Planning in Microsoft Dynamics 365 Finance, Qlik, Tableau, Salesforce, SAP and more

Planning directly in your familiar system environment

Whether Salesforce, SAP or Power BI: In the course of digitalization, companies increasingly rely on specialized software solutions. This often results in data silos that create numerous data exports and imports for planning. Jedox taps directly into these data sources and seamlessly integrates them for truly collaborative, unified planning and performance management.

Seamless solutions for your ecosystem

Add planning functionalities to existing BI, CRM and ERP solutions

Leverage Jedox’s many integration capabilities to use the solution as a single source of truth. For example, sales representatives are empowered to plan and forecast directly in Salesforce. Budget adjustments can be easily made based on data insights, and performance can be always monitored precisely. Actuals data from SAP can be integrated and plan data subsequently written back. Jedox also offers simple integration options for advanced data analysis in Power BI, Qlik, Tableau and other BI tools, which allows unified planning in a familiar environment.

Microsoft Power BI

With Jedox, plan, budget, forecast and analyze your business data directly in Power BI. Analyze a wide variety of scenarios with Jedox and map them quickly and easily in Power BI with the powerful visualization options.

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Microsoft Dynamics 365 Finance

Jedox EPM solutions for planning, budgeting, and forecasting fit neatly into the entire Microsoft ecosystem and are at the heart of the modern Office of Finance.

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Qlik

Are you using QlikView®/QlikSense® for data analysis, but still doing your planning with Excel or another tool not designed for planning? With Jedox seamless integration, you can accurately plan, budget and forecast directly in Qlik.

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Salesforce

Unify your data from CRM and other systems (ERP, accounting) with Jedox to plan sales, create more accurate budgets and forecasts, and set sales quotas. Seamlessly and directly integrated with Salesforce. Plan bottom-up and top-down and always keep an eye on sales performance vs plan.

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SAP

SAP excels at enterprise resource planning, data warehousing and business intelligence for enterprises the world over, but it is not designed to support highly targeted financial and cross-organizational planning. Jedox and integration partner Advanced Applications join SAP data with the Jedox platform to unite world-class ERP with world-class business planning..

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