Great product.
Updated November 26, 2025

Great product.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with IBM Planning Analytics

In our organization, we use IBM Planning Analytics to Set up numerous models with focus on FP&A and working with the AI Assistant.

Pros

  • Data management
  • Data Governance
  • Data security

Cons

  • Reporting
  • Can make it easier for a novice user.
  • A positive impact of using IBM Planning Analytics in our organization is better time to close forecast and budgets
Excel integration with PAfE.
In our experience, IBM Planning Analytics capabilities allowed us to have Better data models and predictive modeling, which we could not do before..

Do you think IBM Planning Analytics delivers good value for the price?

Yes

Are you happy with IBM Planning Analytics's feature set?

Yes

Did IBM Planning Analytics live up to sales and marketing promises?

Yes

Did implementation of IBM Planning Analytics go as expected?

Yes

Would you buy IBM Planning Analytics again?

Yes

I think I am likely to recommend IBM Planning Analytics to a colleague for Any data management or models IBM Planning Analytics out competes.

IBM Planning Analytics Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
7.6
Financial data consolidation
9
Journal entries and reports
9
Multi-currency management
9
Intercompany Eliminations
5
Minority Ownership
5
Local and consolidated reporting
8
Detailed Audit Trails
8
7.8
Financial Statement Reporting
7
Management Reporting
8
Excel-based Reporting
8
Automated board and financial reporting
8
7.8
Personalized dashboards
8
Color-coded scorecards
7
KPIs
9
Cost and profitability analysis
8
Key Performance Indicator setting
7
Benchmarking with external data
8
9.7
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
9
9.0
Pixel Perfect reports
9
Customizable dashboards
9
Report Formatting Templates
9
7.8
Drill-down analysis
8
Formatting capabilities
8
Integration with R or other statistical packages
8
Report sharing and collaboration
7
8.0
Publish to Web
8
Publish to PDF
8
Report Versioning
8
Report Delivery Scheduling
8
6.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
8
Predictive Analytics
3
7.6
Multi-User Support (named login)
8
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
7
Report-Level Access Control
8
Single Sign-On (SSO)
7
5.0
Responsive Design for Web Access
Not Rated
Mobile Application
5
Dashboard / Report / Visualization Interactivity on Mobile
5

Using IBM Planning Analytics

ProsCons
Like to use
Relatively simple
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Difficult to use
  • IBM Planning Analytics (built on TM1) offers a rich set of rule functions that make complex calculations elegant and reusable.
  • TI processes are powerful for automation and data integration
  • Planning Analytics Workspace (PAW) Features
  • Excel Integration (PAfE)
  • AI enablement to expand on would require knowledge of other data sources and Python.
  • Reporting would require MDX knowlege to create advanced reporting.
Yes, but I don't use it

Comments

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