Jedox Planning
Smarter Budgeting, Forecasting and Quota Setting
By JedoxAccounting
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Paid
- From $12,000 per company per year
- Listed since
- 2018
About Jedox Planning
Make sales planning faster, smarter, and integrated.
Jedox Planning is a powerful app to speed up your budgeting, forecasting and quota setting. Start at any hierarchy or level and the multidimensional analytics engine enables you to plan top-down or bottom-up. Budget with easy-to-use, driver-based planning tools. Align budgets and forecasts with finance and other lines of business to increase transparency and integrate your planning and performance management. Easily set and adjust quotas for sales reps and track performance against targets and forecasts. For further insights, bring in predictions from ML and AI wizards or data from ERPs and other on-premises or cloud data sources.
Purpose-built for Salesforce CRM and Lightning-ready, Jedox Planning provides a seamless user experience and familiar user experience. Of course, Jedox supports SSO.
Is Excel your primary tool for planning and budgeting? Jedox planning is optimized for Excel and comes with a powerful add-in. Get a unified view of your data, no matter which interface you use: Salesforce, Excel, Jedox Web or Mobile.
Scalable, adaptable, and configurable, Jedox Planning is ideal to build customized solutions for simplified planning, reporting and analytics.
Highlights
- Fast and easy-to use: Accelerate planning, budgeting and forecasting with a streamlined top-down and bottom-up process for sales teams: • Flexible planning tools for any product, territory, or account • Multi-step approval workflow options
- Smarter: Set quotas and track team’s performance. Get augmented forecasts and stay up to date with the latest sales data: • Set quotas and analyze gap to target • Implement commission plans • Update forecasts with real-time data and predictions
- Integrated: Align planning and performance management across the business: • Create a common data foundation from CRM, ERP and other sources • Integrate sales, financial and operational plans • Use integrated Excel spreadsheets for planning
Screenshots and videos
Pricing
Paid, from $12,000 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $12,000 per company | Yearly |
Licenses are offered on a subscription basis and are assigned to named users. Jedox provides a range of user types, including Full Users, Planners and Viewers, to accommodate the diverse requirements of small and mid-sized organisations through to large m
Compatibility
- Works with
- Experience Cloud
- Marketing Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on July 11, 2022
- Industries
- Horizontal Product
- Languages
- English
- French
- German
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