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What is Board?

BOARD is a business decision-making platform for organizations of any size. BOARD hosts several business modeling, planning, and analysis all in one cloud-based platform.

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Recent Reviews

TrustRadius Insights

BOARD is a versatile software that has been used by users across various departments and industries to meet their business intelligence, …
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Board review

6 out of 10
January 30, 2023
Business problems that Board addresses in my organisations are: Difficulty in managing and tracking multiple projects and tasks at the …
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Board detailed review.

6 out of 10
January 25, 2023
Board is a really functional online forum to have any kind of discussion and threads, which is pretty organized. You get to meet people …
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Great Financial Planning Tool

10 out of 10
October 10, 2022
We have mainly used the Board application to get insight and perform some financial planning in my institution. I find it to be very …
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Simple and efficient BI tool

7 out of 10
September 19, 2022
Board is a great BI solution that help us in many situation like monitor, plan and summarize financial or economic view of a enterprise.<br…
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Great solution for BI and CPM!

9 out of 10
August 24, 2022
We used to use a number of custom BI solutions in our sales department. That was a painful scenario, with lots of accesses to different …
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Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 48 features
  • Report sharing and collaboration (90)
  • Customizable dashboards (94)
  • Drill-down analysis (97)
  • Formatting capabilities (95)

Reviewer Pros & Cons

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What is Board?

BOARD is a business decision-making platform for organizations of any size. BOARD hosts several business modeling, planning, and analysis all in one cloud-based platform.

Entry-level set up fee?

  • No setup fee


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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34 people also want pricing

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Budgyt is a platform made to simplify business budgeting. With built-in functions designed for data integrity, team collaboration, and scenario planning & analysis, Budgyt is presented as an optimized budgeting experience that rids users of complex, error-prone spreadsheets and the time-consuming…

What is PlanGuru?

PlanGuru is budgeting, forecasting and financial analytics software for SMB's, Nonprofits and the Accountants/ Advisors that work with them.

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Product Demos

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BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Avg 8.0

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Avg 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

Avg 8.2

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

Avg 7.6

Access Control and Security

Access control means being able to determine who has access to which data.

Avg 8.7

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

Avg 8.0

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Avg 8.3

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

Avg 8.0

Financial Reporting and Compliance

Financial statements and regulatory filings

Avg 8.2

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Avg 8.0


Ability to integrate with external applications.

Avg 8.3
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Product Details

What is Board?

Board is a Decision-Making platform that aims to empower people from more than 2,000 companies worldwide to have a transformative impact on their business by deploying Planning, Predictive Analytics and Business Intelligence applications on a single unified platform. Board allows companies to explore and leverage their data to produce a complete view of business information, gain actionable insights, and achieve full control of performance across the entire organization. With Board, organizations can manage and control their entire decision-making process from goal setting down to operational execution through the ability to analyze, simulate, plan, and predict.

The vendor states that global enterprises such as H&M, BASF, Burberry, Toyota, Coca-Cola, KPMG, and HSBC have deployed end-to-end decision-making applications at a fraction of the time and cost associated with traditional solutions. Board International was founded in 1994 and has now 25 offices around the world and a global reseller network. Board has been implemented in over 100 countries.

Board Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Minority Ownership
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting
  • Supported: XBRL support for regulatory filing

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: KPIs
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting
  • Supported: Benchmarking with external data

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Pixel Perfect reports
  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Integration with R or other statistical packages
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization
  • Supported: Predictive Analytics
  • Supported: Support for Machine Learning models
  • Supported: Pattern Recognition and Data Mining
  • Supported: Integration with R or other statistical packages

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Table-Level Access Control (BI-layer)
  • Supported: Field-Level Access Control (BI-layer)
  • Supported: Single Sign-On (SSO)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Mobile Application
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Board Screenshots

Screenshot of PlanningScreenshot of Sales PlanningScreenshot of ProfitabilityScreenshot of GeomapScreenshot of ForecastScreenshot of Financial PlanScreenshot of Executive StrategyScreenshot of Board Financial Consolidation

Board Video

Customer Ivan Evstatiev, Senior Manager, Planning & Performance Management at Coca-Cola European Partners, shares his experience of bridging the gap between Finance and Operations through the implementation of driver-based planning and forecasting. Learn more here:

Board Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesAmericas, Europe, Middle East, Asia Pacific
Supported LanguagesEnglish, Italian, German, French

Frequently Asked Questions

BOARD is a business decision-making platform for organizations of any size. BOARD hosts several business modeling, planning, and analysis all in one cloud-based platform.

Wolters Kluwer CCH® Tagetik, Anaplan, and OneStream are common alternatives for Board.

Reviewers rate Scenario modeling and Single Sign-On (SSO) highest, with a score of 8.2.

The most common users of Board are from Enterprises (1,001+ employees).

Board Customer Size Distribution

Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)30%
Enterprises (more than 500 employees)70%
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

BOARD is a versatile software that has been used by users across various departments and industries to meet their business intelligence, reporting, and planning needs. Users have found BOARD to be a valuable tool for consolidating data, generating reports, and making better-informed business decisions. It has been effective in a range of use cases, such as traditional BI/MI reporting, CPM capabilities, financial calculations, budgeting, forecasting, and sales analysis.

One of the key advantages of BOARD is its ability to import raw data and run insightful analysis, allowing users to generate well-structured reports. This enables teams to build interactive dashboards for a better understanding of the data and cater to non-technical users. The software also offers easy planning around the generated reports, saving time and aiding in better decision-making.

Another notable feature of BOARD is its integration with other marketing platforms, allowing users to collect multiple data insights effortlessly. The powerful data visualization tools offered by BOARD enable users to create visually appealing reports and quantitative analytics easily. Additionally, it serves as a front end for ERP systems and provides reliable analytics combination software.

Users have praised the ease of getting started with BOARD features and its user-friendly interface that simplifies various business operations. The software is highly regarded for its stability and quick workflow in generating visualizations. Its versatility makes it popular among different departments within an organization, including finance, sales, logistics, marketing, customer service, IT management, and human resources.

Overall, BOARD has proven to be an invaluable tool for organizations looking to consolidate their data, analyze performance metrics, create impactful reports and dashboards, streamline financial processes, enhance decision-making capabilities, automate tasks, forecast and budget effectively. With its comprehensive functionalities and user-centric approach, BOARD helps organizations improve productivity, optimize resource allocation, achieve business goals through improved business intelligence strategies.

Easy to Use and Intuitive Interface: Users found the software to be highly intuitive and easy to use, with a user-friendly interface and quick access to reports. Many reviewers stated that the software was straightforward to navigate, making it easy for users of all levels of technical expertise.

Drag and Drop Feature for Data Analysis: The drag and drop feature was highly praised by users for making data analysis easier. Several reviewers mentioned that this feature allowed them to build complex dashboards without the need for extensive programming knowledge or coding skills.

Automation Capabilities: The software's automation capabilities were highly regarded by users as they saved time and improved efficiency. Many reviewers appreciated the automated functions for generating reports, which eliminated the need for manual processes and increased productivity.

Smaller Community: Some users have mentioned that the community for this software is smaller compared to its competition, limiting opportunities for collaboration and support. They have expressed concerns about the availability of resources, forums, and user-generated content specific to this software.

Weak ETL Function: Several reviewers have stated that the ETL function of this software is not as strong as other tools in terms of performance and capabilities. Users have faced challenges in data extraction, transformation, and loading processes. They have reported slower processing times, limited functionality for complex transformations, and difficulties with handling large datasets.

Lack of Regular Updates: Many users have expressed their disappointment with the lack of regular updates from the software provider. This has led to a stagnant feature set and an inability to take advantage of new advancements in technology. Users have mentioned missing out on bug fixes, performance improvements, and new features that could enhance their experience with the software.

Users commonly recommend Board based on their experiences with the platform. Here are the three most common recommendations:

  1. Use the self-hosted version of Board instead of the cloud version, as it provides more control and flexibility in managing the platform.

  2. Before making a purchase decision, try out the trial version of Board to get acquainted with its features and assess its suitability for your specific needs.

  3. To effectively use Board, leverage the available videos and guides provided by the platform to learn how to maximize its functionalities.

Overall, users find Board to be a valuable tool that offers flexibility, functionality, and affordability. They appreciate its ability to centralize data, automate processes, generate reports, and create dashboards that executives find useful. Whether for budgeting, data analysis, or decision-making, Board is recommended by users across a range of industries and company sizes.

Attribute Ratings


(1-25 of 100)
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Ellen Caroline Murphy Dixon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Easy to read reports
  • Improves workflow and planning
  • Optimal integration for any scenario
  • Reliable data processing.
  • PDF export is not the fastest
  • Slow tech support response time
Score 10 out of 10
Vetted Review
Verified User
  • The Customer service support is exceptional.
  • The product understands & adapts your need so quickly.
  • Data models for business intelligence can be created quickly and easily with BOARD's BI solution
  • Works well for financial budgeting & goals setting
  • Works slow with heavy data.
  • formatting gets changes while exporting to excel.
January 30, 2023

Board review

Score 6 out of 10
Vetted Review
Verified User
  • visibility into team performance and progress
  • dentifying and addressing bottlenecks and delays
  • communication and coordination among team members
  • Integrations: While Board may have some integration capabilities with other tools, it may not integrate with all the tools that an organization is using
  • Customization
  • Mobile App: Board may have a web-based interface that is accessible from any device, but some users may find that the mobile app experience is lacking in terms of features or usability.
Md Khandoker Alif | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
  • Cloud data analysis services for business & corporate user's maintaining purpose
  • Data driving from one format to another format within a minutes without any data analysis experience.
  • Financial data validation process, analysis services, making the annual reports are providing according to our business operation demand.
  • Board Cloud services have to providing with multiple devices from local & multi Cloud environment zone with Shortest DNS record
  • Need to integrate with many other Microsoft 360 services with customaization data Model
  • I also missing the 2Mfa authentication security & own server configuration based software data syncing between Board room & AWS cloud services.
January 25, 2023

Board detailed review.

Score 6 out of 10
Vetted Review
Verified User
  • DIscussions Threads.
  • Notify if you receive response on your question.
  • Learning section.
  • The UI is really basic and can be improved.
  • It is really had to find right threads at times.
  • Ability to attach various documents to the threads.
Gopi Krishna | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Smarter planning
  • Complexities simplification
  • unique solution provider
  • Pricing details should be provided according to the business
  • support team should be quick
  • Should be little affordable
Score 10 out of 10
Vetted Review
Verified User
  • Allows business unit managers see their results when they are live.
  • Allows drilldown capability and full transparency into all revenue and costs.
  • Enables the business to make decisions on relevant and live data.
  • Board is a one-stop shop for all data points within the organisation.
  • Transitioning to Board 11 has taken time.
  • The column nature of the structure in Board can limit flexibility if you are recreating old reports. However, this gives you a blank slate to create new Board reports.
  • The overnight load from the systems into Board can sometimes fail. This is likely to do with the amount of data we are loading every night.
Shahbaz Hussain Khan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Due to top-notch customer support and helpful, knowledgeable staff, integration with our databases was smooth
  • Using spreadsheets to visualize reports, web-based data entry engines, and clearer insights helped a lot for an effective budgeting process
  • Sometimes the software is not so quick during report creation activities. I wish this tool is more flexible and so quick during the creation of reports
  • Although we can easily set up a database from scratch, I would like more advanced documentation on database design
Score 8 out of 10
Vetted Review
Verified User
  • Board can handle huge amounts of data. It provides the cloud database and Premise Database choice to the customers/users.
  • Easy connectivity/integration to a variety of data sources like Excel, CSV, Oracle, SQL, etc.
  • Variety of Reports and data visualisation capabilities.
  • Missing Inbuilt scheduler for tasks. Need to import tasks.
  • Should support multiple pricing models as per company size.
  • Security/Authentication process and structure is a bit complex to figure out.
AC Kumar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Standardisation of data from various disparate sources.
  • Depth of analysis and ability to drill down and up to get a high-level and low-level picture of analyzed data.
  • Variety and customisations in Reporting.
  • Quite challenging to work and place various different objects, even after using align for report designers.
  • Error messages are vague at times requiring additional efforts to find the root cause of the problem.
  • Learning curve for someone new to platform.
August 19, 2022

Board is just GREAT!

Christos Socratous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • Consolidation between different sectors of the company.
  • Helps us plan for the future with clear data.
  • Our HR is using it to report on employee performance.
  • The UI could be more up to date.
  • Not as fast and smooth as they claim it to be. Still not that bad.
  • I don't think its features are as advanced as it claims to be.
Score 9 out of 10
Vetted Review
Verified User
  • With Board, we have reduced the use of excel, ensuring more accurate and faster information.
  • Easier to streamline all of our logics and processes.
  • Board helps u to collect our internal numbers and create the reports required by management.
  • Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity.
  • We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler.
Vishesh Koul | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • It has the ability to handle large amounts of data. Board provides the cloud database which ensures faster deployments and greater security.
  • The customers have both the choices either On-Premises or On Cloud since Cloud is more popular nowadays I would recommend Cloud to opt for.
  • The users can get along with Board quite easily because of it's easy to use UI and Drag & Drop features.
  • The complex calculations of reports is done so easily and quickly with the help of inbuilt functions.
  • There is less learning content about Board on free platforms which can be increased just like other products have currently.
  • The updates for On-Premise and Cloud should be in sync both should receive updates from time to time.
  • It has all the features and functionalities to make it a powerful tool, need to look into the pricing side of it.
Score 9 out of 10
Vetted Review
Verified User
  • Presenting and interpreting data with reports and attractive dashboards.
  • UI UX is very good and easy to navigate which makes it easy or user-friendly.
  • Fast and stable, the performance of the board i.e. loading time is very smooth.
  • The app can be integrated with the web browser.
  • Overall customer experience can be improved by making it fast response and more available.
Score 8 out of 10
Vetted Review
Verified User
  • Data imports from various aggregators is super easy with easy roll-ups.
  • The UI is super simplistic and dashborad/report creation is very good.
  • Their customer support is really good and it's a Saas Platform with quick and easy deployment.
  • Recently we have started using their analytics feature for forecasting and making purchase decision for reservations. So far so good.
  • Data modelling is a bit of hassle and more documentation will be helpful.
  • It would be great to have actionables configured right of the dashboard. The idea is to look at report and take an action right there (eg: sending email or Slack notification)
  • The integration with Office 365 leaves a lot to be desired.
Score 9 out of 10
Vetted Review
Verified User
  • Predictive analytics and performance tracking
  • creating real time tracking and visualization dashboards
  • integrate with various CRM tools and ERP applications to upload data into its database
  • easy to deploy and install
  • low cost of maintenance
  • costly for low architectural complexity organizations
  • requires training to use model and use of functionality
  • connectors requires to connect to various data sources
Score 9 out of 10
Vetted Review
Verified User
  • HUGE data loads
  • I can throw files directly onto the page without needing to dig through the "open" search window
  • Analytics is displayed in great visual graphics
  • Initial implementation is tedious (I get its necessary, but still...)
  • Layout design is tricky too
  • My experience with customer service took forever
Nabin Poudel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Easy to import and map historical financial data
  • Comes with a fast and reliable cloud platform
  • Consolidated view of all the financial processes
  • Real-time dashboard with insightful visualization and interactive simulation
  • Board can improve on its documentation and tutorials for beginners
  • It should provide faster support to the tickets
  • Not suitable for government offices due to privacy concerns
Score 10 out of 10
Vetted Review
Verified User
  • Automation of operations
  • Integration with third part applications such as Salesforce
  • Dashboard analytics and storage of critical data
  • Easy and intuitive to use application
  • Requires extensive technical knowledge to use the application
  • Integration may go wrong sometimes
  • Not a mature product
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