Everybody has a Plan until they get Planful'd! (positive review š)
February 08, 2023
Everybody has a Plan until they get Planful'd! (positive review š)
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- Structured Planning
- Reporting
Overall Satisfaction with Planful
I use Planful every week to update our FP&A schedule throughout the year by using various modules on the platform. For instance, when looking at actual versus planned reports in the reports section, I use the report sets that are in there to extract information with regards to our financial KPIs.
- Creating forecasts for the month, quarter, and year
- Creating new variables by using variables pre-defined and that are new in the system
- Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! š
- I think that the load times for creating or deleting scenarios could be faster. nI addition, if they could start out by not being locked, that would be nice too.
- Sometimes, when I copy from Google Sheets and paste in Planful, I get a weird error string that doesn't tell me where I went wrong. Having something similar to MS Excel which says what might be causing the error would be super helpful as well.
- I think emails saying that a scenario has been deleted (if deleted by somebody else) would be helpful in case that communication is not sent out or received.
It's enhanced my ability greatly as the information that comes from Planful, and the analysis, helps inform business leaders in my organization, who then take what I give them to inform other business partners within our organization. It has positively changed how we do FP&A, and I don't even want to imagine what we were doing before Planful.
I've benefitted by being able to take care of tasks, and other ad hoc assignments from my supervisors, by interacting and learning from the platform. If there's one thing I could say about this tool to speak to it's effectiveness, it is how easy it is to catch on to the different ways to use it! :)
I wasn't here when we transitioned to Planful, but I would imagine the reason, based off of what I've heard in the past, is because of how dynamic and interactive it is across multiple sheets at the same time. I can't imagine trying to link a bunch of Excel sheets together - Planful saves me here.
Do you think Planful delivers good value for the price?
Not sure
Are you happy with Planful's feature set?
Yes
Did Planful live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Planful go as expected?
I wasn't involved with the implementation phase
Would you buy Planful again?
Yes