Established in 2002, Jedox has grown into a team of 340 employees. The vendor serves 2,500 clients worldwide through its headquarters in Freiburg, Germany, its international offices, and a network of more than 250 partners and global alliances. Besides implementers, the vendor has a technology partner network including Salesforce and Tableau, Microsoft (Azure, Office, Power BI, Dynamics, etc.) and Qlik. In 2021, Jedox received $100+ million in investment from global venture capital and private equity firm Insight Partners alongside existing investments from Iris Capital, eCAPITAL and Wecken & Cie, to accelerate customer growth and increase its global footprint while enhancing its CPM platform.

The company’s flagship product is Jedox, a flexible CPM and analytics platform with planning, budgeting and forecasting, reporting, analysis and financial consolidation capabilities. The solution offers both an Excel client and web interface as front ends. 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 is to extend the familiar Excel environment with specific analytics functionality. The software is available in the cloud (leveraging Microsoft Azure or other cloud infrastructure providers), in private cloud environments and also on-premises.

The product is aimed at business power users who create individual CPM and analytics applications. With the product’s own in-memory database, users have the advantage of a flexible multidimensional experience while staying in their familiar spreadsheet environment. Jedox Integrator, a web-based ETL tool, enables customers to integrate data into Jedox OLAP Server. Moreover, additional connectors and integration solutions are available to access live Jedox data and reports from third-party systems via an OData interface (e.g., Salesforce CRM, Microsoft Power BI, Qlik). Trained business users can 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 prebuilt content for different topics and industries created itself or by partners (e.g., for integrated business planning, financial planning and analysis, sales performance management). This content is built on best practices and is available in Jedox’s own integrated marketplace.

Besides CPM functionality, Jedox offers reporting and analysis capabilities for business users. Reporting generally takes place in Excel using Excel’s own functionality, or in Jedox Web, which offers additional options for responsive content compilation in dashboards, dynamic reporting, data visualization and content 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 IBCS-compliant charts.

Since Jedox is an open CPM platform, it also integrates with existing BI and analytics infrastructures and ecosystems (e.g., Microsoft Power BI, Qlik and Tableau) and can extend these with the planning, budgeting and forecasting capabilities of Jedox.

AI and predictive analytics are strategic initiatives for Jedox. The vendor is continuously introducing AI features for automating data preparation, time series and driver-based predictions and scenarios as well as smart insights. Jedox AIssisted™ Planning is a wizard-based web service that is integrated in Jedox to support users with tasks such as predictive forecasting and offers insights into business drivers, data and connections.

User & Use Cases

57 percent of Jedox users are planning users – slightly below the survey average of 64 percent – reflecting the fact that Jedox is essentially an integrated tool with strong planning but also BI and analytics functionality. This is also reflected in its typical use cases. Customers leverage Jedox mainly for financial planning (78 percent) but also operational planning (63 percent). Here, planning takes place at different aggregation levels. Jedox is particularly used for budgeting (76 percent) and forecasting (55 percent).

Besides planning, customers mainly use Jedox for standard/enterprise reporting (71 percent), ad hoc query (71 percent), data analysis (69 percent) and dashboards/scorecards (56 percent). Many respondents plan to use it for strategic planning (52 percent) and financial consolidation (36 percent) in the future.

Jedox targets companies of all sizes across all industries. 63 percent of our sample of Jedox customers come from mid-sized companies (100-2,500 employees) with a median of 50 users (including 20 using planning functionality), but the mean of 79 users (42 for planning) indicates there are also several larger implementations.

Current vs. planned use (planning use cases)


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 18 top ranks and 84 leading positions across six different peer groups, Jedox once again achieves an outstanding 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 CPM platform. Companies can benefit from using Jedox in terms of increased transparency of planning, improved integration of planning with reporting/analysis and more precise/detailed planning. Overall, these benefits lead to a better quality of planning results for many customers. 93 percent of Jedox users say they would “definitely” or “probably” recommend their planning product to other organizations – a great indicator of customer satisfaction.

Business Value – Top-ranked

Peer group: Global Vendors

Price to Value – Top-ranked

Peer group: Global Vendors

Customer Satisfaction – Leader

Peer group: Global Vendors

Product Satisfaction – Leader

Peer group: Global Vendors

Net Promoter Score (NPS)

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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 22 Awards


Peer Groups BI & Analytics-Focused Products, Financial Planning & Consolidation-Focused Products, Global Vendors, Midsize/Departmental Implementations, Operational Planning-Focused Products, Performance Management Specialists
Number of responses51
OfficesOffices worldwide in Germany (HQ), France, United States, Australia, Singapore and United Arab Emirates

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Quotes from the Planning Survey 22

What you can imagine, you can build.
CIO/Head of IT, utilities industry
The ROI for the implementation was seen almost immediately by reducing our planning process exponentially.
Project Manger for departmental BI, retail/wholesale industry
The support from sales to consulting to technical support is outstanding.
CIO/Head of IT, utilities industry
Flexibility and agility is great and the replication between our different systems is seamless.
CIO/Head of IT, utilities industry
A highly customer-centric company with the best intentions of solving the problems of their users.
Head of business department, telecommunications industry