IBM Planning Analytics Features

Data Sourcing (5)

Data Sourcing: Compiles data from a breadth of either internal or external sources. 19 reviewers of IBM Planning Analytics have provided feedback on this feature.
Exporting & Sharing Data: Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 19 IBM Planning Analytics reviews.
Multi-Device Data Visualization: Allows users to view data visualizations on several devices. 18 reviewers of IBM Planning Analytics have provided feedback on this feature.
Interactive Dashboards: As reported in 18 IBM Planning Analytics reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation: Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 18 IBM Planning Analytics reviews.

Predictive Analytics (4)

Lead Scoring: As reported in 17 IBM Planning Analytics reviews. Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring: Based on 16 IBM Planning Analytics reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.
Risk Analysis: Warns sales teams of accounts that may be at risk of being lost. 16 reviewers of IBM Planning Analytics have provided feedback on this feature.
Live Forecasting: Provides live customer data so that sales organizations forecasts stay current. 17 reviewers of IBM Planning Analytics have provided feedback on this feature.

Sales Management (3)

Live Pipeline Management: Updates every time a change is made enabling users to trace a deal through the pipeline. 17 reviewers of IBM Planning Analytics have provided feedback on this feature.
Account-Based Analytics: Based on 18 IBM Planning Analytics reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking: Based on 18 IBM Planning Analytics reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Marketing Operations (6)

ROI Tracking: Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection: Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights: Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access: Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Spend Management: Includes features for budgeting, forecasting, and managing marketing investments
White Label: Offers a white labeling service for agencies or resellers to customize platform branding

Campaign Activity (6)

Campaign Insights: Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards: Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness: Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking: Collects marketing campaign performance data across multiple channels
Brand Optimization: Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
Predictive Analytics: Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization

Financial Insight (3)

Budgeting: Based on 81 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting: Based on 83 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.
Planning: Based on 80 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Data (4)

Data Visualization: Based on 67 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis: Based on 82 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Scours data for actionable insights.
Custom Reporting: Based on 69 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.
Reporting Templates: Based on 79 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Status Communication (4)

Collaboration: Based on 74 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control: Based on 74 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates: Based on 63 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards: Based on 64 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.

Analytics (12)

Forecasting - Supply Chain Planning: Analyzes aggregated supply chain and shipping data to gain predictive insight
Asset Tracking - Supply Chain Planning: Monitors and tracks the physical status of goods and materials
Data Collection - Supply Chain Planning: Aggregates and centralizes data regarding product movement, materials management, and financial information
Business Reporting - Supply Chain Planning: Generates reports that identify KPIs and other relevant metrics
Variance Analysis: Project out as the year progresses to accommodate trends that affect key business drivers. This feature was mentioned in 55 IBM Planning Analytics reviews.
Forecasts Comparison: compare Income Statement, Balance Sheet, and Cash Flow for multiple periods This feature was mentioned in 55 IBM Planning Analytics reviews.
Forward Looking: As reported in 54 IBM Planning Analytics reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Reporting: Based on 17 IBM Planning Analytics reviews. Provides users with automated reports and dashboards on all demand plans, and forecast KPIs
Segmentation analysis: As reported in 15 IBM Planning Analytics reviews. Allows users to perform ABC and XYZ analyses and assess forecastability with rules adjustable by business users.
Product lifecycle: Allows users to forecast the demand impact of events such as new product launches product up-gradation, pricing, rebates, marketing activities, product discontinuation This feature was mentioned in 16 IBM Planning Analytics reviews.
Simulation: Allows users to create simulation scenarios with factors such as changed pricing 16 reviewers of IBM Planning Analytics have provided feedback on this feature.
Historical Forecast: Based on 17 IBM Planning Analytics reviews. Allows users to pull historical data in order to more accurately predict future demand

Warehouse Management (4)

Sales and Operations Planning - Supply Chain Planning: Provides comprehensive visibility and oversight into supply chain operations
Production Planning - Supply Chain Planning: Provides inventory scheduling and inventory management functionalities
Workforce Management - Supply Chain Planning: Provides employee scheduling and employee management functionalities
Process Automation - Supply Chain Planning: Automates the tracking and recording of activities within the entire supply chain lifecycle

Collaborate (2)

Logistics (3)

Warehouse Optimization: As reported in 26 IBM Planning Analytics reviews. Plan warehouse activity to execute adjustments to sales and inventory targets
Inventory Targets: Establish inventory targets based on changes to the sales plan This feature was mentioned in 27 IBM Planning Analytics reviews.
Procurement Planning: Ability to figure out what products to buy and when to buy them. 27 reviewers of IBM Planning Analytics have provided feedback on this feature.

Budget Creation (6)

Data Import: Import trial balance, monthly P&L, balance sheets, and other types of financial data 61 reviewers of IBM Planning Analytics have provided feedback on this feature.
Budget Hierarchies: Based on 60 IBM Planning Analytics reviews. Define budget structure elements and how they are linked hierarchically
Versioning: Based on 59 IBM Planning Analytics reviews. Keeps track of all versions of a budget and allows users to compare versions
Formulas: As reported in 59 IBM Planning Analytics reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues
What-If: Based on 58 IBM Planning Analytics reviews. Test the potential financial impact of business decisions on revenues and expenses
Budget Periods: Based on 58 IBM Planning Analytics reviews. Users can customize standard budget periods (3, 9, or 12 months)

Budget Management (3)

Consolidation: Consolidate multiple budgets from different departments or business entities 56 reviewers of IBM Planning Analytics have provided feedback on this feature.
Adjustments: Based on 58 IBM Planning Analytics reviews. Users with administrative access rights can modify budgets
Workflows: Workflows are used to define the steps required to alter budgets and who needs to approve changes 58 reviewers of IBM Planning Analytics have provided feedback on this feature.

Forecasting (5)

Historical Data: As reported in 55 IBM Planning Analytics reviews. Forecasting is based on past transactions and historical financial or operational data
Reforecast: Ability to recreate forecasts to include new information that may impact budgets This feature was mentioned in 55 IBM Planning Analytics reviews.
Forecast Types: Support multiple types of forecasts such as balance sheet and cash flow forecasts 54 reviewers of IBM Planning Analytics have provided feedback on this feature.
Rolling Forecasts: Used to review and update budgeting assumptions for a predefined period (usually one year) 55 reviewers of IBM Planning Analytics have provided feedback on this feature.
AI: Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns This feature was mentioned in 45 IBM Planning Analytics reviews.

Collaboration (4)

Integrations: As reported in 18 IBM Planning Analytics reviews. Allows users to integrate their demand planning software with ERP and SCM software
Multiple users: As reported in 18 IBM Planning Analytics reviews. Allows multiple users to simultaneously input thier data online, offline or remotely
Forecast collaboration: Based on 18 IBM Planning Analytics reviews. Allows multiple stakeholders into planning data for increased visibility
Inventory collaboration: Allows users to have multi-tier visibility into current stock and purchase orders This feature was mentioned in 17 IBM Planning Analytics reviews.

Planning (7)

Planning dashboard: As reported in 18 IBM Planning Analytics reviews. Provides users with a planning dahsboard for real-time data
Capacity Planning: As reported in 18 IBM Planning Analytics reviews. Allows users to ensure production capacity meets demand
Assortment Planning: Based on 17 IBM Planning Analytics reviews. Allows users to conduct demand planning for seasonal and intermittent demand
Business functions: As reported in 18 IBM Planning Analytics reviews. Allows users to tailor demand planning by business function including sales and marketing
Goal planning: Allows users to customize demand planning that take all data on particular goals into consideration. This feature was mentioned in 17 IBM Planning Analytics reviews.
Comprehensive Planning: The system automatically accounts for data related to consumer demand and any planned network changes. 17 reviewers of IBM Planning Analytics have provided feedback on this feature.
Workflow: Based on 18 IBM Planning Analytics reviews. Allows users to automate routine steps for demand planning or data preparation

Financial Planning (3)

Extended Planning: Based on 47 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR.
Reporting: Based on 45 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets.
Integration: Based on 47 IBM Planning Analytics reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution.

Reports (4)

Score Cards: As reported in 15 IBM Planning Analytics reviews. Score cards visually track key performance indicators (KPIs)
Customizability: Reports can be customized based on the intended audience, available data, length, and depth This feature was mentioned in 15 IBM Planning Analytics reviews.
Graphs and Charts: The outputs of reports are customizable in using graphs and charts 15 reviewers of IBM Planning Analytics have provided feedback on this feature.
Dashboards: As reported in 15 IBM Planning Analytics reviews. Real-time up to date outputs can be created to provide information to decision makers and leadership

Cleaning (3)

Filtering: As reported in 15 IBM Planning Analytics reviews. Raw data is able to be filtered into outputs with only the data useful for the analysis
Levels of Measurement: As reported in 15 IBM Planning Analytics reviews. Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs
Transformation: Change the data format into csv., html, xml, etc. This feature was mentioned in 15 IBM Planning Analytics reviews.

Generative AI (3)

Resource Planning - Workforce Planning (4)

Reconciliation: Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting
Headcount Planning: Provides overview of planning and prediction for current and future employee headcount
Reporting: Outputs reports on headcount and budgeting analytics
Expense Planning: Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits

Human Resources - Workforce Planning (4)

Integrations & APIs: Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS
Compensation Bands: Provides overview of salaray ranges in relation to job levels
Org Chart: Offers the ability to rearrange company hierarchy and employee details in a chart format
Recruitment Workflows: Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders

Agentic AI - Marketing Analytics (3)

Agentic AI - Sales Analytics (5)

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting