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

Predictive Analytics (4)

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

Sales Management (3)

Live Pipeline Management: As reported in 17 IBM Planning Analytics reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.
Account-Based Analytics: Provides insightful data at the account level to arm salespeople with the most relevant information possible. 18 reviewers of IBM Planning Analytics have provided feedback on this feature.
Activity Tracking: As reported in 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 55 reviewers of IBM Planning Analytics have provided feedback on this feature.
Forward Looking: As reported in 54 IBM Planning Analytics reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Reporting: Provides users with automated reports and dashboards on all demand plans, and forecast KPIs This feature was mentioned in 17 IBM Planning Analytics reviews.
Segmentation analysis: Allows users to perform ABC and XYZ analyses and assess forecastability with rules adjustable by business users. This feature was mentioned in 15 IBM Planning Analytics reviews.
Product lifecycle: Allows users to forecast the demand impact of events such as new product launches product up-gradation, pricing, rebates, marketing activities, product discontinuation This feature was mentioned in 16 IBM Planning Analytics reviews.
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: As reported in 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: Based on 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 27 reviewers of IBM Planning Analytics have provided feedback on this feature.
Procurement Planning: As reported in 27 IBM Planning Analytics reviews. Ability to figure out what products to buy and when to buy them.

Budget Creation (6)

Data Import: As reported in 61 IBM Planning Analytics reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data
Budget Hierarchies: Define budget structure elements and how they are linked hierarchically 60 reviewers of IBM Planning Analytics have provided feedback on this feature.
Versioning: As reported in 59 IBM Planning Analytics reviews. Keeps track of all versions of a budget and allows users to compare versions
Formulas: Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues 59 reviewers of IBM Planning Analytics have provided feedback on this feature.
What-If: Based on 58 IBM Planning Analytics reviews. Test the potential financial impact of business decisions on revenues and expenses
Budget Periods: As reported in 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: As reported in 58 IBM Planning Analytics reviews. Users with administrative access rights can modify budgets
Workflows: Based on 58 IBM Planning Analytics reviews. Workflows are used to define the steps required to alter budgets and who needs to approve changes

Forecasting (5)

Historical Data: Based on 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 55 reviewers of IBM Planning Analytics have provided feedback on this feature.
Forecast Types: Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 54 IBM Planning Analytics reviews.
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: Based on 45 IBM Planning Analytics reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Collaboration (4)

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

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: Allows users to conduct demand planning for seasonal and intermittent demand 17 reviewers of IBM Planning Analytics have provided feedback on this feature.
Business functions: Allows users to tailor demand planning by business function including sales and marketing 18 reviewers of IBM Planning Analytics have provided feedback on this feature.
Goal planning: Based on 17 IBM Planning Analytics reviews. Allows users to customize demand planning that take all data on particular goals into consideration.
Comprehensive Planning: Based on 17 IBM Planning Analytics reviews. The system automatically accounts for data related to consumer demand and any planned network changes.
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: Score cards visually track key performance indicators (KPIs) 15 reviewers of IBM Planning Analytics have provided feedback on this feature.
Customizability: As reported in 15 IBM Planning Analytics reviews. Reports can be customized based on the intended audience, available data, length, and depth
Graphs and Charts: Based on 15 IBM Planning Analytics reviews. The outputs of reports are customizable in using graphs and charts
Dashboards: Based on 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: Based on 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: Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs This feature was mentioned in 15 IBM Planning Analytics reviews.
Transformation: Change the data format into csv., html, xml, etc. 15 reviewers of IBM Planning Analytics have provided feedback on this feature.

Generative AI (3)

AI Text-to-Image: Provides the ability to generate images from a text prompt. This feature was mentioned in 14 IBM Planning Analytics reviews.
AI Text Generation: Allows users to generate text based on a text prompt. This feature was mentioned in 14 IBM Planning Analytics reviews.
AI Image-to-Text: Based on 14 IBM Planning Analytics reviews. Converts images into a textual description, identifying key elements.

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