Drivetrain Features
Reports (8)
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
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Share Reports
Receive email reports and notifications regarding metrics.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Data Updates (5)
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Email Reports
Receive email reports and notifications regarding metric.
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Financial Insight (3)
Budgeting
Based on 51 Drivetrain reviews.
Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting
Based on 54 Drivetrain reviews.
Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.
Planning
This feature was mentioned in 50 Drivetrain reviews.
Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.
Data (4)
Data Visualization
Based on 52 Drivetrain reviews.
Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis
This feature was mentioned in 50 Drivetrain reviews.
Scours data for actionable insights.
Custom Reporting
As reported in 52 Drivetrain reviews.
Allows users to customize their own reports according to business needs.
Reporting Templates
This feature was mentioned in 44 Drivetrain reviews.
Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.
Status Communication (4)
Collaboration
This feature was mentioned in 50 Drivetrain reviews.
Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control
47 reviewers of Drivetrain have provided feedback on this feature.
Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates
As reported in 49 Drivetrain reviews.
Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards
Based on 44 Drivetrain reviews.
Displays and shares company performance data to increase transparency across the board.
Budget Creation (6)
Data Import
This feature was mentioned in 52 Drivetrain reviews.
Import trial balance, monthly P&L, balance sheets, and other types of financial data
Budget Hierarchies
As reported in 50 Drivetrain reviews.
Define budget structure elements and how they are linked hierarchically
Versioning
52 reviewers of Drivetrain have provided feedback on this feature.
Keeps track of all versions of a budget and allows users to compare versions
Formulas
51 reviewers of Drivetrain have provided feedback on this feature.
Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues
What-If
Based on 55 Drivetrain reviews.
Test the potential financial impact of business decisions on revenues and expenses
Budget Periods
As reported in 49 Drivetrain reviews.
Users can customize standard budget periods (3, 9, or 12 months)
Budget Management (3)
Consolidation
This feature was mentioned in 51 Drivetrain reviews.
Consolidate multiple budgets from different departments or business entities
Adjustments
48 reviewers of Drivetrain have provided feedback on this feature.
Users with administrative access rights can modify budgets
Workflows
24 reviewers of Drivetrain have provided feedback on this feature.
Workflows are used to define the steps required to alter budgets and who needs to approve changes
Forecasting (5)
Historical Data
As reported in 50 Drivetrain reviews.
Forecasting is based on past transactions and historical financial or operational data
Reforecast
As reported in 50 Drivetrain reviews.
Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
49 reviewers of Drivetrain have provided feedback on this feature.
Support multiple types of forecasts such as balance sheet and cash flow forecasts
Rolling Forecasts
47 reviewers of Drivetrain have provided feedback on this feature.
Used to review and update budgeting assumptions for a predefined period (usually one year)
AI
This feature was mentioned in 40 Drivetrain reviews.
Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns
Analytics (7)
Variance Analysis
This feature was mentioned in 45 Drivetrain reviews.
Project out as the year progresses to accommodate trends that affect key business drivers.
Forecasts Comparison
This feature was mentioned in 47 Drivetrain reviews.
compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking
This feature was mentioned in 43 Drivetrain reviews.
Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers.
Reports
Generate cash flow reports in order to see where money is coming in and where it's going
Forecast 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
Data Management (3)
Data Import
As reported in 46 Drivetrain reviews.
Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
Data Consolidation
Based on 48 Drivetrain reviews.
Data from multiple systems can be centralized into a single repository
Data Validation
45 reviewers of Drivetrain have provided feedback on this feature.
Financial data can be validated to avoid duplicates and errors
Reporting Structure (3)
Reporting Hierarchy
47 reviewers of Drivetrain have provided feedback on this feature.
Administrators can define and manage the reporting structure and access rights to each report
Report Templates
46 reviewers of Drivetrain have provided feedback on this feature.
Templates that can be used to create new reports without starting from scratch
Report Types
This feature was mentioned in 43 Drivetrain reviews.
Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date
Standard Analytics (4)
Standard KPIs
47 reviewers of Drivetrain have provided feedback on this feature.
Include most common financial KPIs such as gross and net profit margin, or working capital
Standard Reports
Based on 47 Drivetrain reviews.
Standard financial reports are provided out of the box
Financial Statements
Based on 45 Drivetrain reviews.
Ability to analyze financial statements such as income statement and balance sheet
Drill Down
This feature was mentioned in 47 Drivetrain reviews.
Users can drill down to the detail level of each transaction or financial entry
Custom Analytics (5)
Dashboards
As reported in 50 Drivetrain reviews.
Dashboards can be customized to display different types of data from various sources
Custom KPIs
Based on 49 Drivetrain reviews.
Users can modify standard financial KPIs and metrics
Custom Reports
This feature was mentioned in 48 Drivetrain reviews.
Allow users to edit reports and to combine multiple reports
Self Service
49 reviewers of Drivetrain have provided feedback on this feature.
A dedicated portal for external users with limited access to the system
Multiple Entities
37 reviewers of Drivetrain have provided feedback on this feature.
Monitors the financial performance of multiple entities
Cash Flow Management (3)
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Income and Expenses
Add one-time or recurring items to your cash flow and add line items for each payment or deposit.
Track Cash Flow
Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.
Cash Flow Forecasting (5)
Historical Data
Cash flow 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 cash flow trends and outcomes, based on historical data and patterns
Financial Data Transfer (5)
Data Transfer
Automates the transfer of data between an organization's ERP system and its bank
Data Exchange
Streamlines the exchange of information between internal systems
Reporting
Automatically extracts data required for cash forecasting and liquity reporting
Access
Restricts access to certain users within an organization, or provides access for third parties
Integration
Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software
Financial Planning (3)
Extended Planning
As reported in 39 Drivetrain reviews.
Analysis that creates business plans outside of finance, including sales, marketing, or HR.
Reporting
As reported in 44 Drivetrain reviews.
Reports on departmental KPI metrics measured against targets.
Integration
This feature was mentioned in 41 Drivetrain reviews.
Consolidates planning processes across an organization into a single solution.
Visualization (4)
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
Formats
Allows one to create and export visualization into various formats (PNG, JPEG, etc.)
Collaboration (3)
Sharing
Provides the ability to easily share visualizations.
Co-Editing
Allows multiple users to edit and create visualizations together.
Devices
Has the ability to edit visualization across devices and device types (e.g. computer and phone).
Generative AI (2)
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.
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.
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.
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.
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
Agentic AI - Cash Flow Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
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
Agentic AI - Financial Analysis (2)
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
Technology Glossary Features
View definitions of the features and discover new technology terms.
What is a dashboard and why is it important as a software feature? Our G2 guide can help you understand dashboards and learn more about its types, benefits, and best practices.
Financial statements provide an overview of a company's financial performance. Learn more about financial statements, financial audit software, and how G2 can help you make the best decision for your business.





