Jedox Features
What are the features of Jedox?
Budget Creation
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
Budget Management
- Consolidation
- Adjustments
Forecasting
- Historical Data
Analytics
- Forecasts Comparison
Data Management
- Data Import
- Data Consolidation
- Data Validation
Reporting Structure
- Reporting Hierarchy
- Report Types
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Jedox Categories on G2
Filter for Features
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. | Not enough data | |
Triggers | Automatically recognizes achievements that should be added to the leaderboard. | Not enough data | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. | Not enough data | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. | Not enough data |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. | Not enough data | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. 11 reviewers of Jedox have provided feedback on this feature. | 92% (Based on 11 reviews) | |
Dashboards | Based on 12 Jedox reviews. Visualizes individual and team insights such as new leads and outbound calls. | 88% (Based on 12 reviews) | |
Goal Setting | Based on 11 Jedox reviews. Allows teams to set trackable goals within the tool. | 92% (Based on 11 reviews) |
Administrative
Integration | As reported in 11 Jedox reviews. Integrates with CRM and financial systems to help determine goals | 91% (Based on 11 reviews) | |
Employee Structure | As reported in 10 Jedox reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 92% (Based on 10 reviews) | |
Behavior Monitoring | As reported in 11 Jedox reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 88% (Based on 11 reviews) |
Financial Insight
Budgeting | Based on 33 Jedox reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come. | 90% (Based on 33 reviews) | |
Forecasting | Based on 32 Jedox reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. | 89% (Based on 32 reviews) | |
Planning | Based on 33 Jedox reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. | 91% (Based on 33 reviews) |
Data
Data Visualization | Based on 33 Jedox reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. | 75% (Based on 33 reviews) | |
Data Analysis | Based on 31 Jedox reviews and verified by the G2 Product R&D team. Scours data for actionable insights. | 80% (Based on 31 reviews) | |
Custom Reporting | Based on 33 Jedox reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs. | 87% (Based on 33 reviews) | |
Reporting Templates | Based on 27 Jedox reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. | 77% (Based on 27 reviews) |
Status Communication
Collaboration | Based on 25 Jedox reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. | 83% (Based on 25 reviews) | |
Version Control | Based on 25 Jedox reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. | 82% (Based on 25 reviews) | |
Real-Time Data Updates | Based on 28 Jedox reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. | 86% (Based on 28 reviews) | |
Scorecards | Based on 22 Jedox reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board. | 83% (Based on 22 reviews) |
Budget Creation
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data This feature was mentioned in 53 Jedox reviews. | 87% (Based on 53 reviews) | |
Budget Hierarchies | Define budget structure elements and how they are linked hierarchically This feature was mentioned in 54 Jedox reviews. | 85% (Based on 54 reviews) | |
Versioning | Based on 53 Jedox reviews. Keeps track of all versions of a budget and allows users to compare versions | 84% (Based on 53 reviews) | |
Formulas | Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues This feature was mentioned in 50 Jedox reviews. | 82% (Based on 50 reviews) | |
What-If | As reported in 43 Jedox reviews. Test the potential financial impact of business decisions on revenues and expenses | 81% (Based on 43 reviews) | |
Budget Periods | Based on 49 Jedox reviews. Users can customize standard budget periods (3, 9, or 12 months) | 88% (Based on 49 reviews) |
Budget Management
Consolidation | Consolidate multiple budgets from different departments or business entities 45 reviewers of Jedox have provided feedback on this feature. | 86% (Based on 45 reviews) | |
Adjustments | Users with administrative access rights can modify budgets 46 reviewers of Jedox have provided feedback on this feature. | 83% (Based on 46 reviews) | |
Workflows | Workflows are used to define the steps required to alter budgets and who needs to approve changes 40 reviewers of Jedox have provided feedback on this feature. | 80% (Based on 40 reviews) |
Forecasting
Historical Data | Forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 47 Jedox reviews. | 82% (Based on 47 reviews) | |
Reforecast | Based on 39 Jedox reviews. Ability to recreate forecasts to include new information that may impact budgets | 80% (Based on 39 reviews) | |
Forecast Types | Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 38 Jedox reviews. | 82% (Based on 38 reviews) | |
Rolling Forecasts | Based on 39 Jedox reviews. Used to review and update budgeting assumptions for a predefined period (usually one year) | 80% (Based on 39 reviews) | |
AI | Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns 22 reviewers of Jedox have provided feedback on this feature. | 65% (Based on 22 reviews) |
Analytics
Variance Analysis | As reported in 41 Jedox reviews. Project out as the year progresses to accommodate trends that affect key business drivers. | 80% (Based on 41 reviews) | |
Forecasts Comparison | As reported in 44 Jedox reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods | 83% (Based on 44 reviews) | |
Forward Looking | As reported in 39 Jedox reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data | 84% (Based on 39 reviews) |
Data Management
Data Import | Based on 46 Jedox reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases | 89% (Based on 46 reviews) | |
Data Consolidation | Data from multiple systems can be centralized into a single repository 44 reviewers of Jedox have provided feedback on this feature. | 90% (Based on 44 reviews) | |
Data Validation | As reported in 43 Jedox reviews. Financial data can be validated to avoid duplicates and errors | 84% (Based on 43 reviews) |
Reporting Structure
Reporting Hierarchy | Administrators can define and manage the reporting structure and access rights to each report 45 reviewers of Jedox have provided feedback on this feature. | 89% (Based on 45 reviews) | |
Report Templates | Templates that can be used to create new reports without starting from scratch 41 reviewers of Jedox have provided feedback on this feature. | 84% (Based on 41 reviews) | |
Report Types | Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date This feature was mentioned in 43 Jedox reviews. | 87% (Based on 43 reviews) |
Standard Analytics
Standard KPIs | Include most common financial KPIs such as gross and net profit margin, or working capital 40 reviewers of Jedox have provided feedback on this feature. | 88% (Based on 40 reviews) | |
Standard Reports | Based on 40 Jedox reviews. Standard financial reports are provided out of the box | 86% (Based on 40 reviews) | |
Financial Statements | See feature definition | Ability to analyze financial statements such as income statement and balance sheet 42 reviewers of Jedox have provided feedback on this feature. | 88% (Based on 42 reviews) |
Drill Down | Users can drill down to the detail level of each transaction or financial entry This feature was mentioned in 43 Jedox reviews. | 83% (Based on 43 reviews) |
Custom Analytics
Dashboards | Dashboards can be customized to display different types of data from various sources This feature was mentioned in 40 Jedox reviews. | 83% (Based on 40 reviews) | |
Custom KPIs | Users can modify standard financial KPIs and metrics This feature was mentioned in 39 Jedox reviews. | 85% (Based on 39 reviews) | |
Custom Reports | As reported in 40 Jedox reviews. Allow users to edit reports and to combine multiple reports | 87% (Based on 40 reviews) | |
Self Service | A dedicated portal for external users with limited access to the system 33 reviewers of Jedox have provided feedback on this feature. | 82% (Based on 33 reviews) | |
Multiple Entities | As reported in 19 Jedox reviews. Monitors the financial performance of multiple entities | 89% (Based on 19 reviews) |
Financial Planning
Extended Planning | Based on 24 Jedox reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR. | 89% (Based on 24 reviews) | |
Reporting | Based on 25 Jedox reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets. | 89% (Based on 25 reviews) | |
Integration | Based on 26 Jedox reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution. | 88% (Based on 26 reviews) |
Sales Performance Features - Sales Planning
Account Scoring | Provides ability to score accounts based on potential revenue to prioritize accordingly. | Not enough data | |
Revenue Planning | Provides ability to structure topline revenue goals. | Not enough data | |
Account Segmentation | Segment accounts based on ideal customer profile and business objectives. | Not enough data | |
Sales Performance | Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. | Not enough data | |
Sales Forecasting | Forecast sales data for sales teams, individual reps, territories, or products. | Not enough data | |
Integrations | Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. | Not enough data | |
Scenario Modeling | Abilty to create and run "what-if" scenario modeling to inform business decisions. | Not enough data |
Territory Management - Sales Planning
Territory Management | Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. | Not enough data | |
Territory Planning | Define territories to ensure optimized market coverage and allocate resources appropriately. | Not enough data |
Quota & Capacity Management - Sales Planning
Quota Management | Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. | Not enough data | |
Capacity Management | Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. | Not enough data | |
Quota Planning | Design quota targets based on factors such as account size, rep performance, and pipeline needs. | Not enough data |
