Customizable dashboards
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
Cat avg: 7.7
Top Performing Features
Drill-down analysis
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
Cat avg: 8.2
Formatting capabilities
Ability to format output e.g. conditional formatting, lines, headers, footers.
Cat avg: 7.8
Publish to PDF
Cat avg: 8.3
Worst Performing Features
Pixel Perfect reports
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
Cat avg: 7.4
Report Formatting Templates
Cat avg: 7.7
Report sharing and collaboration
Report sharing and collaboration is the ability to easily share reports with others.
Cat avg: 8.3
OnPlan Features from Reviews
BI Standard Reporting
Standard reporting means pre-built or canned reports available to users without having to create them.
8.7+16%
Pixel Perfect reports
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
Category average: 7.4
Customizable dashboards
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
Category average: 7.7
Report Formatting Templates
Category average: 7.7
Ad-hoc Reporting
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
9.3+18%
Drill-down analysis
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
Category average: 8.2
Formatting capabilities
Ability to format output e.g. conditional formatting, lines, headers, footers.
Category average: 7.8
Report sharing and collaboration
Report sharing and collaboration is the ability to easily share reports with others.
Category average: 8.3
Report Output and Scheduling
Ability to schedule and manager report output.
9+10%
Publish to PDF
Category average: 8.3
Report Versioning
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
Category average: 8.3
Data Discovery and Visualization
Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.
8+7%
Pre-built visualization formats (heatmaps, scatter plots etc.)
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
Category average: 8
Access Control and Security
Access control means being able to determine who has access to which data.
10+14%
Multi-User Support (named login)
Named model access means that users have access based on name and password.
Category average: 9
Mobile Capabilities
Support for mobile devices like smartphones and tablets.
10+33%
Responsive Design for Web Access
Web design aimed at producing easy-to-read sites across a range of different devices.
Category average: 7.5
Budgeting, Planning, and Forecasting
These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning
9.2+8%
Long-term financial planning
3-5 year financial plan with cashflow.
Category average: 8.7
Financial budgeting
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
Category average: 8.9
Forecasting
Combining actuals and budgets, rolling forecasts, driver-based models.
Category average: 8.4
Scenario modeling
Financial or operational modeling of alternate future states and planning for each.
Category average: 8.4
Management reporting
Budget vs. actual or forecast, P&L’s, performance over time, between products etc.
Category average: 8.5
Financial Reporting and Compliance
Financial statements and regulatory filings
8.5+5%
Financial Statement Reporting
Creation and production of balance sheets, income statements, cash flows, other schedules
Category average: 8.8
Management Reporting
Tools facilitating creation of internal ad hoc or standard reports.
Category average: 8.4
Excel-based Reporting
Ad hoc or formatted reports using MS Excel.
Category average: 8.4
Automated board and financial reporting
Tools to help automate creation of regulatory reports such as SEC filings and board books.
Category average: 8.2
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
10+25%
Personalized dashboards
Create custom dashboards and reports without the help of IT or administrators.
Category average: 8.3
Cost and profitability analysis
Cost and profitability analysis provides data for business decision making.
Category average: 8.2
Key Performance Indicator setting
Ability to set key performance indicators for measuring progress towards goals.
Category average: 8.3
Integration
Ability to integrate with external applications.
10+19%
Flat file integration
Integration of flat files like text documents and comma separated files
Category average: 8.7
Excel data integration
Ability to integrate directly with Excel data.
Category average: 8.5
Direct links to 3rd-party data sources
Integration with external applications like ERP, CRM, HCM
Category average: 8.1
OnPlan Features from the Vendor
Budgeting, Planning, and Forecasting
Vendor-reviewedLong-term financial planning
3-5 year financial plan with cashflow.
Financial budgeting
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
Forecasting
Combining actuals and budgets, rolling forecasts, driver-based models.
Scenario modeling
Financial or operational modeling of alternate future states and planning for each.
Management reporting
Budget vs. actual or forecast, P&L’s, performance over time, between products etc.
Financial Reporting and Compliance
Vendor-reviewedFinancial Statement Reporting
Creation and production of balance sheets, income statements, cash flows, other schedules
Management Reporting
Tools facilitating creation of internal ad hoc or standard reports.
Excel-based Reporting
Ad hoc or formatted reports using MS Excel.
Automated board and financial reporting
Tools to help automate creation of regulatory reports such as SEC filings and board books.
Analytics and Reporting
Vendor-reviewedPersonalized dashboards
Create custom dashboards and reports without the help of IT or administrators.
Cost and profitability analysis
Cost and profitability analysis provides data for business decision making.
Key Performance Indicator setting
Ability to set key performance indicators for measuring progress towards goals.
Integration
Vendor-reviewedFlat file integration
Integration of flat files like text documents and comma separated files
Excel data integration
Ability to integrate directly with Excel data.
Direct links to 3rd-party data sources
Integration with external applications like ERP, CRM, HCM
BI Standard Reporting
Vendor-reviewedPixel Perfect reports
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
Customizable dashboards
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
Report Formatting Templates
Ad-hoc Reporting
Vendor-reviewedDrill-down analysis
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
Formatting capabilities
Ability to format output e.g. conditional formatting, lines, headers, footers.
Predictive modeling
Predictive modeling is the ability to build future forecasting models.
Report sharing and collaboration
Report sharing and collaboration is the ability to easily share reports with others.
Report Output and Scheduling
Vendor-reviewedPublish to PDF
Report Versioning
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
Data Discovery and Visualization
Vendor-reviewedPre-built visualization formats (heatmaps, scatter plots etc.)
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
Access Control and Security
Vendor-reviewedMulti-User Support (named login)
Named model access means that users have access based on name and password.
Mobile Capabilities
Vendor-reviewedResponsive Design for Web Access
Web design aimed at producing easy-to-read sites across a range of different devices.