This screen shows the responses to a single question in The Planning Survey. You can choose the question in the dropdown box in the top left corner of the report. The filters to the left of the screen can be used to modify the chart.
N = 988
The KPI Dashboard allows you to compare product results by criteria (KPIs). For each KPI, values are shown for all the products in the peer group selected in the peer group filter. The peer group average is displayed as a orange bar. All products displayed above the orange bar are above average in the peer group, and those below the yellow bar are below average. At the top of the charts, you can choose which KPI and peer group to analyze.
This report shows a summary of the KPI results for a single product. The dashboard displays the results for aggregated KPIs in bold and the root KPIs in regular. Simply select a peer group and product in the filters at the top of the screen. The product filter will only display the products in the selected peer group. The peer group filter will only display the peer groups in which the selected product appears.
This screen allows you to make your own short list of products and compare them directly against each other based on multiple criteria. First select a peer group that you want as the basis for the product comparison in the filter. Then select the relevant criteria (KPIs). Multiple KPIs can be selected in this filter. Finally select the products you wish to compare.
The Planning Survey Analyzer web app is an interactive tool that enables you to perform your own custom analysis of The Planning Survey data. The app contains results from all the questions asked in The Planning Survey 22. Product-related results based on a series of important criteria (known here as KPIs – Key Performance Indicators) are also available to view.
| Abbreviation | Question | |
|---|---|---|
| Demographics: Country | In which country are you located? | |
| Demographics: Department | Which department do you work in? | |
| Demographics: Industry | Which of the following best describes your organization's industry sector? | |
| Demographics: Number of product users | Number of planning product users | |
| Demographics: Number of planning users | Number of planning users | |
| Demographics: Number of employees | How many employees are there in your entire organization? | |
| Demographics: Percentage of planning users | Percentage of planning users in company | |
| Demographics: Position | What position do you hold within the company? | |
| Demographics: Region | Region | |
| Selection: Acquired products | Which products has your organization acquired? | |
| Selection: Chosen product | With which product are you most familiar? | |
| Selection: Evaluated products | Which products has your organization evaluated? | |
| Selection: Reasons to buy | Why was the product chosen? | |
| Selection: Selection type | Did your organization conduct a formal product selection? | |
| Implementation: Admin satisfaction (technical) | How would you rate the level of administrator satisfaction with the implementation of technical aspects of your project? | |
| Implementation: Project length | How long did it take to implement the planning software? | |
| Implementation: Project on-budget | How would you rate the level of satisfaction with the completion of the project within the budget originally specified? | |
| Implementation: Project on-time | How would you rate the level of satisfaction with the completion of the project within the timeframe originally specified? | |
| Implementation: User satisfaction | How would you rate the level of user satisfaction with the implementation of your project? | |
| Product: Application age | When did your company start using the product? | |
| Product: Implementer support | How would you rate the level of support provided by the implementer? | |
| Product: Price-to-value | How would you rate the price-to-value of your planning product? | |
| Product: Recommendation | Would you recommend others to buy your planning product? | |
| Product: Satisfaction | To what degree are you satisfied with your planning tool? | |
| Product: Usage problems | What, if any, are the most serious problems in the use of your product? | |
| Product: Vendor support | How would you rate the level of support provided by the vendor? | |
| Product characteristics: Coverage of additional reporting/analysis requirements | How would you rate your product's coverage of additional reporting/analysis requirements? | |
| Product characteristics: Coverage of planning-specific requirements | How would you rate your product's coverage of planning-specific requirements? | |
| Product characteristics: Data integration from and interfaces to source systems | How would you rate your product in terms of data integration from and interfaces to source systems? | |
| Product characteristics: Ease of use for developers of planning applications | How would you rate your product's ease of use for developers of planning applications? | |
| Product characteristics: Ease of use for planners | How would you rate your product's ease of use for planners? | |
| Product characteristics: Functionality for doing forecasts | How would you rate your product's functionality for doing forecasts? | |
| Product characteristics: Functionality for simulations | How would you rate your product's functionality for simulations? | |
| Product characteristics: Functionality for plan data entry | How would you rate your product's functionality for plan data entry? | |
| Product characteristics: Legal consolidation | How would you rate your product's legal consolidation functionality? | |
| Product characteristics: Predefined planning content | How would you rate your product's predefined planning content? | |
| Product characteristics: Workflow functionality | How would you rate your product's workflow functionality? | |
| Sales experience: General behavior | How would you rate the vendor's general conduct during the purchasing process? | |
| Sales experience: Industry knowledge | How would you rate the vendor's understanding of your industry-specific requirements during the purchasing process? | |
| Sales experience: Marketing/sales promises | How would you rate the vendor's ability to keep their marketing/sales promises? | |
| Sales experience: Pricing/contract flexibility | How flexible was the vendor in terms of pricing and contract? | |
| Sales experience: Product evaluation | How would you rate your experience with the vendor when evaluating the product and during contract negotiation? | |
| Sales experience: Understanding of needs | How would you rate the vendor's ability to understand your organization's needs? | |
| Sales experience: Vendor responsiveness | How timely and thorough were the vendor's responses to product-related and technical questions you had? | |
| Planning tasks: Budgeting | Do you use or plan to use your product for budgeting? | |
| Planning tasks: Financial planning | Do you use or plan to use your product for financial planning? | |
| Planning tasks: Forecasting | Do you use or plan to use your product for forecasting? | |
| Planning tasks: Operational planning | Do you use or plan to use your product for operational planning? | |
| Planning tasks: Strategic planning | Do you use or plan to use your product for strategic planning? | |
| Tasks: Ad hoc query and reporting | Do you use or plan to use your product for ad hoc query and reporting? | |
| Tasks: Data analysis | Do you use or plan to use your product for data analysis? | |
| Tasks: Dashboards/Scorecards | Do you use or plan to use your product for dashboards/scorecards? | |
| Tasks: Financial consolidation | Do you use or plan to use your product for financial consolidation? | |
| Tasks: Standard/Enterprise reporting | Do you use or plan to use your product for standard/enterprise reporting? | |
| Benefits: Better quality of planning results | To what extent has the quality of your planning results improved? | |
| Benefits: Improved employee satisfaction | To what extent has your employee satisfaction improved? | |
| Benefits: Improved integration of financial with operational planning | To what extent has the integration of financial with operational planning improved? | |
| Benefits: Improved integration of planning with reporting/analysis | To what extent has the integration of planning with reporting/analysis improved? | |
| Benefits: Improved integration of strategic and operational planning | To what extent has the integration of strategic and operational planning improved? | |
| Benefits: Increased competitive advantage | To what extent has your competitive advantage improved? | |
| Benefits: Increased planning frequency | To what extent has your planning frequency improved? | |
| Benefits: Increased transparency of planning | To what extent has the transparency of planning increased? | |
| Benefits: More precise/detailed planning | To what extent has your planning become more precise/detailed? | |
| Benefits: Reduced costs | To what extent have you reduced costs? (IT or non-IT) | |
| Benefits: Reduced planning complexity | To what extent have you reduced planning complexity? | |
| Benefits: Reduced resource requirements for planning | To what extent have you reduced the resource requirements for planning? | |
| Benefits: Saved headcount | To what extent have you saved on headcount in business departments or IT? | |
| Use cases: Integration of different sub-budgets | Does your company integrate different sub-budgets? | |
| Use cases: Integration of planning with analytics | Does your company integrate planning with analytics? | |
| Use cases: Integration of strategic and operational plans | Does your company integrate strategic and operational plans? | |
| Use cases: Predefined planning content | Does your company use predefined planning content? | |
| Use cases: Predictive planning | Does your company use predictive planning? | |
| Use cases: Self-service planning | Does your company use self-service planning? | |
| Use cases: Simulation and analysis of scenarios | Does your company use simulation and analysis of scenarios? | |
| Use cases: Use of planning product in the cloud | Does your company use your planning product in the cloud? | |
| Use cases: Value driver-based planning | Does your company use value driver-based planning? | |
| Excel: Application age | When did your company start using Excel? | |
| Excel: Price-to-value | How would you rate the price-to-value of Excel? | |
| Excel: Problems | What, if any, are the most serious problems in the use of Excel? | |
| Excel: Reasons to buy | Why was Excel chosen? | |
| Excel: Recommendation | Would you recommend others to buy Excel? | |
| Excel: Satisfaction | To what degree are you satisfied with Excel? | |
| Excel product characteristics: Coverage of additional reporting/analysis requirements | How would you rate Excel's coverage of additional reporting/analysis requirements? | |
| Excel product characteristics: Coverage of planning specific requirements | How would you rate Excel's coverage of planning-specific requirements? | |
| Excel product characteristics: Data integration from and interfaces to source systems | How would you rate Excel in terms of data integration from and interfaces to source systems? | |
| Excel product characteristics: Ease of use for developers of planning applications | How would you rate Excel's ease of use for developers of planning applications? | |
| Excel product characteristics: Ease of use for planners | How would you rate the ease of use for planners of Excel? | |
| Excel product characteristics: Functionality for doing forecasts | How would you rate Excel's forecasting functionality? | |
| Excel product characteristics: Functionality for doing simulations | How would you rate Excel's functionality for doing simulations? | |
| Excel product characteristics: Functionality for plan data entry | How would you rate Excel's functionality for plan data entry? | |
| Excel product characteristics: Legal consolidation | How would you rate Excel's functionality for legal consolidation? | |
| Excel product characteristics: Predefined planning content | How would you rate the predefined planning content in Excel? | |
| Excel product characteristics: Workflow functionality | How would you rate the workflow functionality of Excel? | |
| Excel planning tasks: Budgeting | Do you use or plan to use Excel for budgeting? | |
| Excel planning tasks: Financial planning | Do you use or plan to use Excel for financial planning? | |
| Excel planning tasks: Forecasting | Do you use or plan to use Excel for forecasting? | |
| Excel planning tasks: Operational planning | Do you use or plan to use Excel for operational planning? | |
| Excel planning tasks: Strategic planning | Do you use or plan to use Excel for strategic planning? | |
| Excel tasks: Ad hoc query and reporting | Do you use or plan to use Excel for ad hoc query and reporting? | |
| Excel tasks: Data analysis | Do you use or plan to use Excel for data analysis? | |
| Excel tasks: Dashboards/Scorecards | Do you use or plan to use Excel for dashboards/scorecards? | |
| Excel tasks: Financial consolidation | Do you use or plan to use Excel for financial consolidation? | |
| Excel tasks: Standard/Enterprise reporting | Do you use or plan to use Excel for standard/enterprise reporting? | |
| Excel benefits: Better quality of planning results | To what extent has the quality of planning results improved? | |
| Excel benefits: Improved employee satisfaction | To what extent has your employee satisfaction improved? | |
| Excel benefits: Improved integration of financial with operational planning | To what extent has the integration of financial with operational planning improved? | |
| Excel benefits: Improved integration of planning with reporting/analysis | To what extent has the integration of planning with reporting/analysis improved? | |
| Excel benefits: Improved integration of strategic and operational planning | To what extent has the integration of strategic and operational planning improved? | |
| Excel benefits: Increased competitive advantage | To what extent has your competitive advantage improved? | |
| Excel benefits: Increased planning frequency | To what extent has the planning frequency improved? | |
| Excel benefits: Increased transparency of planning | To what extent has the transparency of planning increased? | |
| Excel benefits: More precise/detailed planning | To what extent has your planning become more precise/detailed? | |
| Excel benefits: Reduced costs | To what extent have you reduced costs? (IT or non-IT) | |
| Excel benefits: Reduced planning complexity | To what extent have you reduced your planning complexity? | |
| Excel benefits: Reduced resource requirements for planning | To what extent have you reduced resource requirements for planning? | |
| Excel benefits: Saved headcount | To what extent have you saved on headcount in business departments or IT? | |
| Excel use cases: Integration of different sub-budgets | Does your company integrate different sub-budgets? | |
| Excel use cases: Integration of planning with analytics | Does your company integrate planning with analytics? | |
| Excel use cases: Integration of strategic and operational plans | Does your company integrate strategic and operational plans? | |
| Excel use cases: Predefined planning content | Does your company use predefined planning content? | |
| Excel use cases: Predictive planning | Does your company use predictive planning? | |
| Excel use cases: Self-service planning | Does your company use self-service planning? | |
| Excel use cases: Simulation and analysis of scenarios | Does your company use simulation and analysis of scenarios? | |
| Excel use cases: Use of Excel in the cloud | Does your company use Excel in the cloud? | |
| Excel use cases: Value driver-based planning | Does your company use value driver-based planning? |
Operational planning-focused products flexibly support a wide range of individual sub-plans, such as sales and operations planning, HR planning, production planning and many more. Often, these products offer predefined planning solutions designed for particular applications.
Financial planning & consolidation-focused products are often standardized applications that support use cases such as financial planning (P&L, balance sheet, cash flow) and financial consolidation. Typically, these products offer built-in financial intelligence with predefined business rules for financial management.
Besides planning and performance management, BI and analytics-focused products also target use cases such as reporting, dashboarding, (ad hoc) analysis and advanced analytics.
Business software generalists have a broad product portfolio including most (or all) types of enterprise software for a variety of business requirements (e.g., ERP).
Performance management specialists are software vendors who focus solely on performance management and/or planning. Often, they have just one product in their portfolio.
Global vendors have a truly global sales and marketing reach. They are present worldwide, and their products are used all around the world.
Products in this peer group are typically (but not exclusively) used in small and midsize scenarios and/or departmental implementations with a moderate number of users.
Products in this peer group are typically (but not exclusively) used in large scenarios and/or enterprise-wide implementations with a large number of users.
| Product | Number of answers |
|---|---|
| Anaplan | 32 |
| Board | 50 |
| CCH Tagetik | 32 |
| CoPlanner | 43 |
| Corporate Planning | 38 |
| IBM Planning Analytics | 69 |
| insightsoftware IDL | 31 |
| Jedox | 51 |
| LucaNet | 30 |
| macs Software | 37 |
| OneStream | 31 |
| Oracle Cloud EPM | 32 |
| Prophix | 31 |
| SAP Analytics Cloud | 36 |
| SAP BPC | 30 |
| Serviceware Performance | 34 |
| Unit4 FP&A | 42 |
| Valsight | 49 |
| Workday Adaptive Planning | 46 |
| Aggregated KPIs | Root KPIs |
|---|---|
| Business Value | Business Benefits |
| Project Success | |
| Project Length | |
| Customer Satisfaction | Price to Value |
| Recommendation | |
| Vendor Support | |
| Implementer Support | |
| Product Satisfaction | |
| Functionality | Predefined Connectors | Data Integration |
| Planning Content | |
| Planning Functionality | |
| Workflow | |
| Forecasting | |
| Simulation | Reporting/Analysis |
| Financial Consolidation | |
| Customer Experience | Self-Service |
| Flexibility | |
| Ease of Use | |
| Performance Satisfaction | |
| Sales Experience | |
| Innovation | Cloud Planning |
| Driver-Based Planning | |
| Predictive Planning | |
| Competitiveness | Considered for Purchase |
| Competitive Win Rate |
| KPI | Short explanation |
|---|---|
| Business Benefits | This KPI is based on the achievement level of a variety of business benefits. |
| Project Success | This KPI is based on the implementation satisfaction level and the frequency of projects completed on time and on budget. |
| Project Length | This KPI is based on how quickly the product is implemented. |
| Business Value | This KPI combines the Business Benefits, Project Success and Project Length KPIs. |
| Price to Value | This KPI is based on how users rate their software in terms of price-to-value ratio. |
| Recommendation | This KPI is based on the proportion of users that say they would recommend the product to others. |
| Vendor Support | This KPI measures user satisfaction with the level of vendor support provided for the product. |
| Implementer Support | This KPI measures user satisfaction with the level of the implementer’s support for the product. |
| Product Satisfaction | This KPI is based on the level of satisfaction with the product. |
| Customer Satisfaction | This KPI combines the Price to Value, Recommendation, Vendor Support, Implementer Support and Product Satisfaction KPIs. |
| Predefined Connectors | This KPI is based on how often the product was chosen for its predefined data connection to systems in use, and on the frequency of complaints about being unable to access data from source systems. |
| Data Integration | This KPI measures user ratings of the product’s data integration functionality. |
| Planning Content | This KPI measures user ratings of the predefined planning content available with the product. |
| Planning Functionality | This KPI measures user ratings of the product’s coverage of planning-specific requirements. |
| Workflow | This KPI measures user ratings of the product‘s workflow functionality. |
| Forecasting | This KPI measures user ratings of the product’s forecasting functionality. |
| Simulation | This KPI measures user ratings of the product’s simulation functionality. |
| Reporting/Analysis | This KPI measures user ratings of the product’s coverage of reporting/analysis requirements. |
| Financial Consolidation | This KPI is based on how respondents rate the product’s functionality to support legal consolidation (e.g., according to IFRS). |
| Functionality | This KPI combines the Predefined Connectors, Data Integration, Planning Content, Planning Functionality, Workflow, Forecasting, Simulation, Reporting/Analysis and Financial Consolidation KPIs. |
| Self-Service | This KPI measures user satisfaction with the on-screen guidance the software offers to users. |
| Flexibility | This KPI is based on how often the product was chosen for its flexibility, and on the frequency of complaints about user flexibility post-implementation. |
| Ease of Use | This KPI is based on how often the product was chosen for its ease of use, and on the level of complaints about ease of use post-implementation. |
| Performance Satisfaction | This KPI measures the frequency of complaints about the system’s performance. |
| Sales Experience | This KPI is based on how respondents rate the sales/purchasing experience with the vendor. | Customer Experience | Combines the Self-Service, Flexibility, Ease of Use, Performance Satisfaction and Sales Experience KPIs. |
| Cloud Planning | This KPI is based on the proportion of survey respondents that currently use planning products in the cloud. |
| Driver-Based Planning | This KPI is based on the proportion of survey respondents that currently use value driver-based planning. |
| Predictive Planning | This KPI is based on the proportion of survey respondents that currently use predictive planning and forecasting. |
| Innovation | This KPI combines the Cloud Planning,Driver-Based Planning and Predictive Planning KPIs. |
| Considered for Purchase | This KPI is based on whether respondents considered purchasing the product. |
| Competitive Win Rate | This KPI is based on the percentage of wins in competitive evaluations. |
| Competitiveness | This KPI combines the Considered for Purchase and Competitive Win Rate KPIs. |