Board: Perfect BI and Forecasting Platform with reporting capability.
October 28, 2022

Board: Perfect BI and Forecasting Platform with reporting capability.

AC Kumar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

It helps our team do deep analysis and data quality refinement for the churn rate prediction in the High Networth Individual project. We can further do reporting and analysis and are able to do forecasting using Board for our refined data set. We further share these detailed reports with operations teams/customer relationship teams to retain our HNI customers by cross-selling them relevant products or offering them proactive solutions to prevent churn.
  • 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.

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 ROI and more adoption than Power BI.
  • Training new users for Board implementation was a slow and tedious process.
  • It will help us save time and cost once our reports are standardized and fully automated. Then I can share better ROI numbers.
Most appropriate for the following nature of scenarios/business use-cases: Producing data for analysis in an easy and fast way. Creating management dashboards to provide visibility of the business trend or any specific visualization. Building accurate consolidated reports which allow for decisions to be made with future projections also accessible.

Board Feature Ratings

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