Planful is amazing!
May 20, 2024

Planful is amazing!

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

Modules Used

  • Structured Planning
  • Reporting

Overall Satisfaction with Planful

We use Planful for workforce planning, reporting, budgeting and forecasting. The biggest challenge we had when we started using Planful was the ability to do our workforce planning because we lacked the ability to limit access based on our cost center structure. Planful gives us the ability to use real numbers (not blended rates) because of the structured access permissions.
  • Customer Service
  • Dynamic Reporting
  • Workforce Planning
  • Help menu/resources
  • The ability to create a dashboard for all to see top level financial results but no ability to drill through
  • We do not calculate ROIs for tools like this, however it has enabled us to meet our budget every year due to visibility of financials for all of our money managers
We are an over head department and simply use Planful for operational expenses and workforce planning. The impact on our ability to collaborate financials across the department has been tremendous! We have the ability to simply export our forecast report and send to Home Office when requested, making my job much easier. Also putting the data at the fingertips of 20+ money managers is very valuable.
We have benefitted greatly from having the ability to take care of all of our finance needs in Planful. It is very valuable to have the ability to see workforce templates and opex templates with ease for our money managers. It would be even more beneficial if all of our overhead departments used the tool, as that would ease a LOT of work done by home office accounting.
I was not involved in the selection process, but have owned Planful as a FP&A tool since its infancy.

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?

Yes

Did implementation of Planful go as expected?

Yes

Would you buy Planful again?

Yes

The Planful solution has been very well suited for our workforce planning. The ability to forecast/budget real numbers rather than having to use blended rates is super important for us. This reduces the number of variances. Additionally, the ease of setting up compensation items for all of our benefits and assigning those to employee types is wonderful.

Planful Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
Financial data consolidation
10
Journal entries and reports
10
Multi-currency management
10
Intercompany Eliminations
10
Minority Ownership
10
Local and consolidated reporting
10
Detailed Audit Trails
10
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
10
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
Pixel Perfect reports
10
Customizable dashboards
10
Report Formatting Templates
10
Drill-down analysis
10
Formatting capabilities
10
Report sharing and collaboration
10
Publish to Web
10
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Predictive Analytics
10
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Single Sign-On (SSO)
10
Responsive Design for Web Access
10
Dashboard / Report / Visualization Interactivity on Mobile
10