Revenue Planning Software

Empower your business with agile Revenue Planning Software

  • Benefit from simple, streamlined, and strategic revenue planning
  • Create workflow-supported sales budgets, forecasts, and scenario analyses
  • Use advanced capabilities for planning across different revenue types
Visualization of revenue forecast creation at the push of a button.
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Join +2,900 companies using the Jedox platform
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Strategic planning out of the box

Leave inconsistent, time-consuming revenue planning behind. Today’s volatile business environment requires agility and flexibility – benefit from adaptable software that provides exactly that. Easily create more precise forecasts on a monthly, bi-weekly, or weekly basis instead of a quarterly basis. Jedox automatically provides reliable, accurate data for all planning, modeling, and forecasting purposes. It integrates with existing systems and applications – from financial systems to any ERP or CRM. Look into the most granular details of sales and demand planning, down to the product, region, and customer level.

Easily compare different perspectives and identify key business drivers through AI and Machine Learning. Use AIssisted™ Planning to benefit from finance automation or create a digital twin of your organization – a playground for identifying accelerators of business growth.

The Jedox Excel Add-in and pre-built models for revenue and sales planning foster fast adoption and quick time-to-value.

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Precision forecasting made easy

Gain maximum efficiency and accuracy, and benefit from substantial time savings across your planning processes. The intuitive interface and the powerful modeling tools of Jedox allow you to respond quickly to market dynamics. Create forecasts on the spot to gain valuable insights whenever situations change, enabling you to respond faster and more accurately. Jedox offers capabilities that are easy to use without extensive training or customizations.

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Encourage cross-functional collaboration

Because it taps into many systems, Jedox automatically provides accurate, reliable real-time data and streamlines all your reporting processes. With data-driven insights and a shared language, alignment across sales, finance, operations, and leadership is easy – your entire organization becomes part of the revenue planning process.

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Make the right strategic decisions

Take the guesswork out of your decision-making: Use the pre-built, best-practice planning models to project the potential impact of market, pricing, and other changes before they happen. See how different factors could affect revenue by creating “what-if” scenarios that deliver granular insights, down to the product, region, or customer level.

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Achieve better financial outcomes

Jedox connects all departments by integrating with any system. There are pre-built integrators for many ERP and CRM systems like SAP, Microsoft Dynamics, and Salesforce, and it’s easy to create custom integrations for any other system used within your organization.

Visualize and compare scenarios to find out how to optimize sales and foster revenue growth – with AIssisted™ Planning. Evaluate the potential success of a new product before it is launched, and safely experiment with key business drivers to determine the measures that will lead to greater financial success.

Experience the Jedox difference

Leverage Jedox expertise and partner network to start your digital transformation today

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Within a three-month time period, from signature to go-live, we transformed the way the financials for the company are structured and presented.

Charlie Gaddis
Chief Financial Officer
Libra Industries

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One unified sales platform delivers insight to 2,500 users
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Mantrac reduces time spent on repetitive data integration tasks by 75%
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From 1,000+ spreadsheets to a unified platform
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smart Europe uses Jedox for flexible corporate management
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3x more frequent forecasting, 10x faster scenario analysis, and accelerated budgeting processes
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Mitsui increases forecast accuracy with AI and Predictive Analytics
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We hope to take it from not just being Finance, but also Sales, Operations, and Manufacturing. So, we’re going to incorporate the whole company into our Jedox solution.

Matt Dunn
FP&A Manager
Churchill China

FAQ

Frequently asked questions

Revenue planning software helps organizations create sales budgets, forecasts, and scenarios using financial and operational drivers that influence future revenue. It helps teams understand what’s driving expected performance and adjust revenue plans as business conditions change.
Jedox supports revenue planning at granular levels such as product, region, and customer. This helps teams understand where expected growth is coming from, identify changes in key revenue drivers, and analyze performance at the level most relevant to the business.
Jedox supports agile forecasting processes that can be run monthly, bi-weekly, weekly, or when changing market conditions require a new outlook. More frequent updates help teams work with a current view of expected revenue rather than relying on a static annual forecast.
Teams can run “what-if” scenarios to understand how changes in pricing, market conditions, product mix, demand, and other key drivers could affect revenue. This helps decision-makers compare potential outcomes and evaluate different commercial strategies before updating the plan.
Jedox connects Finance and Sales through shared data, assumptions, and workflows, with integration into enterprise resource planning (ERP) and customer relationship management (CRM) systems. This helps teams align sales expectations with financial targets and maintain a more consistent view of future revenue.