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Planful Review
February 09, 2023

Planful Review

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Modules Used

  • Structured Planning
  • Dynamic Planning
  • Reporting

Overall Satisfaction with Planful

I've used it for budgeting in the past. Currently use it for reporting. Would prefer to use it for budgeting, but Planful does not allow loading at vendor level which is required for us.
  • aesthetically pleasing for business partners to look at
  • nice formatting options
  • user friendly for basic tasks
  • more attributes
  • vendor level
  • better error message diagnosis
  • gives business partners option to use
I am able to pull adhoc reports for my business partners easily
I cannot take care of all my finance needs from this platform
  • SAP BPC (Business Planning and Consolidation)
nicer to look at, gives business partners ability to access, however, not smart enough to pull in new data for monthly reporting

Do you think Planful delivers good value for the price?

Not sure

Are you happy with Planful's feature set?

No

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?

No

Would you buy Planful again?

No

Spotlight, SAP BPC (Business Planning and Consolidation)
Simple to pull adhoc reports for myself or others; easy to export and format as needed. Not as customizable for our business needs so cant use it for forecasting periods.

Planful Feature Ratings

6.2
Long-term financial planning
6
Financial budgeting
6
Forecasting
5
Scenario modeling
7
Management reporting
7
Not Rated
Financial data consolidation
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
4.0
Financial Statement Reporting
5
Management Reporting
Not Rated
Excel-based Reporting
3
Automated board and financial reporting
Not Rated
7.0
Personalized dashboards
7
Color-coded scorecards
7
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
2.5
Flat file integration
Not Rated
Excel data integration
3
Direct links to 3rd-party data sources
2
5.0
Pixel Perfect reports
Not Rated
Customizable dashboards
5
Report Formatting Templates
Not Rated
5.0
Drill-down analysis
6
Formatting capabilities
4
Report sharing and collaboration
5
5.0
Publish to Web
5
Publish to PDF
5
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Predictive Analytics
Not Rated
Not Rated
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
Not Rated
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated