Planful Use
November 10, 2021

Planful Use

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

Modules Used

  • Modeling
  • Planning
  • Reporting and Analytics

Overall Satisfaction with Planful (formerly Host Analytics)

We use Planful for reporting and planning purposes. Our reporting is shared throughout the entire company along with user access at each of our facilities. It has helped lead to more efficient and real time reporting. Also, we have utilized dynamic reporting to get fast and easy ad hoc reporting needs.
  • Budgeting.
  • User friendly.
  • Support.
  • Fewer clicks.
  • Time saved.
  • Improved reporting.
  • Planning.
As mentioned our 3 month forecast has been moved into the system. Also, our MM&A team is in the process of moving their models into Planful. They are hopeful it will increase efficiency and free up time for them on a daily basis. We are working hand and hand to help.
Dashboard is a learning process but the training videos are helpful. I do wish there were more training videos available for specific tasks. Overall, dashboards are very useful. Particularly, we use these for leaders to show simplified reports. The interface is user friendly, allowing them to drill down to certain issues.
Reporting is very simple. Dynamic reporting allows for any user to perform thousands of different ad hoc reporting. Planning is way better than relying on a Excel spreadsheet.
Slightly different as we only used oracle for accounting purposes.

Do you think Planful delivers good value for the price?

Yes

Are you happy with Planful's feature set?

Yes

Did Planful live up to sales and marketing promises?

No

Did implementation of Planful go as expected?

I wasn't involved with the implementation phase

Would you buy Planful again?

Yes

We have recently moved our 3 month rolling forecast inside planful which lead to real time forecasting after inputs. Leaders have been very happy with this implementation. One thing that could improve is designing planning templates. There are many clicks involved to get an account mapped to a specific destination.

Planful Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
Financial data consolidation
10
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
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
Personalized dashboards
10
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
8
Key Performance Indicator setting
8
Flat file integration
Not Rated
Excel data integration
10
Direct links to 3rd-party data sources
5
Pixel Perfect reports
Not Rated
Customizable dashboards
10
Report Formatting Templates
6
Drill-down analysis
10
Formatting capabilities
3
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
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
Dashboard / Report / Visualization Interactivity on Mobile
10