Board Budget and Forecast
December 23, 2020

Board Budget and Forecast

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

At Harry & David we utilize Board in our finance and accounting departments to navigate vast amounts of data. Board is used in our budgeting and forecasting processes as well as in our daily sales reports. A few years ago, we worked with the Board team to implement a wholesale model that replaced multiple Excel reports. Since then we have been creating new capsules and cubes that store various areas of the company. We have also started utilizing the application in our budget process and forecasting. We gave access to our partners and now everything is in one place and without the need to share multiple files. Board is being used across our whole organization and reduced the time we spend sharing spreadsheets because we now have all the data in the platform and can be more accurate and focus more on the analysis.
  • Budgeting and forecasting all in one platform
  • Store data and decrease the need to share files
  • Accurate and consistent
  • Provide more training videos with examples that relate to our industry
  • 1:1 assistance support to address questions and solve issues
  • Saved hours of work on spreadsheets
  • More accuracy and fewer forecast and budget versions that using Excel
  • Easy to use and learn
Board has been proved to be accurate and reliable. The application is great to store large amounts of data and to work on budget and forecast scenarios. However, sometimes it can be challenging to navigate the many options and multiple ways to present the data; 1:1 assistance can definitely help with that.

Board Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
9
Financial data consolidation
10
Journal entries and reports
10
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
10
Local and consolidated reporting
10
Detailed Audit Trails
10
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
10
XBRL support for regulatory filing
Not Rated
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Benchmarking with external data
Not Rated
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
Pixel Perfect reports
10
Customizable dashboards
10
Report Formatting Templates
10
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
10
Report sharing and collaboration
10
Publish to Web
10
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
10
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10
Responsive Design for Web Access
10
Mobile Application
10
Dashboard / Report / Visualization Interactivity on Mobile
10