Jedox
Sales performance management software
Sales planning software
Sales acceleration software
Budgeting and forecasting software
Corporate performance management (CPM) software
Financial analysis software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Jedox
Jedox is a corporate performance management (CPM) platform used for integrated planning, budgeting, forecasting, and management reporting. It is typically used by finance teams and business planners to build driver-based plans, consolidate inputs across departments, and produce dashboards and reports. The product combines an in-memory OLAP engine with spreadsheet-style modeling and workflow features to support enterprise planning processes. Jedox commonly integrates with ERP, CRM, and data warehouse sources to align actuals and plans.
Strong planning and modeling
Jedox supports multi-dimensional planning models, driver-based forecasting, and scenario analysis suited to finance-led planning cycles. It provides spreadsheet-like interfaces that can reduce friction for users accustomed to Excel-based planning. The platform is oriented toward structured planning and performance management rather than day-to-day sales pipeline execution.
OLAP-based analytics performance
The in-memory OLAP approach is designed for fast slice-and-dice analysis across dimensions such as product, region, and time. This can help teams iterate on forecasts and variance analysis without relying solely on static reports. It is better aligned to financial and operational analytics needs than tools focused primarily on CRM workflows.
Workflow and governance features
Jedox includes workflow, approvals, and role-based access controls to manage planning cycles across multiple contributors. These features help standardize submissions, track status, and reduce version sprawl compared with unmanaged spreadsheets. It supports centralized definitions for metrics and hierarchies to improve consistency in reporting.
Not a CRM-first tool
Jedox is not primarily designed for lead management, opportunity tracking, or sales engagement workflows. Organizations looking for core sales acceleration capabilities (sequencing, calling, pipeline activity management) typically need separate systems. Sales planning use cases often depend on integrations to bring in pipeline and activity data.
Implementation requires expertise
Building and maintaining planning models, data integrations, and governance processes can require specialized skills. Many deployments involve partner or internal BI/FP&A resources for model design and ongoing administration. Time-to-value can be longer than lighter-weight tools aimed at quick sales team adoption.
Licensing and scaling complexity
Costs and administration can increase as more departments, models, and contributors are added. Organizations may need to plan for environment management, performance tuning, and data modeling standards as usage grows. This can be more complex than simpler, single-team planning or reporting tools.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Essential | Quote-based (request a quote) | Entry package referenced on Jedox pricing page; basic cloud SaaS subscription model (named-user billing). (Official site lists Essential as a package name; no public price.) |
| Business | Quote-based (request a quote) | "Scalable solution for businesses of any size" — includes Full Users, Jedox Basic Models; optional user types (Full Users, Planners, Viewers); optional premium models, connectors to ERP/CRM/BI, sandbox/test system, performance & support upgrades. |
| Professional | Quote-based (request a quote) | Includes all Business features plus premium enterprise add‑ons: test system, additional enterprise-level security features, premium cloud onboarding services, and the Jedox AIssisted™ Planning & Forecasting model. |
| Performance | Quote-based (request a quote) | High-end package for very large models and user counts; optimized for performance via Jedox in-memory database; designed for large concurrent user counts and complex planning models. |
Notes:
- Jedox uses a named-user SaaS subscription model billed annually (monthly fee per named user billed annually) and explicitly presents pricing as quote-based on the official pricing page. (See Jedox pricing page.)
- Jedox offers a 30-day trial license for Jedox Excel Add-in and Jedox Web after initial installation (trial license covers Jedox Premium modules). This trial is time-limited. (See Jedox knowledgebase Trial License.)
- Jedox provides free academic licenses for universities and students (academic-use licenses valid one year and renewable). This is not a general "permanently free" public product tier; it is for academic use only.
Seller details
Jedox AG
Freiburg im Breisgau, Germany
2002
Private
https://www.jedox.com
https://x.com/jedox
https://www.linkedin.com/company/jedox/
