Kepion Features
Platform (8)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
Is accessible from a mobile device and by users on the go.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboards
Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Workforce Management Platform Features (10)
Labor Forecasting
Predict the number and types of employees necessary to meet anticipated demand to control labor costs.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Absence & Leave Management
Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.
Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
Succession Planning
Identify high performing employees with potential to be promoted with minimal development.
Workforce Analytics
Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.
Self-Service Capabilities
Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times.
Mobile Shift Scheduling
Managers and employees can create or claim available work shifts and receive notifications on their mobile device.
Team Communication
Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.
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.
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.
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.
Financial Insight (3)
Budgeting
Uses collected data to assist organizations in understanding what they can afford now, and in years to come. 10 reviewers of Kepion have provided feedback on this feature.
Forecasting
Based on 10 Kepion reviews. 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.
Data (4)
Data Visualization
Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. This feature was mentioned in 10 Kepion reviews.
Data Analysis
Based on 10 Kepion reviews. Scours data for actionable insights.
Custom Reporting
Based on 10 Kepion reviews. 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. 10 reviewers of Kepion have provided feedback on this feature.
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.
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.
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
Reporting
Provides users with automated reports and dashboards on all demand plans, and forecast KPIs
Segmentation analysis
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
Simulation
Allows users to create simulation scenarios with factors such as changed pricing
Historical Forecast
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)
Optimization
Plan and optimize resources effectively.
Supply Chain Planning
Create supply plans based on things such as predicted demand, capacity, and material availability
Logistics (3)
Warehouse Optimization
Plan warehouse activity to execute adjustments to sales and inventory targets
Inventory Targets
Establish inventory targets based on changes to the sales plan
Procurement Planning
Ability to figure out what products to buy and when to buy them.
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)
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
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
Planning (10)
Budgeting
Provide templates to create budgets for project or portfolio of projects.
Scope
Define the scope of the project to determine and document project goals.
Schedule
Create schedules for operations that need to be performed at each stage of the project.
Planning dashboard
Provides users with a planning dahsboard for real-time data
Capacity Planning
Allows users to ensure production capacity meets demand
Assortment Planning
Allows users to conduct demand planning for seasonal and intermittent demand
Business functions
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.
Comprehensive Planning
The system automatically accounts for data related to consumer demand and any planned network changes.
Workflow
Allows users to automate routine steps for demand planning or data preparation
Management (3)
Workflows
Include workflows to assign tasks, monitor work in progress, and for approvals.
Cost Control
Monitor spend and expenses at every phase of the project and compare with budgets.
Documents
Maintain a repository of documents related to the product, such as technical specifications or contracts
Collaboration (4)
Integrations
Allows users to integrate their demand planning software with ERP and SCM software
Multiple users
Allows multiple users to simultaneously input thier data online, offline or remotely
Forecast collaboration
Allows multiple stakeholders into planning data for increased visibility
Inventory collaboration
Allows users to have multi-tier visibility into current stock and purchase orders
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.
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.
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.
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.
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
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
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
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
Technology Glossary Features
View definitions of the features and discover new technology terms.
Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process.
Labor forecasting is the process of predicting future labor needs. Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy.



