Founded in 2002, Jedox has grown into a team of more than 500 employees. The vendor serves over 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 Microsoft (Azure, Office, Power BI, Teams, Dynamics etc.), Salesforce/Tableau and Qlik. To accelerate customer growth and increase the company’s global footprint while enhancing its CPM platform, Jedox works together with several global investment partners.

The company’s flagship product is Jedox, a flexible CPM and analytics platform with planning, budgeting and forecasting, reporting, dashboarding, 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 that require collaboration and data input from across the business. Leveraging the product’s own in-memory database, users have 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. It comes with many prebuilt connection types including an SAP Connector. 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 various topics and industries created itself or by partners (e.g., for integrated business planning, financial planning and analysis, sales performance management, workforce planning, ESG). 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 and advanced charts for visualizing information as well as IBCS-compliant charts. In recent releases, Jedox has improved the platform’s end user experience for report consumption and the report building experience for content creators. Since Jedox is an open CPM platform, it also integrates with existing BI and analytics infrastructures and ecosystems and can extend these with its planning, budgeting and forecasting capabilities (e.g., Microsoft Power BI, Qlik and Tableau).

AI and predictive analytics are strategic initiatives for Jedox. The vendor is continuously introducing AI features to automate data preparation and classification, 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 time series predictive forecasting, cluster analysis, and offers insights into business drivers, data and connections.

User & Use Cases

73 percent of Jedox users are planning users – above the survey average of 69 percent – reflecting the fact that Jedox is essentially an integrated platform with strong planning but also BI and analytics functionality. This is also born out in its typical use cases. Customers leverage Jedox mainly for operational planning (61 percent) but also financial planning (60 percent). Here, planning takes place at different aggregation levels. Jedox is used for budgeting (79 percent), forecasting (47 percent) and strategic planning (35 percent). Besides planning, customers mainly use it for standard/enterprise reporting (68 percent), ad hoc query (55 percent), analysis (45 percent) and dashboards/BI applications (43 percent). Many respondents also plan to use it for strategic planning (51 percent), group consolidation (45 percent) and dashboards/BI applications (41 percent) in the future.

Jedox targets companies of all sizes across all industries. 58 percent of our sample of Jedox customers come from mid-sized companies (100-2,500 employees) with a median of 30 users (including 20 using planning functionality), but the mean of 66 users (50 for planning) indicates there are also several larger implementations.

Current vs. planned use (planning use cases)


Current vs. planned use (besides planning)


Total number of users per company


Planning users per company


Percentage of employees using Jedox


Planning users (as a percentage of all users)


Company size (number of employees)


Versions used


Summary of Jedox highlights

With 20 top ranks and 41 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 that delivers considerable benefits to its customers. Companies can benefit from using Jedox in terms of increased transparency of planning, more precise/detailed planning and improved integration of planning with BI/analytics. 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 strong result and a great indicator of customer satisfaction with the vendor and its product.

Business Benefits – Top-ranked

Peer group: Global Vendors

Ease of Use – Top-ranked

Peer group: BI & Analytics-Focused Products

Functionality – Top-ranked

Peer group: BI & Analytics-Focused Products

Product Satisfaction – Top-ranked

Peer group: BI & Analytics-Focused Products

Simulation – Top-ranked

Peer group: BI & Analytics-Focused Products

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 23 Awards


Peer Groups BI & Analytics-Focused Products, Financial Consolidation-Focused Products, Global Vendors, Midsize/Departmental Implementations, Performance Management Specialists, Planning-Focused Products
Number of responses43
OfficesWorldwide offices in Europe (Germany (HQ), France, United Kingdom); North America (United States); Asia Pacific (Singapore); Oceania (Australia); Middle East (United Arab Emirates)

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Product Video

Screenshots from Jedox

Quotes from the Planning Survey 23

Great software that continues to develop.
Consulting, less than 100 employees
Flexibility, functionality, ease of use, performance, many new features introduced with each new release.
Consulting, 100-2,500 employees
User-friendly interface.
Head of business department, Manfucaturing, more than 2,500 employees
A lot of flexibility and hence a lot of possibilities.
IT employee, Manufacturing, 100-2,500 employees
Good, practice-oriented implementation within a short time. Expandable at any time.
Project manager for departmental BI, Manufacturing, more than 2,500 employees