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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Planful

    Score8.4 out of 10
    Enterprise companies (1,001+ employees)
    Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A

    SAP Lumira Discovery

    Score8.4 out of 10
    N/ASAP Lumira Discovery is SAP’s data visualization and discovery application. It facilitates data discovery, visualization, and analysis by assisting users with creation of dashboards, infographics, presentations, data facets, tag clouds, and more.

    $185

    per user

    Pricing
    PlanfulSAP Lumira Discovery
    Editions & Modules
    No answers on this topic
    SAP Lumira, standard edition
    $185
    per user
    Offerings
    Pricing Offerings
    PlanfulSAP Lumira Discovery
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredNo setup fee
    Additional DetailsPricing is highly dependent on the complexity and scope of the implementation.—
    More Pricing Information
    Community Pulse
    PlanfulSAP Lumira Discovery
    Considered Both Products
    Planful
    No answer on this topic
    SAP
    No answer on this topic
    Key User Insights
    Would buy again
    97%
    Would buy again
    101 Answers
    80%
    Would buy again
    8 Answers
    Delivers good value for the price
    99%
    Delivers good value for the price
    90 Answers
    86%
    Delivers good value for the price
    6 Answers
    Happy with the feature set
    98%
    Happy with the feature set
    102 Answers
    90%
    Happy with the feature set
    9 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    60 Answers
    83%
    Lived up to sales and marketing promises
    5 Answers
    Implementation went as expected
    84%
    Implementation went as expected
    67 Answers
    86%
    Implementation went as expected
    6 Answers
    Features
    PlanfulSAP Lumira Discovery
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and SAP Lumira Discovery
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    SAP Lumira Discovery
    8.0
    97 Ratings
    2% below category average
    Pixel Perfect reports6.933 Ratings00 Ratings
    Customizable dashboards5.057 Ratings8.097 Ratings
    Report Formatting Templates6.455 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful and SAP Lumira Discovery
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    SAP Lumira Discovery
    7.3
    103 Ratings
    9% below category average
    Drill-down analysis8.4103 Ratings10.0100 Ratings
    Formatting capabilities7.0104 Ratings7.0103 Ratings
    Report sharing and collaboration7.197 Ratings5.098 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful and SAP Lumira Discovery
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    SAP Lumira Discovery
    6.1
    95 Ratings
    30% below category average
    Publish to Web8.433 Ratings7.082 Ratings
    Publish to PDF6.477 Ratings5.094 Ratings
    Report Versioning6.555 Ratings00 Ratings
    Report Delivery Scheduling8.566 Ratings6.355 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful and SAP Lumira Discovery
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    SAP Lumira Discovery
    4.3
    104 Ratings
    60% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)5.040 Ratings5.0102 Ratings
    Location Analytics / Geographic Visualization6.42 Ratings6.095 Ratings
    Predictive Analytics6.044 Ratings2.072 Ratings
    Pattern Recognition and Data Mining7.33 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful and SAP Lumira Discovery
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    SAP Lumira Discovery
    -
    Ratings
    Multi-User Support (named login)8.496 Ratings00 Ratings
    Role-Based Security Model8.894 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.595 Ratings00 Ratings
    Report-Level Access Control8.855 Ratings00 Ratings
    Single Sign-On (SSO)9.778 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful and SAP Lumira Discovery
    Feature
    Planful
    2.3
    42 Ratings
    104% below category average
    SAP Lumira Discovery
    -
    Ratings
    Responsive Design for Web Access2.540 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile2.230 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful and SAP Lumira Discovery
    Feature
    Planful
    8.7
    156 Ratings
    8% above category average
    SAP Lumira Discovery
    -
    Ratings
    Long-term financial planning8.7139 Ratings00 Ratings
    Financial budgeting9.0155 Ratings00 Ratings
    Forecasting9.0146 Ratings00 Ratings
    Scenario modeling7.8131 Ratings00 Ratings
    Management reporting9.0149 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planful and SAP Lumira Discovery
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    SAP Lumira Discovery
    -
    Ratings
    Financial data consolidation9.3107 Ratings00 Ratings
    Journal entries and reports7.886 Ratings00 Ratings
    Multi-currency management7.470 Ratings00 Ratings
    Intercompany Eliminations7.673 Ratings00 Ratings
    Minority Ownership6.939 Ratings00 Ratings
    Local and consolidated reporting7.689 Ratings00 Ratings
    Detailed Audit Trails9.187 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planful and SAP Lumira Discovery
    Feature
    Planful
    7.6
    152 Ratings
    7% below category average
    SAP Lumira Discovery
    -
    Ratings
    Financial Statement Reporting8.8133 Ratings00 Ratings
    Management Reporting8.8143 Ratings00 Ratings
    Excel-based Reporting7.0141 Ratings00 Ratings
    Automated board and financial reporting6.5114 Ratings00 Ratings
    XBRL support for regulatory filing7.13 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planful and SAP Lumira Discovery
    Feature
    Planful
    5.9
    104 Ratings
    24% below category average
    SAP Lumira Discovery
    -
    Ratings
    Personalized dashboards5.191 Ratings00 Ratings
    Color-coded scorecards2.555 Ratings00 Ratings
    KPIs7.476 Ratings00 Ratings
    Cost and profitability analysis6.975 Ratings00 Ratings
    Key Performance Indicator setting6.963 Ratings00 Ratings
    Benchmarking with external data6.410 Ratings00 Ratings
    Integration
    Comparison of Integration features of Planful and SAP Lumira Discovery
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    SAP Lumira Discovery
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Best Alternatives
    PlanfulSAP Lumira Discovery
    Small Businesses
    No answers on this topic
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.1 out of 10
    Jaspersoft Community Edition
    Score7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulSAP Lumira Discovery
    Likelihood to Recommend
    8.8
    (164 ratings)
    9.0
    (105 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    6.0
    (1 ratings)
    Usability
    8.2
    (21 ratings)
    8.0
    (15 ratings)
    Availability
    8.2
    (4 ratings)
    5.0
    (2 ratings)
    Performance
    9.1
    (3 ratings)
    4.0
    (2 ratings)
    Support Rating
    9.0
    (22 ratings)
    1.0
    (12 ratings)
    In-Person Training
    9.1
    (3 ratings)
    6.0
    (1 ratings)
    Online Training
    9.1
    (3 ratings)
    6.0
    (1 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    4.0
    (4 ratings)
    Configurability
    8.2
    (2 ratings)
    4.0
    (2 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    2.0
    (83 ratings)
    Data Sources
    -
    (0 ratings)
    10.0
    (89 ratings)
    Ease of integration
    5.3
    (4 ratings)
    4.0
    (2 ratings)
    Product Scalability
    8.2
    (2 ratings)
    4.0
    (2 ratings)
    Professional Services
    -
    (0 ratings)
    5.0
    (1 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    8.0
    (1 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    5.0
    (2 ratings)
    User Testimonials
    PlanfulSAP Lumira Discovery
    Likelihood to Recommend
    Planful
    Planful is initially easy to setup and if a company is already using a mid layer to transform and standardise GL data, management reports can be set up in days, not weeks or months. Budgeting template setup does get some getting used to but the training provided by Planful is sufficient to get going and learn along the way. Building custom reports is straightforward and the interface is user-friendly, therefore the accounting team can get going without the need for technical specialists getting involved. Budget and forecasting is flexible and drivers of revenue and cost can be created in Planful and customised by Unit or Geography.
    Read full review
    SAP
    Infographics derived from specific data sources appears to be well suited for development using Lumira. The development of executive level dashboards was less appropriate from my perspective. The software does not provide sufficient demonstration or samples for the users to learn from in my opinion.
    Incentivized
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    Pros
    Planful
    • It aggregates data from different sources well, allowing me to report on a wide variety of metrics that interrelate.
    • I can build detailed reports so that my monthly and weekly reporting is done more efficiently
    • I like the tools that I am using to create dedicated models for forecasting and budgeting purposes
    Incentivized
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    SAP
    • SAP has built in features you would expect from a data visualization package, like easy import from other SAP systems.
    • SAP has most of the typical charts that you would expect in order to visualize your data.
    • SAP allows you to have multiple charts on one visualization for your data.
    Incentivized
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    Cons
    Planful
    • Dashboarding could be more flexible and easier to use.
    • Dynamic Reporting has room for flexibility with nesting, dimension names showing up instead of “All,” and overall flexibility.
    • Make Analyze view in Spotlight more intuitive.
    • A high-level onboarding guide to understanding the different components of Planful, data flows, and tips & tricks.
    Incentivized
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    SAP
    • Even though the process of creating visualizations of data is now greatly improved, it could still be a lot better as users become accustomed to this kind of tool and bring forward edge cases the developers did not anticipate.
    • It would be awesome to have a cross platform tool that works on more than just Windows.
    • Some options for specific graphs feel limiting.
    Incentivized
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    Likelihood to Renew
    Planful
    Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
    Incentivized
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    SAP
    Given the scope ,maintanence , support and budget are the main drivers to deciding renewal of a software
    Incentivized
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    Usability
    Planful
    The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.
    Incentivized
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    SAP
    SAP Lumira is very good self service analytical tool with powerful capabilities. However need to look into other SAP products in BI space, like SAP SAC. SAP Lumira is more used for custom and complex analytical need in business intelligence area. Also SAP Lumira is going out of maintenance in coming future replaced by SAP SAC.
    Incentivized
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    Reliability and Availability
    Planful
    I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
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    SAP
    Lumira is a desktop application runs in its own JVM. It installs its own java runtime libraries to avoid any core java version conflicts. The availability of the application is completely relies on individual machine hardware configuration. On a decent desktop, it performs well and always launches in either 32 or 64 bit environment based on the hosts system's OS
    Incentivized
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    Performance
    Planful
    Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
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    SAP
    The performance is linear with amount of data that is being explored. We have done some benchmarks acquiring 10million data cells without having any performance problems. We need to make proper adjustments to jvm run time properties to start with higher heap size and other parameters that optimizes the run time performance
    Incentivized
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    Support Rating
    Planful
    Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
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    SAP
    It does not have many bugs or issues since not a lot of new features are being added. The customer support for SAP Lumira Discovery is good and anyone considering this as a self-service tool would be happy. It integrates well in the SAP BI suite of products and the overall experience is positive.
    Incentivized
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    In-Person Training
    Planful
    My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment. Planful also offers training and certifications on their training hub. I have completed a couple of the certifications. The courses are easy to follow along with and very informative. Additionally, Planful schedules webinars pretty regularly. They'll email their customers and allow you to register to participate live. They also record these sessions so you can refer back to them at a later date or if you are unable to attend at the time the webinar is offered, you can register anyway and get access to the recording. Their training has improved year over year!
    Incentivized
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    SAP
    We did not take in-person training
    Incentivized
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    Online Training
    Planful
    Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production
    Incentivized
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    SAP
    Most of the user guides are pretty comprehensive and very easy to understand. The product itself is designed to be self-serve tool, did not need much of the end-user training. Most of the training we had is to how to read the data, how to explore the data, how to acquire the data etc.
    Incentivized
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    Implementation Rating
    Planful
    After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
    Incentivized
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    SAP
    Installing the desktop software on end-user machines is always challenging. The machine specifications are the biggest factor when running Lumira and be able to handle large datasets during data exploration. This often demands beefy machines at least for power-users. Although Lumira software licensing is not a big problem but managing partner's extensions and keeping track of their individual licenses may be an issue. If there is a way to bundle the more popular extensions such as vSQL or vOLAP should be bundled in core product and offer them as part of Lumira license instead of a separate license which causer operational burden.
    Incentivized
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    Alternatives Considered
    Planful
    Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.
    Incentivized
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    SAP
    Even though SAP Analytics Cloud is considered to be better in aspects such as data connectivity or analytics, we decided to choose Lumira as it was easier to understand, learn and use. As our business is not really that big and does not require the inclusion of large amounts of data, Lumira was overall the safest and most comfortable option. Also, some members in our team had previous knowledge so it was easier to adapt
    Incentivized
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    Scalability
    Planful
    From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.
    Incentivized
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    SAP
    Enterprise wide implementation is a challenge with data security and trustedness. No easy installation can be done across the enterprise. no upgrade paths also available from SAP. They have so much of experience with desktop implementation, there it could be a controlled environment with a capital budget. These may be resolved in the upcoming releases
    Incentivized
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    Return on Investment
    Planful
    • Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
    • Budget to Actual analysis has become much more streamlined and actionable
    • Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.
    Incentivized
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    SAP
    • We could obtain original data from vast and detailed corporate and personal data sources.
    • We could share visual analysis results with stakeholders via the cloud, and it could also be viewed on a tablet.
    • It is very flexible and accurate to use. It can be used for forecasting sales, resource planning, and scheduling.
    Read full review
    ScreenShots

    Planful Screenshots

    Screenshot of the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a Capacity Planning TemplateScreenshot of Integrations

    SAP Lumira Discovery Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshot