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Top Rated Sales Forecasting Software with Excel

Last updated: June 2026

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19 software options

Avercast logo

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

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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.

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monday CRM logo

Customer relationship management solution

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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.

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Datarails logo

Financial planning and analysis (FP&A) software

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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.

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Phocas logo

Business intelligence, financial reporting & sales analytics

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Phocas delivers cloud-based BI and FP&A solutions for mid-market distribution, manufacturing and retail businesses. Seamlessly integrating with ERP systems, it simplifies data analysis, streamlines financial planning, and empowers teams to uncover insights, forecast accurately, and drive growth.

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Inventory Planner logo

Cloud-based inventory planning and forecasting software

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Inventory Planner is a software that helps businesses automate inventory management and planning on a centralized platform. It is an essential tool for businesses with large inventories and multiple locations. Avoid overstock and out-of-stocks through accurate, data-driven forecasting.

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Jirav logo

The leading FP&A software – built to help you win.

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Supercharge sales forecasting with Jirav's cutting-edge financial projection software that enables data-driven decisions, in-depth analysis, and precise forecasting to drive your business forward.

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Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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Workday Adaptive Planning is the only solution that empowers finance to configure sophisticated, driver-based models, analyze unlimited scenarios, and use AI and machine learning to create predictive forecasts and gain enhanced insights. Partner with us today to drive fast, confident decisions.

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Spotler CRM logo

The Powerful CRM for Growing Teams

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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.

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Limelight logo

FP&A, Without the Wait

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Limelight is a modern FP&A platform that automates budgeting, forecasting, and financial reporting with AI and narrative reporting for mid-market finance teams.

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Kepion logo

Collaborative business planning software

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Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, modelling technology, and more in a single, centralized platform, enabling users to produce & plan applications around the way their organization works

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Unit4 Financial Planning & Analysis logo

Business intelligence and corporate performance management

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Unit4 Financial Planning & Analysis (FP&A) - formerly Unit 4 Prevero - provides integrated business reporting and financial planning effective for all areas of business management within various market segments

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ForecastX logo

Forecasting and data analysis solution

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Simple to use Excel plugin to help you quickly and easily generate forecasts and streamline processes related to product launches, inventory optimization, demand planning, and more. The platform assists organizations with capturing information from sales, marketing, finance, and other departments.

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SAS Viya logo

Cloud native AI and analytics platform

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SAS Viya is a cloud-native data and artificial intelligence platform designed to support analytics workflows across organizations. The platform features data management capabilities that provide access to multiple data sources with built-in governance and lineage tracking. It includes machine learning, statistical modeling, and data mining tools accessible through both visual and code-based interfaces, along with SAS Viya Copilot for AI-assisted tasks.

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Slemma logo

Business analytics app for teams

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Slemma specializes in the visualization of sales pipeline data, along with data from other parts of your business.

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Planful logo

The FP&A Platform for Continuous Planning

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Cloud-based Financial Planning and Analysis (FP&A) software providing numerous tools to help with financial planning, modeling, and reporting.

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AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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