Best Business Performance Management Software for Microsoft Excel

Looker reinvents the way business intelligence (BI) works by delivering an entirely new kind of data discovery solution that modernizes BI in three important ways. A simplified web-based stack leverages our 100% in-database architecture, so customers can operate on big data and find the last mile of value in the new era of fast analytic databases. An agile development environment enables today’s data rockstars to model the data and create end-user experiences that make sense for each specific business, transforming data on the way out, rather than on the way in. At the same time, a self-service data-discovery experience works the way the web works, empowering business users to drill into and explore very large datasets without ever leaving the browser. As a result, Looker customers enjoy the power of traditional BI at the speed of the web.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic. Therefore, your forecasting and planning environment should reflect that. Workday Adaptive Planning's modeling and forecasting capabilities are world-class. You can harness world-class modeling to stay ahead of the curve in finance, sales, workforce planning, or any other area. With built-in collaboration, plan as a team. Be flexible and adapt quickly. Interactive dashboards, data visualizations and charts make it easy to improve business performance. All of your sales, financial, and management reporting software is available in the cloud. Microsoft Office Suite and OfficeConnect allow you to create stunning, immediately updated management reports. Connect to ERP, HCM and CRM for accurate and fast business planning.

Board is a highly-rated decision-making platform that can be used by organizations of all sizes. It unites business intelligence, corporate performance management, and business analytics capabilities into one powerful platform. This makes it simple to create and maintain any apps in seconds with no coding. Board is available in multiple deployment options, making it easier for users to access the right information faster.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

IBM Planning Analytics powered by IBM TM1® is an integrated planning tool that promotes collaboration within the organization and helps keep up with modern business. This enterprise performance management solution is equipped with a powerful calculation engine that allows you to go beyond spreadsheets and automate the planning process to get faster, more accurate results. Unify multiple data sources into one repository to simplify data and empower users to create complex, multidimensional models that can deliver more reliable forecasts. Automated, reliable planning is better for business than time-consuming and error-prone planning. Unify data, break down silos, and synchronize planning across organizations to get the whole picture and create integrated plans. You can see the impact of your decisions before you make them. You can also adjust your plans in real time to adapt to changes.

The 1st AI-powered strategy management platform that brings strategy, teams, and data together in one place helping organizations create strategic agility. Quantive is a trusted partner for over 800 organizations and close to 100,000 users in more than 75 countries. Red Hat, Adobe and Societe Generale are just a few of the clients. We believe that organizations can only succeed if they are 100% committed to a cross-functional framework for sensing disruptions and adapting strategy. Quantive is here to help you if you are dedicated to achieving your mission.

ESM+Strategy makes strategic planning easy by eliminating the need for complex spreadsheets and slide deck creation. ESM+Strategy, a business strategy software, is all-in-one. It empowers companies with integrated KPIs, balanced scorecards, and strategy maps. The platform is easy to use and loaded with powerful analytics.

All-in-one reporting and analysis, forecasting, and forecasting. Fathom is a business management tool that combines intuitive reporting, cash flow forecasting, and financial insight into one simple solution. Get a detailed analysis of your numbers to get a better understanding of your business performance. You can create custom management reports and share your business results in a clear and compelling way. You can create management reports for print and web in minutes. In one editor, you can combine text, charts, tables, and financial statements. Automate your reporting. You can schedule the delivery of timely reports.

Our intuitive and agile OKR software solution brings together all the features you need to run a successful company on one platform. Combine OKRs, performance and tasks with employee engagement in one place to bridge the gap between your business strategy, execution, and your execution. Profit.co is the industry's most preferred OKR solution. It offers top-rated customer support and an intuitive interface. Profit.co is a great place to start your free demo. To experience all that Profit.co and OKRs have to offer, book a demo or start a 30-day free trial.

Jedox offers integrated enterprise planning solutions that are more advanced than spreadsheets. Jedox's integrated planning solution combines enterprise planning, data analysis, and reporting to help organizations improve collaboration between teams, create accurate forecasts, analyze and report, and provide greater process transparency and transparency. Jedox is available from any device, and also has inbuilt integration.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and other management users.

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions

Spreadsheet Server by Global Software, an Excel-based reporting tool, is designed to help businesses streamline their accounting and reporting tasks. It connects ERP data directly within Excel. Users no longer need to manually rekey data or download data back into Excel. Users can easily import their ERP data directly into Excel and create reports right away. They can then share reports and other files to their team. Spreadsheet is used worldwide by more than 4500 customers and supports major ERP systems like Oracle, Infor and Netsuite ERP.

CCH Tagetik Corporate Performance Management software is trusted by companies to save time, reduce costs, and reduce risk. Connect data, processes, and people with one trusted source to get a quicker close and more forward-looking planning. CCH Tagetik Finance Transformation Platform powered by the Analytic Information Hub is the unified platform that connects finance & operations and streamlines consolidation & close planning, reporting & analysis, disclosures, and compliance.

Accelerate the most common accounting processes. Securely connect people, documents, and reconciliations. FloQast helps organizations close three days faster. You can work as a single virtual team from anywhere. FloQast allows you to share review notes and Slack messages with your team, whether you are at work or at home. Don't stress about the audit. You can make audits more efficient and less time-consuming by organizing your documentation. Documentation should include evidence of review, sign-off and support. Automate and streamline common accounting workflows to improve efficiency. Spend your time improving business operations, not worrying about the mundane. Clear communication of roles, responsibilities, and status. A clear view of the situation allows you to identify bottlenecks and track your progress towards a timely close.

Balanced Scorecards show you the knowledge, skills, and systems that your employees will require (learning and growth), to innovate and build the right internal processes and strategic capabilities (internal processes), that will ultimately lead to greater shareholder value (financial). Balanced Scorecard (not just a measurement system) is a management system that allows organizations to clarify their vision, strategy, and then put them into action. It provides feedback on both internal business processes as well as external outcomes to help improve strategic performance and results. The balanced scorecard makes strategic planning more than an academic exercise. It is the nerve center of any enterprise. You can access your balanced scorecard via a web browser, an android or ipad smartphone or tablet. Monitor your company's key performance indicators from anywhere and anytime.

Feel good about using data. You already have a lot to do if you sell, make, or move many products. Data shouldn't be another thing you have to worry about. Flexible, ad-hoc reporting. Phocas provides self-service capabilities that grow with your business, from high-level dashboards to the underlying details. You can get instant, visual and focused data whenever you need it. Give direction to your team and keep them focused on the goals. Get actionable insight to help you achieve key performance areas. Based on clear goals, plans, and collaboration, you can make quick, strategic decisions about the business. Your data can be customized to your business's needs without the need for manual setup.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

Get more from your FP&A spreadsheets. Microsoft Excel-based Corporate Performance Management software. Automate low-level tasks and give your data structure. This will help you plan better financial and operational operations. Our interface makes it easy to create cubes. Each cube can have multiple dimensions and dimension members. Connect Excel cells to any cube cell. Our modern Microsoft add-in allows you to upload and download data from cloud to your spreadsheet templates. You can use Pivot tables or other business intelligence tools to analyze data the way you want. Our workflow manager makes it easy to create complex tasks and attach templates so that approval and completion can be automated. You can customize alerts and notifications to keep users informed. PivotXL is a great option if you email Excel files back-and-forth or use a Corporate Performance Management System to bring it all down into Excel and re-do your formatting.

Our industry-leading method tracks 60+ SaaS metric including ARR, bookings and net dollar retention. Never worry again about calculation errors. Segment your customers, and adjust the calculation settings to uncover important trends for your business. Share customized dashboards with your internal teams to strategize or investors for a clear picture of your business. Easily sync the most important data in your existing systems. Bookings, bills, expenses and operating plans are all in one place, giving you a holistic view of your company.

Planful (formerly Host Analytics), is a trusted provider of cloud-based, scalable enterprise performance management (EPM), software solutions. Planful was specifically designed for enterprises. It allows users to connect realistic modeling data to financial and operational business plans, compare projections with outcomes, and collaborate directly with key stakeholders through a single interface. Finance teams can optimize their corporate performance by leveraging Planful to automate, accelerate, and align all of their financial processes.

Transform how your organization creates management reports with ClearPoint Strategy, a Software-as-a-Service Balanced Scorecard and strategy software. ClearPoint Strategy is an effective tool for decision-making and execution. It can be used by strategy and finance managers, city managers, and healthcare administrators. ClearPoint Strategy supports the Norton and Kaplan Balanced Scorecard methodologies and offers a wide variety of features, including scorecards and dashboards as well as customization and data integration.

Stop consolidating financial information using cumbersome processes that are prone to inconsistencies in data, definitions, and methodology. CONTROL®, which provides enhanced reactivity and timeliness for stakeholder information, is now available. There are increasing logistical challenges in consolidating and collecting financial data. Inconsistencies in data, definitions, or methodology are a major problem in internal processes. Information from stakeholders takes too long to generate and is reactive rather that proactive. People are overworked and frustrated. Increased responsiveness and speed of information generation. Lower maintenance and administration costs. Integrates with existing systems - one window into your financial world. New insights are possible by expanding the boundaries of detail, scenario evaluation, or applying what was previously considered impossible.

Vivid Reports is a company that develops software. Software solutions for business intelligence that specializes in corporate Performance Management (CPM), and BI reporting tools that enable you to leverage Microsoft Excel. Our mission is to provide complete software It organizes, transforms and displays valuable information quickly and easily Our clients to use intelligently. Vivid helps companies reduce costs Gain competitive advantages, recognize opportunities, manage Effectively.