Board Features

Based on 211 Board reviews and verified by the G2 Product R&D team. Reports interface for standard and self-service reports is intuitive and easy to use.

Based on 203 Board reviews and verified by the G2 Product R&D team. Requires a minimal number of steps/clicks to answer business question.

Based on 211 Board reviews and verified by the G2 Product R&D team. Offers a variety of attractive graph and chart formats.

Based on 199 Board reviews and verified by the G2 Product R&D team. Score cards visually track KPI's.

Based on 208 Board reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design, refine and collaborate on their dashboards

Based on 207 Board reviews and verified by the G2 Product R&D team. Using formulas based on existing data elements, users can create and calculate new field values.

Based on 208 Board reviews and verified by the G2 Product R&D team. Business users have the ability to filter data in a report based on predefined or automodeled parameters.

Based on 201 Board reviews and verified by the G2 Product R&D team. Users can drill down and explore data to discover new insights.

Based on 204 Board reviews and verified by the G2 Product R&D team. Ability to search global data set to find and discover data.

Based on 196 Board reviews and verified by the G2 Product R&D team. Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.

Based on 184 Board reviews and verified by the G2 Product R&D team. Tool automatically suggests data types, schemas and hierarchies.

As reported in 168 Board reviews. Analyze current and historical trends to make predictions about future events.

Based on 197 Board reviews and verified by the G2 Product R&D team. Communicate complex information clearly and effectively through advanced graphical techniques.

Based on 173 Board reviews and verified by the G2 Product R&D team. Ability to handle large, complex, and/or siloed data sets.

Based on 93 Board reviews and verified by the G2 Product R&D team. Converts data formats of source data into the format required for the reporting system without mistakes.

Based on 96 Board reviews and verified by the G2 Product R&D team. Ability to (re)structure data in a manner that allows extracting insights fast and accurate.

Based on 76 Board reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)

Based on 69 Board reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 112 Board reviews. Supports a variety of scripting environments

Mines data from databases and prepares data for analysis This feature was mentioned in 113 Board reviews.

Based on 113 Board reviews. Applies statistical algorithms to selected data

Based on 117 Board reviews. Analyzes both structured and unstructured data

Interacts with data to prepare it for visualizations and models This feature was mentioned in 119 Board reviews.

As reported in 117 Board reviews. Offers modeling capabilities

Creates data visualizations or graphs 120 reviewers of Board have provided feedback on this feature.

As reported in 121 Board reviews. Generates reports of data performance

Unifies information on a singular platform 116 reviewers of Board have provided feedback on this feature.

As reported in 13 Board reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.

As reported in 13 Board reviews. Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates. This feature was mentioned in 12 Board reviews.

Highlights top-performing employees to publicly reward their achievements. 13 reviewers of Board have provided feedback on this feature.

Creates user profiles similar to social media pages that display private or public statuses and updates. This feature was mentioned in 14 Board reviews.

Generates reports with customizable fields to further understand employee performance. 12 reviewers of Board have provided feedback on this feature.

As reported in 13 Board reviews. Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool. 12 reviewers of Board have provided feedback on this feature.

Based on 14 Board reviews. Integrates with CRM and financial systems to help determine goals

Organizes team members by roles, activities and objectives and weighs tasks by importance. 13 reviewers of Board have provided feedback on this feature.

As reported in 12 Board reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Based on 135 Board 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.

Based on 133 Board reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Based on 135 Board 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.

Based on 135 Board reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Based on 135 Board reviews and verified by the G2 Product R&D team. Scours data for actionable insights.

Based on 136 Board reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.

Based on 133 Board 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.

Based on 114 Board 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.

Based on 129 Board 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.

Based on 113 Board 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.

Based on 121 Board reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.

Capable of generating optimal merchandise mix for the store

As reported in 39 Board reviews. Ability to understand how shopper segements are growing and in which categories.

Ability to improve market planning and adjust merchandise pricing. 39 reviewers of Board have provided feedback on this feature.

Based on 39 Board reviews. Identify shopping paterns within your shoppers.

Ability to export data into a easy-to-read report This feature was mentioned in 38 Board reviews.

Plan financial goals for your store's merchandise based on past, present and future demand. 39 reviewers of Board have provided feedback on this feature.

Analyzes aggregated supply chain and shipping data to gain predictive insight

Aggregates and centralizes data regarding product movement, materials management, and financial information

Generates reports that identify KPIs and other relevant metrics

Project out as the year progresses to accommodate trends that affect key business drivers. This feature was mentioned in 47 Board reviews.

Based on 46 Board reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

As reported in 44 Board reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Provides users with automated reports and dashboards on all demand plans, and forecast KPIs

Allows users to perform ABC and XYZ analyses and assess forecastability with rules adjustable by business users.

Allows users to forecast the demand impact of events such as new product launches product up-gradation, pricing, rebates, marketing activities, product discontinuation

Allows users to create simulation scenarios with factors such as changed pricing

Allows users to pull historical data in order to more accurately predict future demand

Generate forecasts using historical data and market trends

Include standard key performance indicators (KPIs) for retail and e-commerce

Provide customizable dashboards to display KPIs and forecasts

Integrate with bsiness intelligence and analytics software

Monitor store key performance indicators (KPIs) in real-time

Generate forecasts using historical data and market trends

Creates reports and dashboards to analyze retail KPIs and metrics

Uses artificial intelligence (AI) to build forecasting models based on existing data sets

Provides comprehensive visibility and oversight into supply chain operations

Provides inventory scheduling and inventory management functionalities

Provides employee scheduling and employee management functionalities

Automates the tracking and recording of activities within the entire supply chain lifecycle

As reported in 19 Board reviews. Plan and optimize resources effectively.

Based on 18 Board reviews. Create supply plans based on things such as predicted demand, capacity, and material availability

Plan warehouse activity to execute adjustments to sales and inventory targets 17 reviewers of Board have provided feedback on this feature.

Establish inventory targets based on changes to the sales plan This feature was mentioned in 17 Board reviews.

Ability to figure out what products to buy and when to buy them. This feature was mentioned in 18 Board reviews.

Based on 48 Board reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

As reported in 48 Board reviews. Define budget structure elements and how they are linked hierarchically

As reported in 47 Board reviews. Keeps track of all versions of a budget and allows users to compare versions

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues 47 reviewers of Board have provided feedback on this feature.

Based on 44 Board reviews. Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months) 49 reviewers of Board have provided feedback on this feature.

Consolidate multiple budgets from different departments or business entities 48 reviewers of Board have provided feedback on this feature.

Based on 47 Board reviews. Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes This feature was mentioned in 48 Board reviews.

Based on 50 Board reviews. Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets This feature was mentioned in 45 Board reviews.

Support multiple types of forecasts such as balance sheet and cash flow forecasts 43 reviewers of Board have provided feedback on this feature.

As reported in 46 Board reviews. Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns 34 reviewers of Board have provided feedback on this feature.

Track products to determine when they are shipped, in transit, or delivered.

Allow users to re-route and reschedule shipments based on standard or custom criteria.

Optimize inventory to improve fulfillment and increase customer satisfaction.

Manage multiple delivery modes such as truckload, less than truckload, rail, parcel, and ocean.

Identify the financial impact of deliveries based on costs and revenues.

Provide performance metrics such as delivery performance, on-time arrival performance, and compliance.

Use supply chain data to identify trends and their impact on performance.

Allows users to integrate their demand planning software with ERP and SCM software

Allows multiple users to simultaneously input thier data online, offline or remotely

Allows multiple stakeholders into planning data for increased visibility

Allows users to have multi-tier visibility into current stock and purchase orders

Provides users with a planning dahsboard for real-time data

Allows users to ensure production capacity meets demand

Allows users to conduct demand planning for seasonal and intermittent demand

Allows users to tailor demand planning by business function including sales and marketing

Allows users to customize demand planning that take all data on particular goals into consideration.

The system automatically accounts for data related to consumer demand and any planned network changes.

Allows users to automate routine steps for demand planning or data preparation

Based on 60 Board reviews and verified by the G2 Product R&D team. Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications.

Based on 56 Board reviews and verified by the G2 Product R&D team. Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data

Based on 59 Board reviews and verified by the G2 Product R&D team. Using formulas based on existing data elements, users can create and calculate new field values

Based on 61 Board reviews and verified by the G2 Product R&D team. Business users have the ability to filter data in a report based on predefined or automodeled parameters.

Based on 57 Board reviews and verified by the G2 Product R&D team. Allows the user to combine data from multiple sources into a functioning dataset.

Based on 25 Board reviews. Data from multiple systems can be centralized into a single repository

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases This feature was mentioned in 25 Board reviews.

As reported in 26 Board reviews. Match invoices, payments, and bank statement information

As reported in 27 Board reviews. Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Offers standard financial reports out of the box 27 reviewers of Board have provided feedback on this feature.

Based on 27 Board reviews. Allows users to edit reports and to combine multiple reports

Based on 25 Board reviews. Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.

Adjusts journal entries in order to have an accurate balance sheet and income statement This feature was mentioned in 24 Board reviews.

Based on 25 Board reviews. Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Based on 49 Board reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Based on 54 Board reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets.

Based on 51 Board reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution.

Ability to track components across the supply chain to identify the causes of non-compliance.

Provide a search engine to find items and where they are in the supply chain.

Ability to identify and document exceptions for perishable goods and temperature-controlled environments.

Ability to track inbound products to determine when they are shipped, in transit, or delivered.

Ability to track and search for the location of shipments by PO or SKU

Ability to use historical tracking data and machine learning in order to accurately predict ETAs

Ability to establish geofences to determine precise and accurate arrivals

Access up to date rates from carriers, including spot market

Ability to request a bid from multiple carriers and directly book shipments

Ability to manage and automate invoices

Ability to utilize paperless documents to automate reconciliation process including bills of lading, proofs of delivery, and weight certificates

Ability to access full coverage of required geographies

Ability to efficiently onboard new carriers during network implementation

Ability to access data enrichment, sources, & normalization to serve up actionable and clean data

Provide support for multiple languages

Provide rule-based notifications to empower real-time collaboration at key milestones and quickly resolve issues.

Gather multiple types of data from various sources

Consolidates data from multiple sources

Detect innacurate, incomplete, or duplicate commerce data

Ensure that the data complies with internal quality standards

Allow users to update the data to nesure its accuracy and validity

Consolidates data from multiple sources

Gather multiple types of data from various sources

Allow users to update the data to ensure its accuracy and validity

Detect innacurate, incomplete, or duplicate data

Ensure that the data complies with internal quality standards

Offer mobile dashboards to view retail KPI in real-time

Support or include dedicated app for iOS and/or Android

Allows integration with marketplace such as Amazon, eBay, Walmart, etc

Easily integrate with POS software to monitor sales and customer data

Allows integration with marketplace such as Amazon, eBay, Walmart, etc

Provides a cloud based version of the platform

Provides an on-premise version of the platform

Able to create and modify line plan for new and exisitng products

Ensure the right product is at the right location at the right time, on the right shelf

Determine the appropriate assortment within store clusters across product categories and attributes

Able to create visual assortment plans based on product images or CAD drawings

Allows users to generate text based on a text prompt. 13 reviewers of Board have provided feedback on this feature.

Based on 12 Board reviews. Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Provides ability to score accounts based on potential revenue to prioritize accordingly. 11 reviewers of Board have provided feedback on this feature.

Provides ability to structure topline revenue goals. This feature was mentioned in 11 Board reviews.

As reported in 11 Board reviews. Segment accounts based on ideal customer profile and business objectives.

As reported in 11 Board reviews. Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

Based on 12 Board reviews. Forecast sales data for sales teams, individual reps, territories, or products.

As reported in 11 Board reviews. Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.

Abilty to create and run "what-if" scenario modeling to inform business decisions. 12 reviewers of Board have provided feedback on this feature.

Based on 11 Board reviews. Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.

Define territories to ensure optimized market coverage and allocate resources appropriately. This feature was mentioned in 11 Board reviews.

As reported in 10 Board reviews. Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.

Based on 11 Board reviews. Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.

As reported in 11 Board reviews. Design quota targets based on factors such as account size, rep performance, and pipeline needs.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Enables non-technical users to build dashboards through intuitive, drag-and-drop interfaces

Enables automated report generation and scheduled delivery to stakeholders

Allows dashboards and analytics to be embedded into external apps with branding flexibility

Supports integration with major data sources like cloud data warehouses, SQL/NoSQL databases, and SaaS applications

Efficiently processes large datasets with minimal lag and ensures high performance under load

Maintains performance and uptime during high traffic from multiple users or teams

Supports semantic data layers, role-based access controls, and metadata governance

Integrates with Jupyter, Python, or R for custom analytics and modeling

Provides native tools for statistical analysis, forecasting, and trend prediction

Uses AI to generate textual summaries, key takeaways, and data stories from dashboards

Allows users to query data and build reports using conversational or plain language

Detects and notifies users about KPI anomalies or significant metric changes in real time

Recommends next questions, analyses, or exploration paths using autonomous AI agents

Learns from historical user interactions to improve and personalize query results over time

Tailors dashboard views and suggestions based on user roles, access levels, and past behavior

Supports AI-driven exploration via prompts or multi-turn conversations for iterative querying

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.

Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.

Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies.

Generates AI-assisted financial reports and provides thorough analytical insights.