Planful is Great for Budgets and Forecasts
November 22, 2020
Planful is Great for Budgets and Forecasts
Score 7 out of 10
Vetted Review
Verified User
Modules Used
- Planning
Overall Satisfaction with Planful (formerly Host Analytics)
Planful is used to prepare Budgets and Forecasts. It is also used to prepare financial reports with budget and forecast data and actual GL data. The GL data is integrated with Dell Boomi product.
- User Friendly
- Web based makes it easily accessible
- Workforce Planning does not allow for employee level actual data
- Time saved and more accurate than Excel budgets
Yes, we use report collections in Planful that are quick to run and relatively easy to maintain.
Reports are not difficult to create. Sometimes the formatting can be a challenge when using report sets in both the row and column dimensions.
It is easy to provide users self-serve reporting.
The resemblance to Excel in planning and reporting is helpful in gaining user acceptance.