Established in 2002, Jedox has grown into a team of more than 270 employees. The vendor serves over 2,500 clients in 140 countries worldwide through its headquarters in Freiburg, Germany, its seven international offices, and a network of 250 partners and global alliances. Besides implementers, the vendor has extended its technology partner network to include Qlik, Microsoft (Azure, Office, Power BI) and Salesforce.

The company’s flagship product is Jedox, a flexible CPM and analytics platform with planning, reporting, analysis and financial consolidation capabilities. The solution, which offers both an Excel client and web interface as front ends, was first launched in 2004. The Excel add-in is a classic spreadsheet interface combining well-known Excel functions with additional Jedox features. The web client has a browser-based spreadsheet interface – a type of Excel on the web – with additional functions. The underlying philosophy of Jedox Suite is to extend the familiar Excel environment with specific analytics functionality. The software can be run on-premises, in the cloud and also in hybrid scenarios (e.g., development on-premises and production in the cloud).

The product is aimed at business power users who create individual planning, reporting, analysis and financial consolidation applications. With the company’s own in-memory database, users have the advantage of a flexible multidimensional experience while staying in their familiar spreadsheet environment. However, tasks such as integrating data into Jedox OLAP Server using the vendor’s web-based Jedox Integrator product may require IT support. Trained business users can later take on responsibility for the administration and further development of Jedox applications. These applications can be published to large groups of users through Jedox Web and Jedox Mobile. Both centralized top-down and decentralized bottom-up planning scenarios can be implemented with Jedox. Furthermore, Jedox provides predefined content for various topics and industries created itself or by partners (e.g., for financial planning and management, financial consolidation and close, sales, HR, predictive forecasting and workflow management). This content is built on best practices and is available in Jedox’s own marketplace, which is integrated in the product.

Besides CPM functionality, Jedox offers good ad hoc reporting and OLAP analysis capabilities for business users. Reporting generally takes place in Excel using native Excel functionality, or in Jedox Web, which offers additional options for dynamic reporting and report distribution. Users can create reports, analyses and dashboards on the web from a spreadsheet interface closely resembling the functionality, look and feel of Excel. Both clients offer standard Excel charts for visualizing information as well as SUCCESS charts, which are compliant with the International Business Communication Standards (HICHERT®IBCS) for reporting.

In recent releases, the vendor has strengthened its cloud offering and has introduced its first automated AI features (AIsissted™ Planning), which are a strategic initiative for Jedox. AIsissted™ Planning is technically leveraging machine learning functionality in Microsoft Azure as a web service using Jedox Integrator to support planners in tasks such as predictive forecasting and pattern recognition (e.g., for clustering, classification). Jedox’s strategy is to create wizards and predefined models around the aforementioned technology stack to help business users to use AI-enabled and machine learning features for increased agility and augmented planning and forecasting.

User & Use Cases

Besides planning, customers mainly use Jedox for standard/enterprise reporting (90 percent), ad hoc query and reporting (85 percent), basic data analysis (77 percent) and dashboards/scorecards (72 percent). 49 percent of respondents plan to use it for advanced analysis in the future. Jedox targets companies of all sizes across all industries. 49 percent of our sample of Jedox customers come from mid-sized companies (100-2,500 employees) with a median of 48 users (including 25 using planning functionality), but the mean of 130 users (73 for planning) indicates there are also several larger implementations. 56 percent of Jedox users are planning users – a little below the survey average of 65 percent – reflecting the fact that Jedox is essentially an integrated tool with strong planning as well as analytics functionality.

Current vs. planned use (besides planning)


Percentage of employees using Jedox


Planning users (as a percentage of all users)


Total number of users per company


Planning users per company


Company size (number of employees)


Summary of Jedox highlights

With six top ranks and 30 leading positions in four different peer groups, Jedox once again achieves an excellent set of results in this year’s Planning Survey. Convincing ratings in numerous
important KPIs help to consolidate its position as a market-leading planning and analytics vendor.

Companies can benefit from using Jedox in terms of improved integration of planning with reporting/analysis, increased transparency of planning and reduced resource requirements for planning. Overall, these benefits lead for many customers to a better quality of planning results. 88 percent of Jedox users say they would definitely or probably recommend their planning product to other organizations. This result is a great indicator of customer satisfaction with the
vendor and its product.

Business value – Top-ranked

Peer Group: Global Vendors

Data integration – Top-ranked

Peer Group: Global Vendors

Peer Group: Global Vendors

Project length – Top-ranked

Peer Group: Global Vendors

Self-service – Top-ranked

Peer Group: Global Vendors

Want to see the whole picture?

BARC’s Vendor Performance Summary contains an overview of The Planning Survey results based on feedback from Jedox users, accompanied by expert analyst commentary.

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Planning Survey 20 Awards


Peer Groups BI-focused products, European vendors, Global Vendors, Solution-focused planning products
Number of responses49
Offices9 offices worldwide in Germany (HQ), France, United States, Australia and Singapore
Revenues (2019)Undisclosed

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Screenshots from Jedox

Quotes from the Planning Survey 20

80% of surveyed users have Jedox implemented in less than 6 months.
The Planning Survey 20
Projects with Jedox are usually quick in comparison to many of its local and global competitors.
The Planning Survey 20
71% of surveyed users use Jedox for self-service planning in business departments.
The Planning Survey 20
90% of surveyed users rate Jedox‘s functionality for data integration as excellent or good.
The Planning Survey 20
Flexibility for different planning approaches (top-down, bottom-up, combination of both), planning topics (e.g., sales, production, resources, financials) and aggregation levels (e.g., strategic as well as operational planning) is a key strength of Jedox.
The Planning Survey 20