deFacto Planning Reviews & Product Details

It is setup and geared for a lean organizations that is easy to use and easy to setup to do a budget and forecast. Review collected by and hosted on G2.com.

While it offers a lot of great tools to do a collaborative planning process there are some additional features like in depth flexible dashboards and reporting could have a bit more flexibility Review collected by and hosted on G2.com.

deFacto Planning has enabled us to generate comprehensive and customizable reports that cater to our specific needs. With Excel as one of the user interfaces, the learning curve is significantly reduced, allowing us to spend time analyzing data quickly and efficiently. Also, the customer service has been great. Review collected by and hosted on G2.com.

Everything has been great. The only small issue in almost in 9 years are a couple Microsoft updates that have interfered with reports, but deFacto has been quick to provide a solution. Review collected by and hosted on G2.com.

Ease of creating reports, ability to use reports for multiple areas of the organization. Excel based report building is simple. Report distribution tools are decent. Review collected by and hosted on G2.com.

It is buggy- report headers just disappear randomly, among other issues. Upgrade was not easy and support staff from deFacto didn't know how to use new features. Review collected by and hosted on G2.com.

The interface with Excel is one of the best features. The training offered by deFacto is excellent and helps users understand the product. Review collected by and hosted on G2.com.

I wish you could write reports directly in Excel instead of the pop up window. Review collected by and hosted on G2.com.

It's pretty flexible, and you can create basic reports easily. I love that it is built as an excel add in so we can build and format in a space we are already familiar with. You can use it to pull basic data for working purposes as well as use it to create financial reporting ready for distribution. The report book feature to kick off a list of reports at once is nice. Review collected by and hosted on G2.com.

Sometimes it is hard to get very specific data- our chart of accounts is pretty intricate, and doesn't have a lot of roll ups. It's not easy to say "give me the P&L for unit 1, 3, and 5 in products a, d, and m." It would be nicer if the report book could publish to a single pdf. Instead, I have to compile the pdfs into one for a total financial package. Since the formatting is all in excel, we end up with a lot of small differences in the reports- like sizing and margins among the reports. Also, when you print to pdf, there are often header pages without any content that we need to delete. It's a pain, but overall it's a better solution that what we previously used. We can't use if for consolidation like we intended to. Allocations work fine in deFacto, but I wish there was a better way to replicate the allocations in our accounting software. Review collected by and hosted on G2.com.