1. Home
  2. Corporate Performance Management (CPM) Software
  3. Board Reviews
  4. User Review of Board
BI and CPM, best of both worlds
January 29, 2022

BI and CPM, best of both worlds

Sandeep Reyyi | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

Board is a great BI tool that enables us in decision-making. It's easy to import raw data into the system to run analysis and generate effective reports. It also lets users build interactive dashboards based on the generated reports for better understanding to cater to business stakeholders and other non-technical users. It is easy to develop planning around the reports generated by this tool. It saves a lot of time and helps us in better decision-making.
  • Generating reports from multiple sources.
  • Creating interactive dashboards.
  • Planning
  • Automating regular task models.
  • Should deliver regular updates.
  • Needs 3D modelling implemented.
  • Faster report generation with bulk data.

Do you think Board delivers good value for the price?

Yes

Are you happy with Board's feature set?

Yes

Did Board live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Board go as expected?

Yes

Would you buy Board again?

Yes

  • Better decision making.
  • Planning.
  • Interactive dashboards.
It's easy to import data from multiple sources in this tool. It merges all the data and generates reports very effectively and accurately. It even supports data from Excel sheets to Bigquery.
It's easy to collaborate using the board. We can have multiple logins at a time and can monitor or work on the report generation simultaneously. For better privacy, we can also restrict access to specific users or all users. It doesn't lag or hang in this process and works quite seamlessly.
Having BI and CPM capabilities in one tool is a great advantage with Board. The finance team advantages more from this unified capability. As it can directly map the reports to performance with given data.
We haven't considered any other tool.
Board excels at creating reports based on multiple resources. It's fast, secure, and reliable. It can also be automated based on existing models. It shines more in creating interactive dashboards, which helps to make understand our raw data to our product owners more easily. It needs to have more templates to choose from.

Board Feature Ratings

7.0
Long-term financial planning
6
Financial budgeting
8
Forecasting
6
Scenario modeling
8
Management reporting
7
7.2
Financial data consolidation
6
Journal entries and reports
7
Multi-currency management
8
Intercompany Eliminations
7
Minority Ownership
7
Local and consolidated reporting
8
Detailed Audit Trails
Not Rated
7.8
Financial Statement Reporting
8
Management Reporting
7
Excel-based Reporting
8
Automated board and financial reporting
8
XBRL support for regulatory filing
8
8.0
Personalized dashboards
9
Color-coded scorecards
8
KPIs
7
Cost and profitability analysis
8
Key Performance Indicator setting
8
Benchmarking with external data
8
8.0
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
6
8.3
Pixel Perfect reports
8
Customizable dashboards
8
Report Formatting Templates
9
8.3
Drill-down analysis
8
Formatting capabilities
9
Integration with R or other statistical packages
9
Report sharing and collaboration
7
7.5
Publish to Web
7
Publish to PDF
8
Report Versioning
8
Report Delivery Scheduling
7
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
7
Location Analytics / Geographic Visualization
8
Predictive Analytics
9
8.0
Multi-User Support (named login)
9
Role-Based Security Model
7
Multiple Access Permission Levels (Create, Read, Delete)
7
Single Sign-On (SSO)
9
6.7
Responsive Design for Web Access
7
Mobile Application
5
Dashboard / Report / Visualization Interactivity on Mobile
8