Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting
Make sales planning faster, smarter, and integrated.
Overview
Set sales targets and quotas faster, plan for sales performance and revenue targets, control sales budgets, improve your forecast accuracy and gain real-time insights. Jedox Planning simplifies top-down planning and bottom-up budgeting on any level.
See How Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting Works
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
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.
Categories
- Business Needs
- SalesForecastingAccounting
- Industries
- Horizontal Product
- Personas
- Business Operations ManagerData AnalystSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package