Better Ad-Hoc Analysis and Reporting

Explore every option, quickly and with confidence.

Uncover New Insights

Finance is transforming to become the strategic center of today’s most effective organizations. So when new opportunities arise and market trends shift, executives look to finance to quickly answer questions and analyze every option. Having the flexibility and agility to run ad hoc report and analysis is the key to operational speed.

Planful allows you to create operational and financial models, financial plans, and forecasts quickly and easily, while seeing the downstream impact on other models and plans. Explore data from every angle and at every level to increase business agility and drive actionable insight throughout your organization.

Manual Ad Hoc Analysis
vs. Planful

Before Planful	Planful FEATURES	WITH Planful
Struggle to gather data and assemble robust analysis	Quickly run calculations and analyze large data sets Get deeper insights to make better data-driven decisions Gain insight into the real-time drivers of performance to optimize current period results, and inform future plans and strategies	Explore every option quickly and with confidence
Allocate too much effort to build complex models across multiple spreadsheets	Add dimensions, members, and calculations as you need them Incorporate financial and non-financial drivers into models Quickly analyze new ad hoc and what-if scenarios based on existing models	Reduce the time and effort required to create new analyses
Spend too much time coordinating analysis over email	Collaborate across business and finance securely on any device Reduce time and effort when creating models for a wide range of use cases Eliminate the need for IT involvement and custom scripting language	Collaborate across the business for faster, more comprehensive ad hoc analysis
Rely on slow, complex, disconnected spreadsheets	Ensure “one version of the truth” from a centralized, secure data store Build reports in Excel then access from anywhere—Excel, web or mobile interface Increase data security and integrity, and get a full audit trail	Harness the full power of Excel

Proven Results

See What Happens When Teams Use Planful
to Automate Manual Finance Processes

See All Customer Stories

Key Features

Interactive query and analysis

Perform ad hoc, multidimensional analysis with Spotlight. Zoom in, zoom out, keep, remove, and pivot on all your business categories and segments to explore data at the most granular level of the business, or to see aggregated financial results for the whole business. Empower your users to investigate data and uncover new insights on the fly.

Spotlight for Office

Easier analysis with Model Manager

Model Manager allows you to view and understand your models at a glance. Offering breakthrough ease of use that eliminates the need for IT involvement and custom scripting language. This dramatically reduces time and effort and enables line of business leaders to leverage modeling for a wide range of use cases.

Harness the full power of Excel

Harness the power and familiarity of Excel for information presentation while ensuring “one version of the truth” from a centralized, secure data store. Once a report is created in Excel it can be accessed anywhere—Excel, web or mobile interface. Spotlight delivers data security, data integrity, and full audit trail by relying on Planful as its foundation and the single source of truth.

Read the White Paper