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Board is a very successful and reliable CPM tool
Updated July 12, 2022

Board is a very successful and reliable CPM tool

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

Overall Satisfaction with Board

Board helped our organization to monitor the performance of our company. It helped us to create the required workflows that are needed for the satisfaction of the customers. It creates a great field for planning and analysis of performance management. We were able to track the budget and finances with Board. It gave us all the useful reports to maintain control of the organization.
  • Easy to deploy.
  • Real time tracking.
  • Visualization dashboards.
  • Analytics and performance tracking.
  • Integration with several CRM and ERP tools.
  • Customer service.
  • Tutorial for beginners.
  • Pricing

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?

Yes

Did implementation of Board go as expected?

Yes

Would you buy Board again?

Yes

  • Create reports and dashboards.
  • Better decision-making for the organization.
Board comes in handy for organizations that have a lot of data to display. It helps with creating budgets and tracking finances. It converts complex data to understandable reports. It can also be integrated with several CRM and ERP tools easily.

Board Feature Ratings

8.8
Long-term financial planning
9
Financial budgeting
9
Forecasting
9
Scenario modeling
8
Management reporting
9
8.6
Financial data consolidation
8
Journal entries and reports
8
Multi-currency management
9
Intercompany Eliminations
9
Minority Ownership
9
Local and consolidated reporting
9
Detailed Audit Trails
8
9.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
8
Automated board and financial reporting
8
XBRL support for regulatory filing
Not Rated
8.8
Personalized dashboards
9
Color-coded scorecards
8
KPIs
10
Cost and profitability analysis
9
Key Performance Indicator setting
9
Benchmarking with external data
8
8.7
Flat file integration
9
Excel data integration
8
Direct links to 3rd-party data sources
9
9.7
Pixel Perfect reports
10
Customizable dashboards
10
Report Formatting Templates
9
8.8
Drill-down analysis
9
Formatting capabilities
8
Integration with R or other statistical packages
9
Report sharing and collaboration
9
9.5
Publish to Web
10
Publish to PDF
10
Report Versioning
9
Report Delivery Scheduling
9
8.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
9
Predictive Analytics
9
9.3
Multi-User Support (named login)
9
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
9
8.0
Responsive Design for Web Access
9
Mobile Application
7
Dashboard / Report / Visualization Interactivity on Mobile
8