--- title: IBM Planning Analytics Reviews meta_title: 'IBM Planning Analytics Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 257 reviews by the users' company size, role or industry to find out how IBM Planning Analytics works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 257 scale: '5' date_modified: '2026-07-13' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # IBM Planning Analytics Reviews **Vendor:** IBM **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.4/5.0 **Total Reviews:** 257 ## About IBM Planning Analytics IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users. ## IBM Planning Analytics Pros & Cons **What users like:** - Users value the **efficiency** of IBM Planning Analytics in financial planning and forecasting with fast data handling and flexibility. (35 reviews) - Users commend the **planning efficiency** of IBM Planning Analytics, appreciating its AI integration and robust forecasting capabilities. (34 reviews) - Users praise the **real-time data analysis** capabilities of IBM Planning Analytics, which enhances efficiency and decision-making. (31 reviews) - Users find IBM Planning Analytics highly **user-friendly and easy to navigate** , enhancing their forecasting and budgeting experience. (30 reviews) - Users appreciate the **forecasting accuracy** of IBM Planning Analytics, enhancing efficiency and supporting informed decision-making. (30 reviews) - Users value the **flexibility** of IBM Planning Analytics, allowing easy customization for diverse business requirements and efficient operations. (27 reviews) - Forecasting (24 reviews) - Capabilities (23 reviews) - Features (23 reviews) - Users value the **flexibility and user-friendly interface** of IBM Planning Analytics for efficient budgeting and planning. (21 reviews) **What users dislike:** - Users face a **steep learning curve** with IBM Planning Analytics, making setup and navigation challenging. (29 reviews) - Users note the **steep learning difficulty** with IBM Planning Analytics, making it challenging for newcomers to navigate effectively. (19 reviews) - Users struggle with the **steep learning curve and unintuitive interface** , making it difficult to effectively use IBM Planning Analytics. (19 reviews) - Users find the **difficult learning curve** of IBM Planning Analytics challenging, requiring extensive training and technical knowledge. (16 reviews) - Users find IBM Planning Analytics to have a **complexity issue** , making it challenging for newcomers to navigate and set up. (15 reviews) - Users experience **slow performance** with larger datasets in IBM Planning Analytics, hindering efficiency and productivity. (13 reviews) - Technical Issues (13 reviews) - Complex Setup (10 reviews) - Implementation Complexity (10 reviews) - Users find IBM Planning Analytics **lacking in features** like mobile support and user-friendly design, affecting usability. (9 reviews) ## IBM Planning Analytics Reviews ### 1. A powerful and flexible tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2025 **What do you like best about IBM Planning Analytics?** What I like most about the tool is the fact that it is truly multidimensional and fast, it does what it sets out to do very well and its limitations do not interfere with generating a good result. **What do you dislike about IBM Planning Analytics?** The tool does not have efficient parallel processing, which can increase the execution time of activities **What problems is IBM Planning Analytics solving and how is that benefiting you?** IBM Planning Analytics helps streamline monthly financial closes by automating data consolidation, enabling rapid analysis of key metrics such as revenue, expenses, profit, and tax calculations. It aids decision-making by providing accurate, near-real-time or faster insights into the bank’s financial performance. ### 2. Scalable, Sparcity, Flexible **Rating:** 5.0/5.0 stars **Reviewed by:** Александр . | Senior consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2020 **What do you like best about IBM Planning Analytics?** I can do almost everything in PA. It's very optimized and scalable. It can handle TBs in-memory. And it does not **What do you dislike about IBM Planning Analytics?** The technical support is sometimes hard to communicate, sometimes they are rude. Sometimes It's a pain to create Time dimension you need The installation process (especially with Docker-based Workspace) is sometimes like "Find a mermaid's tear on dawn and so on" No version control support. It's difficult to perform releases and to move development from one server to another **What problems is IBM Planning Analytics solving and how is that benefiting you?** We are implementing different projects: from budgeting applications to actual allocation calculations ### 3. Excelent experience using IBM planning Analytics, very good modelling potencial **Rating:** 4.5/5.0 stars **Reviewed by:** Rafael V. | Workforce Planning Analist, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about IBM Planning Analytics?** Plan Workforce Budgets Manage headcount, salaries, benefits, and taxes. **What do you dislike about IBM Planning Analytics?** Interface is not very intuitive for non-finance users. Dependence on technical support for adjustments. Steep initial learning curve. Dashboard visuals are limited compared to other tools. Some manual steps if the model isn’t well structured. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Run Scenario Simulations Assess the impact of promotions, hiring, or terminations on budgets ### 4. Easy development even for interns **Rating:** 4.5/5.0 stars **Reviewed by:** Melquisedeque S. | IT Intern, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about IBM Planning Analytics?** I work as intern in a internacional Bank, and one of my activities is to develop rules, feeders and Turbo integratos processes, and IBM PA sintax wise, its super easy to learn **What do you dislike about IBM Planning Analytics?** Sometimes the data visualization with grafics arent that easy to build **What problems is IBM Planning Analytics solving and how is that benefiting you?** FP&A activities in general, such as forecasting, Budget, etc. ### 5. I have been a consultant for over three years working with the support of the tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Eric M. | Consultor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2025 **What do you like best about IBM Planning Analytics?** Easy use and development. Currently, the Workspace is greatly helping with the user experience. **What do you dislike about IBM Planning Analytics?** I believe that the graphic constructions in the workspace need to be better developed. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Basically, it is possible to solve various problems of a financial nature, but what is surprising is the speed of calculation and data consolidation - it is the greatest benefit I have found. ### 6. The method of using data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2025 **What do you like best about IBM Planning Analytics?** The way I can create some scenarios in the sandbox and make my decision-making in my work. It's very easy to use, my customer support is very efficient, I use it with some frequency, and all my applications are in the Planning Analytics. **What do you dislike about IBM Planning Analytics?** Sometimes the product has some bugs, and this makes decision-making difficult. **What problems is IBM Planning Analytics solving and how is that benefiting you?** All my models are integrated, so when a price or sales occur, I can see it in real time, make some predictions about the numbers, and create all my forecasting scenarios. ### 7. System with a user-friendly interface, easy customization, and very good performance **Rating:** 4.5/5.0 stars **Reviewed by:** Alan A. | Consultor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2025 **What do you like best about IBM Planning Analytics?** Performance in calculations and data uploads and downloads. **What do you dislike about IBM Planning Analytics?** We still have many bugs. Example: When there is an error in rules, the system is not indicating the line that contains the error. In the Turbos, this is working. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Centralization of data and traceability, with this I benefit by having plenty of work, as it becomes easy to prospect more clients. ### 8. A Smart and Reliable Tool for Planning **Rating:** 5.0/5.0 stars **Reviewed by:** Satyaki T. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2025 **What do you like best about IBM Planning Analytics?** I like how powerful and flexible IBM Planning Analytics is when it comes to handling complex financial planning and forecasting. The ability to work with large datasets, automate reports, and create custom dashboards makes life so much easier. Plus, the integration with Excel is a big win—it keeps things familiar while adding more functionality. **What do you dislike about IBM Planning Analytics?** Setting up complex models can be time-consuming. **What problems is IBM Planning Analytics solving and how is that benefiting you?** It helps streamline sales forecasting and demand planning by giving real-time insights and automation. This reduces manual work, improves accuracy, and makes decision-making faster and more data-driven. ### 9. Agility and data integration in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Valéria S. | Analista Comercial, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about IBM Planning Analytics?** Planning Analytics is a comprehensive tool that helps us overcome challenges and design predictive scenarios. I really like the agility that the tool provides. **What do you dislike about IBM Planning Analytics?** Delay in provisioning and sometimes it goes offline when we use it in SaaS mode, this causes discomfort and delays in report delivery. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Before Planning Analytics, it took a long time to deliver reports to my directors, and the information was scattered across various spreadsheets, taking weeks even, but now it takes me hours to run my consolidated budget and present it in strategic meetings with the board. ### 10. As the HR coordinator at the company, the tool helps me with all aspects of HC planning. **Rating:** 4.5/5.0 stars **Reviewed by:** Milene R. | Gerente de planejamento, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about IBM Planning Analytics?** I like the ease of programming my HC projections and movements between layers, whether it's a job transfer or a cost center transfer. **What do you dislike about IBM Planning Analytics?** As a conventional user, it can sometimes be a bit complicated to get accustomed to the development of new books. **What problems is IBM Planning Analytics solving and how is that benefiting you?** HR Planning ### 11. Very deep and professional Software for big companies **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2025 **What do you like best about IBM Planning Analytics?** It offers strong data visualization features that make complex data easier to analyze and interpret, which is critical in financial decision-making and being cloud-based, it enables users to access the platform anywhere, which is a significant advantage for organizations with remote teams or global operations. **What do you dislike about IBM Planning Analytics?** he system is powerful but complex. New users especially those without a technical or TM1 background may find it difficult to learn and navigate without substantial training, also when dealing with very large datasets or complex models, performance can slow down, especially if the architecture isn’t optimized. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Teams rely on static spreadsheets, causing version control issues, delays, and silos usually but now they use more centralized models and real-time collaboration ensure everyone works from the same data and assumptions. ### 12. Excelent FP&A control **Rating:** 5.0/5.0 stars **Reviewed by:** Roberta C. | Junior FP&A Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** June 20, 2025 **What do you like best about IBM Planning Analytics?** As an regular FP&A user, it helps me to report a precise number. **What do you dislike about IBM Planning Analytics?** Sometimes, when i run a Turbo Intergrator process, it finished with error but does'nt show the error in screen **What problems is IBM Planning Analytics solving and how is that benefiting you?** Online reports of "living" numbers ### 13. One of the best planning tools **Rating:** 5.0/5.0 stars **Reviewed by:** Matheus C. | Analista de Dados PL, Enterprise (> 1000 emp.) **Reviewed Date:** June 16, 2025 **What do you like best about IBM Planning Analytics?** Its a very powerfull planning tool, if you build a correct feeder/rule the cube stands with low consume. **What do you dislike about IBM Planning Analytics?** Some feature, like properties panel in architect are not yet avaliable in workspace. **What problems is IBM Planning Analytics solving and how is that benefiting you?** FP&A in general. ### 14. IBM Planning Analytics **Rating:** 4.0/5.0 stars **Reviewed by:** Vignesh M. | Delivery Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2025 **What do you like best about IBM Planning Analytics?** We can use it for internal business units to provide budget. Easy for Scalability, flexibility, and robust forecasting capabilities. Easy to collect optimize reporting and planning processes. **What do you dislike about IBM Planning Analytics?** The engine behind Planning Analytics can be challenging for users. Planning Analytics is outdated compared to other modern tools. **What problems is IBM Planning Analytics solving and how is that benefiting you?** For Planning, Budgeting and Forecasting process. Easy to use Planning Analytics for Microsoft Excel to access data from the TM1 Server. ### 15. Cutting-edge tool. Ideal for companies that want to have control and agility in decision-making. **Rating:** 5.0/5.0 stars **Reviewed by:** Luciano M. | Consultor de Sistemas / Projetos, Enterprise (> 1000 emp.) **Reviewed Date:** June 12, 2025 **What do you like best about IBM Planning Analytics?** The various ways to implement rules. **What do you dislike about IBM Planning Analytics?** Cloud blocks regarding arch. **What problems is IBM Planning Analytics solving and how is that benefiting you?** It resolves the issues of delays in presenting results and consequently in decision-making. With agility, decisions become increasingly faster and more accurate. ### 16. Planning Analytics Review **Rating:** 5.0/5.0 stars **Reviewed by:** jim M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2025 **What do you like best about IBM Planning Analytics?** Planning Analytics. (PA) is a robust fiancial planning software soution that has been around for over 25 years. The ability to gain insights into massive amounts of Data is impressive. **What do you dislike about IBM Planning Analytics?** There is not much to dislike about PA. Probably the cost is the n umber one concern. **What problems is IBM Planning Analytics solving and how is that benefiting you?** PA is helping my firm work seamlessly together. We are much more collaborative as we take on new projects. ### 17. User - friendly Financial Planning and Analysis tool **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek L. | Assistant Manager, Consulting, Enterprise (> 1000 emp.) **Reviewed Date:** March 24, 2025 **What do you like best about IBM Planning Analytics?** I like its robust modelling capabilities and flexibility, ability to create customisable dashboards/reports and integration with TM1 for real time data analysis. **What do you dislike about IBM Planning Analytics?** It doesn’t work offline making it difficult for me to work or gather required data when I don’t have internet connectivity. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Creating customisable dashboards and reports and allowing real time data analysis. This is benefiting me to make quick decisions even if there is any slight change in the data. ### 18. Financial planning in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Evelyn Silva Santos S. | Assistente, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about IBM Planning Analytics?** What I like most is the integration with Excel and because it is a tool that I can open tickets that respond quickly. **What do you dislike about IBM Planning Analytics?** Nothing to declare, it is a complete tool, but the learning curve can be a bit long for new users. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Before this tool, I used many spreadsheets to reconcile the information, more than 5 at the same time. After the planning, we managed to reconcile all the information in one place, it's wonderful. ### 19. Planning Evaluation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2025 **What do you like best about IBM Planning Analytics?** What I like most about Planning is the real-time data collection, with all movements being reflected online in the demonstration reports. **What do you dislike about IBM Planning Analytics?** There are some rare occasions during the round of a process when users input data and there is an issue with that input. As a result, we have to run a lengthy process to correct the balances or movements... **What problems is IBM Planning Analytics solving and how is that benefiting you?** I don't know of any problem that is being solved. ### 20. Ian - AGA review **Rating:** 4.5/5.0 stars **Reviewed by:** Ian V. | Especialista, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about IBM Planning Analytics?** The conditioned possibilities of analysis are one of the best things that exist. **What do you dislike about IBM Planning Analytics?** Depending on your visualization needs, a developer is necessary for very complex analyses. **What problems is IBM Planning Analytics solving and how is that benefiting you?** The solution is linked to the type of vision we can have by analyzing the costs, and for our company, this is crucial since we do not control the market price. ### 21. Best budget planning platform **Rating:** 5.0/5.0 stars **Reviewed by:** Lysia C. | Consultora de Sistemas, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about IBM Planning Analytics?** I like that it is practical and intuitive for both developers and users. **What do you dislike about IBM Planning Analytics?** The lack of video documentation with examples. **What problems is IBM Planning Analytics solving and how is that benefiting you?** I haven't had any problems yet. ### 22. Robust and powerful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jonas P. | Consultor de Projetos IBM Planning Analytics, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2025 **What do you like best about IBM Planning Analytics?** I like to create reports and new structures within the tool. Besides the robustness in handling and processing large amounts of data. **What do you dislike about IBM Planning Analytics?** The complexity in the use of processes and rules. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Automation of processes, creation of dynamic reports, creation of interfaces for internal processes, handling of large volumes of data. ### 23. I have been working with IBM Planning since 2019 and it has helped me a lot. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about IBM Planning Analytics?** Because it is a very solid foundation, I can create reports quickly and dynamically, making it easier to obtain numbers for analyses at various levels of the company. **What do you dislike about IBM Planning Analytics?** I see no disadvantages in using the product. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Consolidation of budgets and creation of quick reports assisting in decision-making. ### 24. Planning Analytics - Versatility at your hands **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2024 **What do you like best about IBM Planning Analytics?** I like the fact that it is easy to use and easy to learn even as a non-technical person, it can be used for a multitude of applications from Reporting, to Process flow, to Data generation. Implimentation is simple especially using IBM Planning Analytics Cloud, which also comes with a great support function with quick turn around SLA's. **What do you dislike about IBM Planning Analytics?** Managing the server, Planning Analytics is very versatile, but you need to watch the resource impact of your actions which are not always pobvious. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Our business has diverse data sets and is spread across multiple sites. We need a tool to create summary Financial information for Planning, Forecasting and Reporting that peoiple can access and which is easy to use through an intuitive interface. This is Planning Analytics all over, its database access direct, work flow through Planning Analytics Workspace, "Pivot Table" in Excel style user inteface through Planning Analytics for Excel fits perfectly. We are also using Rules and Feeders and TurboIntegrator to generate dynamic forecasting to reduce the need for manual calculation of financial plans. The main benefit is that becuase we're finance people and therefore not IT specialists, the ease of writing code and designing structures makes it invaluale to us. ### 25. The Best Planning Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2025 **What do you like best about IBM Planning Analytics?** The Planning Analytics evolved to a planning solution that can be integrated to any other software, enabling the construction of a budget and facilitating the forecasting process of any company. **What do you dislike about IBM Planning Analytics?** Well, there is some front-end resources that the software needs to evolute, for example, the responsivity **What problems is IBM Planning Analytics solving and how is that benefiting you?** The PA solves the problem of many worksheets of the budget across the enterprise, permitting only one budget version for all company, and permiting the collaboration of all areas, via web portal that is easy to use (Workspace) ### 26. Planning Analytics Assessment **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about IBM Planning Analytics?** What I like most about planning analytics is the ability to change the position of the metrics. **What do you dislike about IBM Planning Analytics?** I find the interface not very user-friendly, it looks like an old system. **What problems is IBM Planning Analytics solving and how is that benefiting you?** For the end customer, planning analytics helps them see the data in detail. ### 27. Sensational tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Felipe N. | analista, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2025 **What do you like best about IBM Planning Analytics?** select the element of the dimension, Excel example: cell = A1 has the value of transport in cell A2 I can do a =A1. **What do you dislike about IBM Planning Analytics?** Shared dimensions, in processes and rules, end up entering into wait. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Time optimization ### 28. Great tool for work **Rating:** 5.0/5.0 stars **Reviewed by:** Andre L. | Consultor tecnico, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about IBM Planning Analytics?** Allows creating custom planning models with dimensions such as product, region, time, channel. **What do you dislike about IBM Planning Analytics?** Although it is possible to work with multiple scenarios and users, version control and collaborative workflows require a lot of manual configuration. **What problems is IBM Planning Analytics solving and how is that benefiting you?** The Team's Planning ### 29. Leader in the EPM space **Rating:** 4.5/5.0 stars **Reviewed by:** Nikunj P. | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about IBM Planning Analytics?** Planning analytics offers a lot to appreciate especially for users focused on forecasting and reporting capabilities with its deep integration points with other tools and AWS services. The engine allows users to analyze huge amounts of data quickly enabling real time planning and forecasting. The platform is highly customizable and can be tailored to fit business needs and with plug ins available to access its data via Excel, REST API, or web based experiences. **What do you dislike about IBM Planning Analytics?** While Planning Analytics is a robust tool, there are a few downsides or challenges that users often encounter. While the TM1 engine is designed for speed, some users report performance issues with extremely large and complex models which can slow down operations. IBM has invested resources into the database but lacks on the front-end side and it is almost a requirement to leverage other 3rd party tools to cover IDE like development and web experiences. **What problems is IBM Planning Analytics solving and how is that benefiting you?** We are able to create unique models that are catered for our business lines quickly with a turn around time of less than 3 months. ### 30. INTEGRATION WITH EXCEL **Rating:** 5.0/5.0 stars **Reviewed by:** Lander J. | analista de custos, Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2025 **What do you like best about IBM Planning Analytics?** Creation of Reports and Spreadsheets. Highly customizable data modeling **What do you dislike about IBM Planning Analytics?** Modeling with TM1 can be complex for beginners, requiring technical training. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Automate repetitive tasks. Native integration with Excel ### 31. The use of IBM Planning Analytics has enhanced financial and project planning. **Rating:** 4.5/5.0 stars **Reviewed by:** Raul V. | CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2024 **What do you like best about IBM Planning Analytics?** This provides quick answers to questions, assists in use cases, and solves problems on the fly. This was the right time for the MVP to be available for the internal users, with the freedom of use of the product in different ways. So far, I am very much impressed at how well and fast the software works in general, and I am quite satisfied with the development process. **What do you dislike about IBM Planning Analytics?** Most things are just a case of getting used to using the Cloud, and you do lose a level of control around things like software updates. Another problem is that IBM Planning Analytics does not have an app; this means that the users are literally stuck up with their plans. Ways could be designed for internal and external people to ideate easily and then collaborate on those ideas. **What problems is IBM Planning Analytics solving and how is that benefiting you?** We have come a long way with the improvement in the manner and way that we plan and analyze our finances since we applied IBM Planning Analytics. You can make it user-friendly with the flexibility of the web layout, and it's pretty easy to connect to other software and Excel. Thank you, IBM, for listening to us and actually changing the product based on what we had to say. ### 32. The use of IBM Planning Analytics has enhanced financial and project planning. **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin E. | Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about IBM Planning Analytics?** IBM has also been very open to our feedback and suggestions on how things could be done better. They've always reverted promptly when we had questions, worries or use case talks. This kind of help was essential for us to make sure that we could use the tool in total capacity. Planning Analytics is very fast and good at what it does. Minimal viable products sent to internal customers work well and the direction and speed of creating products can be exciting. It is a flexible tool that manages a variety of tasks. **What do you dislike about IBM Planning Analytics?** You had to give up some of that control, like when the program was changed because it was a cloud based method. I also think that customers would gain a lot from having a security guide, logs, literature created automatically and native connections. Exactly when these characteristics are in demand, they have to be made by hand. Thank goodness, we just put in place a licensing system that is more open and easy to use. **What problems is IBM Planning Analytics solving and how is that benefiting you?** We have added timeseries forecast by IBM Watson Studio with it, hence we can make better guesses. Also the robust tools of Planning Analytics for data processing help us to make choices with flexibility and security and is by far the easiest software to use. ### 33. IBM Planning Analytics: A Comprehensive Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2025 **What do you like best about IBM Planning Analytics?** It is one of the most powerful forecasting and budgeting tools in the market right now. It excels in providing advanced forecasting, budgeting and planning capabilities. It allows real-time data access and collaboration across multiple departments. Also, the tool is highly scalable as per the business requirements. **What do you dislike about IBM Planning Analytics?** The learning curve is quite steep and might take a lot of time to have a proper command on the tool. Cost of implementation and maintenance is also on the higher side. Also, experienced some performance issues with larger datasets. **What problems is IBM Planning Analytics solving and how is that benefiting you?** It automated the time-consuming financial planning process, reducing the manual efforts in tasks like budget creation, forecasting and scenario modelling. It also centralizes data, ensuring we have a single source of truth. ### 34. Making our lives better **Rating:** 4.0/5.0 stars **Reviewed by:** Koustubha S. | Financial Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about IBM Planning Analytics?** Analytics helps in managing and analyzing the data. It simplifies the Budgeting and forecasting. It also helps in creating the report with raw data and by this it saves lot of our time. **What do you dislike about IBM Planning Analytics?** Sometimes the software will be very slow and the report might jumbled sometimes **What problems is IBM Planning Analytics solving and how is that benefiting you?** It helps in creating the reports with raw data which saves most of my time. It helps in data visualization. ### 35. Financials forecast and consolidation using PA **Rating:** 5.0/5.0 stars **Reviewed by:** Saurabh I. | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about IBM Planning Analytics?** The Planning Analytics providing a platform that help build the models faster and quickly iterate on betterment driving insights for quality business decisions. The learning curve of the technology is very short in comparison to traditonal in house development. The ease to build, test and iterate is impeccable and unmatched to other similar products. **What do you dislike about IBM Planning Analytics?** The UX experience needs modernized touch. **What problems is IBM Planning Analytics solving and how is that benefiting you?** The Planning Analytics providing a platform that help build the models faster and quickly iterate on betterment driving insights for quality business decisions. The learning curve of the technology is very short in comparison to traditonal in house development. The ease to build, test and iterate is impeccable and unmatched to other similar products. ### 36. IBM Planning Analytics has improved financial and project planning **Rating:** 5.0/5.0 stars **Reviewed by:** Sarthak D. | Software Development Engineer , Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2024 **What do you like best about IBM Planning Analytics?** This tool offers quick answers to questions, supports various use cases, and provides real-time problem-solving. The timing for the MVP release to internal users was ideal, allowing flexibility in how the product is used. I'm highly impressed with the overall speed and efficiency of the software and am quite satisfied with the development process so far. **What do you dislike about IBM Planning Analytics?** Most aspects simply require adapting to the Cloud, though you do sacrifice some control over things like software updates. Another issue is the lack of a mobile app for IBM Planning Analytics, which leaves users tethered to their plans. It would be beneficial to create ways for both internal and external users to easily brainstorm and collaborate on their ideas. **What problems is IBM Planning Analytics solving and how is that benefiting you?** IBM Planning Analytics addresses several key challenges, particularly in financial and project planning. It automates and streamlines complex budgeting, forecasting, and reporting processes, reducing manual effort and minimizing errors. This leads to more accurate and timely insights, enabling better decision-making. Additionally, its ability to handle large data sets and perform sophisticated analytics helps identify trends and opportunities, ultimately improving overall business performance and efficiency. For users, this means greater agility, more informed planning, and the ability to quickly adapt to changing business conditions. ### 37. Boost Smart Decisions using IBM Planning Analytics. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about IBM Planning Analytics?** I used IBM Planning and Analytics to automate the process of budget forecasting and planning. It is also helpful for data analysis and provides a cloud-based solution to store and monitor your data efficiently. **What do you dislike about IBM Planning Analytics?** IBM Planning Analytics requires basic knowledge of data analytics; apart from that, there is nothing else to dislike from my perspective. **What problems is IBM Planning Analytics solving and how is that benefiting you?** IBM Planning Analytics has really helped us to monitor and manage our budget and provide a platform to analyze your data. ### 38. Great work tool, but very unstable. **Rating:** 4.5/5.0 stars **Reviewed by:** Jéssika S. | Analista de Planejamento e Gestão SR, Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2024 **What do you like best about IBM Planning Analytics?** I can set up my reports according to the views that best suit me. **What do you dislike about IBM Planning Analytics?** The reports have a line limit, sometimes we need to break the query into several parts. **What problems is IBM Planning Analytics solving and how is that benefiting you?** I can create reports with views that facilitate my analysis and problem-solving. ### 39. Always met the needs of the Company. **Rating:** 4.0/5.0 stars **Reviewed by:** Murilo R. | Analista de Planejamento e Gestão, Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2024 **What do you like best about IBM Planning Analytics?** It is the modeling of reports, creating bases as we need. **What do you dislike about IBM Planning Analytics?** Sometimes slowness in the update process. **What problems is IBM Planning Analytics solving and how is that benefiting you?** At the moment we don't have any problems, but the tool helps a lot to track the results on a daily basis. ### 40. A good platform for detailed business analysis **Rating:** 3.5/5.0 stars **Reviewed by:** Thomas J V. | Analyst - Machine Learning, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about IBM Planning Analytics?** Very detailed plots and sessions help to get a good overview of the problem. **What do you dislike about IBM Planning Analytics?** Feels more congested, also it would better to what is where and maybe switching tiles. **What problems is IBM Planning Analytics solving and how is that benefiting you?** Helps to give me all in all analysis in a single dashboard ### 41. Best BI tool out there **Rating:** 5.0/5.0 stars **Reviewed by:** Dhiraj B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about IBM Planning Analytics?** IBM PA is based on the TM1 engine which is very fast and flexible to use. The front end is very intiuative to use for the users. You can build complex Financial, Reporting and consolidation model in PA **What do you dislike about IBM Planning Analytics?** I have not come across any downsides of IBM PA as it has taclked all the complex solutions. **What problems is IBM Planning Analytics solving and how is that benefiting you?** IBM PA basically solves all the Financial reports in Planning and Budgeting which is required by comapnies. It is very easy to look at in Workspace for Top executives. It has benefit mostly all our clients to come out of excel world. ### 42. Amazing Planning Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Piyush P. | Consultant | Master Trainer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about IBM Planning Analytics?** I liked the Real Time Analytics and the interactive dashboard. **What do you dislike about IBM Planning Analytics?** There is no downside from my point of view but IBM can provide it with little low price. **What problems is IBM Planning Analytics solving and how is that benefiting you?** It is helping to forecast the future demand. ### 43. I practice **Rating:** 5.0/5.0 stars **Reviewed by:** Thiago F. | Analista de Planejamento e Gestão, Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2024 **What do you like best about IBM Planning Analytics?** Very practical system for setting up views for analysis **What do you dislike about IBM Planning Analytics?** Export quantity, which makes analyses a bit difficult **What problems is IBM Planning Analytics solving and how is that benefiting you?** Agility in assembling reports and dashboards for analysis and decision-making. ### 44. practical and agile **Rating:** 5.0/5.0 stars **Reviewed by:** JULIANA D. | analista de planejamento e gestão, Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2024 **What do you like best about IBM Planning Analytics?** the way we manage to consolidate the data quickly and achieve the expected results. **What do you dislike about IBM Planning Analytics?** slowness when multiple people are using it and it freezes multiple times during use **What problems is IBM Planning Analytics solving and how is that benefiting you?** does not have ### 45. Dashboards **Rating:** 4.0/5.0 stars **Reviewed by:** sanaullah K. | Human Resources Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2024 **What do you like best about IBM Planning Analytics?** The visuals are clean and easy to understand, making it simple for users to track the most important metrics and other things like exploring trends and insights in real time. it helps streamline decision-making since everything you need is in a clear and user-friendly format. **What do you dislike about IBM Planning Analytics?** Its cost. it can be expensive, especially for small businesses. **What problems is IBM Planning Analytics solving and how is that benefiting you?** It is helping us solve the problem of managing and coordinating our sales and operations planning in a more streamlined way. Before, it was challenging to keep everything organized and updated, especially with changes in demand or inventory. ### 46. IBM Planning Analytics Technical Lead **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos | Enterprise (> 1000 emp.) **Reviewed Date:** January 07, 2025 **What do you like best about IBM Planning Analytics?** Installing and configuring IBM Planning Analytics is straightforward across any platform. Its seamless integration with other applications ensures a smooth and excellent customer experience. IBM Support is quick on all P1 cases during production environment installations. **What do you dislike about IBM Planning Analytics?** Integrating Cognos Analytics on AIX servers can be challenging, requiring multiple changes and additions to configuration files. Additionally, manually terminating cube refresh processes can be time-consuming, and occasionally, it becomes necessary to forcefully kill process IDs directly from the terminal **What problems is IBM Planning Analytics solving and how is that benefiting you?** Mostly related to planning and budgeting. ### 47. A most powerful tool to help companies manage and analyze their business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about IBM Planning Analytics?** It is a robust tool that can handle enormous amounts of data fast and efficiently. It is extremely flexible so it can handle any business rules and cases to provide the business with a tool that will give them exaclty what they need in order to make decisions. It is also equipped with different user interface options so different types of users can get the best and most appropriate experience with the toll in order to do their jobs. **What do you dislike about IBM Planning Analytics?** Flexibility if not used properly can be an issue. So, modelers need to be careful in their design. **What problems is IBM Planning Analytics solving and how is that benefiting you?** I am a consultant that helps businesses implement Planning Analytics to solve their challenges and improve business performance. ### 48. Financial planning with this great software with good features **Rating:** 5.0/5.0 stars **Reviewed by:** Michel K. | Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2024 **What do you like best about IBM Planning Analytics?** I like this IBM software for consolidations and financial planning. I really like the analysis planning, simple reports, its system adminsitrator and its security. I also love that this software demonstrates agility in networking and that it is easy to work with calculations and to be able to simulate different scenarios. **What do you dislike about IBM Planning Analytics?** The tool is good but I wish it were more modern and simply more versatile to find the functions. **What problems is IBM Planning Analytics solving and how is that benefiting you?** The problems that IBM Planning Analytics solves focus on reporting, especially those related to finance for planning and forecasting and improving budgets, obtaining good visualization, and providing security and improving productivity. ### 49. AI integration saving time and money **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2024 **What do you like best about IBM Planning Analytics?** Being able to see the raw data has created so many opportunities for improvement all while being driven by AI to help in making those big decisions. The Real time analysis makes things a breeze. **What do you dislike about IBM Planning Analytics?** It can be a complex program to understand right off the bat as there is a lot of features and information to absorb. But once you get used to it, it was a lot easier to pick up. **What problems is IBM Planning Analytics solving and how is that benefiting you?** It helps us with our sales planning across territories and where our best fit of resources is. It also provides an in depth look into sales rep performance so we can see exactly where we need to make adjustments or where to put more suppport to help push. ### 50. Very Good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2024 **What do you like best about IBM Planning Analytics?** Easy access to information through reports. **What do you dislike about IBM Planning Analytics?** I don't have anything I dislike. As I said before, the report accesses are easily accessible. **What problems is IBM Planning Analytics solving and how is that benefiting you?** In carrying out my work in the planning area, where can I rely on specific reports to meet my needs? ## IBM Planning Analytics Discussions - [Hi Team, as per the review I have mentioned the complete usage of product. Requesting you to upload few videos for Hands-On practice. Thank you.](https://www.g2.com/discussions/31993-hi-team-as-per-the-review-i-have-mentioned-the-complete-usage-of-product-requesting-you-to-upload-few-videos-for-hands-on-practice-thank-you) - 1 upvote - [Where can I find other answers to my questions?](https://www.g2.com/discussions/more-faqs-46648592-e037-43a0-9a20-63841e4ae87e) - 1 upvote - [How do I restore data from a backup?](https://www.g2.com/discussions/backup-385bb5e4-106a-4044-a4b0-cefe47474075) - 1 upvote - [How do I access text files in Architect, TurboIntegrator or Performance Modeler?](https://www.g2.com/discussions/acessing-files) - 1 upvote - [How can I migrate my existing TM1 Server content and settings to the Cloud?](https://www.g2.com/discussions/existing-tm1-server-to-cloud) - 1 upvote - [View IBM Planning Analytics pricing details and edition comparison](https://www.g2.com/products/ibm-planning-analytics/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+10%3A50%3A19+-0500&secure%5Bsession_id%5D=74f6d5a2-ddd3-4c57-b337-a34490ef9428&secure%5Btoken%5D=c48d200a43de5908a413cc788780dabda388d30916e3f8957606b611657e5270&format=llm_user) ## IBM Planning Analytics Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) ## IBM Planning Analytics Features **Analytics** - Forecasting - Supply Chain Planning - Asset Tracking - Supply Chain Planning - Data Collection - Supply Chain Planning - Business Reporting - Supply Chain Planning **Collaborate** - Optimization - Supply Chain Planning **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Analytics** - Reporting - Segmentation analysis - Product lifecycle - Simulation - Historical Forecast **Financial Planning** - Extended Planning - Reporting - Integration **Reports** - Score Cards - Customizability - Graphs and Charts - Dashboards **Resource Planning - Workforce Planning** - Reconciliation - Headcount Planning - Reporting - Expense Planning **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Marketing Operations** - ROI Tracking - Data Collection - Customer Insights - Multi-User Access - Spend Management - White Label **Financial Insight** - Budgeting - Forecasting - Planning **Warehouse Management ** - Sales and Operations Planning - Supply Chain Planning - Production Planning - Supply Chain Planning - Workforce Management - Supply Chain Planning - Process Automation - Supply Chain Planning **Logistics** - Warehouse Optimization - Inventory Targets - Procurement Planning **Budget Management** - Consolidation - Adjustments - Workflows **Collaboration** - Integrations - Multiple users - Forecast collaboration - Inventory collaboration **Cleaning** - Filtering - Levels of Measurement - Transformation **Human Resources - Workforce Planning** - Integrations & APIs - Compensation Bands - Org Chart - Recruitment Workflows **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Planning** - Planning dashboard - Capacity Planning - Assortment Planning - Business functions - Goal planning - Comprehensive Planning - Workflow **Generative AI** - AI Text-to-Image - AI Text Generation - AI Image-to-Text **Sales Management** - Live Pipeline Management - Account-Based Analytics - Activity Tracking **Campaign Activity** - Campaign Insights - Reports and Dashboards - Campaign Stickiness - Multichannel Tracking - Brand Optimization - Predictive Analytics **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Agentic AI - Marketing Analytics** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top IBM Planning Analytics Alternatives - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (396 reviews) - [Board](https://www.g2.com/products/board/reviews) - 4.4/5.0 (301 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) - 4.3/5.0 (345 reviews)