Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting vs FunnelSource

Side-by-side comparison · 24 data points

Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting

5.0·2reviews

Set sales targets and quotas faster, plan for sales performance and revenue targets, control sales budgets, improve your forecast accuracy and gain real-time insights. Jedox Planning simplifies top-down planning and bottom-up budgeting on any level.

Shopify

1. Listing metadata

Field-level data

	Jedox Planning \| Smarter Budgeting, Forecasting and Quota Setting	FunnelSource
Tagline	“Set sales targets and quotas faster, plan for sales performance and revenue targets, control sales budgets, improve your forecast accuracy and gain real-time insights. Jedox Planning simplifies top-down planning and bottom-up budgeting on any level.”249 chars	“FunnelSource is the 100% native Salesforce application for delivering accurate forecasts, tracking quota attainment, and managing pipeline — all from a single pane of glass.”173 chars
Description	1187 / 2000 chars59% used	1112 / 2000 chars56% used
Screenshots	—	—
Languages	enfrde	en
Platforms	Shopify	Shopify
Developer	Jedox	FunnelSource, Inc.
Listed	November 15, 2018

Feature comparison between Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting and FunnelSource: Forecasting & Sales Enablement
Metric	Jedox Planning \| Smarter Budgeting, Forecasting and Quota Setting	FunnelSource: Forecasting & Sales Enablement
Rating	★ 5.0 ★	5.0 ★
Total reviews	2	★ 152
Free plan	—	—
Pricing	paid	paid
Built for Shopify	—	—
Pricing tiers	1 tier	1 tier
Listed features	3	3
Languages	3 supported	1 supported
Listed since	Nov 2018	Mar 2009

AppRanks verdict

Generated from live data on this page

Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting and FunnelSource: Forecasting & Sales Enablement are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow. Pricing entry tiers: Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting at paid, FunnelSource: Forecasting & Sales Enablement at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (apps, orders, integrations) varies. FunnelSource: Forecasting & Sales Enablement has the larger user base (152 reviews vs 2), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat. Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort of orders for 7-14 days before committing. The data tables below show the per-feature breakdown — for most merchants the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone. This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting audit • FunnelSource: Forecasting & Sales Enablement audit

Last updated	—	—

3. Features

As listed by each developer

Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting

Fast and easy-to use: Accelerate planning, budgeting and forecasting with a streamlined top-down and bottom-up process for sales teams: • Flexible planning tools for any product, territory, or account • Multi-step approval workflow options
Smarter: Set quotas and track team’s performance. Get augmented forecasts and stay up to date with the latest sales data: • Set quotas and analyze gap to target • Implement commission plans • Update forecasts with real-time data and predictions
Integrated: Align planning and performance management across the business: • Create a common data foundation from CRM, ERP and other sources • Integrate sales, financial and operational plans • Use integrated Excel spreadsheets for planning

FunnelSource

Salespeople are paid to win, not sift through data. So give them a no-nonsense, quota-centric view designed for how they think. Boost efficiency, data integrity, and accountability where it matters most.
Give executives and managers a real-time view of the funnel to manage proactively and hold reps to task. Improve pipeline health and forecast accuracy by exposing issues today, before it's too late.
Give operations immediate insights into the many challenges facing Sales. Say goodbye to multiple dashboards, endless reports, and static Excel. Seamless Salesforce integration delivers the power of an enterprise application at a fraction of the cost.

Keyword	Jedox Planning \| Smarter Budgeting, Forecasting and Quota Setting	FunnelSource
poll	Not ranked	#59
freeform	Not ranked	#62
doc	Not ranked	#99

9. App details

Long-form description · keyword frequency

Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting

Jedox Planning is a powerful app to speed up your budgeting, forecasting and quota setting. Start at any hierarchy or level and the multidimensional analytics engine enables you to plan top-down or bottom-up. Budget with easy-to-use, driver-based planning tools. Align budgets and forecasts with finance and other lines of business to increase transparency and integrate your planning and performance management. Easily set and adjust quotas for sales reps and track performance against targets and forecasts. For further insights, bring in predictions from ML and AI wizards or data from ERPs and other on-premises or cloud data sources. Purpose-built for Salesforce CRM and Lightning-ready, Jedox Planning provides a seamless user experience and familiar user experience. Of course, Jedox supports SSO. Is Excel your primary tool for planning and budgeting? Jedox planning is optimized for Excel and comes with a powerful add-in. Get a unified view of your data, no matter which interface you use: Salesforce, Excel, Jedox Web or Mobile. Scalable, adaptable, and configurable, Jedox Planning is ideal to build customized solutions for simplified planning, reporting and analytics.

Top keywords

planning8×4.52%
jedox6×3.39%
jedox planning4×2.26%
data3×1.69%
excel3×1.69%
analytics2×1.13%
budgeting2×1.13%
experience2×1.13%
forecasts2×1.13%
performance2×1.13%
salesforce2×1.13%
user2×1.13%

FunnelSource

FunnelSource gives real-time visibility to everyone in the sales organization. Features & Benefits: Single-screen Interface: One screen to replace countless dashboards and reports. Get everyone's eyes on the same page to improve communication and accountability. Quota Management: An intuitive quota engine lets you quickly input multiple targets for a more granular view of the business. Your opportunities live in Salesforce -- shouldn't your quotas? Flexible Forecasting: Accurate forecasting without the spreadsheets. Able to handle the complexity of multiple products or revenue streams. Pipeline Change: See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises. Custom Metrics: Customer-specific metrics support unique reporting requirements and sales processes. Give visual guidance to shorten sales cycles and increases win rates. Seamless Salesforce Integration: FunnelSource is a 100% native Salesforce app that fits right into your existing workflow. We don't data-warehouse. Go live in hours, not days or weeks.

Top keywords

sales3×1.94%
salesforce3×1.94%
forecasting2×1.29%
funnelsource2×1.29%
live2×1.29%
metrics2×1.29%
multiple2×1.29%
pipeline2×1.29%
quota2×

Frequently asked

Common questions about this comparison

Is Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting or FunnelSource: Forecasting & Sales Enablement cheaper?

Both Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting and FunnelSource: Forecasting & Sales Enablement offer paid plans only. Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting starts at paid; FunnelSource: Forecasting & Sales Enablement starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting or FunnelSource: Forecasting & Sales Enablement?

Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting (5.0★, 2 reviews) and FunnelSource: Forecasting & Sales Enablement (5.0★, 152 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting or FunnelSource: Forecasting & Sales Enablement?

It depends on what you're optimizing for. Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting fits better if you prioritize rating consistency; FunnelSource: Forecasting & Sales Enablement is the call if you need the larger user base. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting or FunnelSource: Forecasting & Sales Enablement?

Both apps are one-click installs from the Salesforce AppExchange marketplace. FunnelSource: Forecasting & Sales Enablement has more onboarding documentation maturity (152 reviews vs 2), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting typically suits early-stage and growth-mode stores based on its review-base composition (2 reviews). FunnelSource: Forecasting & Sales Enablement aligns more with early-stage and growth-mode stores (152 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting and FunnelSource: Forecasting & Sales Enablement?

Migration support varies by app and category. Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting and FunnelSource: Forecasting & Sales Enablement both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting vs FunnelSource

Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting

1. Listing metadata

FunnelSource

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting · 1 changes

FunnelSource · 2 changes

9. App details

Frequently asked

Is Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting or FunnelSource: Forecasting & Sales Enablement cheaper?

Which has better reviews, Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting or FunnelSource: Forecasting & Sales Enablement?

Should I choose Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting or FunnelSource: Forecasting & Sales Enablement?

Which is faster to set up, Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting or FunnelSource: Forecasting & Sales Enablement?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting and FunnelSource: Forecasting & Sales Enablement?