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.

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.

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

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

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.

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.

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.

Analyzes aggregated supply chain and shipping data to gain predictive insight

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

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

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

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

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)

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

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

Provides users with a planning dahsboard for real-time data

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

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.

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

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.

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

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

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