Planful is Great for Budgets and Forecasts
November 22, 2020

Planful is Great for Budgets and Forecasts

Anonymous | TrustRadius Reviewer
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.
Great for Budgets and Forecasts. Consolidation module was not great and we discontinued its use in Planful.

Planful Feature Ratings

Long-term financial planning
5
Financial budgeting
8
Forecasting
8
Scenario modeling
8
Management reporting
8
Management Reporting
8
Excel-based Reporting
8
Automated board and financial reporting
8
Flat file integration
Not Rated
Excel data integration
Not Rated
Direct links to 3rd-party data sources
8
Drill-down analysis
8
Formatting capabilities
7
Report sharing and collaboration
8
Multi-User Support (named login)
7
Multiple Access Permission Levels (Create, Read, Delete)
6
Single Sign-On (SSO)
7