IBM Planning Analytics Review
October 23, 2025

IBM Planning Analytics Review

Swati Sapna | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with IBM Planning Analytics

We use IBM Planning Analytics for creating clear budget for our organisation so that we can reach our future goals without much casualities. The software also help us in doing financial forecasts for our business and also it gives a platform to collaborate with different departments by taking their inputs in our upcoming projects so that best utilisation of resources can happen.

Pros

  • The platform help us and doing proactive plannings and forecasting for our business according to the current market dynamics
  • The software provides us consolidation of financial data from different sources to our finance team
  • The software also help us in doing the sales planning and understand the operational challenge that our team face on a daily basis

Cons

  • The main challenge with IBM Planning Analytics is its installation which takes multiple complex configuration challenge and training
  • Sometimes the software shows performance lagging issue whenever a large and variety of data inputs are given
  • Also I have faced from challenges during software integration with Microsoft and Google sheets which was very important for us
  • The software has helped our finance team in minimising the manual data entry by more than 80% and focus more on holistic data analysis and business strategies
  • The overall time in doing annual budget in was around 90 days before but now we are able to do it only in 45 days
  • The software help us in understanding real time marketing dynamics and take decisions accordingly
IBM Planning Analytics have enhanced system reliability and also the overall down time of this software is much lesser than earlier tools that we used for the same work before this software. It helps us in saving a lot of time and do critical planning during the peak periods of business like holidays and festivals
The software has helped us in doing operations more efficiently also the overall time that we used to take for taking even small decisions and doing all the forecasting and planning for our business has been also minimised by more than 50% after installing IBM Planning Analytics in our organization

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?

I wasn't involved with the selection/purchase process

Did implementation of IBM Planning Analytics go as expected?

Yes

Would you buy IBM Planning Analytics again?

Yes

IBM Planning Analytics is definitely made for understanding our business better and give it the best possible resources and for doing detailed discussions regarding the challenges of all departments of our business like sales, operations, finances etc and it helps in making appropriate decisions so that the growth of business can happen properly and this is only done with the help of IBM Planning Analytics.

IBM Planning Analytics Feature Ratings

8.8
Long-term financial planning
9
Financial budgeting
8
Forecasting
8
Scenario modeling
10
Management reporting
9
9.0
Financial data consolidation
10
Journal entries and reports
8
Multi-currency management
9
Intercompany Eliminations
9
Minority Ownership
8
Local and consolidated reporting
10
Detailed Audit Trails
9
8.8
Financial Statement Reporting
10
Management Reporting
7
Excel-based Reporting
10
Automated board and financial reporting
8
XBRL support for regulatory filing
9
9.0
Personalized dashboards
9
Color-coded scorecards
9
KPIs
9
Cost and profitability analysis
9
Key Performance Indicator setting
9
Benchmarking with external data
9
8.3
Flat file integration
8
Excel data integration
9
Direct links to 3rd-party data sources
8
8.7
Pixel Perfect reports
8
Customizable dashboards
9
Report Formatting Templates
9
9.0
Drill-down analysis
9
Formatting capabilities
9
Integration with R or other statistical packages
9
Report sharing and collaboration
9
9.0
Publish to Web
8
Publish to PDF
9
Report Versioning
9
Report Delivery Scheduling
10
9.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
10
Predictive Analytics
8
Pattern Recognition and Data Mining
9
8.4
Multi-User Support (named login)
8
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
8
Single Sign-On (SSO)
8
9.0
Responsive Design for Web Access
9
Mobile Application
9
Dashboard / Report / Visualization Interactivity on Mobile
9

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