IBM Planning Analytics is a Game Changer
October 09, 2025

IBM Planning Analytics is a Game Changer

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with IBM Planning Analytics

We use IBM Planning Analytics for GL Actuals reporting as well as our financial forecasting/planning process. Since our upgrade from TM1 to IBM Planning Analytics, we are now leveraging it more for Actuals vs. Forecast analysis.

Pros

  • Multi-dimensional reporting
  • Actual vs. Plan views
  • Custom views

Cons

  • AI embedded in the IBM Planning Analytics Excel version instead of only PAW
  • Time savings automating a lot of excel work
  • Increased speed to close monthly financials
Multidimensional analysis, PAW reporting, report collaboration and sharing.
Send mobile friendly financial reports

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

Very well suited for GL Reporting and Planning at a multidimensional level. Well suited for a complex organization made up of multiple regions, cost centers, P&Ls, etc.

IBM Planning Analytics Feature Ratings

8.0
Long-term financial planning
7
Financial budgeting
8
Forecasting
9
Scenario modeling
8
Management reporting
8
7.3
Financial data consolidation
8
Journal entries and reports
6
Multi-currency management
6
Intercompany Eliminations
7
Minority Ownership
7
Local and consolidated reporting
8
Detailed Audit Trails
9
8.6
Financial Statement Reporting
9
Management Reporting
8
Excel-based Reporting
10
Automated board and financial reporting
8
XBRL support for regulatory filing
8
7.7
Personalized dashboards
8
Color-coded scorecards
8
KPIs
7
Cost and profitability analysis
8
Key Performance Indicator setting
8
Benchmarking with external data
7
8.7
Flat file integration
8
Excel data integration
10
Direct links to 3rd-party data sources
8
8.0
Pixel Perfect reports
Not Rated
Customizable dashboards
8
Report Formatting Templates
8
8.7
Drill-down analysis
10
Formatting capabilities
8
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
8
8.8
Publish to Web
9
Publish to PDF
9
Report Versioning
9
Report Delivery Scheduling
8
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
Pattern Recognition and Data Mining
Not Rated
9.2
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
9
Single Sign-On (SSO)
10
7.7
Responsive Design for Web Access
8
Mobile Application
7
Dashboard / Report / Visualization Interactivity on Mobile
8

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