is because it does a very good job of providing reports and analytics on the work that we do. As a sales manager, this is essential. I can easily see how my team has been doing and make adjustments as needed. It also allows me to segment data and identify trends in no time at all.”
BT

Brahim T.

Freelancer

“Pipedrive's Reporting/Analytics is a game-changer. In-depth insights into sales performance, deal trends, and team metrics empower data-driven decisions, boosting business growth and efficiency. Essential for strategic planning.”
Verified reviewer profile picture

Muhammad A.

Software house

Sales Forecasting key features coverage

Pipedrive offers 5 out of the 6 key features for Sales Forecasting software identified by reviewers:

Contact Database4.4
Contact Management4.4
Forecasting4.1
Lead Management4.4
Budgeting/Forecasting
Data Import/Export4.5

Pros and cons based on 3,042 verified reviews

64% of users rated Pipedrive 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,042 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient sales pipeline management

Intuitive and customizable interface

Customizable sales stages

Effective sales team management

Enhanced team collaboration

Cons:

Limited reporting capabilities

Inefficient search and filter functions

Subpar contact management

Inconsistent user experience

Limited automation features

See pros and cons details

Pricing

Starting price:$19 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Sales Forecasting Software with Reporting/Analytics in 2026

Zoho CRM logo

Zoho CRM

Category Leaders

Customer relationship management solution

visit website
Create fully customizable forecast reports and dashboards to track every opportunity with Zoho CRM.

Read more about Zoho CRM

Users also considered
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Category Leaders

Cloud-based CRM and sales automation software

visit website
See a set of visual, real-time reports and dashboards that can be customized & configured to meet your needs and access advanced and adjustable sales forecasts.

Read more about Salesforce Sales Cloud

Users also considered
Avercast logo

Avercast

Smart forecasting. Right-sized inventory. Bottom-line gains.

visit website
With Avercast, you cut excess, prevent stockouts, free up working capital, and scale with confidence. From $14M in excess inventory reduced by a housewares maker to $1.5M saved in raw materials by an industrial supplier, you gain a platform that turns forecasting into an advantage.

Read more about Avercast

Users also considered
Ganacos logo

Ganacos

Collaborative planning & simulation software

visit website
Ganacos is a planning and simulation software for businesses which is designed to aid users to in making better business decisions by simplifying data & spreadsheet models. It offers tools for data analysis, planning, & simulation inspired by a combination of spreadsheet, BI & simulation tools.

Read more about Ganacos

Users also considered
Capsule logo

Capsule

Customer relationship management solution

visit website
Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

Read more about Capsule

Users also considered
Pipedrive logo
Category Leaders

Cloud-based CRM solution for salespeople

Pipedrive is a sales management tool that gets sales teams organized. It helps you focus on the activities that drive deals to close.

Read more about Pipedrive

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EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

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Gong.io logo
Category Leaders

Revenue intelligence technology for sales teams

Gong.io is a revenue intelligence platform that enables stakeholders to centralize all revenue workflows, providing actionable insights and streamlining processes with purpose-built AI. Gong's capabilities include Gong Forecast, which enhances revenue operating rhythm with increased customer data to drive forecast accuracy and actionable insights across the organization.

Read more about Gong.io

Users also considered
NetSuite logo
Category Leaders

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
monday CRM logo
Category Leaders

Customer relationship management solution

On monday CRM sales managers can monitor their team's ongoing deals at a glance, and leverage embedded workflow analytics to make better data-driven decisions. This drag-and-drop platform gives instant clarity of your pipeline, forecasted and actual revenue, deals by rep, and team capacity.

Read more about monday CRM

Users also considered
Freshsales logo
Category Leaders

Sales management solution

Freshworks CRM Sales Cloud is a complete solution for sales teams. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management.

Read more about Freshsales

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HubSpot Sales Hub logo
Category Leaders

Freemium email productivity & tracking for sales teams

HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes

Read more about HubSpot Sales Hub

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PriceLabs logo

Revenue management & dynamic pricing for vacation rentals

PriceLabs is a revenue management and dynamic pricing platform for hospitality accommodation providers such as vacation rentals, hotels, RVs, and campgrounds, boosting revenue with automated rates for seasons, events, and bookings.

Read more about PriceLabs

Users also considered
Spotler CRM logo

The Powerful CRM for Growing Teams

Really Simple Systems CRM includes powerful forecasting tools for greater insight and visibility of your sales. You will have real-time data of your leads and team performance, helping you accurately manage and forecast your sales.

Read more about Spotler CRM

Users also considered
Apollo.io logo

Find ideal prospects and convert them into customers.

End-to-end outbound sales platform. Find prospects, communicate at scale, win deals. Easily, from one place.

Read more about Apollo.io

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

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Firefish logo

The Recruitment CRM that accelerates data-driven growth.

Accelerate profitable growth for your recruitment agency by unlocking the value in your data; empowering recruiters to exceed their potential.

Read more about Firefish

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Substrata Q logo

Sales Enablement Platform

Q is a powerful email intelligence solution for B2B dealmakers. It relies on a cutting-edge social signal processing AI to analyze implicit meaning (subtext), true sentiment and power dynamics.

Read more about Substrata Q

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Vanillasoft logo

Lead optimization platform for fast-response sales teams.

VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

Read more about Vanillasoft

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Outreach logo

Cloud-based sales execution platform for businesses

Built for intelligent revenue workflows, Outreach’s forecasting capabilities help sales and revops leaders forecast accurately. With automated roll-ups and built-in scenario modeling, Outreach gives teams confidence in their ability to predictably deliver results.

Read more about Outreach

Users also considered
Insightly logo
Category Leaders

Insightly is the modern, affordable CRM that teams love.

Leverage accurate and up-to-date data to accurately forecast. Use powerful reports to help manage sales opportunities, monitor stall points, and use automation to help push deals along.

Read more about Insightly

Users also considered
Pipeliner CRM logo

The Better CRM - Built For Sales, Used By Sales!

If there is a single element that a company really needs to be accurate from a CRM application, it is a sales forecast & that is what Pipeliner CRM provides!

Read more about Pipeliner CRM

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Teamgate logo

Unlock Your Sales Potential

Analytics and reports - Base your actions on intelligent analysis. All the strategic metrics needed to plan a competitive next step

Read more about Teamgate

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Qlik Sense logo
Category Leaders

End-to-end data analytics platform

Qlik Sense is a business intelligence (BI) and visual analytics platform that supports a range of analytic use cases. It supports a full range of users and use-cases across the life-cycle from data to insight.

Read more about Qlik Sense

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Datarails logo

Financial planning and analysis (FP&A) software

Datarails is an FP&A solution that enables finance experts to conduct financial planning and analysis, budgeting, and forecasting. The platform automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Microsoft Excel spreadsheets and financial models.

Read more about Datarails

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Key features for Sales Forecasting software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Database: Reviewers appreciate centralized storage, easy management, and customization options for customer data, enhancing relationship management and reporting. 94% of reviewers rated this feature as important or highly important.
  • Contact Management: Users highlight efficient tracking, organization, and interaction management with leads and customers, aiding in relationship building and sales processes. 94% of reviewers rated this feature as important or highly important.
  • Forecasting: Reviewers value the ability to predict sales trends, create multiple scenarios, and make informed decisions for strategic planning and resource allocation. 93% of reviewers rated this feature as important or highly important.
  • Lead Management: Users find lead tracking, prioritization, and conversion capabilities crucial for sales success, with customizable and organized information aiding efficiency. 91% of reviewers rated this feature as important or highly important.
  • Budgeting/Forecasting: Reviewers emphasize the importance of creating and managing budgets, tracking financial performance, and making strategic decisions based on accurate forecasts. 91% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Users appreciate the ease and flexibility of importing and exporting data, saving time and effort, and enabling smooth integration with other tools. 82% of reviewers rated this feature as important or highly important.