IBM Planning Analytics

Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.

Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

Ability to format output e.g. conditional formatting, lines, headers, footers.

Integration with the open-source R predictive modeling environment.

Report sharing and collaboration is the ability to easily share reports with others.

Report versioning is the assignment of version numbers to each version of a report to help in tracking.

Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.

Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.

Location analytics is the visualization of geographical or spatial data.

Predictive Analytics is the ability to build forecasting models based on existing data sets.

Pattern recognition and data mining mean the ability to recognize hidden patterns in large quantities of data.

Named model access means that users have access based on name and password.

Role-based access means that access to data is determined by job or position in the corporation.

Multiple access permission levels means that different levels of users have different rights.

Report-level access control means that the type of report determines who has access to it.

Allows users to use one set of login credentials to access multiple applications

Web design aimed at producing easy-to-read sites across a range of different devices.

A dedicated app for iOS and/or Android.

In-app dashboard reports and data visualization.

3-5 year financial plan with cashflow.

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Combining actuals and budgets, rolling forecasts, driver-based models.

Financial or operational modeling of alternate future states and planning for each.

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.

Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.

Ability to handle foreign currency conversions during consolidation.

Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.

Consolidate financials full or partial ownership of subsidiaries, equity pick-up.

Ability to report against individual business entities and the consolidated umbrella entity.

Tracing changes to data and processes that were run.

Creation and production of balance sheets, income statements, cash flows, other schedules

Tools facilitating creation of internal ad hoc or standard reports.

Ad hoc or formatted reports using MS Excel.

Tools to help automate creation of regulatory reports such as SEC filings and board books.

Support for the XBRL standard reporting format for exchanging financial data.

Create custom dashboards and reports without the help of IT or administrators.

Track and analyze performances with interactive, color-coded balanced scorecards.

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis provides data for business decision making.

Ability to set key performance indicators for measuring progress towards goals.

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Integration of flat files like text documents and comma separated files

Ability to integrate directly with Excel data.

Integration with external applications like ERP, CRM, HCM