We like Planful
July 27, 2021

We like Planful

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source

Modules Used

  • Modeling
  • Planning
  • Reporting and Analytics
  • Dynamic Planning

Overall Satisfaction with Planful (formerly Host Analytics)

We are an implementation partner and reseller with Planful. We have completed 60+ successful Planful implementations and focus our sales efforts on the solution.
  • Inherent accounting logic: credit vs debit.
  • Ease of use: Particularly reporting.
  • Ease of adoption for end users: Excel syntax.
  • Stability of environment.
  • Support: It is a difficult service to consistently do well.
  • Partner support.
  • Strong sale and resell profile.
  • Very good to implement; projects move quickly and are successful.
  • Resell agreements should be more generous.
We do not use Planful, we have benefitted greatly from the use of automation by our clients, it is very popular.
It is very easy.
It is very easy.
Cognos, TM1, Anaplan, Adaptive, Vena, Longview, etc.

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

Planful Feature Ratings

Long-term financial planning
7
Financial budgeting
9
Forecasting
8
Scenario modeling
9
Management reporting
9
Financial data consolidation
8
Journal entries and reports
7
Multi-currency management
8
Intercompany Eliminations
8
Minority Ownership
Not Rated
Local and consolidated reporting
9
Detailed Audit Trails
9
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
9
Personalized dashboards
9
Color-coded scorecards
6
KPIs
6
Cost and profitability analysis
9
Key Performance Indicator setting
8
Flat file integration
8
Excel data integration
9
Direct links to 3rd-party data sources
7
Pixel Perfect reports
7
Customizable dashboards
8
Report Formatting Templates
6
Drill-down analysis
7
Formatting capabilities
7
Report sharing and collaboration
9
Publish to Web
Not Rated
Publish to PDF
8
Report Versioning
8
Report Delivery Scheduling
9
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Predictive Analytics
Not Rated
Multi-User Support (named login)
8
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
9
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
9