deFacto Planning Bewertungen & Produktdetails

Es ist für schlanke Organisationen eingerichtet und ausgelegt, die einfach zu bedienen und einfach einzurichten sind, um ein Budget und eine Prognose zu erstellen. Bewertung gesammelt von und auf G2.com gehostet.

Während es viele großartige Werkzeuge für einen kollaborativen Planungsprozess bietet, könnten einige zusätzliche Funktionen wie tiefgehende flexible Dashboards und Berichterstattung etwas mehr Flexibilität haben. Bewertung gesammelt von und auf G2.com gehostet.

Ease of creating reports, ability to use reports for multiple areas of the organization. Excel based report building is simple. Report distribution tools are decent. Bewertung gesammelt von und auf G2.com gehostet.

It is buggy- report headers just disappear randomly, among other issues. Upgrade was not easy and support staff from deFacto didn't know how to use new features. Bewertung gesammelt von und auf G2.com gehostet.

The interface with Excel is one of the best features. The training offered by deFacto is excellent and helps users understand the product. Bewertung gesammelt von und auf G2.com gehostet.

I wish you could write reports directly in Excel instead of the pop up window. Bewertung gesammelt von und auf G2.com gehostet.

It's pretty flexible, and you can create basic reports easily. I love that it is built as an excel add in so we can build and format in a space we are already familiar with. You can use it to pull basic data for working purposes as well as use it to create financial reporting ready for distribution. The report book feature to kick off a list of reports at once is nice. Bewertung gesammelt von und auf G2.com gehostet.

Sometimes it is hard to get very specific data- our chart of accounts is pretty intricate, and doesn't have a lot of roll ups. It's not easy to say "give me the P&L for unit 1, 3, and 5 in products a, d, and m." It would be nicer if the report book could publish to a single pdf. Instead, I have to compile the pdfs into one for a total financial package. Since the formatting is all in excel, we end up with a lot of small differences in the reports- like sizing and margins among the reports. Also, when you print to pdf, there are often header pages without any content that we need to delete. It's a pain, but overall it's a better solution that what we previously used. We can't use if for consolidation like we intended to. Allocations work fine in deFacto, but I wish there was a better way to replicate the allocations in our accounting software. Bewertung gesammelt von und auf G2.com gehostet.