Publication: March 2026

BARC Score Financial Performance Management

Name: BARC Score Financial Performance Management
SKU: 33271475716
Price: 500.00 EUR
Availability: InStock

BARC Score Financial Performance Management allows you to compare the portfolio of 17 manufacturers at a glance.

To purchase the BARC Score, please contact us.

With the help of BARC Score Financial Performance Management

you will get a detailed overview of the market for FPM products and portfolios.
you can assess the market position and portfolio of software vendors.
you have the foundation to build your long list or short list.

Further information

Performance management plays a crucial role in increasing competitiveness and is one of the central management tasks in the organization. The goal is to align the company’s strategy and goals with business processes in order to achieve the highest level of performance at strategic, tactical, and operational levels. In recent years, the dynamics of markets and competition have increased rapidly and many companies are struggling to keep pace. In this context, the management and monitoring of financial performance across the organization are becoming massively more important. Therefore, financial performance management (FPM) is key for many companies and focuses on streamlining financial management processes.

This BARC Score examines the market for FPM products and portfolios. Based on countless data points from various BARC surveys and many analyst interactions, vendors are rated on a variety of criteria, from portfolio capabilities and architecture to sales and marketing strategy, financial performance, and customer feedback.

Selection of vendors

To be considered for inclusion in this BARC Score, products must align with BARC’s definition of financial performance management (FPM):

Financial Performance Management (FPM) encompasses the processes, tools, and strategies used to monitor, analyze, and optimize an organization’s financial performance. It includes key activities such as financial planning and forecasting, reporting, statutory consolidation, close, and disclosure as well as advanced analytics with AI/ML-driven insights and predictions. FPM provides transparency into financial processes, enabling data-driven decisions and aligning financial goals with business strategies to ensure sustainable growth and profitability. By integrating these elements into unified software platforms, FPM streamlines financial operations, enhances efficiency, and drives finance transformation within organizations.

Moreover, there are two separate categories of inclusion criteria in this BARC Score: the first is associated with a vendor’s product capabilities and portfolios and the other is linked to the market presence and financial results relating to those products.

To be evaluated in this BARC Score, a vendor must have a strong focus on providing FPM functionality (not only analytics functionality) and supply at least four out of five technologies from the following list in a solution not merely focused on one industry or use case:

Financial planning and forecasting
Financial consolidation and close
Financial reporting and disclosure management
Ad hoc query and analysis of financial data
Operational planning and forecasting

In addition, a vendor must have at least 250 productive customers and generate a minimum of 25 million EUR in revenue per year (software revenue) with the evaluated product set in this BARC Score, spread across Europe and at least two additional geographies. Furthermore, the product set must have a significant number of implementations and license or subscription revenues worldwide across different geographies to be considered as global. We consider the following regions as individual geographies:

Europe, Middle East, and Africa
North America
Latin America
Asia-Pacific

Vendor	Product name
Anaplan	Anaplan
Board International	Board
IBM	IBM Planning Analytics IBM Cognos Analytics IBM Controller
Infor	Infor EPM Infor Birst
insightsoftware	JustPerform and additional insightsoftware portfolio products
Jedox	Jedox
LucaNet	LucaNet
OneStream, Inc.	OneStream
Oracle	Oracle Cloud EPM Oracle Hyperion EPM Oracle Analytics Cloud Oracle Analytics Server
Pigment	Pigment
Planful	Planful
Prophix	Prophix
SAP	SAP Analytics Cloud SAP S/4HANA Finance for Group Reporting
Unit4	Unit4 FP&A
Vena Solutions	Vena
Wolters Kluwer	CCH Tagetik
Workday	Workday Adaptive Planning Workday Financial Management Workday Prism Analytics

Software evaluation

Software providers are evaluated on two dimensions, ‘Portfolio Capabilities’ and ‘Market Execution’, each representing an axis on the chart.

In addition to BARC’s analyst opinion, user experience also plays an important role.

Our BARC Score FPM is based on the world’s largest surveys of planning and financial consolidation software usage, the Planning Survey and the Financial Consolidation & Group Accounting Survey, which ask companies each year about their satisfaction with software vendors and solutions.

Detailed analyst knowledge and comprehensive survey results are summarized in the BARC Score report and chart. The chart provides a clear view of each vendor’s market position and portfolio.