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Matrix CPM
by Matrix CPM
What Matrix CPM is
Matrix CPM is a paid, web-based corporate performance management platform for planning, forecasting, reporting, analytics, and consolidating company data. It includes budgeting, scenario modeling, variance analysis, workforce planning, financial consolidation, data import, and data warehouse capabilities. The maker highlights pharmaceutical uses such as market-data analysis and financial management of research and development projects. Matrix can connect internal and external data, including Excel files, IFS, SAP, Oracle, Navision, Xpertis, IQVIA, and local data partners. Reports and visualizations can be presented through Power BI and Qlik. Deployment options include Microsoft Azure Cloud and external servers; Microsoft costs are excluded from the Azure line item. Monthly plans list Bronze at £1,499 a month, Silver at £2,999 a month, and Gold at £4,999 a month, with 20, 40, and 60 users respectively. Annual ongoing-service plans and server rental are listed separately. There is no free plan.
Who it suits
Matrix CPM suits organizations needing web-based budgeting, forecasting, consolidation, and connected reporting. Its listed pharmaceutical functions and data connections may fit companies in that industry.
What it does well
- Supports budgeting and forecasting
- Includes scenario and variance analysis
- Connects Excel and ERP sources
- Offers Power BI and Qlik outputs
- Provides Azure or external deployment
What to know first
- No free plan
- Monthly plans carry high listed prices
- Ongoing service costs are separate
- Microsoft Azure costs are excluded
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Bronze | Monthly payment plan · 20 users · 30 days integration development | £1,499 a month |
| Silver | Monthly payment plan · 40 users · 45 days integration development | £2,999 a month |
| Gold | Monthly payment plan · 60 users · 60 days integration development | £4,999 a month |
| Bronze ongoing service | Per year · System updates · Security updates · Library updates · Module updates | £1,999 a year |
| Silver ongoing service | Per year · System updates · Security updates · Library updates · Module updates | £3,499 a year |
| Gold ongoing service | Per year · System updates · Security updates · Library updates · Module updates | £5,499 a year |
| Bronze (monthly payment plan) | Monthly payment plan · 20 users · 30 days integration development · Data Warehouse Admin · Market Sales Forecasting · Basic Internal Costs · Reports Module | £1,499 a month |
| Bronze server rental | Per month · Server rental · Technical support · Hosting support · Backup restore | £1,999 a month |
The first 8 of 15 plans, as matrix-cpm.com lists them, read 21 Sept 2026. The maker's own page has the final word. Every plan
Verdict
Matrix CPM combines planning, analysis, consolidation, and reporting with multiple enterprise data connections. Buyers must account for tiered monthly pricing, separate service costs, and deployment expenses.
Facts from Matrix CPM's own pages
- Analytics outputs
- The maker says reports and visualizations can be presented through Power BI and Qlik. · matrix-cpm.com, 7 Oct 2026
- Budgeting
- Yes · matrix-cpm.com, 21 Sept 2026
- Core functions
- The product includes data import, budgeting, forecasting, reporting, analytics, and data warehouse capabilities. · matrix-cpm.com, 7 Oct 2026
- Customer onboarding
- The maker describes requirement documentation, project scoping, integration, deployment, configuration, testing, training, and handover as implementation steps. · matrix-cpm.com, 7 Oct 2026
- Data connections
- The FAQ lists Excel files and ERP systems including IFS, SAP, Oracle, Navision, and Xpertis as data sources. · matrix-cpm.com, 7 Oct 2026
- Deployment
- The pricing page lists Microsoft Azure Cloud and external server options, with Microsoft costs excluded from the Azure line item. · matrix-cpm.com, 7 Oct 2026
- Financial consolidation
- Yes · matrix-cpm.com, 21 Sept 2026
- Forecasting
- The maker says the platform creates budgets, forecasts, and what-if scenarios using an AI-powered financial predictions engine. · matrix-cpm.com, 7 Oct 2026
- Headquarters
- United Kingdom and Poland, with offices listed in Cheltenham, Cardiff and Warsaw · matrix-cpm.com, 28 Sept 2026
- Integrations
- Matrix can integrate internal and external data, including market feeds such as IQVIA and local data partners. · matrix-cpm.com, 7 Oct 2026
- Pharma focus
- The maker presents Matrix for pharmaceutical companies and describes market data analysis and financial management of R&D projects as industry-specific uses. · matrix-cpm.com, 7 Oct 2026
- Pricing structure
- The pricing page describes a three-tier system with additional custom extras and separate ongoing service costs. · matrix-cpm.com, 7 Oct 2026
- Purpose
- Matrix CPM is a corporate performance management platform for planning, forecasting, reporting, and consolidating company data. · matrix-cpm.com, 7 Oct 2026
- Scenario modeling
- Yes · matrix-cpm.com, 21 Sept 2026
- Security and updates
- The listed ongoing service includes security updates alongside system, library, and module updates. · matrix-cpm.com, 7 Oct 2026
- Support
- The maker describes technical support under an SLA and says it provides documentation and training as required. · matrix-cpm.com, 7 Oct 2026
- Variance analysis
- Yes · matrix-cpm.com, 21 Sept 2026
- Workforce planning
- Yes · matrix-cpm.com, 21 Sept 2026