IBM Planning Analytics
The flexibility of spreadsheets. Control of a database. The power of integrated business planning. Now available as a Service on AWS
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Illustration representing the capabilities of IBM Planning Analytics with Watson
Good decisions are integrated

IBM Planning Analytics is an integrated business planning solution that combines the flexibility of spreadsheets with the power and control of a multidimensional database. Now organizations are empowered to adapt to the ever-changing market dynamics with efficient planning, accurate forecasting, and insightful scenario analysis.

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The one reliable truth about business is that things will change, often unpredictably

To thrive, you need access to the right data and insights fast, so that when the unexpected happens, confident decisions can be made quickly.

Imagine automating manual business processes, adjusting plans in real-time, and leveraging predictive capabilities to generate accurate, consistent, and timely budgets and forecasts that can easily pivot to address changing market demands.

With AI-infused features, you can make confident business decisions backed by data-driven insights. Its intuitive web interface and native Excel add-in make it incredibly user-friendly, ensuring a seamless adoption process. The platform's collaborative nature fosters transparency and teamwork, enabling extended planning and analysis (xP&A) across your enterprise, from Finance to Sales, Supply Chain to Human Resources, and Marketing to IT.

Explore Planning Analytics as a Service on AWS

IBM Planning Analytics is now available as a Service on Amazon Web Services (AWS), bringing even greater convenience and flexibility. Organizations of all sizes are empowered to make smarter decisions, automate processes, collaborate effectively, and unlock the true potential of their data, all while benefiting from the scale, agility, and cost efficiency of the AWS cloud.

Learn more about IBM Planning Analytics as a Service on AWS
Cognos & Planning Analytics: it takes two to tango
Forrester Total Economic Impact™ study

Process your planning data 80% faster

Analyst research

IBM is recognized as a Market Leader in BARC Score 2023 Integrated Planning & Analytics (IP&A)


IBM Planning Analytics as a Service—accessible to everyone, everywhere—now available on AWS

Benefits Read the solution brief (850 KB) Automate and accelerate

Manual data collection, validation, aggregation and financial consolidation.

Perform real-time analysis

Analyze thousands of multidimensional data points from multiple sources.

Deliver accurate forecasts

Test your assumptions with unlimited “what-if” scenarios before decisions are made.

Features Built on TM1 technology, you'll get a cell-oriented database that natively integrates with Microsoft Excel. Gain access to the spreadsheet functionality you're most familiar with while also reaping the benefits of a fast-performing, AI-infused business intelligence tool.  IBM Planning Analytics can be deployed on–premise, on Cloud or as a Service–available on AWS. View features Built-in reporting

Uncover deep insights through robust dashboards. Create scorecards and metrics—including ad-hoc reports and compelling visualizations.

Watch the video (00:20)
Seamless Microsoft Excel integration

Don’t update 100+ spreadsheets. With Planning Analytics for Excel (PAX/PAfE) any adjustment will be applied in real-time to all views.

Watch the video (23:05)
Predictive forecasting

Optimize your planning workflow templates and deliver more accurate forecasts with simple-to-use, predictive and AI capabilities.

Watch the video (02:11)
Simple integration

Easily connect various data sources, including existing spreadsheet-based planning, budgeting, and forecasting applications as well as ERP, CRM and any API.

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Powerful IBM engine

Real-time, multidimensional data analysis guaranteed by a one-of-a-kind, in-memory database and calculation engine built on TM1 technology.

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Intuitive user interfaces

Open up the world of advanced analytics to all business users–create and manage plans and reports in a user-friendly Planning Analytics workspace.

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Use cases

Financial planning and analysis Transcend the limits of manual planning with simplified, integrated financial planning and analysis. Achieve consensus between income statements, balance sheets and cash flow. Learn more about FP&A

Supply chain Blend hierarchy advanced analytics and an unlimited sandbox of “what-if” scenario analysis into your supply chain processes. With the foresight to pivot quickly, you can turn disruptions into opportunities. Learn more about supply chain planning

Sustainability planning Use IBM Planning Analytics for sustainability planning, reporting, simulation and optimization at any granularity level—even calculate the Product Carbon Footprint (PCF). Learn more

Sales Track and analyze sales rep performance and sales capacity data in real-time. Use the power of AI to optimize effective sales processes, enhance productivity and reach revenue targets. Automate resource allocation and territory planning to get a competitive advantage and increase market share. Learn more about sales planning

HR and workforce Automate and streamline HR management processes–employment, salary, bonuses, headcounts, and benefits planning–all in one platform. Develop accurate AI-guided workforce plans and forecasts based on changes in staffing, location, return to work, remuneration, retention, churn rates and more. Learn more about workforce planning

IT planning Support the business strategy and make better IT decisions. Drive alignment between the IT department and other organizational goals with real-time visibility into resource allocation, spending, life cycles, owners and asset utilization data. Learn more

Case studies 10% Increased operational performance

Mawgif increased operational performance by 10% through revenue and efficiency optimization as the result of analyzing and managing data in real-time.

50% Faster reporting       

ICBC Argentina reduced the time it took to comply with government-mandated bank stress tests from four weeks to two, representing a 50% time savings.

83% Reduced forecasting effort 

Novolex, with steady deployment and adoption across the company, reduced the six-week forecasting process to less than one week—an 83% reduction, even amid changes.

Recognition and awards Leader in G2 Winter 2023 Grid Report for Demand Planning, Sales and Ops Planning and Supply Chain Planning See the G2 reviews

Product reviews


IDC MarketScape: 2022 Vendor Assessment Analyst research

Learn why IDC recognizes IBM Planning Analytics as a leader in enterprise planning, budgeting and forecasting.

Get the IDC report The Business Intelligence & Analytics Survey 2023

Explore the BARC survey identifying why users view IBM Planning Analytics as a stand out business intelligence and analytics solution.

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BARC Score 2023 Integrated Planning & Analytics report

Learn why BARC named IBM Business Analytics solutions a leader for its end-to-end data analytics platform, expansive budgeting, planning, and forecasting capabilities and beyond.

Get the BARC report
Ventana 2022 Planning Value Index

Learn why Ventana ranked IBM Planning Analytics as an exemplary vendor in key categories that reflect buyer’s needs.

Get the Ventana report

It’s 2023… are you still planning and reporting from spreadsheets?

Learn how IBM Planning Analytics is helping organizations take a modern and holistic approach to planning and reporting.

Read the blog Smart approaches to allocations in enterprise financial and operational planning

Discover how IBM Planning Analytics was used to create an allocation model for  Revelwood that could be added into their existing planning and reporting model.

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Extended Planning and Analysis (xP&A) in action

Learn how companies use IBM Planning Analytics as a versatile solution for financial, supply chain and human resource planning.

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How IBM Planning Analytics can help fix your supply chain

Discover how IBM Planning Analytics can improve supply chain management through planning, budgeting, and forecasting.

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Demand planning and analysis

Learn more about agile supply chain planning with IBM Planning Analytics.

Watch the video (10:59) Ancestry: Makes FP&A on the IBM Cloud part of their DNA

Learn how used IBM Planning Analytics to scale their growth and organizational complexities.

Watch the video (02:05)
IBM Business Analytics Launch–On Demand

Discover the innovative features of IBM Business Analytics with this comprehensive overview from the product launch.

Watch the video (03:23:42)
Take the next step

See IBM Planning Analytics in action. Discover how you can take your planning analytics processes to the next level.

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