the Excel add-in called SpotlightXL. It allows us to create reports and analysis in a familiar interface.

I like being able to use workforce planning within Planful for budgeting, along with consolidations. It’s helpful to have these capabilities in one place when I’m working through the budgeting process.

I use Planful for forecasting, budgeting, reporting, and consolidating multiple entity financials. I appreciate that it streamlines reporting needs, enabling quick querying and letting our team focus on strategic future analysis. The customer experience is phenomenal, making them true partners, and they adapt their product to customer needs. They have training modules and videos now, which have expanded significantly over the years. I find language familiarity and ease of use great because anyone who understands simple mapping and retrieval can use it. I also like that most formulas are common to the MS Excel framework, allowing me to create reports and planning templates with minimal recreation. The integration with Dynamic 365 is direct and works well for me.