JustPerform Recognized in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications

Selecting the right planning, budgeting, and forecasting software means managing growing financial data, accelerating financial forecasting cycles, and adapting financial models to changing business drivers. Organizations need platforms that support allocation, budgeting & forecasting, operational plans, and financial statements while delivering strong functionality, transparent pricing, intuitive templates, and a modern user experience aligned to real business needs.

That’s why we’re proud that JustPerform from insightsoftware has been recognized as a Major Player in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 Vendor Assessment. According to the IDC study, modern finance platforms are evolving rapidly as organizations move away from spreadsheets toward cloud platforms with AI, automation, and integrated planning capabilities.

What Is Planning, Budgeting, and Forecasting Software?

Planning, budgeting, and forecasting software supports financial planning and analysis (FP&A) by helping organizations manage business planning, financial planning, and broader financial management in a single environment.

Instead of manually building plans, finance leaders can:

• Build collaborative financial plans tied to operational drivers

• Align departments through integrated business planning

• Track performance against forecasts and adjust quickly

IDC also highlights collaboration as a key design principle for the platform, noting that JustPerform is “designed to involve stakeholders across the enterprise through workflow, role-based access, and multidimensional planning views, promoting top-down and bottom-up collaboration.”

Modern solutions help finance move from static reporting toward continuous planning and strategic insight.

Why Spreadsheets Are Holding Your Budgeting Process Back

Many finance teams still rely on spreadsheets or Excel for their budgeting process, but this creates challenges:

• Manual data collection from disconnected data sources

• Version control issues and hidden formula errors

• Limited collaboration and slow consolidation

IDC notes that organizations are increasingly shifting workloads away from spreadsheets to dedicated planning platforms to improve accuracy, governance, and insight delivery.

Key Features To Look For in Forecasting Software

The best forecasting software should include key features that help automate and streamline planning:

• Scenario planning and driver-based modeling

• Rolling forecasts that adapt to business changes

• What-if scenarios and what-if analysis for rapid decisions

• Built-in workflows to manage approvals and submissions

• Dashboards for real-time financial visibility

These capabilities allow finance teams to focus less on manual work and more on strategy.

How Modern Planning Software Integrates With Your Tech Stack

Modern planning tools must integrate seamlessly with enterprise systems.

Look for platforms that connect with:

• ERP and CRM systems such as Workday

• Multiple operational data sources

• Cloud-based environments for scalability

• Real-time data integration for faster insights

IDC emphasizes that strong data platforms and integration capabilities are critical for improving data quality, governance, and AI-driven outcomes.

From Annual Budgeting to Rolling Forecasts: A Better Planning Cycle

Traditional annual budgeting cycles can’t keep pace with market volatility.

Modern planning cycles include:

• Continuous rolling forecasts instead of static annual plans

• Combined top-down strategy and bottom-up inputs

• Faster planning processes using historical data and actuals

This approach enables finance teams to adjust forecasts continuously rather than reacting too late.

Scenario Modeling and What-If Analysis for Smarter Decision-Making

Scenario modeling helps finance leaders improve decision-making by testing outcomes before committing to strategic decisions.

With modern performance management tools, teams can:

• Track KPIs and financial metrics in real time

• Simulate changes in cost, revenue, or demand

• Evaluate profitability impacts across scenarios

This transforms finance from reporting function to strategic partner.

Built for Every Finance Use Case

Enterprise planning software must support diverse finance use cases across industries and functions.

Typical applications include:

• Workforce planning and compensation modeling

• Cash flow forecasting and liquidity analysis

• Balance sheet and income statement planning

• Supply chain and operational planning

• Industry needs such as healthcare or nonprofit reporting

Ultimately, CFOs need a single platform that connects all planning activities.

Why JustPerform Is Recognized in the IDC MarketScape for Planning, Budgeting, and Forecasting

IDC notes that organizations evaluating enterprise planning platforms should consider JustPerform when looking to replace fragmented tools with a unified financial platform:

“Consider insightsoftware when seeking a no-code platform that unifies planning, consolidation, reporting, and reconciliation capabilities in a single platform along with budgeting, forecasting, reporting, and analytics. The spreadsheet-like interface, data capabilities, and finance-owned configuration may appeal to organizations seeking to replace multiple point solutions with a comprehensive platform.”

IDC highlights that JustPerform delivers:

• AI-powered predictive forecasting and analysis

• Scalable, cloud-native enterprise planning capabilities

• Integrated consolidation, financial reporting, and planning

• Real-time data connectivity across 200+ sources

• Support for rolling forecasts, driver-based models, and scenario analysis

The IDC study also notes that JustPerform is designed to provide integrated financial and operational planning with real-time insights, collaborative workflows, and a centralized data foundation for planning accuracy and decision velocity.

This recognition reinforces our commitment to helping organizations modernize forecasting processes, replace spreadsheet-driven planning, and empower finance with smarter financial planning tools.