IBM Planning Analytics Features
What are the features of IBM Planning Analytics?
Financial Insight
- Budgeting
- Forecasting
- Planning
Data
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
Status Communication
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
Budget Creation
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
IBM Planning Analytics Categories on G2
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Data Sourcing
Data Sourcing | Based on 18 IBM Planning Analytics reviews. Compiles data from a breadth of either internal or external sources. | 84% (Based on 18 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 18 IBM Planning Analytics reviews. | 87% (Based on 18 reviews) | |
Multi-Device Data Visualization | As reported in 17 IBM Planning Analytics reviews. Allows users to view data visualizations on several devices. | 84% (Based on 17 reviews) | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. This feature was mentioned in 17 IBM Planning Analytics reviews. | 85% (Based on 17 reviews) | |
Data Segmentation | Based on 17 IBM Planning Analytics reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 86% (Based on 17 reviews) |
Predictive Analytics
Lead Scoring | As reported in 16 IBM Planning Analytics reviews. Provides scores or rankings of each prospect based on the data provided. | 80% (Based on 16 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 15 IBM Planning Analytics reviews. | 83% (Based on 15 reviews) | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 15 IBM Planning Analytics reviews. | 78% (Based on 15 reviews) | |
Live Forecasting | Based on 16 IBM Planning Analytics reviews. Provides live customer data so that sales organizations forecasts stay current. | 88% (Based on 16 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. 16 reviewers of IBM Planning Analytics have provided feedback on this feature. | 86% (Based on 16 reviews) | |
Account-Based Analytics | As reported in 17 IBM Planning Analytics reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 86% (Based on 17 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 17 IBM Planning Analytics reviews. | 84% (Based on 17 reviews) |
Marketing Operations
ROI Tracking | Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs | Not enough data | |
Data Collection | Gathers data about the effectiveness, impact, and reach of marketing campaigns | Not enough data | |
Customer Insights | Collects and reports on data relating to customer journeys, preferences, and history | Not enough data | |
Multi-User Access | Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results | Not enough data | |
Spend Management | Includes features for budgeting, forecasting, and managing marketing investments | Not enough data | |
White Label | Offers a white labeling service for agencies or resellers to customize platform branding | Not enough data |
Campaign Activity
Campaign Insights | Analyzes historical and current marketing campaigns to inform future strategy | Not enough data | |
Reports and Dashboards | Creates reports and dashboards to analyze results of campaigns | Not enough data | |
Campaign Stickiness | Identifies which marketing campaigns resolved in open or closed opportunities | Not enough data | |
Multichannel Tracking | Collects marketing campaign performance data across multiple channels | Not enough data | |
Brand Optimization | Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback | Not enough data | |
Predictive Analytics | Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization | Not enough data |
Financial Insight
Budgeting | Based on 76 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come. | 90% (Based on 76 reviews) | |
Forecasting | Based on 78 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. | 90% (Based on 78 reviews) | |
Planning | Based on 75 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. | 93% (Based on 75 reviews) |
Data
Data Visualization | Based on 62 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. | 85% (Based on 62 reviews) | |
Data Analysis | Based on 77 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Scours data for actionable insights. | 87% (Based on 77 reviews) | |
Custom Reporting | Based on 64 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs. | 85% (Based on 64 reviews) | |
Reporting Templates | Based on 74 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. | 82% (Based on 74 reviews) |
Status Communication
Collaboration | Based on 69 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. | 82% (Based on 69 reviews) | |
Version Control | Based on 69 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. | 81% (Based on 69 reviews) | |
Real-Time Data Updates | Based on 58 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. | 91% (Based on 58 reviews) | |
Scorecards | Based on 60 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board. | 83% (Based on 60 reviews) |
Analytics
Forecasting - Supply Chain Planning | Analyzes aggregated supply chain and shipping data to gain predictive insight | Not enough data | |
Asset Tracking - Supply Chain Planning | Monitors and tracks the physical status of goods and materials | Not enough data | |
Data Collection - Supply Chain Planning | Aggregates and centralizes data regarding product movement, materials management, and financial information | Not enough data | |
Business Reporting - Supply Chain Planning | Generates reports that identify KPIs and other relevant metrics | Not enough data | |
Variance Analysis | Project out as the year progresses to accommodate trends that affect key business drivers. This feature was mentioned in 52 IBM Planning Analytics reviews. | 88% (Based on 52 reviews) | |
Forecasts Comparison | compare Income Statement, Balance Sheet, and Cash Flow for multiple periods 52 reviewers of IBM Planning Analytics have provided feedback on this feature. | 88% (Based on 52 reviews) | |
Forward Looking | As reported in 52 IBM Planning Analytics reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data | 89% (Based on 52 reviews) | |
Reporting | Provides users with automated reports and dashboards on all demand plans, and forecast KPIs 17 reviewers of IBM Planning Analytics have provided feedback on this feature. | 86% (Based on 17 reviews) | |
Segmentation analysis | As reported in 15 IBM Planning Analytics reviews. Allows users to perform ABC and XYZ analyses and assess forecastability with rules adjustable by
business users. | 90% (Based on 15 reviews) | |
Product lifecycle | Allows users to forecast the demand impact of events such as new product launches product up-gradation, pricing, rebates, marketing activities, product discontinuation This feature was mentioned in 16 IBM Planning Analytics reviews. | 85% (Based on 16 reviews) | |
Simulation | Allows users to create simulation scenarios with factors such as changed pricing 16 reviewers of IBM Planning Analytics have provided feedback on this feature. | 88% (Based on 16 reviews) | |
Historical Forecast | Allows users to pull historical data in order to more accurately predict future demand This feature was mentioned in 17 IBM Planning Analytics reviews. | 90% (Based on 17 reviews) |
Warehouse Management
Sales and Operations Planning - Supply Chain Planning | Provides comprehensive visibility and oversight into supply chain operations | Not enough data | |
Production Planning - Supply Chain Planning | Provides inventory scheduling and inventory management functionalities | Not enough data | |
Workforce Management - Supply Chain Planning | Provides employee scheduling and employee management functionalities | Not enough data | |
Process Automation - Supply Chain Planning | Automates the tracking and recording of activities within the entire supply chain lifecycle | Not enough data |
Collaborate
Optimization | Plan and optimize resources effectively. This feature was mentioned in 22 IBM Planning Analytics reviews. | 87% (Based on 22 reviews) | |
Supply Chain Planning | Based on 22 IBM Planning Analytics reviews. Create supply plans based on things such as predicted demand, capacity, and material availability | 88% (Based on 22 reviews) |
Logistics
Warehouse Optimization | Based on 19 IBM Planning Analytics reviews. Plan warehouse activity to execute adjustments to sales and inventory targets | 89% (Based on 19 reviews) | |
Inventory Targets | Establish inventory targets based on changes to the sales plan This feature was mentioned in 20 IBM Planning Analytics reviews. | 88% (Based on 20 reviews) | |
Procurement Planning | As reported in 20 IBM Planning Analytics reviews. Ability to figure out what products to buy and when to buy them. | 87% (Based on 20 reviews) |
Budget Creation
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data This feature was mentioned in 58 IBM Planning Analytics reviews. | 90% (Based on 58 reviews) | |
Budget Hierarchies | As reported in 57 IBM Planning Analytics reviews. Define budget structure elements and how they are linked hierarchically | 89% (Based on 57 reviews) | |
Versioning | Based on 56 IBM Planning Analytics reviews. Keeps track of all versions of a budget and allows users to compare versions | 91% (Based on 56 reviews) | |
Formulas | Based on 56 IBM Planning Analytics reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues | 91% (Based on 56 reviews) | |
What-If | Based on 55 IBM Planning Analytics reviews. Test the potential financial impact of business decisions on revenues and expenses | 91% (Based on 55 reviews) | |
Budget Periods | As reported in 55 IBM Planning Analytics reviews. Users can customize standard budget periods (3, 9, or 12 months) | 91% (Based on 55 reviews) |
Budget Management
Consolidation | Based on 53 IBM Planning Analytics reviews. Consolidate multiple budgets from different departments or business entities | 92% (Based on 53 reviews) | |
Adjustments | Users with administrative access rights can modify budgets This feature was mentioned in 55 IBM Planning Analytics reviews. | 91% (Based on 55 reviews) | |
Workflows | Workflows are used to define the steps required to alter budgets and who needs to approve changes This feature was mentioned in 55 IBM Planning Analytics reviews. | 86% (Based on 55 reviews) |
Forecasting
Historical Data | Forecasting is based on past transactions and historical financial or operational data 52 reviewers of IBM Planning Analytics have provided feedback on this feature. | 90% (Based on 52 reviews) | |
Reforecast | Ability to recreate forecasts to include new information that may impact budgets This feature was mentioned in 53 IBM Planning Analytics reviews. | 90% (Based on 53 reviews) | |
Forecast Types | As reported in 52 IBM Planning Analytics reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts | 89% (Based on 52 reviews) | |
Rolling Forecasts | Used to review and update budgeting assumptions for a predefined period (usually one year) This feature was mentioned in 52 IBM Planning Analytics reviews. | 88% (Based on 52 reviews) | |
AI | As reported in 43 IBM Planning Analytics reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns | 71% (Based on 43 reviews) |
Collaboration
Integrations | Allows users to integrate their demand planning software with ERP and SCM software 18 reviewers of IBM Planning Analytics have provided feedback on this feature. | 84% (Based on 18 reviews) | |
Multiple users | Allows multiple users to simultaneously input thier data online, offline or remotely 18 reviewers of IBM Planning Analytics have provided feedback on this feature. | 90% (Based on 18 reviews) | |
Forecast collaboration | Based on 18 IBM Planning Analytics reviews. Allows multiple stakeholders into planning data for increased visibility | 86% (Based on 18 reviews) | |
Inventory collaboration | Allows users to have multi-tier visibility into current stock and purchase orders 17 reviewers of IBM Planning Analytics have provided feedback on this feature. | 88% (Based on 17 reviews) |
Planning
Planning dashboard | Provides users with a planning dahsboard for real-time data This feature was mentioned in 18 IBM Planning Analytics reviews. | 88% (Based on 18 reviews) | |
Capacity Planning | Allows users to ensure production capacity meets demand 18 reviewers of IBM Planning Analytics have provided feedback on this feature. | 87% (Based on 18 reviews) | |
Assortment Planning | As reported in 17 IBM Planning Analytics reviews. Allows users to conduct demand planning for seasonal and intermittent demand | 90% (Based on 17 reviews) | |
Business functions | Allows users to tailor demand planning by business function including sales and marketing This feature was mentioned in 18 IBM Planning Analytics reviews. | 89% (Based on 18 reviews) | |
Goal planning | As reported in 17 IBM Planning Analytics reviews. Allows users to customize demand planning that take all data on particular goals into consideration. | 90% (Based on 17 reviews) | |
Comprehensive Planning | Based on 17 IBM Planning Analytics reviews. The system automatically accounts for data related to consumer demand and any planned network changes. | 93% (Based on 17 reviews) | |
Workflow | As reported in 18 IBM Planning Analytics reviews. Allows users to automate routine steps for demand planning or data preparation | 84% (Based on 18 reviews) |
Financial Planning
Extended Planning | Based on 43 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR. | 92% (Based on 43 reviews) | |
Reporting | Based on 41 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets. | 89% (Based on 41 reviews) | |
Integration | Based on 43 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution. | 86% (Based on 43 reviews) |
Reports
Score Cards | Based on 14 IBM Planning Analytics reviews. Score cards visually track key performance indicators (KPIs) | 89% (Based on 14 reviews) | |
Customizability | As reported in 14 IBM Planning Analytics reviews. Reports can be customized based on the intended audience, available data, length, and depth | 88% (Based on 14 reviews) | |
Graphs and Charts | The outputs of reports are customizable in using graphs and charts 14 reviewers of IBM Planning Analytics have provided feedback on this feature. | 77% (Based on 14 reviews) | |
Dashboards | Real-time up to date outputs can be created to provide information to decision makers and leadership This feature was mentioned in 14 IBM Planning Analytics reviews. | 85% (Based on 14 reviews) |
Cleaning
Filtering | Based on 14 IBM Planning Analytics reviews. Raw data is able to be filtered into outputs with only the data useful for the analysis | 83% (Based on 14 reviews) | |
Levels of Measurement | Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs 14 reviewers of IBM Planning Analytics have provided feedback on this feature. | 88% (Based on 14 reviews) | |
Transformation | Based on 14 IBM Planning Analytics reviews. Change the data format into csv., html, xml, etc. | 83% (Based on 14 reviews) |
Generative AI
AI Text-to-Image | As reported in 13 IBM Planning Analytics reviews. Provides the ability to generate images from a text prompt. | 62% (Based on 13 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 13 IBM Planning Analytics reviews. | 63% (Based on 13 reviews) | |
AI Image-to-Text | Converts images into a textual description, identifying key elements. 13 reviewers of IBM Planning Analytics have provided feedback on this feature. | 60% (Based on 13 reviews) |
Resource Planning - Workforce Planning
Reconciliation | Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting | Not enough data | |
Headcount Planning | Provides overview of planning and prediction for current and future employee headcount | Not enough data | |
Reporting | Outputs reports on headcount and budgeting analytics | Not enough data | |
Expense Planning | Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits | Not enough data |
Human Resources - Workforce Planning
Integrations & APIs | Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS | Not enough data | |
Compensation Bands | Provides overview of salaray ranges in relation to job levels | Not enough data | |
Org Chart | Offers the ability to rearrange company hierarchy and employee details in a chart format | Not enough data | |
Recruitment Workflows | Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders | Not enough data |
Agentic AI - Marketing Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Sales Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - FP&A (Financial Planning & Analysis)
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Budgeting and Forecasting
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
