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Planful Review 2024
May 21, 2024

Planful Review 2024

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • Structured Planning
  • Dynamic Planning
  • Reporting

Overall Satisfaction with Planful

We used it for planning and reporting.
Planful effectively addressed the Workforce planning, opex planning and management reporting at different levels for our forecast and budgeting cycles.
  • Reporting
  • Dashboard
  • Structured Planning
  • Merit calculation in WFP
  • Snapshot as hardcoded number for spotlight reports
  • Formatting flexibility of reporting
  • 80% time saving for management reporting
  • enables interactivity of dashboard
  • Version control
Saved 100% of time to manually reconcile the accuracy of workforce data including salary, bonus and benefits.
As the only reporting tool, we maintain the only source of truth within Planful so C-suite has one destination to go for any financial data
Planful is winning in user experience. More intuitive design and very user friendly. I do expect more flexibility in terms of system confirgurations like higher hierarchy limit

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 reporting and structure planning has been heavily improved our automation of forecast/budgeting cycle. I specifically enjoy using the spotlight reports which enables high capability of collaboration and automation.

The WFP is good but could be better if there is more flexibility and calculation can be added.

Planful Feature Ratings

8.6
Long-term financial planning
7
Financial budgeting
9
Forecasting
9
Scenario modeling
8
Management reporting
10
Consolidation and Close ()
Not Rated
9.0
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
9
8.0
Personalized dashboards
8
Color-coded scorecards
8
KPIs
8
Cost and profitability analysis
8
Key Performance Indicator setting
8
8.0
Flat file integration
8
Excel data integration
8
7.0
Customizable dashboards
7
4.3
Drill-down analysis
8
Formatting capabilities
2
Report sharing and collaboration
3
10.0
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
7.0
Predictive Analytics
7
8.4
Multi-User Support (named login)
6
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
9
Single Sign-On (SSO)
9
7.5
Responsive Design for Web Access
9
Dashboard / Report / Visualization Interactivity on Mobile
6