IBM Planning Analytics Features

Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing.

Warns sales teams of accounts that may be at risk of being lost.

Provides live customer data so that sales organizations forecasts stay current.

Create budgets based on historical data and future projections

Evaluating strengths and weaknesses of companies with the same target audience

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Apply statistical/mathematical models to sets of data

Updates every time a change is made enabling users to trace a deal through the pipeline.

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Predict future data based on historical data sets

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage and track all task activities and progression

Manage, organize, and store contact information

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track all opportunities for potential sales and convert them into recurring revenue

Create, design and manage workflows for repetitive tasks

Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs

Gathers data about the effectiveness, impact, and reach of marketing campaigns

Collects and reports on data relating to customer journeys, preferences, and history

Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results

Includes features for budgeting, forecasting, and managing marketing investments

Offers a white labeling service for agencies or resellers to customize platform branding

Collect information from multiple sources

Tracks metrics that provide insight into how a user interacts with any interface or product

Track and monitor a specific set of keywords

Track visitors'/audience's responses across web pages and other optimized content

Track the performance of marketing campaigns across multiple channels.

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Optimize and manage the search engine optimization efforts for a website or digital content

Generate or append custom campaign parameters to URLs

Receive data and information in real time

Track and document all activities across devices, networks, and other systems

Track the amount of clicks on individual products to measure campaign results

Manage, organize, and store contact information

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, store and organize emails within the system or via third-party apps

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage various distribution channels, build relations with channel partners, and track their performance

Create, save, and re-purpose templates for emails, forms, etc.

Create, design and manage workflows for repetitive tasks

Analyzes historical and current marketing campaigns to inform future strategy

Creates reports and dashboards to analyze results of campaigns

Identifies which marketing campaigns resolved in open or closed opportunities

Collects marketing campaign performance data across multiple channels

Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback

Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization

Manage multiple campaigns in one system

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Send automated marketing emails based on user actions over a predetermined period

Interact with data visualization elements, such as charts and graphs, to drill down into data

Analyze and gain insights into data in real-time

Alter the layout and content of reports

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Create budgets based on historical data and future projections

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Scours data for actionable insights.

Allows users to customize their own reports according to business needs.

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Receive data and information in real time

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Displays and shares company performance data to increase transparency across the board.

Manage the process of evaluating documents or requests submitted for approval

Forecast customer demand using historical insights and simulations

Monitors and tracks the physical status of goods and materials

Aggregates and centralizes data regarding product movement, materials management, and financial information

Generates reports that identify KPIs and other relevant metrics

Track the status over time for a request, process, asset, or transaction

Receive data and information in real time

Project out as the year progresses to accommodate trends that affect key business drivers.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Provides users with automated reports and dashboards on all demand plans, and forecast KPIs

Allows users to perform ABC and XYZ analyses and assess forecastability with rules adjustable by business users.

Allows users to forecast the demand impact of events such as new product launches product up-gradation, pricing, rebates, marketing activities, product discontinuation

Allows users to create simulation scenarios with factors such as changed pricing

Allows users to pull historical data in order to more accurately predict future demand

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Provides comprehensive visibility and oversight into supply chain operations

Provides inventory scheduling and inventory management functionalities

Provides employee scheduling and employee management functionalities

Automates the tracking and recording of activities within the entire supply chain lifecycle

A record of all activities within the system, including user access, changes made, etc.

Organize and manage all processes/procedures involved in purchasing goods and/or services

Manage all supplier data and operations

Track and manage inventory levels to maintain proper supply

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Create, design and manage workflows for repetitive tasks

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Management of the flow of things between point of origin and point of consumption.

Track and facilitate returns of products sold

Manage and track customer orders for goods, investments, or any other purchases

Manage and track operations and inventory within warehouses

Negotiate best prices and choose the right vendor for various purchases

Management of inbound and outbound shipments in the context of international trade

Store, manage, and track all electronic documents in a centralized location

Manage and track orders being shipped to customers

Organize and track the physical movement of goods from one location to another

Plan and optimize resources effectively.

Create supply plans based on things such as predicted demand, capacity, and material availability

Plan warehouse activity to execute adjustments to sales and inventory targets

Establish inventory targets based on changes to the sales plan

Ability to figure out what products to buy and when to buy them.

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Define budget structure elements and how they are linked hierarchically

Keeps track of all versions of a budget and allows users to compare versions

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months)

Receive data and information in real time

Consolidate multiple budgets from different departments or business entities

Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes

Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Use AI to generate content in the form of text, images, videos, etc.

Allows users to integrate their demand planning software with ERP and SCM software

Allows multiple users to simultaneously input thier data online, offline or remotely

Allows multiple stakeholders into planning data for increased visibility

Allows users to have multi-tier visibility into current stock and purchase orders

Integrate with existing ERP systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allows users to ensure production capacity meets demand

Allows users to conduct demand planning for seasonal and intermittent demand

Allows users to tailor demand planning by business function including sales and marketing

Allows users to customize demand planning that take all data on particular goals into consideration.

The system automatically accounts for data related to consumer demand and any planned network changes.

Allows users to automate routine steps for demand planning or data preparation

Develop potential scenarios to identify risks and opportunities

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution.

Allow users to create their own reports and financial statements

Score cards visually track key performance indicators (KPIs)

Reports can be customized based on the intended audience, available data, length, and depth

The outputs of reports are customizable in using graphs and charts

Real-time up to date outputs can be created to provide information to decision makers and leadership

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Raw data is able to be filtered into outputs with only the data useful for the analysis

Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs

Change the data format into csv., html, xml, etc.

Provides the ability to generate images from a text prompt.

Allows users to generate text based on a text prompt.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting

Provides overview of planning and prediction for current and future employee headcount

Outputs reports on headcount and budgeting analytics

Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits

Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS

Provides overview of salaray ranges in relation to job levels

Offers the ability to rearrange company hierarchy and employee details in a chart format

Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Integration with third-party CRM systems

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automatically identify and save contact information of potential customers

Active reporting of data and metrics

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Provides a channel for team members to share media files, communicate, and work together

Creation and customization of dashboards

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Use AI to generate content in the form of text, images, videos, etc.

Reports specific to sales analysis for trends and strategies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Alter the layout and content of reports

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Define and maintain business rules that determine workflow capabilities and criteria

Manage and handle various international currencies

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Predict future data based on historical data sets

Manage and support multiple languages

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Analyze and gain insights into data in real-time

A record of all activities within the system, including user access, changes made, etc.

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Manage and handle financial assets as well as other investments.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Import and export data to and from software applications

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Access software remotely via mobile devices

Monitor or audit historical and current transactions to analyze customer account activities

Application programming interface that allows for integration with other systems/databases

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized accounting record which tracks all financial transactions

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Active monitoring of systems, applications, or networks

Configure existing workflows to meet your organization's needs

Creation and customization of dashboards

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Electronically collect payments for goods or services

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, design and manage workflows for repetitive tasks

Manage and handle various international currencies

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alter the layout and content of reports

Compare and match accounting/financial records with corresponding bank statements

Creation, processing, verification, and execution of invoices till the payment is made

Manage the accounting and financial aspects of multiple locations or companies in a single location

Used by retail investors and active traders/day traders

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

View and track pertinent metrics to find patterns and gain insights from data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Upload, track, and submit receipts in a central database

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Add customized logos and colors to align with company branding

Create, design and manage workflows for repetitive tasks

Set up connections to third-party platforms to improve business processes

Store and organize documents in a centralized system

Gauge satisfaction and receive information for improvement and success

Record employee's benefit plans and selections throughout career progression

Define levels of authorization for access to specific files or systems

Manage employee salary processes, data, taxes, and records administration efficiently

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Pre-made examples and templates for emails

Centralized storage for employee data, records, and performance metrics

Track the attendance of specific individuals or groups

Analyze and gain insights into data in real-time

Organize and manage the accomplishments and development of employees or performance of applications or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Electronic storage of staff/employee contact information and job status in a centralized repository

Active reporting of data and metrics

Store, manage, and track all electronic documents in a centralized location

Diagram that shows the structure of an organization and the relationships between parts

Review data from past periods to reveal recurring tendencies and predict future performance

Track employee schedules, availability, and performance across projects and tasks

Integrate with Talent Managment software to better track learners progress and training sessions

Gateway through which employees can access the system

Online portal where employees can access and track their own information

Process of familiarizing new employees with the company, their position, and responsibilities

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Graphical representation of data

Evaluation process that provides feedback on an employee's job performance

Create, manage and track all task activities and progression

Generate one-off reports that meet information requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Tools to find, assess, and hire suitable candidates for a job within an organization

Application programming interface that allows for integration with other systems/databases

Request, track, and manage time off requests and vacation time

Planning, tracking and developing internal talent for future key position filling

Analyzing historical and current data and generating a model to help predict future outcomes.

Alter the layout and content of reports

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Track employee/learner's progression through training programs

Create and administer polls and surveys

Manage and track employee attendance

Plan marketing campaigns for events

Market event via social media tools

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Manage the process of attracting and converting business prospects into leads

Group campaigns by project, client, or campaign for better management.

Customize contracts and forms to collect specific information

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Observe and track the demand, usage, progress or quality of a system, product, or user

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Pre-designed layouts that can be customized to match preferences and requirements

Pre-made examples and templates for emails

Web form that allows users to enter data that is sent and processed for different reasons

Automatically identify and save contact information of potential customers

Add customized logos and colors to align with company branding

Active reporting of data and metrics

Plan and strategize marketing campaigns

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Process of dividing customers into groups based on common characteristics

Set campaign schedules by selecting start, pause, and end dates

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create and automatically send premade copy in response to customer messages

Assemble applications and processes by dragging over and arranging pre-built components

Predefined actions automatically performed on the occurance of specific events

Create and send email blasts/campaigns

Application programming interface that allows for integration with other systems/databases

Customize data fields to support various needs and use cases

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Graphical representation of data

Generate one-off reports that meet information requirements

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Connect to big data sources

Search and filter data across systems to locate required information by entering keywords or certain criteria

A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey

Visualize and analyze customer experience across all touchpoints and channels

Tracking the status of previously identified performance measurements

Analytics that breaks the data in a data set into related groups/categories.

Graphical representation of data

Create, send, and track purchase orders and their statuses

Plan, pay and track business related expenses.

Generate one-off reports that meet information requirements

Manage the accounting and financial aspects of multiple locations or companies in a single location

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Alter the layout and content of reports

Form predictions based on past and present data/trends

Creation and customization of dashboards

Allow users to create their own reports and financial statements

Manage and handle various international currencies

Plan, manage, and track the financial activities of an individual or organization

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Manage assets throughout their lifecycle to optimize profit

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage, and send invoices or bills to customers

Active reporting of data and metrics

View and track pertinent metrics to find patterns and gain insights from data

Upload, track, and submit receipts in a central database

Develop potential scenarios to identify risks and opportunities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Track revisions and updates made to files and navigate between different versions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Centralized accounting record which tracks all financial transactions

Set up connections to third-party platforms to improve business processes

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Assemble applications and processes by dragging over and arranging pre-built components

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

A financial statement that lists a company's accounts and details the account type and balance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, send, and track purchase orders and their statuses

Alter the layout and content of reports

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Track and manage inventory levels to maintain proper supply

Forecast customer demand using historical insights and simulations

Analyze and gain insights into data in real-time

Import and export data to and from software applications

Manage the buying, selling, and holding of stocks

Manage the planning and execution of supply chain activities

Receive data and information in real time

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Design, communicate, and distribute incentives to perform a specific action

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Graphical representation of data

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage and support multiple locations

Manage and track operations and inventory within warehouses

Use AI to generate content in the form of text, images, videos, etc.

Track stock count levels to manage product reordering

A collection of customer information such as contact details, demographics, previous interactions, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Scan barcodes to ensure accurate pricing and label tracking

Manage the process of receiving, preparing, and delivering orders for goods/products

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

View and track pertinent metrics to find patterns and gain insights from data

Material list of manufacturing parts and associated costs

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Set up connections to third-party platforms to improve business processes

Transfer of data from one computer system to another

Maintain and control the stock level of inventory

Manage and support multiple locations

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Generate quotes or estimates for customers

Use AI to generate content in the form of text, images, videos, etc.

Model alternative financial scenarios and evaluate the impact of changing business assumptions.

Detect financial anomalies, explain performance variances, and generate actionable insights using AI.

Generate predictive financial forecasts using machine learning and historical business data.