G2

Savleen K.

Analyst

Mid-Market (51-1000 emp.)

9/20/2024

"Intuitive and powerful Financial Planning Tool"

4.5/5

What do you like best about Planning & Budgeting Insight?

what I really like about planning and budgeting insights is how it makes the whole budgeting process less overwhelming The tools does a great job of letting me visualize different budgets scenarios and track how costs are allocated across projects or department I can easily see my fixed and variable costs which help me a lot with planning the ability to pull find data and create this codes without needing to go through it has been a game changer for me and my team Review collected by and hosted on G2.com.

What do you dislike about Planning & Budgeting Insight?

If I had to point out something it's that the tool can feel a bit complex at first it took a little time to get used to everything especially since there are so many features maybe more beginner friendly tutorials would help new users get up to speed positive but honestly once you are familiar with the tool it's incredibly powerful worth the initial effort Review collected by and hosted on G2.com.

What problems is Planning & Budgeting Insight solving and how is that benefiting you?

Before using this tool it was difficult to visualize and compare different financial scenarios in one place now with real time analytics and custom reporting it's much easier to make informed decision and stay on top of our financial goals overall it's helped improve accuracy in planning and reduce the time spent on manual budgeting tasks Review collected by and hosted on G2.com.