Jedox Features

Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates.

Based on 11 Jedox reviews. Generates reports with customizable fields to further understand employee performance.

Based on 12 Jedox reviews. Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool. This feature was mentioned in 11 Jedox reviews.

As reported in 11 Jedox reviews. Integrates with CRM and financial systems to help determine goals

Based on 10 Jedox reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 11 Jedox reviews.

Based on 38 Jedox 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.

Based on 37 Jedox 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.

Based on 38 Jedox 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.

Based on 36 Jedox reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Based on 34 Jedox reviews and verified by the G2 Product R&D team. Scours data for actionable insights.

Based on 37 Jedox reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.

Based on 30 Jedox 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.

Based on 28 Jedox 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.

Based on 28 Jedox 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.

Based on 32 Jedox 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.

Based on 24 Jedox reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.

Based on 55 Jedox reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

As reported in 56 Jedox reviews. Define budget structure elements and how they are linked hierarchically

As reported in 55 Jedox reviews. Keeps track of all versions of a budget and allows users to compare versions

As reported in 52 Jedox reviews. 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 This feature was mentioned in 43 Jedox reviews.

Users can customize standard budget periods (3, 9, or 12 months) This feature was mentioned in 50 Jedox reviews.

Based on 47 Jedox reviews. Consolidate multiple budgets from different departments or business entities

Users with administrative access rights can modify budgets 47 reviewers of Jedox have provided feedback on this feature.

Based on 42 Jedox reviews. Workflows are used to define the steps required to alter budgets and who needs to approve changes

As reported in 48 Jedox reviews. Forecasting is based on past transactions and historical financial or operational data

Based on 40 Jedox reviews. 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 This feature was mentioned in 39 Jedox reviews.

Used to review and update budgeting assumptions for a predefined period (usually one year) This feature was mentioned in 40 Jedox reviews.

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns This feature was mentioned in 22 Jedox reviews.

As reported in 42 Jedox reviews. Project out as the year progresses to accommodate trends that affect key business drivers.

Based on 45 Jedox reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

As reported in 40 Jedox reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases This feature was mentioned in 46 Jedox reviews.

Data from multiple systems can be centralized into a single repository This feature was mentioned in 44 Jedox reviews.

Financial data can be validated to avoid duplicates and errors This feature was mentioned in 43 Jedox reviews.

Administrators can define and manage the reporting structure and access rights to each report 45 reviewers of Jedox have provided feedback on this feature.

Templates that can be used to create new reports without starting from scratch This feature was mentioned in 41 Jedox reviews.

As reported in 43 Jedox reviews. Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

Include most common financial KPIs such as gross and net profit margin, or working capital This feature was mentioned in 40 Jedox reviews.

Standard financial reports are provided out of the box 40 reviewers of Jedox have provided feedback on this feature.

Ability to analyze financial statements such as income statement and balance sheet This feature was mentioned in 42 Jedox reviews.

Users can drill down to the detail level of each transaction or financial entry 43 reviewers of Jedox have provided feedback on this feature.

As reported in 40 Jedox reviews. Dashboards can be customized to display different types of data from various sources

Users can modify standard financial KPIs and metrics This feature was mentioned in 39 Jedox reviews.

Based on 40 Jedox reviews. Allow users to edit reports and to combine multiple reports

A dedicated portal for external users with limited access to the system This feature was mentioned in 33 Jedox reviews.

As reported in 19 Jedox reviews. Monitors the financial performance of multiple entities

Based on 26 Jedox reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Based on 28 Jedox reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets.

Based on 30 Jedox reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution.

Provides ability to score accounts based on potential revenue to prioritize accordingly.

Provides ability to structure topline revenue goals.

Segment accounts based on ideal customer profile and business objectives.

Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

Forecast sales data for sales teams, individual reps, territories, or products.

Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.

Abilty to create and run "what-if" scenario modeling to inform business decisions.

Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.

Define territories to ensure optimized market coverage and allocate resources appropriately.

Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.

Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.

Design quota targets based on factors such as account size, rep performance, and pipeline needs.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

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

Works across multiple software systems or databases

Makes informed choices based on available data and objectives