Better Ad-Hoc Analysis and Reporting

Explore every option, quickly and with confidence.

Uncover New Insights

Finance is transforming to become the strategic center of today’s most effective organizations. So when new opportunities arise and market trends shift, executives look to finance to quickly answer questions and analyze every option. Having the flexibility and agility to run ad hoc report and analysis is the key to operational speed. 

Planful allows you to create operational and financial models, financial plans, and forecasts quickly and easily, while seeing the downstream impact on other models and plans. Explore data from every angle and at every level to  increase business agility and drive actionable insight throughout your organization.

Manual Ad Hoc Analysis
vs. Planful

Before Planful
WITH Planful

Struggle to gather data and assemble robust analysis

  • Quickly run calculations and analyze large data sets
  • Get deeper insights to make better data-driven decisions
  • Gain insight into the real-time drivers of performance to optimize current period results, and inform future plans and strategies

Explore every option quickly and with confidence

Allocate too much effort to build complex models across multiple spreadsheets

  • Add dimensions, members, and calculations as you need them
  • Incorporate financial and non-financial drivers into models
  • Quickly analyze new ad hoc and what-if scenarios based on existing models

Reduce the time and effort required to create new analyses

Spend too much time coordinating analysis over email

  • Collaborate across business and finance securely on any device
  • Reduce time and effort when creating models for a wide range of use cases
  • Eliminate the need for IT involvement and custom scripting language

Collaborate across the business for faster, more comprehensive ad hoc analysis

Rely on slow, complex, disconnected spreadsheets

  • Ensure “one version of the truth” from a centralized, secure data store
  • Build reports in Excel then access from anywhere—Excel, web or mobile interface
  • Increase data security and integrity, and get a full audit trail

Harness the full power of Excel

Watch our free on-demand webinar
“Finding Value in Cloud-Based Finance Tools”

Proven Results

See What Happens When Teams Use Planful
to Automate Manual Finance Processes

Augusta Sportswear Teams Up With Planful for Better Insights

Mark Brown, Director of FP&A at Augusta Sportswear relied on a heavily manual process that didn’t allow his team to integrate with other business units. With their use of Planful, the financial process has become faster and easier, freeing the team to focus on improving overall business operations.

This customer testimonial includes references to “Host Analytics” which is now known as Planful.


Key Features

Interactive query and analysis

Perform ad hoc, multidimensional analysis with Spotlight. Zoom in, zoom out, keep, remove, and pivot on all your business categories and segments to explore data at the most granular level of the business, or to see aggregated financial results for the whole business. Empower your users to investigate data and uncover new insights on the fly.

Easier analysis with Model Manager

Model Manager allows you to view and understand your models at a glance. Offering breakthrough ease of use that eliminates the need for IT involvement and custom scripting language. This dramatically reduces time and effort and enables line of business leaders to leverage modeling for a wide range of use cases.

Harness the full power of Excel

Harness the power and familiarity of Excel for information presentation while ensuring “one version of the truth” from a centralized, secure data store. Once a report is created in Excel it can be accessed anywhere—Excel, web or mobile interface. Spotlight delivers data security, data integrity, and full audit trail by relying on Planful as its foundation and the single source of truth.

Related Use Cases

A Trusted Leader in Continuous Planning

Planful, formerly known as Host Analytics, Named a Leader in the 2019 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions.

Named a Major Player in EPM Analytic Applications

Leader in CPM Value Matrix for Seven Years Running