Complete Hierarchies | Automatically Build & Maintain Account Hierarchies vs Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting
Side-by-side comparison · 24 data points
Complete Hierarchies | Automatically Build & Maintain Account Hierarchies
Complete Hierarchies by Traction Complete automatically builds and maintains account hierarchies in Salesforce. Make your account data more actionable with a 360-degree hierarchy view, roll-up reporting, and the ability to customize multiple hierarchies.
Shopifypaid
Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting
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.
Shopifypaid
At a glance
| Metric | Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting | Complete Hierarchies | Automatically Build & Maintain Account Hierarchies |
|---|---|---|
| Rating | 5.0 ★ | 5.0 ★ |
| Total reviews | 2 | ★ 26 |
| 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 | Jul 2014 |
AppRanks verdict
Generated from live data on this pageJedox Planning | Smarter Budgeting, Forecasting and Quota Setting and Complete Hierarchies | Automatically Build & Maintain Account Hierarchies 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, Complete Hierarchies | Automatically Build & Maintain Account Hierarchies 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. 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 • Complete Hierarchies | Automatically Build & Maintain Account Hierarchies audit
1. Listing metadata
Field-level data| Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting | Complete Hierarchies | Automatically Build & Maintain Account Hierarchies | |
|---|---|---|
| Tagline | ||
| Description | ||
| Screenshots | — | — |
| Languages | ||
| Platforms | ||
| Developer | ||
| Listed | ||
| Last updated | — | — |
2. Pricing & plans
Listed prices · monthly · USDTier
Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting
Complete Hierarchies | Automatically Build & Maintain Account Hierarchies
Paid #1
Default Plan
35
Default Plan
15
3. Features
As listed by each developerJedox 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
Complete Hierarchies | Automatically Build & Maintain Account Hierarchies
- UNLOCK A 360 VIEW Get the most out of your data with a 360-degree view of your largest customers with the only automated account hierarchy solution purpose-built for Salesforce.
- EMPOWER ENTERPRISE SELLING When 70% of your revenue comes from 20% of your customers, your biggest opportunity to scale is right in front of you. Uncover cross-sell, upsell and whitespace opportunities and start to grow faster and smarter.
- YOUR PARTNER IN YOUR GROWTH. We’re all about enablement from product to people. You'll partner with a dedicated Salesforce-certified Customer Success Manager to get you up, running, and trained on our solutions.
4. Categories & rankings
Shared categories on the same row · in-category position inlineJedox Planning | Smarter Budgeting, Forecasting and Quota Setting
Complete Hierarchies | Automatically Build & Maintain Account Hierarchies
Accounting#58 of 141
—
Sales#620 of 1.7k
—
—
Sales Intelligence#55 of 347
7. Activity in the last 90 days
Tracked changes · pricing, features, copy, screenshotsJedox Planning | Smarter Budgeting, Forecasting and Quota Setting · 1 changes
- Apr 13descriptionListing copy updated
Complete Hierarchies | Automatically Build & Maintain Account Hierarchies · 3 changes
- Apr 13descriptionListing copy updated
- Apr 13descriptionListing copy updated
- Apr 13descriptionListing copy updated
9. App details
Long-form description · keyword frequencyJedox 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%
Complete Hierarchies | Automatically Build & Maintain Account Hierarchies
Join other companies like Zoom, Cisco, and Verizon who are driving revenue from their largest customers with complete and connected account hierarchies. FEATURES THAT MAKE IT POSSIBLE Automation - Integrate with any third-party data provider - Let automation align messy accounts and identify duplicates - Eliminate the need to have every parent account in your org with our unique data architecture Visualization - Unlock a 360-degree hierarchy view with custom object overlay - Allow reps to spend less time searching through Salesforce with holistic views of full family trees - Prevent territory conflicts with account-owner overlap alerts Sales & Reporting - Spot cross-sell and upsell opportunities to drive new sales across divisions, departments, and subsidiaries - Access entire company family trees, including accounts that aren't in Salesforce, with whitespace view - Track metrics across a hierarchy such as total spend and penetration rates with roll-up hierarchy reporting Customization - Easily modify hierarchies using the drag & drop hierarchy builder - Create custom hierarchies to reflect your go-to-market - Save multiple views of a hierarchy
Top keywords
- hierarchy5×2.91%
- hierarchies3×1.74%
- account2×1.16%
- accounts2×1.16%
- automation2×1.16%
- custom2×1.16%
- data2×1.16%
- family2×1.16%
- family trees2×1.16%
- reporting2×1.16%
- sales2×1.16%
- salesforce2×1.16%
Frequently asked
Common questions about this comparisonIs Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting or Complete Hierarchies | Automatically Build & Maintain Account Hierarchies cheaper?
Both Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting and Complete Hierarchies | Automatically Build & Maintain Account Hierarchies offer paid plans only. Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting starts at paid; Complete Hierarchies | Automatically Build & Maintain Account Hierarchies 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 Complete Hierarchies | Automatically Build & Maintain Account Hierarchies ?
Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting (5.0★, 2 reviews) and Complete Hierarchies | Automatically Build & Maintain Account Hierarchies (5.0★, 26 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 Complete Hierarchies | Automatically Build & Maintain Account Hierarchies ?
It depends on what you're optimizing for. Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting fits better if you prioritize broader integrations; Complete Hierarchies | Automatically Build & Maintain Account Hierarchies 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 Complete Hierarchies | Automatically Build & Maintain Account Hierarchies ?
Both apps are one-click installs from the Salesforce AppExchange marketplace. Complete Hierarchies | Automatically Build & Maintain Account Hierarchies has more onboarding documentation maturity (26 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). Complete Hierarchies | Automatically Build & Maintain Account Hierarchies aligns more with early-stage and growth-mode stores (26 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 Complete Hierarchies | Automatically Build & Maintain Account Hierarchies ?
Migration support varies by app and category. Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting and Complete Hierarchies | Automatically Build & Maintain Account Hierarchies 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.