Jedox Planning for Salesforce

Smart Budgeting, Forecasting and Quota-Setting in Salesforce Lightning

Jedox + Salesforce = Seamless Sales Planning

Speed-up Budgeting, Forecasting and Quota Setting in Salesforce

Jedox Planning for Salesforce, the app for smart budgeting, forecasting and quota setting is available on AppExchange. The powerful app enables customers to accelerate top-down and bottom-up budgeting thanks to the multi-dimensional Jedox planning engine optimized for Salesforce Lightning:

  • Multi-dimensional planning on any level or hierarchy
  • Multi-step approval workflow
  • Copy values from previous period, percentage increase, splashing and more

Align Sales, finance and the rest of the business with integrated planning

Sales managers align budgets and forecasts with finance and other lines of business increasing transparency and integrating plans across the organization:

  • Common data foundation
  • Integrate the sales plan with financial and operational plans
  • Optimized for use with Excel
  • Connect additional data sources e.g. ERP etc.

Set quotas and track sales performance. Stay on top of key account revenue and other deals

Jedox Planning for Salesforce makes it easy to set and adjust quotas for sales reps directly in Salesforce and track actual performance against plan:

  • Set & edit quotas
  • Compare actual, plan & forecast
  • Update forecast with latest data
  • Analyze gap to target