[ Jedox Reviews ](https://www.g2.com/products/jedox/reviews) [ Jedox Reviews ](https://www.g2.com/products/jedox/reviews) # Jedox Features ##### ## Incentives (4) Badges Assigns achievement badges to high-performing employees based on pre-determined standards. Triggers Automatically recognizes achievements that should be added to the leaderboard. Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (4) Profiles Creates user profiles similar to social media pages that display private or public statuses and updates. Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Financial Insight (3) Budgeting Uses collected data to assist organizations in understanding what they can afford now, and in years to come. Forecasting Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. Planning Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. Show More ##### ## Data (4) Data Visualization Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. Data Analysis Scours data for actionable insights. Custom Reporting Allows users to customize their own reports according to business needs. Reporting Templates Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. Show More ##### ## Status Communication (4) Collaboration Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. Version Control Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. Real-Time Data Updates Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. Scorecards Displays and shares company performance data to increase transparency across the board. Show More ##### ## Budget Creation (6) Data Import 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 Versioning 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 What-If Test the potential financial impact of business decisions on revenues and expenses Budget Periods Users can customize standard budget periods (3, 9, or 12 months) Show More ##### ## Budget Management (3) Consolidation Consolidate multiple budgets from different departments or business entities Adjustments 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 Show More ##### ## Forecasting (5) Historical Data 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 Forecast Types Support multiple types of forecasts such as balance sheet and cash flow forecasts Rolling Forecasts Used to review and update budgeting assumptions for a predefined period (usually one year) AI Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns Show More ##### ## Analytics (3) Variance Analysis Project out as the year progresses to accommodate trends that affect key business drivers. Forecasts Comparison compare Income Statement, Balance Sheet, and Cash Flow for multiple periods Forward Looking Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data Show More ##### ## Data Management (3) Data Import Financial information can be imported from multiple sources such as spreadsheets, text files, or databases Data Consolidation Data from multiple systems can be centralized into a single repository Data Validation Financial data can be validated to avoid duplicates and errors Show More ##### ## Reporting Structure (3) Reporting Hierarchy Administrators can define and manage the reporting structure and access rights to each report Report Templates Templates that can be used to create new reports without starting from scratch Report Types Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date Show More ##### ## Standard Analytics (4) Standard KPIs Include most common financial KPIs such as gross and net profit margin, or working capital Standard Reports Standard financial reports are provided out of the box Financial Statements Ability to analyze financial statements such as income statement and balance sheet Drill Down Users can drill down to the detail level of each transaction or financial entry Show More ##### ## Custom Analytics (5) Dashboards Dashboards can be customized to display different types of data from various sources Custom KPIs Users can modify standard financial KPIs and metrics Custom Reports Allow users to edit reports and to combine multiple reports Self Service A dedicated portal for external users with limited access to the system Multiple Entities Monitors the financial performance of multiple entities Show More ##### ## Financial Planning (3) Extended Planning Analysis that creates business plans outside of finance, including sales, marketing, or HR. Reporting Reports on departmental KPI metrics measured against targets. Integration Consolidates planning processes across an organization into a single solution. Show More ##### ## Sales Performance Features - Sales Planning (7) Account Scoring Provides ability to score accounts based on potential revenue to prioritize accordingly. Revenue Planning Provides ability to structure topline revenue goals. Account Segmentation Segment accounts based on ideal customer profile and business objectives. Sales Performance Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. Sales Forecasting Forecast sales data for sales teams, individual reps, territories, or products. Integrations Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. Scenario Modeling Abilty to create and run "what-if" scenario modeling to inform business decisions. Show More ##### ## Territory Management - Sales Planning (2) Territory Management Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. Territory Planning Define territories to ensure optimized market coverage and allocate resources appropriately. Show More ##### ## Quota & Capacity Management - Sales Planning (3) Quota Management Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. Capacity Management Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. Quota Planning Design quota targets based on factors such as account size, rep performance, and pipeline needs. Show More ##### ## Agentic AI - Sales Planning (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - FP&A (Financial Planning & Analysis) (2) Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Budgeting and Forecasting (3) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Financial Analysis (2) Cross-system Integration Works across multiple software systems or databases Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![Vena](https://images.g2crowd.com/uploads/product/hd_favicon/1dfe2ea86a9d8b17089b0a950f659036/vena.svg "Vena") Vena 4.5/5 (469) ](https://www.g2.com/products/vena/reviews) [ ![Anaplan](https://images.g2crowd.com/uploads/product/hd_favicon/5cf128ff71aab2571ec196297196c5ca/anaplan.svg "Anaplan") Anaplan 4.6/5 (393) ](https://www.g2.com/products/anaplan/reviews) [ ![Board](https://images.g2crowd.com/uploads/product/hd_favicon/d866bc055ab812483ef95f687a2f594f/board.jpg "Board") Board 4.4/5 (300) ](https://www.g2.com/products/board/reviews) [ View All Alternatives ](https://www.g2.com/products/jedox/competitors/alternatives) Jedox Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_517cee48d5c61ab3a3a6863407369c44/anaplan.jpeg "Product Avatar Image") Anaplan 4.6/5 (458) [ Compare Now ](https://www.g2.com/compare/anaplan-vs-jedox) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_961b8734cf3a46b57c1e01b6a73f2f4b/board.jpg "Product Avatar Image") Board 4.4/5 (318) [ Compare Now ](https://www.g2.com/compare/board-vs-jedox) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1544cdcb7310b0a35f6d804df9007911/workday-adaptive-planning.png "Product Avatar Image") Workday Adaptive Planning 4.3/5 (307) [ Compare Now ](https://www.g2.com/compare/jedox-vs-workday-adaptive-planning) ##### Categories on G2 [ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management)[ Sales Planning ](https://www.g2.com/categories/sales-planning)[ FP&A (Financial Planning & Analysis) ](https://www.g2.com/categories/fp-a-financial-planning-analysis) [ Budgeting and Forecasting ](https://www.g2.com/categories/budgeting-and-forecasting)[ Financial Analysis ](https://www.g2.com/categories/financial-analysis) Show More ##### Explore More [ PR Firms in Boston ](https://www.g2.com/categories/pr-firms/locations/boston-ma-us)[ Microsoft 365 Reviews ](https://www.g2.com/products/microsoft365/reviews)[ Which is the best performance management solution for a mid-sized IT firm ](https://www.g2.com/discussions/which-is-the-best-performance-management-solution-for-a-mid-sized-it-firm) [ Best app for handling payroll effortlessly ](https://www.g2.com/discussions/what-s-the-best-app-for-handling-payroll-effortlessly)[ What platform offers advanced competitor tracking for local markets? ](https://www.g2.com/discussions/what-platform-offers-advanced-competitor-tracking-for-local-markets)[ Pros and Cons Details ](https://www.g2.com/products/jedox/reviews?qs=pros-and-cons) Show More [ PR Firms in Boston ](https://www.g2.com/categories/pr-firms/locations/boston-ma-us)[ Microsoft 365 Reviews ](https://www.g2.com/products/microsoft365/reviews)[ Which is the best performance management solution for a mid-sized IT firm ](https://www.g2.com/discussions/which-is-the-best-performance-management-solution-for-a-mid-sized-it-firm) [ Best app for handling payroll effortlessly ](https://www.g2.com/discussions/what-s-the-best-app-for-handling-payroll-effortlessly)[ What platform offers advanced competitor tracking for local markets? ](https://www.g2.com/discussions/what-platform-offers-advanced-competitor-tracking-for-local-markets)[ Pros and Cons Details ](https://www.g2.com/products/jedox/reviews?qs=pros-and-cons)