Review of Planful
February 29, 2024
Review of Planful
Score 8 out of 10
Vetted Review
Verified User
Modules Used
- Structured Planning
- Dynamic Planning
- Reporting
- Consolidation
Overall Satisfaction with Planful
We are a Veterinary hospital consolidator. We have many use cases for Planful due to the ways we break down our business. Planful allows us to analyze data from a Top of the House perspective while still providing functionality to drill-down to the lowest level. Due to this, it is a great tool for us to analyze data and identify issues at a particular hospital. We also enjoy the reporting functionalities that are offered. We have many reports that we generate on a monthly basis that are distributed to regions and hospitals. We can associate directors with a particular region and then automate monthly reports to distribute their respective region's report.
- Reporting
- Analyzing Data
- Hierarchies
- Wish there was more ease of use with creating reports. Sometimes I think to myself it would just be easier to export to Excel and make modifications there.
- There are some formatting nuances that can be really frustrating.
- I wish the dashboards had a bit more functionality.
- There are some limitations that can be really frustrating. For example, you are unable to copy more than one report or an entire folder.
- Automates many reports that would take hundreds of hours each month if we had to do outside of Planful.
- The drill-down capabilities allow us to identify issues and quickly correct them.
- Templates help us to budget for many locations at once. This saves countless hours.
Planful allows us to build specific permissions for each department to help them automate tasks while not having vision of areas they shouldn't. We are able to build out reports for other departments to assist them in their monthly duties and save them many hours doing repetitive tasks each month.
While we do have many use cases for Planful - we do not exclusively use Planful for all of our finance needs.
Do you think Planful delivers good value for the price?
Yes
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