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Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting
Make sales planning faster, smarter, and integrated.
- Industries
- Horizontal Product
- Business Need
- SalesForecastingAccounting
- Requires
- Sales CloudService Cloud
- Compatible With
- Experience CloudMarketing Cloud EngagementFinancial Services Cloud
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.

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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
Provider Details
“Jedox makes integrated business planning seamless – in every business, on every device, wherever the data resides.” If your industry isn’t already disrupted by digital transformation, it will be. But what you need is better insight, not bigger data. Traditional enterprise performance management and business intelligence is expensive, slow to set up, and needs IT specialists and external consultants. From executives, to end users, to analysts: Jedox empowers business professionals to capture data, share knowledge, and align on common goals across the organization. Organizations can streamline any data-driven process – from strategic planning to complex predictive analytical models or operational performance monitoring. And, Jedox is designed to be easy, with industry-leading fast implementation times.
Pricing Details
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
Default Plan
$12,000 USD/company/year