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.
Join 2900+ companies using Jedox, a Leader in the 2024 Gartner® Magic Quadrant for Financial Planning Software
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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.

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.

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.

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.

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.

What it’s like to work with Jedox

Organizations of all sizes trust Jedox to model any scenario, integrate data from any source, and simplify cross-organizational plans.

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WISCO accelerates planning for finance and sales with powerful integration

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Fresh food sales planning on a day-to-day basis for Andros

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Asambeauty achieves accurate sales forecasting for multichannel strategy

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EZ-Link completes forecasting process 6x faster

FAQ

Frequently
asked
questions

Jedox FP&A software stands out due to its seamless integration with existing systems, flexible customization, and its ability to unify budgeting, analysis, forecasting, and reporting into a single source of truth (SSOT). It also creates a digital business twin, a dynamic replica of your business model that enables scenario modeling and key driver analysis for more accurate, data-driven decision-making. With AI-powered tools and real-time collaboration, Jedox helps Finance teams plan smarter and adapt faster.

Jedox offers flexible pricing based on user roles, modules, and deployment needs. Pricing is tailored to your organization’s size and complexity. Contact us for a personalized quote that aligns with your business requirements.

Yes, Jedox is designed to support businesses of all sizes, from mid-sized organizations to large enterprises, and serves a wide range of industries. We currently have 2900+ customers in over 30 industries. Its scalable and customizable platform meets the unique needs of various sectors and financial and operational complexities.

Yes, Jedox offers free personalized demos which allow you to explore the platform’s features, see your use cases in action, and ensure it’s the right fit for your organization.

No, Jedox is built for Finance professionals with an intuitive, Excel-like interface that ensures a familiar experience. AI-supported forecasting, drag-and-drop reporting, and interactive dashboards make budgeting and planning more efficient. With minimal training, your team can automate tasks, gain deeper insights, and focus on strategic decision-making—without relying on technical support. Plus, our comprehensive training and support resources ensure a smooth onboarding process.

Jedox enables seamless collaboration with its centralized platform and Jedox Workflow, which streamlines budgeting, forecasting, and reporting. Teams can assign tasks, set due dates, and track progress with color-coded stages. Automated notifications keep users informed of task updates, reviews, and approvals, while the “My Workflow Activities” report provides a clear view of assignments. Customizable review processes and role-based access controls ensure secure, efficient, and transparent teamwork across departments.

Jedox leverages AI-powered predictive forecasting to analyze historical data, identify trends, and generate accurate projections. Scenario modeling enables teams to simulate unlimited driver-based situations, making informed decisions even in dynamic conditions.

Jedox is built with enterprise-grade security and adheres to global compliance standards, including ISO 9001, ISO 27001, ISO 27017, SOC 2 Type 2, CSA Star Level 1, and CSA Star Level 2—with annual audits conducted by independent third-party organizations. Robust encryption, role-based access controls, and GDPR compliance safeguard data, ensuring that only authorized personnel can access critical information.

Implementation are generally measured in weeks, depending on your organization’s size and complexity. Jedox offers comprehensive educational resources, including training videos, Jedox Academy, and an extensive knowledge base. Our customer success team is always available to provide support during and after implementation.

Organizations that implement Jedox often see measurable ROI through reduced manual effort, improved forecast accuracy, faster decision-making processes, and overall effectiveness of the organization. Feel free to explore our customer success stories to demonstrate the potential benefits.

Yes, Jedox seamlessly integrates with a wide range of ERP, CRM, BI, HCM, and supply chain systems, ensuring smooth data flow across your existing infrastructure. The Jedox Integrator, a powerful ETL tool, allows both technical and non-technical users to connect cloud and on-premises data sources, automate data workflows, and eliminate manual data migration. With pre-built API connectors for SAP ERP, SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, Salesforce, Tableau, Power BI, and more, Jedox ensures a streamlined integration process that enhances efficiency and data accuracy.

Schedule a customized demo today