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Corporate Performance Management (CPM) reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Corporate Performance Management (CPM) Software

Corporate performance management (CPM) software defines and manages the strategies that large companies need to monitor the performance of their business activities. CPM software is used to create and implement methodologies and processes, allowing corporations to track key performance indicators (KPIs) relative to corporate business objectives. This type of software is implemented across the corporation and is used by managers and executives responsible for improving the business performance of the company. In some cases, CPM software may only be deployed by accounting departments to analyze financial performance.

CPM systems consolidate multiple types of business information (financial, operational, sales, etc.) across all the departments of a corporation. For this purpose, CPM needs to integrate with software products such as ERP systems, accounting software, CRM software, or supply chain & logistics software. Integration with governance, risk, and compliance software is also needed to manage risks that may impact business performance.

To qualify for inclusion in the Corporate Performance Management (CPM) category, a product must:

Deliver standard KPIs for different departments (finance, manufacturing, sales, etc.)
Align corporate objectives with operational plans and business processes
Provide strategic planning and management tools such as balance scorecards
Forecast changes in operational metrics and suggest corrective actions
Automate the collection and management of the data needed to monitor performance
Include workflows to automate tasks and processes for business performance tracking
Generate and distribute reports and dashboards on key corporate KPIs

Top 10 Corporate Performance Management (CPM) Software

  • Workday Adaptive Planning
  • Board
  • Prophix Software
  • Vena
  • Anaplan
  • Planful
  • Solver
  • IBM Planning Analytics (PA)
  • Oracle Planning Cloud
  • OneStream XF

Compare Corporate Performance Management (CPM) Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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(134)4.4 out of 5
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At Workday, we’re powering a new generation of enterprise planning and analysis. Driving business agility in a fast-moving world, Workday Adaptive Planning helps people gain insights, collaborate, and make smarter decisions, faster. Powerful modeling and analytics for any size organization, yet so easy for anybody who plans. Our planning cloud application enables organizations of all sizes to adapt to a changing world and shifting business conditions with confidence and agility. Workday ranks

(220)4.4 out of 5

Board is the #1 decision-making platform. Founded in 1994 and Headquartered in Chiasso, Switzerland, and Boston, MA, Board International has enabled more than 3,000 companies worldwide to drive digital transformation by effectively deploying Business Intelligence, Integrated Business Planning, and Predictive Analytics applications on a single platform. Board enables companies to achieve full transparency of business information and gain complete control of performance across the entire organiz

(132)4.4 out of 5
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Your business is evolving. Your systems should evolve too. Achieve your goals more successfully with Prophix’s innovative Corporate Performance Management (CPM) software. Improve profitability and minimize risk when you automate repetitive tasks and focus on what matters. Budget, plan, consolidate and report automatically. Whether in the cloud or on-premise, Prophix supports your future with a platform that flexes to suit your strategic realities, today and tomorrow.

(85)4.6 out of 5
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Vena connects people, existing systems and data to enable finance-led business planning powered by reliable, instantaneous insights. Our Excel interface combines unmatched integrated planning capabilities with the world’s leading grid, allowing teams across the business to work together under a shared vision using a platform they already know. Customers choose Vena for its renowned ease-of-use, flexibility, performance, scalability and connected platform covering finance-led planning processes i

(90)4.4 out of 5

Anaplan is a cloud-native enterprise SaaS company helping global enterprises orchestrate business performance. Leaders across industries rely on our platform - powered by our proprietary Hyperblock® technology - to connect teams, systems, and insights from across their organizations to continuously adapt to change, transform how they operate, and reinvent value creation.

(287)4.2 out of 5
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Planful (formerly Host Analytics) is a leading financial planning and analysis (FP&A) cloud platform. Planful delivers a vision of Continuous Planning by accelerating the end-to-end FP&A process and fostering business-wide participation in agile planning and decision-making. More than 800 customers including, Bose, Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe rely on Planful for financial planning and budgeting, dynamic operational planning, financial consolidations, reporting, a

(120)4.5 out of 5

Solver provides a single, cloud-based solution that automates reporting and planning processes, and supports faster and better decisions based on key information from across the organization’s data sources. The new generation of Solver is a multi-tenant cloud solution and runs on all browsers. It was launched in late 2017, and has automated monthly updates.

(116)4.2 out of 5
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Entry Level Price:0 1

IBM® Planning Analytics, powered by IBM TM1, lets you explore and analyze data, create sophisticated scenario models and perform in-depth, multidimensional analysis to assess the impact of initiatives and market events on your most profitable products, customers and sales channels. This powerful financial planning and analysis solution helps you: > Create timely, reliable plans, budgets and forecasts > Perform in-depth, what-if scenario analysis to test assumptions and compare alternativ

(61)4.2 out of 5
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Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources.

(22)4.7 out of 5

The OneStream XF corporate performance management platform quickly and easily aligns to business changes by leveraging core financial consolidation, planning, data quality, and financial reporting capabilities.

(34)4.8 out of 5

By finance experts, for finance experts: LucaNet offers easy-to-use software coupled with professional consulting to master financial consolidation, planning, reporting, and data management. Since 1999, LucaNet’s integrated solution provides 100% reliable data, making the lives of CFOs, Controllers and Group Accountants a lot easier. Available in both cloud and on-premise options, LucaNet is the perfect solution for companies of all sizes and sectors. More than 2,700 clients in over 50 countries

(55)4.6 out of 5
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Entry Level Price:$250 Month

Looking for a way to save time managing your strategic plans, strategy maps, KPIs, initiatives and dashboards? ClearPoint has your back! We are a web-based Balanced Scorecard, dashboard, and performance management software solution. You can easily manage your strategic plans, strategy maps, KPIs, initiatives and dashboards- tools that leadership teams rely on to make more accurate decisions and use to ensure accountability and follow-through. Cut down your long hours with our automated upload, n

(45)4.6 out of 5
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Hubble by insightsoftware is an integrated suite of business performance management apps, for JD Edwards and Oracle E-Business Suite, offering reporting, analytics, and planning in a single real-time solution that fully understands your ERP. Hubble integrates all your critical business systems so that users at all levels have access to live data and automated planning, budgeting, and forecasting. With this type of visibility, everyone can easily understand, manage, and predict business results.

(20)5.0 out of 5
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Jirav is the next generation of business planning software. Our all-in-one Budgeting, Forecasting, Reporting, and Dashboarding solution offers faster implementation and a more intuitive interface at total cost that better meets the needs of businesses between 5 to 500 employees. Jirav offers the fastest time to value through native integrations that help to automatically connect in minutes to systems including NetSuite, Intacct, QuickBooks, and Xero so you can start planning right away.

(58)4.2 out of 5
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Jedox is a flexible enterprise performance management platform that simplifies budgeting, planning and forecasting for fp&a, sales, human resources and other departments. Improve data quality and optimize planning processes with the intuitive, cloud-based tool which is optimized for use with Microsoft Excel. A unique combination of flexible BI and planning capabilities provides analytics, dashboards and management reporting. The powerful multi-dimensional modelling engine enables non-technic

(18)3.9 out of 5
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Oracle Enterprise Performance Reporting Cloud is a secure, collaborative, and process driven service for defining, authoring, reviewing, and publishing financial, management, and regulatory report packages.

(84)4.0 out of 5
Entry Level Price:$0 Free for 30 days

SAP Analytics Cloud is a powerful data visualization tool that helps businesses of all sizes do more with data. By transforming static spreadsheets into actionable insights, you can make better fact-based decisions, uncover hidden trends and improve your business performance quickly. SAP Analytics Cloud combines all analytics capabilities -- including business intelligence, planning and predictive analytics -- in a single cloud-based solution.

Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards.

(34)4.3 out of 5

Idu-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries. In addition to these functions, the system also helps companies track spend, manage their assets and equipment, and more. idu-Concept can be deployed in the cloud and paid as a monthly subscription, or purchased outright and installed on a local server, based on the preference and needs of each business. The Financial Reporting module aims to enhance visibility and pro

Axiom arms finance teams and executives with the best tools for budgeting, forecasting, planning, reporting, and more so they can analyze results, model the future, and make more strategic decisions. Axiom Healthcare Suite is uniquely designed to help healthcare organizations realize their missions featuring enterprise planning, cost and decision support, clinical analytics and more to help you realize your mission and improve both financial and clinical performance. Axiom Financial Institutio

(12)4.4 out of 5

Unit4 FP&A frees your team to spend more time delivering insights and creating value for the business. We help you more deeply understand the numbers and then turn that insight into action for better business results. We do this by combining automated, AI-infused planning, forecasting, reporting and analytics with highly interactive dashboards and powerful, pre-configured models to leverage better decision making. We support the sustainable improvement of decision and controlling processes

(59)4.3 out of 5

Jet Global provides robust, easy-to-use reporting, business intelligence and budgeting solutions that are built directly inside of Excel. We devote our professional lives to providing unparalleled access to data through fast and flexible solutions that are cost effective and provide rapid time-to-value.

(46)4.2 out of 5

Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform — owned by Finance Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Informa

(10)4.5 out of 5

Longview's connected finance suite empowers global enterprises to go beyond the numbers through the power of speed, accuracy, agility and actionable insights. Our robust cloud framework provides a scalable, real-time, collaborative suite of solutions to simplify complexity, drive operational efficiency and engage key business stakeholders while promoting strategic contribution from the Office of Finance.

(40)3.8 out of 5

Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution.

(14)4.1 out of 5
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Centage Corporation’s Planning Maestro is a cloud-native planning & analytics platform that delivers year-round financial intelligence, transforming how companies budget, forecast and report performance. Centage delivers a level of sophisticated financial intelligence typically only enjoyed by large enterprises, at a price point accessible for small and medium-sized companies. With a direct line-of-sight into the organization’s financial health, Centage’s clients can make faster decisions, r

(20)4.3 out of 5

The CALUMO Group is a leading provider of Corporate Performance Management solutions for enterprise-wide Business Analytics, Reporting, Budgeting and Forecasting offering both software and consultancy. Since 2004, the group has successfully delivered solutions to a wide range of enterprises from not-for-profits and SME's to large listed companies and government organizations. These solutions provide quantifiable benefits and valuable business insights, offering a single platform from which to

(19)4.6 out of 5

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective FP&A (Financial Planning & Analytics) and performance management processes in Power BI, Excel, web

(21)4.5 out of 5
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AchieveIt is the solution organizations use to get their biggest, most important initiatives out of the boardroom and into reality. Too many great ideas never quite make it across the finish line because there’s no real way to keep everyone on course and keep everything on track. What does it take to actually guide these initiatives all the way through to completion? You’ve got to: 1. Get everything in view – so you can see what’s happening with every initiative, at every level, from the

(13)4.9 out of 5
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Entry Level Price:$299 Per Month

PlaceCPM is the comprehensive financial forecasting solution built specifically for SaaS and professional services companies. It delivers unrivaled flexibility and transparency that small and medium-sized finance departments need to generate more models with greater business impact in less time. Built on the Salesforce Platform with low cost and resource implementation, PlaceCPM automatically connects the data silos across finance, sales and operations and visualizes financial data to improve

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High Performers
Workday Adaptive Planning
Hyperion Planning
Centage Planning Maestro
CCH Tagetik
Unit4 FP&A
Jet Reports
Axiom by Syntellis Performance Solutions
Prophix Software
OneStream XF
ClearPoint Strategy
SAP Analytics Cloud
Oracle EPM Cloud
Oracle Planning Cloud
IBM Planning Analytics (PA)
Market Presence

Learn More About Corporate Performance Management (CPM) Software

What is Corporate Performance Management (CPM) Software?

Corporate performance management (CPM) software manages the strategies that large companies use to monitor the performance of their business activities. CPM software is used to create and implement methodologies and processes, allowing corporations to track key performance indicators (KPIs) relative to corporate business objectives. This type of software is implemented across the corporation and is used by managers and executives responsible for improving the business performance of the company. 

In some cases, CPM software may only be deployed by accounting departments to analyze financial performance and track the profitability of a company. While that is still the primary focus of most CPM solutions, tracking performance has been extended to most departments of a company, from sales and marketing to operations and IT. This type of software should not be confused with business intelligence (BI) software, which provides generic analytics features that are not always focused on business performance. Many BI providers also deliver KPIs or metrics for corporate performance, either as part of their core offering or as separate solutions and add-ons.

What are the Common Features of Corporate Performance Management (CPM) Software?

The following are some core features within CPM that can help users create and achieve goals, forecast costs and revenues, and create and measure KPIs.

Corporate goals and objectives: Company goals need to be detailed enough to be relevant but also easy to communicate and understand. It is essential that objectives are measurable and realistic, which requires a lot of business data and feedback from employees and executives. CPM software provides prewritten goals (revenue, profit, sales quotas, etc.) for all departments, such as sales, accounting, HR, or procurement. It also allows users to customize them according to their requirements. Objectives can also be categorized and aligned to ensure that the entire company has the same goal in mind.

Strategic planning: Strategic planning involves defining and implementing what needs to be done to achieve corporate objectives. Strategic plans are used for long term projects, such as mergers and acquisitions, capital investments, restructuring, or expansion into new markets, that are intended to transform the company. Since these projects are costly and crucial, strategic planning leaves little room for error. CPM software provides features to create strategic plans and adjust them periodically to take into account any changes in the company and its environment.

Forecasting: CPM helps forecast future costs and revenues for business operations and strategic plans by pulling data from multiple sources, such as sales data, income and cash statements, and budgets. To function correctly, a company needs to have an idea of what resources it needs and how many sales it can generate to be profitable and support future growth. For strategic planning, costs can be very high, which is why it’s crucial for executives to understand how much they need to invest. The results of strategic planning are only visible in the long term, which is why it’s important to estimate them before making costly investments.

Corporate KPIs: KPIs and metrics are used to track actual results and compare them

with what has been forecasted and planned. Metrics are critical for companies to understand how successful they are, what business areas need to be improved, and how future performance can be optimized. CPM software includes prewritten or industry-specific KPIs and features to monitor them at all levels in a company.

What are the Benefits of Corporate Performance Management (CPM) Software?

CPM software can help by improving employee productivity, increasing revenue, and sustaining company growth.

Improved productivity: Although CPM software includes monitoring employee satisfaction and retention, sometimes, its main focus is improving communication throughout the organization, aligning and executing organizational strategies to improve productivity for the company as a whole. This is done by streamlining workflows and identifying problem areas that need improvement.

Increased revenue: Using CPM software allows companies to align with their strategic priorities and focus more on KPIs, as well as other business metrics that must be maintained to improve sales, revenue, and profits. Finance teams can use CPM software to develop cost and revenue modeling to help them understand the implications of their forecasted numbers.

Data automation: CPM software can streamline and automate the collection, aggregation, and reporting of real-time data from multiple sources, with consistency and increased accuracy, providing faster results with shortened period-end closes. CPM software utilizes information from one source and improves data security with the numbers produced from it.

Who Uses Corporate Performance Management (CPM) Software?

Accounting professionals: Accountants use CPM software to monitor and improve financial performance. It helps accountants compare budgets with actual expenses and revenues at different levels of the company. Accountants also use CPM software to create forecasts for future revenues and corporate expenses and identify opportunities to reduce costs and improve profitability.

Department managers: Managers of any department benefit from using CPM software by tracking the business performance of their own departments. Each department has specific goals and metrics that need to be aligned with the other departments and the overall objectives of the company. CPM software allows managers to budget for future expenses, identify discrepancies between expected and actual revenues, and understand how their operations impact the efficiency of the other departments.

Executives: Executives use CPM software for strategic planning and to oversee performance at the company or group level. When required, executives also need to be able to drill down to find details on metrics and transactions, that had an impact on corporate performance.

Software Related to Corporate Performance Management (CPM) Software

CPM software often complement or are often used in conjunction with the following tools:

ERP systems: Enterprise resource planning (ERP) software provides a lot of the information used by CPM systems but also uses performance analysis data to optimize operations managed by the system. For instance, forecasts generated using CPM are used in ERP to determine the production capacity or the quantity of raw materials needed to supply the demand. ERP also helps compare estimates with actuals and identify discrepancies between forecasts and outputs. These discrepancies will be used in CPM to optimize forecasting and create performance objectives with increased accuracy.

Accounting software: Accounting and finance software provides the financial information required to monitor the profitability of the company. It also helps create and manage budgets, which need to be aligned with corporate objectives. This is particularly important because companies can only function within the confines of their financial limitations. Executives and managers may have ambitious plans to improve performance, but may not have sufficient funds to implement them.

Business intelligence software: BI software can be used to replace CPM software for companies with basic needs. It can also be used to gather, clean, and prepare all the data used to monitor and improve performance. Most CPM vendors provide features for integration with BI and data management software to provide a high level of data accuracy.

Financial consulting providers: Financial consulting service providers can help companies define and implement performance metrics and KPIs that are specific to their operations or their industry. Consultants can also assist companies with determining strategic and contingency plans or improve their forecasting and budgeting processes. Large financial consulting firms also provide benchmarking services based on consolidated data from thousands of customers. Benchmarking can be very useful for companies to compare their performance with their peers or competitors.

Challenges with Corporate Performance Management (CPM) Software

CPM software solutions can come with their own set of challenges. 

Complexity: CPM software can be challenging to implement and maintain. Consolidating and analyzing different types of corporate data can be difficult and requires ongoing management and processing. Some CPM solutions are made of multiple products or solutions, which need to be integrated with each other and with other software such as ERP systems or accounting.

Data accuracy: CPM software uses large amounts of data from multiple systems, which is why the information must be accurate. Accuracy can be a challenge when companies use various software systems and data sources of structured and unstructured data. Data duplication is another challenge, which can be caused by double entries in multiple systems used by different departments for different purposes.

Implementation: CPM software is often technical in an accounting or finance sense and it would be beneficial for companies to have employees with accounting or business experience when implementing this software. 

Which Companies Should Buy Corporate Performance Management (CPM) Software?

The functionality that CPM software provides can be beneficial for businesses across a variety of industries. As CPM software monitors and manages financial and operational performance to set and meet corporate goals, any organization that has an internal accounting or finance team can benefit from purchasing this software.

How to Buy Corporate Performance Management (CPM) Software

Requirements Gathering (RFI/RFP) for Corporate Performance Management (CPM) Software

When selecting CPM software, it is important to look at how a business operates, and familiarize oneself with the different types of software available. Users should make sure the CPM vendors in their list have prebuilt integrations to their ERP system. Ideally, one which provides connectivity to the general ledger tables so users can report, drill down, and budget according to their requirements.

Compare Corporate Performance Management (CPM) Software Products

Create a long list

The buyer is advised to create a long list of software that is designed to help businesses in their industry. For example, there might be platforms specifically built for businesses in retail, manufacturers, restaurants, as well as for many other types of commercial organizations. Another factor to consider when creating this list is whether the software is cloud based. CPM solutions are generally easier to manage in the cloud, with automated reporting tools upgrades, frequent releases, and user-friendly interfaces.

Create a short list

After reviewing and researching the software on the buyer’s long list, they can cut down the list based on their budget. CPM software is available to suit all budgets and some general CPM applications may be downloaded for free or bought at a low price. However, more specialized software is generally more expensive. It’s because the user base for specialized software is relatively small. If the buyer wants something specific to their industry or customized for their company, they would have to pay more.

Conduct demos

Companies should make sure to demo all of the products that end up on their short list. During demos, buyers should ask specific questions related to the functionalities according to their priorities. They should also communicate key objectives and critical needs to vendors and demand that these be covered in software demonstrations.

Selection of Corporate Performance Management (CPM) Software

Choose a selection team

The employees who will be using this software must be involved in the selection process. It may be preferred that the software chosen is compatible with the ones they currently use. Every business is different and the end users are most likely in the best position to offer an educated opinion about which one is the best choice for their particular needs. They may even be able to help the buyer install and set up the software of choice.

Even after purchasing software, most platforms allow for addons or modifications. However, choosing the right software is still important as it is still a big commitment of time and money. To see solid ROI, buyer’s can’t change their minds a few months later and switch software again.


Negotiating a software contract is important to minimize risk, whether it is in terms of performance protection, security protection, or simply making sure that both parties are in complete agreement on their expectations. The buyer has the option to ask for a discount in return for annual upfront payment, and many software providers are usually happy to make that deal. Usually, some implementation services will be included in a software provider's first offer. The buyer can ask for these services to be removed. Also, if the company will use the software for a long time; they can negotiate longer terms, which often results in more favorable pricing.

Final decision

The final decision should be based on all the information gathered previously. Buyers must prioritize their needs and select a solution that meets most of their requirements. It is recommended to run a pilot program to test adoption with a small sample size of users. If the tool is well-used and well-received, the buyer can be confident that the selection was correct. If not, it might be time to go back to the drawing board.