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Best Corporate Performance Management (CPM) Software with Data Visualization Capabilities

Benefits of Corporate Performance Management (CPM) Software with Data Visualization capabilities include: Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Below are the top-rated Corporate Performance Management (CPM) Software with Data Visualization capabilities, as verified by G2’s Research team. Real users have identified Data Visualization as an important function of Corporate Performance Management (CPM) Software. Compare different products that offer this feature so you can decide which is best for your business needs.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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24 Listings in Corporate Performance Management (CPM) Available
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    G2 Score
Anaplan
By Anaplan
(391)4.6 out of 5
6th Easiest To Use in Corporate Performance Management (CPM) software
View top Consulting Services for Anaplan
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Management Consulting
    Market Segment
    • 52% Enterprise
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a cloud-based application lifecycle management platform with UX dashboards, designed to evolve and adapt to various use cases across different industries.
    • Reviewers frequently mention Anaplan's flexibility, scalability, and reliable customer support, along with its ability to deliver new features and functionalities, ensuring the product remains relevant and effective.
    • Reviewers mentioned issues with Anaplan's pricing structure, limited offline flexibility, complex integration, unplanned system downtime, and limitations in reporting capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Flexibility
    91
    Ease of Use
    81
    Features
    72
    Planning
    56
    Planning Efficiency
    49
    Cons
    Missing Features
    48
    Limitations
    38
    Lack of Features
    32
    Performance Issues
    29
    Limited Functionality
    28
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anaplan features and usability ratings that predict user satisfaction
    8.1
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    7.9
    Custom Reporting
    Average: 8.5
    9.1
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Anaplan
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    22,465 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,377 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Management Consulting
Market Segment
  • 52% Enterprise
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a cloud-based application lifecycle management platform with UX dashboards, designed to evolve and adapt to various use cases across different industries.
  • Reviewers frequently mention Anaplan's flexibility, scalability, and reliable customer support, along with its ability to deliver new features and functionalities, ensuring the product remains relevant and effective.
  • Reviewers mentioned issues with Anaplan's pricing structure, limited offline flexibility, complex integration, unplanned system downtime, and limitations in reporting capabilities.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Flexibility
91
Ease of Use
81
Features
72
Planning
56
Planning Efficiency
49
Cons
Missing Features
48
Limitations
38
Lack of Features
32
Performance Issues
29
Limited Functionality
28
Anaplan features and usability ratings that predict user satisfaction
8.1
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.1
7.9
Custom Reporting
Average: 8.5
9.1
Extended Planning
Average: 8.3
Seller Details
Seller
Anaplan
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
22,465 Twitter followers
LinkedIn® Page
www.linkedin.com
2,377 employees on LinkedIn®
Read Anaplan Reviews
Vena
By Vena Solutions
(320)4.5 out of 5
Optimized for quick response
4th Easiest To Use in Corporate Performance Management (CPM) software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Reduce reporting, budgeting & close times by 50% with Vena—the only Complete Planning platform natively integrated with Microsoft 365. With a familiar Excel interface, AI-powered insights and a

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 61% Mid-Market
    • 20% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a financial planning and analysis tool that integrates with Microsoft Excel to streamline budgeting, forecasting, and reporting processes.
    • Reviewers frequently mention Vena's seamless Excel integration, robust features, and its ability to automate manual processes, enhancing collaboration and efficiency in financial planning.
    • Users experienced a steep learning curve, especially for mastering advanced features, and some found the initial setup and implementation to be complex and time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    115
    Excel Integration
    50
    User Interface
    50
    Features
    48
    Excel Compatibility
    44
    Cons
    Learning Difficulty
    31
    Learning Curve
    29
    Steep Learning Curve
    23
    Difficult Learning
    20
    Complexity
    17
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vena features and usability ratings that predict user satisfaction
    9.4
    Reporting
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    9.1
    Custom Reporting
    Average: 8.5
    9.0
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vena Solutions
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,389 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    671 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Reduce reporting, budgeting & close times by 50% with Vena—the only Complete Planning platform natively integrated with Microsoft 365. With a familiar Excel interface, AI-powered insights and a

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 61% Mid-Market
  • 20% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a financial planning and analysis tool that integrates with Microsoft Excel to streamline budgeting, forecasting, and reporting processes.
  • Reviewers frequently mention Vena's seamless Excel integration, robust features, and its ability to automate manual processes, enhancing collaboration and efficiency in financial planning.
  • Users experienced a steep learning curve, especially for mastering advanced features, and some found the initial setup and implementation to be complex and time-consuming.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
115
Excel Integration
50
User Interface
50
Features
48
Excel Compatibility
44
Cons
Learning Difficulty
31
Learning Curve
29
Steep Learning Curve
23
Difficult Learning
20
Complexity
17
Vena features and usability ratings that predict user satisfaction
9.4
Reporting
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.1
9.1
Custom Reporting
Average: 8.5
9.0
Extended Planning
Average: 8.3
Seller Details
Seller
Vena Solutions
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,389 Twitter followers
LinkedIn® Page
www.linkedin.com
671 employees on LinkedIn®
Get a quote

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Workday Adaptive Planning
By Workday
(273)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 31% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workday Adaptive Planning Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    77
    Excel Integration
    31
    Reporting
    30
    Efficiency
    28
    Features
    27
    Cons
    Learning Difficulty
    32
    Learning Curve
    20
    Limited Reporting
    20
    Setup Difficulty
    20
    Steep Learning Curve
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.0
    Reporting
    Average: 8.7
    8.5
    Has the product been a good partner in doing business?
    Average: 9.1
    8.0
    Custom Reporting
    Average: 8.5
    7.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,296 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,580 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 31% Enterprise
Workday Adaptive Planning Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
77
Excel Integration
31
Reporting
30
Efficiency
28
Features
27
Cons
Learning Difficulty
32
Learning Curve
20
Limited Reporting
20
Setup Difficulty
20
Steep Learning Curve
20
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.0
Reporting
Average: 8.7
8.5
Has the product been a good partner in doing business?
Average: 9.1
8.0
Custom Reporting
Average: 8.5
7.9
Extended Planning
Average: 8.3
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,296 Twitter followers
LinkedIn® Page
www.linkedin.com
23,580 employees on LinkedIn®
IBM Planning Analytics
By IBM
(179)4.4 out of 5
Optimized for quick response
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 55% Enterprise
    • 31% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Planning Analytics is a forecasting and budgeting tool that provides advanced capabilities, real-time data access, and collaboration across multiple departments.
    • Reviewers like the tool's scalability, seamless integration with other applications, quick support, automation of budget forecasting and planning, and its ability to handle large amounts of data efficiently.
    • Reviewers noted a steep learning curve, high implementation and maintenance costs, performance issues with larger datasets, challenges in integrating Cognos Analytics on AIX servers, and the need for basic knowledge of data analytics.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • IBM Planning Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Efficiency
    15
    Analytics
    14
    Ease of Use
    12
    Planning
    12
    Planning Efficiency
    12
    Cons
    Learning Difficulty
    9
    Learning Curve
    8
    Missing Features
    6
    User Difficulty
    6
    Lacking Features
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Planning Analytics features and usability ratings that predict user satisfaction
    9.0
    Reporting
    Average: 8.7
    8.1
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Custom Reporting
    Average: 8.5
    9.2
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Company Website
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    711,154 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    317,108 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 55% Enterprise
  • 31% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Planning Analytics is a forecasting and budgeting tool that provides advanced capabilities, real-time data access, and collaboration across multiple departments.
  • Reviewers like the tool's scalability, seamless integration with other applications, quick support, automation of budget forecasting and planning, and its ability to handle large amounts of data efficiently.
  • Reviewers noted a steep learning curve, high implementation and maintenance costs, performance issues with larger datasets, challenges in integrating Cognos Analytics on AIX servers, and the need for basic knowledge of data analytics.
IBM Planning Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Efficiency
15
Analytics
14
Ease of Use
12
Planning
12
Planning Efficiency
12
Cons
Learning Difficulty
9
Learning Curve
8
Missing Features
6
User Difficulty
6
Lacking Features
5
IBM Planning Analytics features and usability ratings that predict user satisfaction
9.0
Reporting
Average: 8.7
8.1
Has the product been a good partner in doing business?
Average: 9.1
8.8
Custom Reporting
Average: 8.5
9.2
Extended Planning
Average: 8.3
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
711,154 Twitter followers
LinkedIn® Page
www.linkedin.com
317,108 employees on LinkedIn®
Solver
By Solver
(241)4.5 out of 5
Optimized for quick response
13th Easiest To Use in Corporate Performance Management (CPM) software
View top Consulting Services for Solver
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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. Patente

    Users
    • Controller
    • Senior Financial Analyst
    Industries
    • Accounting
    • Hospital & Health Care
    Market Segment
    • 65% Mid-Market
    • 19% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Solver is a financial reporting tool that integrates with ERP systems to automate and customize reports.
    • Reviewers frequently mention the tool's user-friendly interface, customizable reporting features, and its ability to integrate with various data sources for efficient data analysis and decision-making.
    • Users mentioned issues such as slow load times, inflexible parameter naming, difficulty in customizing drill-downs in reports, and occasional complexity in setup and configuration, especially for users without technical expertise.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Solver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Report Creation
    30
    Excel Integration
    18
    Reporting Efficiency
    18
    Excel Functionality
    14
    Cons
    Learning Difficulty
    16
    Learning Curve
    13
    Excel Compatibility
    8
    Missing Features
    8
    Performance Issues
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Solver features and usability ratings that predict user satisfaction
    8.8
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.9
    Custom Reporting
    Average: 8.5
    8.2
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Solver
    Company Website
    Year Founded
    1996
    HQ Location
    Los Angeles, CA
    Twitter
    @SolverGlobal
    561 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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. Patente

Users
  • Controller
  • Senior Financial Analyst
Industries
  • Accounting
  • Hospital & Health Care
Market Segment
  • 65% Mid-Market
  • 19% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Solver is a financial reporting tool that integrates with ERP systems to automate and customize reports.
  • Reviewers frequently mention the tool's user-friendly interface, customizable reporting features, and its ability to integrate with various data sources for efficient data analysis and decision-making.
  • Users mentioned issues such as slow load times, inflexible parameter naming, difficulty in customizing drill-downs in reports, and occasional complexity in setup and configuration, especially for users without technical expertise.
Solver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Report Creation
30
Excel Integration
18
Reporting Efficiency
18
Excel Functionality
14
Cons
Learning Difficulty
16
Learning Curve
13
Excel Compatibility
8
Missing Features
8
Performance Issues
7
Solver features and usability ratings that predict user satisfaction
8.8
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.9
Custom Reporting
Average: 8.5
8.2
Extended Planning
Average: 8.3
Seller Details
Seller
Solver
Company Website
Year Founded
1996
HQ Location
Los Angeles, CA
Twitter
@SolverGlobal
561 Twitter followers
LinkedIn® Page
www.linkedin.com
199 employees on LinkedIn®
Get a quote
Datarails
By Datarails
(170)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data cons

    Users
    • CFO
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 71% Mid-Market
    • 21% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a tool that consolidates financial data from various sources for efficient reporting and analysis.
    • Users like the flexibility of Datarails, its ability to integrate with various systems, the responsiveness of the support team, and the ease of data visualization.
    • Reviewers experienced issues with the steep learning curve, limitations in report builder formats and layouts, difficulties in mapping certain types of documents, and challenges with integrating with Quickbooks Desktop.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    45
    Customer Support
    28
    Reporting Efficiency
    23
    Report Creation
    22
    Data Management
    21
    Cons
    Learning Difficulty
    22
    Learning Curve
    14
    Reporting Issues
    11
    Steep Learning Curve
    10
    Implementation Difficulties
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    9.3
    Custom Reporting
    Average: 8.5
    8.0
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,102 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    232 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data cons

Users
  • CFO
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 71% Mid-Market
  • 21% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a tool that consolidates financial data from various sources for efficient reporting and analysis.
  • Users like the flexibility of Datarails, its ability to integrate with various systems, the responsiveness of the support team, and the ease of data visualization.
  • Reviewers experienced issues with the steep learning curve, limitations in report builder formats and layouts, difficulties in mapping certain types of documents, and challenges with integrating with Quickbooks Desktop.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
45
Customer Support
28
Reporting Efficiency
23
Report Creation
22
Data Management
21
Cons
Learning Difficulty
22
Learning Curve
14
Reporting Issues
11
Steep Learning Curve
10
Implementation Difficulties
8
Datarails features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.4
Has the product been a good partner in doing business?
Average: 9.1
9.3
Custom Reporting
Average: 8.5
8.0
Extended Planning
Average: 8.3
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,102 Twitter followers
LinkedIn® Page
www.linkedin.com
232 employees on LinkedIn®
Get a quote
AchieveIt
By AchieveIt
(174)4.4 out of 5
Optimized for quick response
3rd Easiest To Use in Corporate Performance Management (CPM) software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information?

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Government Administration
    Market Segment
    • 41% Mid-Market
    • 38% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AchieveIt Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    45
    Progress Tracking
    31
    Tracking
    27
    Customer Support
    21
    Planning
    18
    Cons
    Limited Customization
    9
    Missing Features
    8
    Not Intuitive
    6
    Learning Curve
    5
    Dashboard Issues
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AchieveIt features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Custom Reporting
    Average: 8.5
    8.3
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AchieveIt
    Company Website
    Year Founded
    2010
    HQ Location
    Atlanta, GA
    Twitter
    @GoAchieveIt
    11,006 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information?

Users
No information available
Industries
  • Hospital & Health Care
  • Government Administration
Market Segment
  • 41% Mid-Market
  • 38% Enterprise
AchieveIt Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
45
Progress Tracking
31
Tracking
27
Customer Support
21
Planning
18
Cons
Limited Customization
9
Missing Features
8
Not Intuitive
6
Learning Curve
5
Dashboard Issues
4
AchieveIt features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.1
8.6
Custom Reporting
Average: 8.5
8.3
Extended Planning
Average: 8.3
Seller Details
Seller
AchieveIt
Company Website
Year Founded
2010
HQ Location
Atlanta, GA
Twitter
@GoAchieveIt
11,006 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
Get a quote
OneStream - Unified EPM
By OneStream Software
(102)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

    Users
    No information available
    Industries
    • Manufacturing
    • Electrical/Electronic Manufacturing
    Market Segment
    • 59% Enterprise
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OneStream - Unified EPM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Capabilities
    17
    Features
    11
    Integrations
    10
    Customization
    8
    Cons
    Learning Difficulty
    11
    Learning Curve
    10
    Limitations
    7
    Limited Functionality
    7
    Setup Difficulty
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OneStream - Unified EPM features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.5
    8.6
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OneStream Software
    Company Website
    HQ Location
    Birmingham, MI
    Twitter
    @OneStream_Soft
    2,141 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,507 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

Users
No information available
Industries
  • Manufacturing
  • Electrical/Electronic Manufacturing
Market Segment
  • 59% Enterprise
  • 30% Mid-Market
OneStream - Unified EPM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Capabilities
17
Features
11
Integrations
10
Customization
8
Cons
Learning Difficulty
11
Learning Curve
10
Limitations
7
Limited Functionality
7
Setup Difficulty
7
OneStream - Unified EPM features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.5
8.6
Extended Planning
Average: 8.3
Seller Details
Seller
OneStream Software
Company Website
HQ Location
Birmingham, MI
Twitter
@OneStream_Soft
2,141 Twitter followers
LinkedIn® Page
www.linkedin.com
1,507 employees on LinkedIn®
Get a quote
Board
By Board International
(308)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Board is the Enterprise Planning Platform. The Board Enterprise Planning Platform powers financial and operational planning for more than 2,000 organizations worldwide. Industry leaders trust Board

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Board is a data management tool that can be adapted to many areas within a company, offering customizable design, integration with multiple data sources, and scalability for large organizations.
    • Reviewers like the tool's flexibility, ease of implementation, ability to retrieve data from multiple sources, and its capacity to manage large organizations quickly, along with its excellent customer support and continuous software improvements.
    • Reviewers noted issues with creating reports, handling of connectors to datasets, speed when dealing with larger datasets, and the complexity of initial setup and learning advanced features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Board Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    30
    Flexibility
    17
    Implementation Ease
    17
    Efficiency
    16
    Easy Integrations
    15
    Cons
    Missing Features
    8
    Learning Curve
    7
    Expensive
    6
    Learning Difficulty
    6
    Licensing Issues
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Board features and usability ratings that predict user satisfaction
    8.5
    Reporting
    Average: 8.7
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Custom Reporting
    Average: 8.5
    8.7
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Board International
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,854 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    871 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Board is the Enterprise Planning Platform. The Board Enterprise Planning Platform powers financial and operational planning for more than 2,000 organizations worldwide. Industry leaders trust Board

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Board is a data management tool that can be adapted to many areas within a company, offering customizable design, integration with multiple data sources, and scalability for large organizations.
  • Reviewers like the tool's flexibility, ease of implementation, ability to retrieve data from multiple sources, and its capacity to manage large organizations quickly, along with its excellent customer support and continuous software improvements.
  • Reviewers noted issues with creating reports, handling of connectors to datasets, speed when dealing with larger datasets, and the complexity of initial setup and learning advanced features.
Board Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
30
Flexibility
17
Implementation Ease
17
Efficiency
16
Easy Integrations
15
Cons
Missing Features
8
Learning Curve
7
Expensive
6
Learning Difficulty
6
Licensing Issues
6
Board features and usability ratings that predict user satisfaction
8.5
Reporting
Average: 8.7
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.6
Custom Reporting
Average: 8.5
8.7
Extended Planning
Average: 8.3
Seller Details
Seller
Board International
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,854 Twitter followers
LinkedIn® Page
www.linkedin.com
871 employees on LinkedIn®
Get a quote
Prophix Software
By Prophix
(192)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Hospital & Health Care
    Market Segment
    • 58% Mid-Market
    • 37% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix is a software that allows for quick variance analysis, multiple budget scenarios, and setting up company structure for automated consolidation process.
    • Reviewers appreciate the software's robustness, flexibility, and its ability to manage large data sets, create and customize reports, and its intuitive nature for financial planning and reporting.
    • Users mentioned difficulties in integrating with ERP, processing assumptions for forecast or budgeted balance sheets, navigating the system for infrequent users, and occasional glitches with large data sets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Prophix Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    33
    Reporting
    24
    Customer Support
    21
    Efficiency
    20
    Features
    20
    Cons
    Missing Features
    12
    Learning Difficulty
    10
    Dashboard Limitations
    8
    Limitations
    8
    Dashboard Issues
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Prophix Software features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.5
    8.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Prophix
    Company Website
    Year Founded
    1987
    HQ Location
    Ontario, Canada
    Twitter
    @prophix
    2,008 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    499 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Hospital & Health Care
Market Segment
  • 58% Mid-Market
  • 37% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix is a software that allows for quick variance analysis, multiple budget scenarios, and setting up company structure for automated consolidation process.
  • Reviewers appreciate the software's robustness, flexibility, and its ability to manage large data sets, create and customize reports, and its intuitive nature for financial planning and reporting.
  • Users mentioned difficulties in integrating with ERP, processing assumptions for forecast or budgeted balance sheets, navigating the system for infrequent users, and occasional glitches with large data sets.
Prophix Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
33
Reporting
24
Customer Support
21
Efficiency
20
Features
20
Cons
Missing Features
12
Learning Difficulty
10
Dashboard Limitations
8
Limitations
8
Dashboard Issues
7
Prophix Software features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.5
8.9
Extended Planning
Average: 8.3
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
2,008 Twitter followers
LinkedIn® Page
www.linkedin.com
499 employees on LinkedIn®
Planful
By Planful
(436)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the g

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Hospital & Health Care
    Market Segment
    • 47% Mid-Market
    • 47% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Planful is a system designed to assist FP&A teams in creating detailed reports and automating key processes.
    • Reviewers appreciate Planful's user-friendly interface and powerful automation features, which enhance work efficiency, facilitate data-driven decision making, and streamline previously manual processes.
    • Reviewers experienced a steep initial learning curve, slow system performance at times, difficulty in finding certain tools and functions within the system, and challenges with integration and data mining.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planful Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Reporting
    28
    Report Creation
    18
    Features
    15
    Intuitive
    15
    Cons
    Learning Difficulty
    19
    Learning Curve
    16
    Missing Features
    16
    Limitations
    10
    Confusion
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planful features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.0
    Custom Reporting
    Average: 8.5
    7.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planful
    Company Website
    Year Founded
    2000
    HQ Location
    San Francisco, CA
    Twitter
    @Planful
    7,726 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    625 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the g

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 47% Mid-Market
  • 47% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Planful is a system designed to assist FP&A teams in creating detailed reports and automating key processes.
  • Reviewers appreciate Planful's user-friendly interface and powerful automation features, which enhance work efficiency, facilitate data-driven decision making, and streamline previously manual processes.
  • Reviewers experienced a steep initial learning curve, slow system performance at times, difficulty in finding certain tools and functions within the system, and challenges with integration and data mining.
Planful Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Reporting
28
Report Creation
18
Features
15
Intuitive
15
Cons
Learning Difficulty
19
Learning Curve
16
Missing Features
16
Limitations
10
Confusion
7
Planful features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.0
Custom Reporting
Average: 8.5
7.9
Extended Planning
Average: 8.3
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,726 Twitter followers
LinkedIn® Page
www.linkedin.com
625 employees on LinkedIn®
Get a quote
CCH Tagetik
By Wolters Kluwer
(59)4.3 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform — owned by Finance Companies trust CCH Tagetik Corpo

    Users
    No information available
    Industries
    • Banking
    • Insurance
    Market Segment
    • 54% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • CCH Tagetik Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Data Analysis
    4
    Flexibility
    4
    Integrations
    4
    Intuitive
    4
    Cons
    Implementation Difficulties
    3
    Limited Functionality
    2
    Missing Features
    2
    Slow Performance
    2
    Slow Processing
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CCH Tagetik features and usability ratings that predict user satisfaction
    9.2
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Custom Reporting
    Average: 8.5
    9.6
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Wolters Kluwer
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    18,046 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22,889 employees on LinkedIn®
    Ownership
    AMS:WKL
Product Description
How are these determined?Information
This description is provided by the seller.

Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform — owned by Finance Companies trust CCH Tagetik Corpo

Users
No information available
Industries
  • Banking
  • Insurance
Market Segment
  • 54% Enterprise
  • 31% Mid-Market
CCH Tagetik Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Data Analysis
4
Flexibility
4
Integrations
4
Intuitive
4
Cons
Implementation Difficulties
3
Limited Functionality
2
Missing Features
2
Slow Performance
2
Slow Processing
2
CCH Tagetik features and usability ratings that predict user satisfaction
9.2
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.1
8.8
Custom Reporting
Average: 8.5
9.6
Extended Planning
Average: 8.3
Seller Details
Seller
Wolters Kluwer
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
18,046 Twitter followers
LinkedIn® Page
www.linkedin.com
22,889 employees on LinkedIn®
Ownership
AMS:WKL
Read CCH Tagetik Reviews
Jedox
By Jedox
(181)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 50% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customization options for workflows, dashboards, and reports.
    • Reviewers appreciate the intuitive interface, easy onboarding process, and seamless integration with tools like Excel and cloud-based services, as well as the ability to use live accounting data for forecasting and reporting.
    • Users mentioned that the method of expanding from summary to detailed in the reports is clunky, the program is not always user-friendly, and it requires a stable internet connection for optimal functionality.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jedox Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    25
    Integrations
    15
    Efficiency
    12
    Customer Support
    11
    Easy Integrations
    11
    Cons
    Learning Curve
    11
    Learning Difficulty
    10
    Complexity
    7
    Not Intuitive
    7
    Setup Difficulty
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jedox features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Custom Reporting
    Average: 8.5
    8.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jedox
    Company Website
    Year Founded
    2002
    HQ Location
    Freiburg, Germany
    Twitter
    @Jedox
    1,717 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    382 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 50% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customization options for workflows, dashboards, and reports.
  • Reviewers appreciate the intuitive interface, easy onboarding process, and seamless integration with tools like Excel and cloud-based services, as well as the ability to use live accounting data for forecasting and reporting.
  • Users mentioned that the method of expanding from summary to detailed in the reports is clunky, the program is not always user-friendly, and it requires a stable internet connection for optimal functionality.
Jedox Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Integrations
15
Efficiency
12
Customer Support
11
Easy Integrations
11
Cons
Learning Curve
11
Learning Difficulty
10
Complexity
7
Not Intuitive
7
Setup Difficulty
6
Jedox features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.1
8.7
Custom Reporting
Average: 8.5
8.9
Extended Planning
Average: 8.3
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,717 Twitter followers
LinkedIn® Page
www.linkedin.com
382 employees on LinkedIn®
Get a quote
ClearPoint Strategy
By ClearPoint Strategy
(126)4.7 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ClearPoint is a software-as-a-service (SaaS) solution designed to help organizations streamline and automate their strategy reporting processes. This integrated strategy reporting and execution system

    Users
    No information available
    Industries
    • Government Administration
    • Non-Profit Organization Management
    Market Segment
    • 47% Mid-Market
    • 37% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ClearPoint Strategy Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    13
    Ease of Use
    8
    Customization
    6
    Intuitive
    6
    Helpful
    5
    Cons
    Learning Curve
    5
    Difficult Learning Curve
    2
    Learning Difficulty
    2
    Navigation Issues
    2
    Not Intuitive
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ClearPoint Strategy features and usability ratings that predict user satisfaction
    9.2
    Reporting
    Average: 8.7
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.5
    7.8
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ClearPoint Strategy
    Company Website
    Year Founded
    2008
    HQ Location
    Arlington, VA
    Twitter
    @clearpointstrat
    895 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    32 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ClearPoint is a software-as-a-service (SaaS) solution designed to help organizations streamline and automate their strategy reporting processes. This integrated strategy reporting and execution system

Users
No information available
Industries
  • Government Administration
  • Non-Profit Organization Management
Market Segment
  • 47% Mid-Market
  • 37% Enterprise
ClearPoint Strategy Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
13
Ease of Use
8
Customization
6
Intuitive
6
Helpful
5
Cons
Learning Curve
5
Difficult Learning Curve
2
Learning Difficulty
2
Navigation Issues
2
Not Intuitive
2
ClearPoint Strategy features and usability ratings that predict user satisfaction
9.2
Reporting
Average: 8.7
9.5
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.5
7.8
Extended Planning
Average: 8.3
Seller Details
Seller
ClearPoint Strategy
Company Website
Year Founded
2008
HQ Location
Arlington, VA
Twitter
@clearpointstrat
895 Twitter followers
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®
Get a quote
Acterys
By Acterys
(59)4.8 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

    Users
    No information available
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 63% Small-Business
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Acterys Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Capabilities
    5
    Customer Support
    5
    Easy Setup
    5
    Features
    5
    Cons
    Difficult Formatting
    1
    Difficult Setup
    1
    Formatting Difficulties
    1
    Formatting Issues
    1
    Implementation Difficulties
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Acterys features and usability ratings that predict user satisfaction
    9.6
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.1
    9.7
    Custom Reporting
    Average: 8.5
    9.5
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Acterys
    Year Founded
    2017
    HQ Location
    Chicago, Illinois
    Twitter
    @Acterysfpa
    153 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

Users
No information available
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 63% Small-Business
  • 31% Mid-Market
Acterys Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Capabilities
5
Customer Support
5
Easy Setup
5
Features
5
Cons
Difficult Formatting
1
Difficult Setup
1
Formatting Difficulties
1
Formatting Issues
1
Implementation Difficulties
1
Acterys features and usability ratings that predict user satisfaction
9.6
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.1
9.7
Custom Reporting
Average: 8.5
9.5
Extended Planning
Average: 8.3
Seller Details
Seller
Acterys
Year Founded
2017
HQ Location
Chicago, Illinois
Twitter
@Acterysfpa
153 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Read Acterys Reviews
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24 Listings in Corporate Performance Management (CPM) Available
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Quick Facts: Corporate Performance Management (CPM) Software with Data Visualization Capabilities

Content below is current as of June, 2024
Reviews Summary for Corporate Performance Management (CPM) Software with Data Visualization Features

Reviews Summary: Corporate Performance Management (CPM) Software with Data Visualization Features

Currently there are 25 Corporate Performance Management (CPM) software products with Data Visualization features listed on G2, and together they have generated 2,218 total reviews. These reviews are generated using the qualitative and quantitative feedback from G2 members who have used these software products.

G2 users review Corporate Performance Management (CPM) software products based on criteria relating to user experience, setup, and support. Below you will find how users rated the 25 Corporate Performance Management (CPM) software products that have Data Visualization features based on those criteria:

  • Quality of Support: 8.6/10 average user rating
  • Ease of Use: 8.3/10 average user rating
  • Ease of Setup: 7.7/10 average user rating

To help you compare and find the best Corporate Performance Management (CPM) software product with the right Data Visualization functionality for your business, we have gathered some additional details and FAQs below.

What Corporate Performance Management (CPM) products with Data Visualization features have the most reviews and are the highest-rated?

Based on quantity of reviews and average ratings, these are the most popular Corporate Performance Management (CPM) software products with Data Visualization capabilities according to G2 users:

What Corporate Performance Management (CPM) software products with Data Visualization capabilities are the most liked according to G2 users?

Based on the G2 ratings scale and regardless of review count, these are the highest-rated Corporate Performance Management (CPM) software products with Data Visualization capabilities:

Which software products with Data Visualization features are the highest rated on G2?

These are the Corporate Performance Management (CPM) software products offering Data Visualization capabilities and have the highest ratings:

  • ClearPoint Strategy has received 70 reviews and is rated 4.7-stars.
  • Datarails has received 51 reviews and is rated 4.7-stars.
  • Anaplan has received 197 reviews and is rated 4.6-stars.
  • Vena has received 115 reviews and is rated 4.6-stars.
  • OneStream has received 51 reviews and is rated 4.6-stars.

Review Snippets for Corporate Performance Management (CPM) Software with Data Visualization Features

Below are questions we ask of all Corporate Performance Management (CPM) software users on G2. The answers are specific to the most popular software products that offer Data Visualization capabilities. These user responses provide more insight into the most-reviewed Corporate Performance Management (CPM) software and their Data Visualization features listed on G2.
Questions Responses
Here is what users liked best about Corporate Performance Management (CPM) software with Data Visualization features.
SAP Analytics Cloud: "Most useful feature is the integration of SAP analytics with other SAP tools which are widely used. Ability to handle big data."
- Nikhil V., MBA candidate at ISB | IIT Roorkee, Mid-Market (51-1000 emp.)
Read Review
Planful: "The reporting tool in Host Analytics is high quality and easy to use. I like how Host Analytics can integrate with other systems through APIs to bring data into the system."
- Brian C., Senior Financial Analyst at iCIMS, Mid-Market (51-1000 emp.)
Read Review
Board: "Planing and forecasting Business Intelligence"
- Alberto N., Small-Business (50 or fewer emp.)
Read Review
Here is what users liked least about Corporate Performance Management (CPM) software with Data Visualization features.
Planful: "The report setup is somewhat difficult and not user friendly."
- Joanna S., Mid-Market (51-1000 emp.)
Read Review
SAP Analytics Cloud: "Overall it an expensive endeavour to commit to SAP, look and feel of some of the apps built on the platform is reminiscent of older mainframe apps"
- Scottg M., Senior Analyst at SSC, Mid-Market (51-1000 emp.)
Read Review
Board: "vaguley used, does not have any advance techniques"
- Sally P., Small-Business (50 or fewer emp.)
Read Review
These are what users recommend to others considering popular Corporate Performance Management (CPM) software products with Data Visualization capabilities.
Board: "Ease of use for end users, quick and easy accessible visuals."
- Bryan Z., Junior Solutions Consultant at Aexis Nederland, Small-Business (50 or fewer emp.)
Read Review
SAP Analytics Cloud: "Go for it. Its ability lies in being integrable with other SAP softwares"
- Nikhil V., MBA candidate at ISB | IIT Roorkee, Mid-Market (51-1000 emp.)
Read Review
Workday Adaptive Planning: "If you are doing your budgeting and planning on Excel sheets manually, should be a no-brainer decision to go with Adaptive."
- Brian L., Senior Director, Finance & Taxation at CTI Clinical Trial and Consulting Services, Mid-Market (51-1000 emp.)
Read Review
These are the problems users said the software was solving and how it is benefitting them.
SAP Analytics Cloud: "Predictive analytics. Resource forecasting."
- Nikhil V., MBA candidate at ISB | IIT Roorkee, Mid-Market (51-1000 emp.)
Read Review
Planful: "Automation of the departmental operational KPIs. This allows the team to spend more time analyzing the results, and less time consolidating the metrics."
- Brian C., Senior Financial Analyst at iCIMS, Mid-Market (51-1000 emp.)
Read Review
Board: "Planing Financial consolidation "
- Alberto N., Small-Business (50 or fewer emp.)
Read Review
Reviews by Industry

Reviews by Industry: Corporate Performance Management (CPM) Marketing Software with Data Visualization Features

Data Visualization features are an important factor when choosing a Corporate Performance Management (CPM) software product. How the software and this feature are used differs from industry to industry, making it a challenge to find the best Corporate Performance Management (CPM) software with the right features for your company. To help professionals with their Corporate Performance Management (CPM) software research, G2 has gathered data sourced from 835 reviews. These reviews come from G2 users working in industries that use Corporate Performance Management (CPM) products on a regular basis and who have the most experience with their Data Visualization functionality.

Industry-Related FAQs About Corporate Performance Management (CPM) Software with Data Visualization Features

What industries have generated the most reviews of Corporate Performance Management (CPM) products with Data Visualization capabilities?

Users from the following industries have written the most Data Visualization feature reviews about Corporate Performance Management (CPM) software:

  • Information Technology and Services
  • Computer Software
  • Financial Services
Which Corporate Performance Management (CPM) software with Data Visualization features do Information Technology and Services professionals think is best?

Information Technology and Services professionals rate Planful (4.3 stars and 286 reviews), Workday Adaptive Planning (4.3 stars and 236 reviews), and Anaplan (4.6 stars and 197 reviews) the highest.

What do Computer Software professionals think is the best Corporate Performance Management (CPM) software with Data Visualization features?

Computer Software professionals rate Planful (4.3 stars and 286 reviews), Workday Adaptive Planning (4.3 stars and 236 reviews), and Anaplan (4.6 stars and 197 reviews) the highest.

What do Financial Services professionals think is the best Corporate Performance Management (CPM) software with Data Visualization features?

Financial Services professionals rate Planful (4.3 stars and 286 reviews), Workday Adaptive Planning (4.3 stars and 236 reviews), and Anaplan (4.6 stars and 197 reviews) the highest.

Industry Review Snippets: Corporate Performance Management (CPM) Data Visualization Software

There are 835 reviews from users in the Information Technology and Services, Computer Software, and Financial Services industries. Below are snippets of what some of these reviews said about those with the highest G2 score ratings and the most reviews.

Industry What Users From Each Industry Liked What Users From Each Industry Disliked
Information Technology and Services
SAP Analytics Cloud: Currently using this tool and it is great tool.
- Harshil S., Senior SAP BASIS and HANA Architect | AWS, Enterprise (> 1000 emp.)
Read Review
SAP Analytics Cloud: If you compare it with other competitors; * Graphics are not soft, pretty, nice. User interface still (unfortunately) for engineers not marketing, sales, executive people.
- Celil ., Digital Transformation & Process Improvement Consultant at Aydem Perakende, Enterprise (> 1000 emp.)
Read Review
Computer Software
Workday Adaptive Planning: Integration to NetSuite for actuals and the ability to perform complex calculations for personnel, sales and revenue
- Calvin J., Corporate Controller at CollabNet VersionOne, Mid-Market (51-1000 emp.)
Read Review
Planful: Don't know yet; still have a day. I could answer next year!
- Travis K., Director, Finance and Planning at Ellucian, Enterprise (> 1000 emp.)
Read Review
Financial Services
SAP Analytics Cloud: We used SAP BusinessObjects Predictive Analytics for several large customers. excellent reporting tool and system monitoring
- Antonio I., Cloud & Hybrid IT Monitoring Specialist | Delivery Consultant at Almaviva Tele Sistemi Ferroviari, Enterprise (> 1000 emp.)
Read Review
IDU-Concept: The admin module. It is not easy to use and easily gets into a mess.
- Carla F., Mid-Market (51-1000 emp.)
Read Review

Reviews by Market Segment

Reviews by Market Segment: Corporate Performance Management (CPM) Software with Data Visualization Features

G2 Corporate Performance Management (CPM) software reviewers come from companies of various sizes. On G2 we break these different market segments into three distinct groups:

These reviews are especially helpful when comparing the Data Visualization features of different Corporate Performance Management (CPM) software products because each business market segment has its own unique experiences and requirements when it comes to specific software features. The segments that make up these Corporate Performance Management (CPM) Data Visualization software reviews are:

  • 17.8% of reviewers are from small businesses.
  • 47% of reviewers are from mid-market companies.
  • 35.2% of reviewers work at enterprise companies.

Below you will find FAQs and actual review snippets for Corporate Performance Management (CPM) software products that have Data Visualization features. These reviews are written by real G2 users working in the three market segments above.

Market Segment-Related Corporate Performance Management (CPM) Software with Data Visualization Capabilities FAQs

What are the best Corporate Performance Management (CPM) software products with Data Visualization features according to users from enterprise businesses?

The Corporate Performance Management (CPM) software products enterprise-level professionals rate the highest are Planful (4.3 stars), Workday Adaptive Planning (4.3 stars), and Anaplan (4.6 stars).

Which Corporate Performance Management (CPM) software products with Data Visualization features are the best according to mid-market business users?

The Corporate Performance Management (CPM) software products mid-market business users rate the highest are Planful (4.3 stars), Workday Adaptive Planning (4.3 stars), and Anaplan (4.6 stars).

What do users in small businesses say are the top Corporate Performance Management (CPM) software products with Data Visualization capabilities?

The Corporate Performance Management (CPM) software products users in small businesses rate the highest are Planful (4.3 stars), Workday Adaptive Planning (4.3 stars), and Anaplan (4.6 stars).

Market Segment Review Snippets: Corporate Performance Management (CPM) Software with Data Visualization Features

Business professionals share important information about Corporate Performance Management (CPM) Data Visualization software usability, features, pricing, and more. Read what these users have to say about the top-rated Corporate Performance Management (CPM) software with Data Visualization features.

Market Segment What Users From Each Market Segment Liked What Users From Each Market Segment Disliked
Enterprise (> 1000 emp.)
SAP Analytics Cloud: Currently using this tool and it is great tool.
- Harshil S., Senior SAP BASIS and HANA Architect | AWS,
Read Review
Planful: The support experience has been less that appealing. It's nearly impossible to get a live person to talk to about a support ticket.
- Joe G., Enterprise (> 1000 emp.)
Read Review
Mid-Market (51-1000 emp.)
Vena: The flexibility of building templates and the prompt customer service. The company is always releasing new features and listens to their clients.
- Sophie U.,
Read Review
Planful: The report setup is somewhat difficult and not user friendly.
- Joanna S., Mid-Market (51-1000 emp.)
Read Review
Small-Business (50 or fewer emp.)
SAP Analytics Cloud: It’s robust ness and the powerful display options and the logic.
- Deepthi M., Senior Bizops Engineer at Mastercard,
Read Review
Board: vaguley used, does not have any advance techniques
- Sally P., Small-Business (50 or fewer emp.)
Read Review