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IBM Planning Analytics

byIBM
in
4.3
Market Presence: Financial Planning Software, Cloud Extended Planning and Analysis Solutions

Overview

Product Information on IBM Planning Analytics

Updated 13th October 2025

What is IBM Planning Analytics?

IBM Planning Analytics is a software designed to streamline financial planning, budgeting, forecasting, and analysis for organizations. It offers capabilities such as multidimensional analysis, data integration, scenario modeling, and collaboration tools, providing users with the ability to create detailed plans and forecasts based on real-time data. The software enables automation of manual processes, supports data-driven decision-making, and facilitates cross-functional alignment in financial and operational activities. By integrating with existing data sources, IBM Planning Analytics helps organizations improve the accuracy, speed, and efficiency of planning and reporting processes while addressing complex business requirements.

IBM Planning Analytics Pricing

IBM Planning Analytics software typically offers subscription-based pricing, with costs varying according to user roles, number of users, deployment method, and required features. The software is available in cloud and on-premises options, and pricing may differ based on usage volume and the level of support selected. License options include term or perpetual licenses with additional fees for maintenance and upgrades.

Overall experience with IBM Planning Analytics

Group Product Manager
<50M USD, IT Services
FAVORABLE

“Excel Integration Appreciated While Advanced AI and Total Cost Issues Noted”

4.0
Dec 9, 2025
The tool is quite seamless to you implement and use, user interface is also easy to navigate. The interface responds very quickly to inputs and AI functionalities helps with predictive features if you are trying to find a functionality.
IT PLATFORM SPECIALIST
250M - 500M USD, Consumer Goods
CRITICAL

“Integration With Excel Enhances Usability Yet Complexity Hinders IBM Planning Analytics”

3.0
Aug 26, 2025
My overall experience with IBM Planning Analytics has been positive. The platform is powerful, flexible and well suited for handling complex financial planning, budgeting and forecasting processes. It integrates well with Excel through Planning Analytics for Excel (PAX), which makes it easier for end users to adopt without steep learning curves. Tha ability to model various business scenarios and perform advanced analytics provides strong decision making support.

About Company

Company Description

Updated 15th January 2024

IBM is a well-established entity focused on technology and development. The primary mission revolves around fostering technological growth and enhancing infrastructure, achieved through focused developments and consulting services. By encouraging inventiveness and innovation, it is geared towards facilitating the transition of theoretical ideas into practical realities, thus improving global functionalities. IBM brings about transformation by creating advanced solutions that reshape and redefine the world.

Company Details

Updated 15th January 2024
Company type
Public
Year Founded
1911
Head office location
Armonk, New York, United States
Number of employees
10001+
Annual Revenue
30B+ USD
Website
http://www.ibm.com

Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

User Sentiment About IBM Planning Analytics
Reviewer Insights for: IBM Planning Analytics
Deciding Factors: IBM Planning Analytics Vs. Market Average
Performance of IBM Planning Analytics Across Market Features

IBM Planning Analytics Likes & Dislikes

Like

It is a very good forecasting tool, it allows one to generate detailed forecasts and budgets which are quite easy to understand and present in meetings with finance teams. I also like the fact that one can work in excel but feed into the TM1 DB with PAfE i.e. Planning Analytics for Excel.

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Like

What I appreciate most is the flexibility and scalability of IBM Planning Analytics. It allows organizations to create highly customized planning models that adapt to different business needs, from financial forecasting to operations planning. The integration with Excel (PAX) is a huge advantage, since it leverages a familiar interface for end users while still connecting directly to powerful TM1 models in the background.

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Like

Its design is so good that it helps in quickly building forecasts, the integration is very straightforward, as is the report building, which helps us produce custom financial statements for our many divisions.

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Dislike

The AI and predictive features are not that advanced, if the product management teams could work on infusing more AI capabilities and try to steer away from being very dependent on Excel. Small sized companies are sometimes struggling with TCO though the tool is quite powerful.

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Dislike

the biggest challenge with IBM Planning Analytics is its complexity during setup and maintenance. Building and maintaining models often requires specialized technical expertise, which can make the initail implementation time consuming and resource intensive. For non techinical users, some advanced functions can feel less intuitive without proper training.

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Dislike

It times out quickly when unused for a brief amount of time that I have to log back in and again filter the selection that I was on.

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Peer Discussions

IBM Planning Analytics Reviews and Ratings

4.3

(255 Ratings)

Rating Distribution

5 Star
46%
4 Star
41%
3 Star
11%
2 Star
1%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.2

Integration & Deployment

4.2

Service & Support

4.3

Product Capabilities

4.4

Last 12 Months
Filter Reviews
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Most helpful
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Reviewer Type
Reviewer's Company Size
Reviewer's Industry
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  • IT PLATFORM SPECIALIST
    50M-1B USD
    Consumer Goods
    Review Source

    Integration With Excel Enhances Usability Yet Complexity Hinders IBM Planning Analytics

    3.0
    Aug 26, 2025
    My overall experience with IBM Planning Analytics has been positive. The platform is powerful, flexible and well suited for handling complex financial planning, budgeting and forecasting processes. It integrates well with Excel through Planning Analytics for Excel (PAX), which makes it easier for end users to adopt without steep learning curves. Tha ability to model various business scenarios and perform advanced analytics provides strong decision making support.
  • Group Product Manager
    <50M USD
    IT Services
    Review Source

    Excel Integration Appreciated While Advanced AI and Total Cost Issues Noted

    4.0
    Dec 9, 2025
    The tool is quite seamless to you implement and use, user interface is also easy to navigate. The interface responds very quickly to inputs and AI functionalities helps with predictive features if you are trying to find a functionality.
  • Head Of Operations
    50M-1B USD
    Transportation
    Review Source

    Effectively analyzes multiple business units data to quickly create budget versions

    5.0
    Jul 9, 2025
    Forecasting accuracy is impeccable with IBM Planning Analytics and its writeback templates make reviewing, editing, and finalizing our budget a seamless process.
  • Chief Data Officer
    1B-10B USD
    Banking
    Review Source

    Planning Analytics o melhor para seu negocio

    5.0
    Dec 8, 2025
    a ferramenta está entre as melhores.para planejamento estratégico, analise de cenarios e facilidade de integrar com os outros produtos, usabilidade
  • Finance Associate
    50M-1B USD
    Insurance (except health)
    Review Source

    Dashboards and RestApi Features Appreciated, Scripting and Rules Need Improvement

    4.0
    Nov 10, 2025
    gute GUI, gute Dashboards, scripting und rules könnte besser sein.
...
Showing Result 1-5 of 277

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  • Magic Quadrant for Financial Planning Software

Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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