Financial analyst.
May 18, 2025

Financial analyst.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Structured Planning

Overall Satisfaction with Planful

We do a lot of forecasting and budgeting on Planful using structured planning. We have departments across all functions, and we do our budget/ forecast for the next 3 years. We also do a lot of reporting functions, like the spotlight report. I love it because it makes the reporting very automated and easy to read.

Pros

  • Structure planning.
  • Workforce planning.
  • Spotlight report.

Cons

  • I wanna see more bridges on workforce planning- the open headcount to our forecast (TBHs).
  • I wanna group the scenarios and departments.
  • I think it’s a bit too clunky on the Excel spotlight report.
  • Time save.
  • Easier to use.
  • Better reportings.
We send management reports to our business partners every month. We review the actual (P&L file) using a Spotlight report. Once we finish our reviews, we move on to the management report, adding comments. The business leaders see the budget and ask questions.
We benefit from financial, operational, and reporting planning. We don’t use a lot of consolidation and dynamic planning. Everything is pretty automated.
I’ve only used Excel before.

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

I’m not impressed that I can’t see headcounts reporting in Planful. I want to see my actual employees and all the TBHs at a later time. But the other reporting that we use is pretty good. I like using the substitution variables; they will pick up the current month, and I don’t have to keep changing the actual month.

Planful Feature Ratings

7.6
Long-term financial planning
7
Financial budgeting
7
Forecasting
8
Scenario modeling
8
Management reporting
8
Consolidation and Close ()
Not Rated
7.0
Financial Statement Reporting
6
Management Reporting
7
Excel-based Reporting
7
Automated board and financial reporting
8
Analytics and Reporting ()
Not Rated
Integration ()
Not Rated
5.0
Pixel Perfect reports
5
Customizable dashboards
5
Report Formatting Templates
5
5.3
Drill-down analysis
5
Formatting capabilities
5
Report sharing and collaboration
6
Report Output and Scheduling ()
Not Rated
Data Discovery and Visualization ()
Not Rated
7.6
Multi-User Support (named login)
8
Role-Based Security Model
7
Multiple Access Permission Levels (Create, Read, Delete)
7
Report-Level Access Control
7
Single Sign-On (SSO)
9
Mobile Capabilities ()
Not Rated

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