AchieveIt Features
Financial Insight (3)
Budgeting
Based on 25 AchieveIt reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting
Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. 25 reviewers of AchieveIt have provided feedback on this feature.
Planning
Based on 37 AchieveIt reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.
Data (4)
Data Visualization
Based on 37 AchieveIt reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis
Based on 35 AchieveIt reviews and verified by the G2 Product R&D team. Scours data for actionable insights.
Custom Reporting
Based on 37 AchieveIt reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.
Reporting Templates
Based on 36 AchieveIt reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.
Status Communication (4)
Collaboration
Based on 38 AchieveIt reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control
Based on 33 AchieveIt reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates
Based on 39 AchieveIt reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards
Based on 36 AchieveIt reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.
Prepare (4)
Strategy Map
Create and manage maps for multiple strategies at the department or company level. This feature was mentioned in 80 AchieveIt reviews.
Strategy Model
Provide pre-defined strategy models that can be customized and combined by users 80 reviewers of AchieveIt have provided feedback on this feature.
Rules
Define rules to assign employees and resources to various strategic plans 75 reviewers of AchieveIt have provided feedback on this feature.
Frameworks
Based on 78 AchieveIt reviews. Support multiple strategy frameworks such as Balanced scorecard and OKR
Plan (4)
Vision Statement
Adds values, mission and vision statements to strategy plans 74 reviewers of AchieveIt have provided feedback on this feature.
Goals
Assigns goals to strategic plans and define owners and milestones for each goal. This feature was mentioned in 93 AchieveIt reviews.
Collaboration
Based on 88 AchieveIt reviews. Allow users from multiple teams to collaborate on strategic planning and implementation.
Cascade Planning
As reported in 84 AchieveIt reviews. Ensures that various teams, departments, and business entities are aligned with the strategy of the company.
Optimize (3)
Progress Tracking
As reported in 93 AchieveIt reviews. Monitor the progress of all activities related to strategy and identify opportunities for improvement.
KPIs
Based on 84 AchieveIt reviews. Include KPIs to track the status and success of strategic operations.
OKR
Define and monitor objectives, and key results (OKR). 73 reviewers of AchieveIt have provided feedback on this feature.
Communication (4)
Feedback
Based on 71 AchieveIt reviews. Allows managers and peers to provide feedback on goal progress.
Confidence Levels
Allows users to rate their confidence level concerning goal completion. This feature was mentioned in 70 AchieveIt reviews.
Messaging Integrations
Integrates with outside business instant messaging tools. This feature was mentioned in 59 AchieveIt reviews.
Onboarding
As reported in 66 AchieveIt reviews. Provides built-in onboarding tools for new user adoption.
Goal Creation (4)
Team OKR
Allows users to make team-wide OKRs. This feature was mentioned in 61 AchieveIt reviews.
Individual OKR
As reported in 61 AchieveIt reviews. Allows users to make OKRs for individual team members.
Mind Mapping
Allows users to arrange tasks and goals in a mind map. This feature was mentioned in 53 AchieveIt reviews.
Action Item Creation
As reported in 68 AchieveIt reviews. Allows users to create goals and takss based on action items decided in in-person meetings.
Financial Planning (3)
Extended Planning
Based on 30 AchieveIt reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR.
Reporting
Based on 31 AchieveIt reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets.
Integration
Based on 28 AchieveIt reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution.
Execute (4)
Performance
Track the performance of strategy execution tasks and identity opportunities for improvement This feature was mentioned in 58 AchieveIt reviews.
Communication
Clearly communicate how strategy plans should be implemented accross all departments of the company This feature was mentioned in 56 AchieveIt reviews.
Alignment
Align all staheholders involved to improve collaboration, visibility, and performance 58 reviewers of AchieveIt have provided feedback on this feature.
Performance
Based on 56 AchieveIt reviews. Track the performance of strategy execution tasks and identity opportunities for improvement
Strategic Planning - Strategic Portfolio Management (8)
Objectives
Define strategic objectives related to project and portfolio management
Roadmaps
Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements
Demand management
Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.
Resource Planning
Assist with dynamic portfolio-level resource planning and what-if scenario modeling
Planning
Create plans to implement activities to achieve strategic objectives
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Alignment
Align project and portfolios with the strategic objectives of the company
Strategic Management - Strategic Portfolio Management (8)
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Change Management
Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Strategy Model
Provide pre-defined strategy models that can be customized and combined by users
Frameworks
Support multiple strategy frameworks such as Balanced scorecard and OKR
Data Analysis - Strategic Portfolio Management (3)
ESG Impact
Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion
Financial Performance
Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues
Forecasting
Enable forecasting future performance, resource requirements, and potential risks and opportunities
Artificial Intelligence - Strategic Portfolio Management (3)
Process Intelligence
Optimize workflows and processes using machine learning and natural language processing (NLP)
Predictive Insights
Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment
Virtual Agents
Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management
Agentic AI - Objectives and Key Results (OKR) (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - FP&A (Financial Planning & Analysis) (2)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives





