[ Board Reviews ](https://www.g2.com/products/board/reviews) [ Board Reviews ](https://www.g2.com/products/board/reviews) # Board Features ##### ## Reports (5) Reports Interface Reports interface for standard and self-service reports is intuitive and easy to use. Steps to Answer Requires a minimal number of steps/clicks to answer business question. Graphs and Charts Offers a variety of attractive graph and chart formats. Score Cards Score cards visually track KPI's. Dashboards Provides business users an interface to easily design, refine and collaborate on their dashboards Show More ##### ## Self Service (6) Calculated Fields Using formulas based on existing data elements, users can create and calculate new field values. Data Column Filtering Business users have the ability to filter data in a report based on predefined or automodeled parameters. Data Discovery Users can drill down and explore data to discover new insights. Search Ability to search global data set to find and discover data. Collaboration / Workflow Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms. Automodeling Tool automatically suggests data types, schemas and hierarchies. Show More ##### ## Advanced Analytics (3) Predictive Analytics Analyze current and historical trends to make predictions about future events. Data Visualization Communicate complex information clearly and effectively through advanced graphical techniques. Big Data Services Ability to handle large, complex, and/or siloed data sets. Show More ##### ## Building Reports (4) Data Transformation Converts data formats of source data into the format required for the reporting system without mistakes. Data Modeling Ability to (re)structure data in a manner that allows extracting insights fast and accurate. WYSIWYG Report Design Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get) Integration APIs 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. Show More ##### ## Statistical Tool (3) Scripting Supports a variety of scripting environments Data Mining Mines data from databases and prepares data for analysis Algorithms Applies statistical algorithms to selected data Show More ##### ## Data Analysis (2) Analysis Analyzes both structured and unstructured data Data Interaction Interacts with data to prepare it for visualizations and models Show More ##### ## Decision Making (4) Modeling Offers modeling capabilities Data Visualizations Creates data visualizations or graphs Report Generation Generates reports of data performance Data Unification Unifies information on a singular platform Show More ##### ## Incentives (4) Badges Assigns achievement badges to high-performing employees based on pre-determined standards. Triggers Automatically recognizes achievements that should be added to the leaderboard. Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (4) Profiles Creates user profiles similar to social media pages that display private or public statuses and updates. Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Financial Insight (3) Budgeting 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. Planning Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. Show More ##### ## Data (4) Data Visualization Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. Data Analysis Scours data for actionable insights. Custom Reporting Allows users to customize their own reports according to business needs. Reporting Templates Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. Show More ##### ## Status Communication (4) Collaboration Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. Version Control Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. Real-Time Data Updates Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. Scorecards Displays and shares company performance data to increase transparency across the board. Show More ##### ## Merchandise (1) Merchandise Mix Capable of generating optimal merchandise mix for the store Show More ##### ## Reporting and Analytics (5) Consumer Behavior Ability to understand how shopper segements are growing and in which categories. Shopper Loyalty Ability to improve market planning and adjust merchandise pricing. Data Visualization Identify shopping paterns within your shoppers. Export Ability to export data into a easy-to-read report Financial Planning Plan financial goals for your store's merchandise based on past, present and future demand. Show More ##### ## Analytics (19) Forecasting - Supply Chain Planning Analyzes aggregated supply chain and shipping data to gain predictive insight Data Collection - Supply Chain Planning Aggregates and centralizes data regarding product movement, materials management, and financial information Business Reporting - Supply Chain Planning Generates reports that identify KPIs and other relevant metrics Variance Analysis Project out as the year progresses to accommodate trends that affect key business drivers. Forecasts Comparison compare Income Statement, Balance Sheet, and Cash Flow for multiple periods Forward Looking Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data Reporting Provides users with automated reports and dashboards on all demand plans, and forecast KPIs Segmentation analysis Allows users to perform ABC and XYZ analyses and assess forecastability with rules adjustable by business users. Product lifecycle Allows users to forecast the demand impact of events such as new product launches product up-gradation, pricing, rebates, marketing activities, product discontinuation Simulation Allows users to create simulation scenarios with factors such as changed pricing Historical Forecast Allows users to pull historical data in order to more accurately predict future demand Forecasting Generate forecasts using historical data and market trends KPIs Include standard key performance indicators (KPIs) for retail and e-commerce Dashboards Provide customizable dashboards to display KPIs and forecasts Integration Integrate with bsiness intelligence and analytics software KPIs Monitor store key performance indicators (KPIs) in real-time Forecasting Generate forecasts using historical data and market trends Reports and Dashboards Creates reports and dashboards to analyze retail KPIs and metrics Predictive analytics Uses artificial intelligence (AI) to build forecasting models based on existing data sets Show More ##### ## Warehouse Management (4) Sales and Operations Planning - Supply Chain Planning Provides comprehensive visibility and oversight into supply chain operations Production Planning - Supply Chain Planning Provides inventory scheduling and inventory management functionalities Workforce Management - Supply Chain Planning Provides employee scheduling and employee management functionalities Process Automation - Supply Chain Planning Automates the tracking and recording of activities within the entire supply chain lifecycle Show More ##### ## Collaborate (2) Optimization Plan and optimize resources effectively. Supply Chain Planning Create supply plans based on things such as predicted demand, capacity, and material availability Show More ##### ## Logistics (3) Warehouse Optimization Plan warehouse activity to execute adjustments to sales and inventory targets Inventory Targets Establish inventory targets based on changes to the sales plan Procurement Planning Ability to figure out what products to buy and when to buy them. Show More ##### ## Budget Creation (6) Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Budget Hierarchies Define budget structure elements and how they are linked hierarchically Versioning Keeps track of all versions of a budget and allows users to compare versions Formulas Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues What-If Test the potential financial impact of business decisions on revenues and expenses Budget Periods Users can customize standard budget periods (3, 9, or 12 months) Show More ##### ## Budget Management (3) Consolidation Consolidate multiple budgets from different departments or business entities Adjustments Users with administrative access rights can modify budgets Workflows Workflows are used to define the steps required to alter budgets and who needs to approve changes Show More ##### ## Forecasting (5) Historical Data Forecasting is based on past transactions and historical financial or operational data Reforecast Ability to recreate forecasts to include new information that may impact budgets Forecast Types Support multiple types of forecasts such as balance sheet and cash flow forecasts Rolling Forecasts Used to review and update budgeting assumptions for a predefined period (usually one year) AI Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns Show More ##### ## Delivery (4) Flows Track products to determine when they are shipped, in transit, or delivered. Alerts Allow users to re-route and reschedule shipments based on standard or custom criteria. Inventory Optimize inventory to improve fulfillment and increase customer satisfaction. Modes Manage multiple delivery modes such as truckload, less than truckload, rail, parcel, and ocean. Show More ##### ## Performance (3) Financial Analytics Identify the financial impact of deliveries based on costs and revenues. KPIs Provide performance metrics such as delivery performance, on-time arrival performance, and compliance. Benchmarking Use supply chain data to identify trends and their impact on performance. Show More ##### ## Collaboration (4) Integrations Allows users to integrate their demand planning software with ERP and SCM software Multiple users Allows multiple users to simultaneously input thier data online, offline or remotely Forecast collaboration Allows multiple stakeholders into planning data for increased visibility Inventory collaboration Allows users to have multi-tier visibility into current stock and purchase orders Show More ##### ## Planning (7) Planning dashboard Provides users with a planning dahsboard for real-time data Capacity Planning Allows users to ensure production capacity meets demand Assortment Planning Allows users to conduct demand planning for seasonal and intermittent demand Business functions Allows users to tailor demand planning by business function including sales and marketing Goal planning Allows users to customize demand planning that take all data on particular goals into consideration. Comprehensive Planning The system automatically accounts for data related to consumer demand and any planned network changes. Workflow Allows users to automate routine steps for demand planning or data preparation Show More ##### ## Data Preparation (2) Connectors Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications. Data Governance Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data Show More ##### ## Data Modeling and Blending (3) Data Querying Using formulas based on existing data elements, users can create and calculate new field values Data Filtering Business users have the ability to filter data in a report based on predefined or automodeled parameters. Data Blending Allows the user to combine data from multiple sources into a functioning dataset. Show More ##### ## Reconciliation (3) Consolidation Data from multiple systems can be centralized into a single repository Management Financial information can be imported from multiple sources such as spreadsheets, text files, or databases Accounting Match invoices, payments, and bank statement information Show More ##### ## Reporting (3) Report Types Provide multiple types of reports such as point-in-time snapshot reports, or year over year Standard Offers standard financial reports out of the box Custom Allows users to edit reports and to combine multiple reports Show More ##### ## Closing Process (3) Audit Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals. Journal Entries Adjusts journal entries in order to have an accurate balance sheet and income statement Distribution Financial statements and statistical reports (such as KPI) can be assembled into financial packages Show More ##### ## Financial Planning (3) Extended Planning Analysis that creates business plans outside of finance, including sales, marketing, or HR. Reporting Reports on departmental KPI metrics measured against targets. Integration Consolidates planning processes across an organization into a single solution. Show More ##### ## Visibility (7) Compliance Ability to track components across the supply chain to identify the causes of non-compliance. Search Provide a search engine to find items and where they are in the supply chain. Temperature Alerts Ability to identify and document exceptions for perishable goods and temperature-controlled environments. Shipment Tracking Ability to track inbound products to determine when they are shipped, in transit, or delivered. Order-Level Visibility Ability to track and search for the location of shipments by PO or SKU ETA Ability to use historical tracking data and machine learning in order to accurately predict ETAs Geofencing Ability to establish geofences to determine precise and accurate arrivals Show More ##### ## Workflow Automation (4) Rating Access up to date rates from carriers, including spot market Dispatch and Tender Ability to request a bid from multiple carriers and directly book shipments Invoice Management Ability to manage and automate invoices Digital Document Reconciliation Ability to utilize paperless documents to automate reconciliation process including bills of lading, proofs of delivery, and weight certificates Show More ##### ## Network Management (2) Geographic Optionality Ability to access full coverage of required geographies Automated Onboarding Ability to efficiently onboard new carriers during network implementation Show More ##### ## Platform (3) Data quality Ability to access data enrichment, sources, & normalization to serve up actionable and clean data Languages Provide support for multiple languages Configurable Notifications Provide rule-based notifications to empower real-time collaboration at key milestones and quickly resolve issues. Show More ##### ## Data Management (10) Data Types Gather multiple types of data from various sources Consolidation Consolidates data from multiple sources Cleansing Detect innacurate, incomplete, or duplicate commerce data Validation Ensure that the data complies with internal quality standards Correction Allow users to update the data to nesure its accuracy and validity Consolidation Consolidates data from multiple sources Data types Gather multiple types of data from various sources Correction Allow users to update the data to ensure its accuracy and validity Cleansing Detect innacurate, incomplete, or duplicate data Validation Ensure that the data complies with internal quality standards Show More ##### ## Mobile (2) Mobile dashboard Offer mobile dashboards to view retail KPI in real-time Mobile application Support or include dedicated app for iOS and/or Android Show More ##### ## Integration (3) Marketplace Allows integration with marketplace such as Amazon, eBay, Walmart, etc Retail POS Easily integrate with POS software to monitor sales and customer data Other software Allows integration with marketplace such as Amazon, eBay, Walmart, etc Show More ##### ## Platform Additional Functionality (2) Cloud Provides a cloud based version of the platform On-Premise Provides an on-premise version of the platform Show More ##### ## Assortment Planning and Optimization (4) Line Planning Able to create and modify line plan for new and exisitng products Location clustering Ensure the right product is at the right location at the right time, on the right shelf Product clustering Determine the appropriate assortment within store clusters across product categories and attributes Visual assortment Able to create visual assortment plans based on product images or CAD drawings Show More ##### ## Generative AI (6) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Sales Performance Features - Sales Planning (7) Account Scoring Provides ability to score accounts based on potential revenue to prioritize accordingly. Revenue Planning Provides ability to structure topline revenue goals. Account Segmentation Segment accounts based on ideal customer profile and business objectives. Sales Performance Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. Sales Forecasting Forecast sales data for sales teams, individual reps, territories, or products. Integrations Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. Scenario Modeling Abilty to create and run "what-if" scenario modeling to inform business decisions. Show More ##### ## Territory Management - Sales Planning (2) Territory Management Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. Territory Planning Define territories to ensure optimized market coverage and allocate resources appropriately. Show More ##### ## Quota & Capacity Management - Sales Planning (3) Quota Management Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. Capacity Management Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. Quota Planning Design quota targets based on factors such as account size, rep performance, and pipeline needs. Show More ##### ## Agentic AI - Sales Planning (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Analytics Platforms (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Retail Analytics (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Retail Intelligence (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Deployment & Integration - Analytics Platforms (4) No-code Dashboard Builder Enables non-technical users to build dashboards through intuitive, drag-and-drop interfaces Report Scheduling and Automation Enables automated report generation and scheduled delivery to stakeholders Embedded Analytics and White-labeling Allows dashboards and analytics to be embedded into external apps with branding flexibility Data Source Connectivity Supports integration with major data sources like cloud data warehouses, SQL/NoSQL databases, and SaaS applications Show More ##### ## Performance & Scalability - Analytics Platforms (2) Large data handling and Query Speed Efficiently processes large datasets with minimal lag and ensures high performance under load Concurrent User Support Maintains performance and uptime during high traffic from multiple users or teams Show More ##### ## Advanced Analytics & Modeling - Analytics Platforms (3) Data Modeling and Governance Supports semantic data layers, role-based access controls, and metadata governance Notebook and Script Integration Integrates with Jupyter, Python, or R for custom analytics and modeling Built-in Predictive and Statistical Models Provides native tools for statistical analysis, forecasting, and trend prediction Show More ##### ## Agentic AI Capabilities - Analytics Platforms (4) Auto-generated Insights and Narratives Uses AI to generate textual summaries, key takeaways, and data stories from dashboards Natural Language Queries Allows users to query data and build reports using conversational or plain language Proactive KPI Monitoring and Alerts Detects and notifies users about KPI anomalies or significant metric changes in real time AI Agents for Analytical Follow-ups Recommends next questions, analyses, or exploration paths using autonomous AI agents Show More ##### ## Personalized Intelligence - Analytics Platforms (3) Behavioral Learning for Contextual Query Refinement Learns from historical user interactions to improve and personalize query results over time Role-based Insight Personalization Tailors dashboard views and suggestions based on user roles, access levels, and past behavior Conversational and Prompt-based Analytics Supports AI-driven exploration via prompts or multi-turn conversations for iterative querying Show More ##### ## 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 Show More ##### ## Agentic AI - Budgeting and Forecasting (3) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## AI - Financial Close (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Compliance Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation. Reconciliation Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies. Data Collection Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies. Analysis Generates AI-assisted financial reports and provides thorough analytical insights. 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