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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Everstage

    Score9.1 out of 10
    N/AEverstage is a no-code commissions automation platform that provides a transparent and gamified incentives experience to customer-facing teams.N/A

    Planful

    Score8.4 out of 10
    Enterprise companies (1,001+ employees)
    Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A
    Pricing
    EverstagePlanful
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    EverstagePlanful
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details—Pricing is highly dependent on the complexity and scope of the implementation.
    More Pricing Information
    Features
    EverstagePlanful
    Sales ICM
    Comparison of Sales ICM features of Everstage and Planful
    Feature
    Everstage
    9.4
    226 Ratings
    18% above category average
    Planful
    -
    Ratings
    Sales compensation plan creation9.5218 Ratings00 Ratings
    Complex sales crediting9.2205 Ratings00 Ratings
    Sales compensation process automation9.5219 Ratings00 Ratings
    Incentive auditing/regulation compliance9.6207 Ratings00 Ratings
    Sales compensation dashboards & forecasting9.4225 Ratings00 Ratings
    Incentive modeling9.6217 Ratings00 Ratings
    Agile incentive strategy9.6188 Ratings00 Ratings
    ICM mobile visibility9.1188 Ratings00 Ratings
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    6.1
    64 Ratings
    21% below category average
    Pixel Perfect reports00 Ratings6.933 Ratings
    Customizable dashboards00 Ratings5.057 Ratings
    Report Formatting Templates00 Ratings6.555 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    7.5
    104 Ratings
    3% below category average
    Drill-down analysis00 Ratings8.4103 Ratings
    Formatting capabilities00 Ratings7.0104 Ratings
    Report sharing and collaboration00 Ratings7.197 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    7.4
    86 Ratings
    7% below category average
    Publish to Web00 Ratings8.433 Ratings
    Publish to PDF00 Ratings6.477 Ratings
    Report Versioning00 Ratings6.555 Ratings
    Report Delivery Scheduling00 Ratings8.566 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    6.1
    51 Ratings
    19% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings5.040 Ratings
    Location Analytics / Geographic Visualization00 Ratings6.42 Ratings
    Predictive Analytics00 Ratings6.044 Ratings
    Pattern Recognition and Data Mining00 Ratings7.33 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    8.9
    103 Ratings
    6% above category average
    Multi-User Support (named login)00 Ratings8.496 Ratings
    Role-Based Security Model00 Ratings8.894 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.595 Ratings
    Report-Level Access Control00 Ratings8.855 Ratings
    Single Sign-On (SSO)00 Ratings9.778 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    2.3
    42 Ratings
    104% below category average
    Responsive Design for Web Access00 Ratings2.540 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings2.230 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    8.7
    156 Ratings
    8% above category average
    Long-term financial planning00 Ratings8.7139 Ratings
    Financial budgeting00 Ratings9.0155 Ratings
    Forecasting00 Ratings9.0146 Ratings
    Scenario modeling00 Ratings7.8131 Ratings
    Management reporting00 Ratings9.0149 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    8.0
    118 Ratings
    3% above category average
    Financial data consolidation00 Ratings9.3107 Ratings
    Journal entries and reports00 Ratings7.886 Ratings
    Multi-currency management00 Ratings7.470 Ratings
    Intercompany Eliminations00 Ratings7.773 Ratings
    Minority Ownership00 Ratings6.939 Ratings
    Local and consolidated reporting00 Ratings7.789 Ratings
    Detailed Audit Trails00 Ratings9.187 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    7.6
    152 Ratings
    7% below category average
    Financial Statement Reporting00 Ratings8.8133 Ratings
    Management Reporting00 Ratings8.8143 Ratings
    Excel-based Reporting00 Ratings7.0141 Ratings
    Automated board and financial reporting00 Ratings6.5114 Ratings
    XBRL support for regulatory filing00 Ratings7.13 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    5.9
    104 Ratings
    24% below category average
    Personalized dashboards00 Ratings5.191 Ratings
    Color-coded scorecards00 Ratings2.555 Ratings
    KPIs00 Ratings7.476 Ratings
    Cost and profitability analysis00 Ratings6.975 Ratings
    Key Performance Indicator setting00 Ratings6.963 Ratings
    Benchmarking with external data00 Ratings6.410 Ratings
    Integration
    Comparison of Integration features of Everstage and Planful
    Feature
    Everstage
    -
    Ratings
    Planful
    8.9
    140 Ratings
    10% above category average
    Flat file integration00 Ratings9.5105 Ratings
    Excel data integration00 Ratings7.8130 Ratings
    Direct links to 3rd-party data sources00 Ratings9.596 Ratings
    Best Alternatives
    EverstagePlanful
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    QuotaPath
    Score8.4 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    CaptivateIQ
    Score9.3 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    EverstagePlanful
    Likelihood to Recommend
    9.1
    (226 ratings)
    8.8
    (164 ratings)
    Likelihood to Renew
    8.4
    (14 ratings)
    8.7
    (23 ratings)
    Usability
    9.2
    (31 ratings)
    8.2
    (21 ratings)
    Availability
    8.6
    (3 ratings)
    8.2
    (4 ratings)
    Performance
    8.6
    (3 ratings)
    9.1
    (3 ratings)
    Support Rating
    7.9
    (10 ratings)
    9.0
    (22 ratings)
    In-Person Training
    4.6
    (2 ratings)
    9.1
    (3 ratings)
    Online Training
    8.2
    (2 ratings)
    9.1
    (3 ratings)
    Implementation Rating
    7.3
    (6 ratings)
    7.3
    (9 ratings)
    Configurability
    7.7
    (3 ratings)
    8.2
    (2 ratings)
    Contract Terms and Pricing Model
    7.3
    (2 ratings)
    -
    (0 ratings)
    CPA Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    Ease of integration
    8.6
    (3 ratings)
    5.3
    (4 ratings)
    Product Scalability
    7.7
    (3 ratings)
    8.2
    (2 ratings)
    Professional Services
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.3
    (3 ratings)
    7.4
    (4 ratings)
    Vendor pre-sale
    7.3
    (3 ratings)
    9.1
    (2 ratings)
    User Testimonials
    EverstagePlanful
    Likelihood to Recommend
    Everstage
    Everstage is well suited for smaller sales teams as it is little rigid with handling changes and maintenance is a task. Managing and computing on everstage is accurate and fast but making changes will require you to take help from the support team. They have an amazing support team to help you out.
    Read full review
    Planful
    Planful is initially easy to setup and if a company is already using a mid layer to transform and standardise GL data, management reports can be set up in days, not weeks or months. Budgeting template setup does get some getting used to but the training provided by Planful is sufficient to get going and learn along the way. Building custom reports is straightforward and the interface is user-friendly, therefore the accounting team can get going without the need for technical specialists getting involved. Budget and forecasting is flexible and drivers of revenue and cost can be created in Planful and customised by Unit or Geography.
    Read full review
    Pros
    Everstage
    • User friendly UI - It is easy to navigate the platform and learn the details without any additional help.
    • Ability to show the underlying formula that was used to calculate commissions.
    • Provide visibility on how far the consultant is from achieving their quarterly quota.
    • Automatically publish leader board for the team based on performance that drives the sense of friendly competition to succeed.
    Incentivized
    Read full review
    Planful
    • It aggregates data from different sources well, allowing me to report on a wide variety of metrics that interrelate.
    • I can build detailed reports so that my monthly and weekly reporting is done more efficiently
    • I like the tools that I am using to create dedicated models for forecasting and budgeting purposes
    Incentivized
    Read full review
    Cons
    Everstage
    • Improving the user interface of Everstage could enhance its usability and make it more intuitive for team leaders and users.
    • Offering more advanced customization options would provide organizations with greater flexibility to tailor Everstage to their specific needs.
    • Integration with Third-Party Tools would be very helpful.
    • Developing a mobile app for Everstage would provide users with the convenience of accessing the tool on-the-go.
    Read full review
    Planful
    • Dashboarding could be more flexible and easier to use.
    • Dynamic Reporting has room for flexibility with nesting, dimension names showing up instead of “All,” and overall flexibility.
    • Make Analyze view in Spotlight more intuitive.
    • A high-level onboarding guide to understanding the different components of Planful, data flows, and tips & tricks.
    Incentivized
    Read full review
    Likelihood to Renew
    Everstage
    The reason to give this rating is corely because of multiple level analysis, everstage provide product level analysis which is truly beneficial for any business manager, we can understand which product is doing good in the organization and we can understand which sales executive is selling more which course. The sales executives can understand their next stage of the incentive and monthly target left to do
    Read full review
    Planful
    Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
    Incentivized
    Read full review
    Usability
    Everstage
    Everstage provides a modern functional incentive platform that supports accurate sales compensation calculation. With Everstage in place our organization is experienced a huge savings in time and costs, and was able to boot sales team engagement. From automation to compensation visibility, analytics to integration with our back office systems and CRM, Everstage covered all our bases.
    Incentivized
    Read full review
    Planful
    The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.
    Incentivized
    Read full review
    Reliability and Availability
    Everstage
    All team have nothing but high praise for the live element of Everstage -
    Incentivized
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    Planful
    I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
    Read full review
    Performance
    Everstage
    Pages load quickly and dashboards refresh reliably under normal conditions. Reports complete in reasonable timeframes for standard queries. The Salesforce integration runs smoothly without noticeable slowdowns
    Incentivized
    Read full review
    Planful
    Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
    Read full review
    Support Rating
    Everstage
    It's Wonderful. They have been accessible when in need. the response is immediate and genuine. the support wait time is not too long either. when a fault is pointed out, thy accept it and try to work on it and within a week they try to find a better option to resolve the issue. Accepting and working to deliver better is really appreciable thing. Kudos to the team on that
    Read full review
    Planful
    Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
    Read full review
    In-Person Training
    Everstage
    our team leader spoke very highly of the training and the positive experience. This then brought the team on board and were looking forward to a positive experience of a product to minimise manual tasks and room for human error ! All the team have nothing but high praise for the product.
    Incentivized
    Read full review
    Planful
    My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment. Planful also offers training and certifications on their training hub. I have completed a couple of the certifications. The courses are easy to follow along with and very informative. Additionally, Planful schedules webinars pretty regularly. They'll email their customers and allow you to register to participate live. They also record these sessions so you can refer back to them at a later date or if you are unable to attend at the time the webinar is offered, you can register anyway and get access to the recording. Their training has improved year over year!
    Incentivized
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    Online Training
    Everstage
    Our team leader in US was responsible and involved with this and they spoke very highly of the training and product. This is what really brought the whole team on board. From this response and interaction the team really looked forward to using the product which was a great intro !!!
    Incentivized
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    Planful
    Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production
    Incentivized
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    Implementation Rating
    Everstage
    Our team leader led the implementation - but then implemented with our team directly and all of our team comment very positively about EverStage
    Incentivized
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    Planful
    After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
    Incentivized
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    Alternatives Considered
    Everstage
    It was a company decision, Excel was not automated and had high chances of human error and if not updated properly there may be chances of someone losing out on their attainment Ever stage being automated and linked to salesforce there is very less probability of mistake and also transparency in the records
    Incentivized
    Read full review
    Planful
    Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Everstage
    I don’t have this visibility. But heard from team it good
    Incentivized
    Read full review
    Planful
    No answers on this topic
    Scalability
    Everstage
    Sales, Finance, and HR all operate off the same platform without friction. Managing multiple incentive plans across B2B and B2C segments simultaneously demonstrated its scalability firsthand.
    Incentivized
    Read full review
    Planful
    From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.
    Incentivized
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    Return on Investment
    Everstage
    • It helps me to track my progress in terms of Commission earned and motivate me to work harder to earn more.
    • It's Statement feature helps me to track my previous performance.
    • It's user friendly interface helps every individual to get all details very easily.
    Incentivized
    Read full review
    Planful
    • Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
    • Budget to Actual analysis has become much more streamlined and actionable
    • Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.
    Incentivized
    Read full review
    ScreenShots

    Everstage Screenshots

    Screenshot of on-demand commission data and advanced payout forecasting to drive performance of customer-facing teams .Screenshot of commission plans that can be configured from scratch or with readily-available templates using Everstage's no-code plan designer.Screenshot of the integrations available with the entire techstack including CRMs, ERP, HRIS, data warehouses and more to collect, calculate and communicate payout data.Screenshot of Everstage’s custom dashboards and advanced reporting provide commission tracking, as a single source of truth.Screenshot of where commission budgets can simulate how much payees will earn against each commission plan using the Time Machine feature.

    Planful Screenshots

    Screenshot of the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a Capacity Planning TemplateScreenshot of Integrations