Board Features
What are the features of Board?
Reports
- Reports Interface
- Steps to Answer
- Graphs and Charts
- Score Cards
- Dashboards
Self Service
- Calculated Fields
- Data Column Filtering
- Data Discovery
- Search
- Collaboration / Workflow
- Automodeling
Advanced Analytics
- Predictive Analytics
- Data Visualization
- Big Data Services
Data
- Custom Reporting
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Technology Glossary Features
View definitions of the features and discover new technology terms.
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Reports
Reports Interface | Based on 205 Board reviews and verified by the G2 Product R&D team. Reports interface for standard and self-service reports is intuitive and easy to use. | 87% (Based on 205 reviews) | |
Steps to Answer | Based on 197 Board reviews and verified by the G2 Product R&D team. Requires a minimal number of steps/clicks to answer business question. | 84% (Based on 197 reviews) | |
Graphs and Charts | Based on 205 Board reviews and verified by the G2 Product R&D team. Offers a variety of attractive graph and chart formats. | 86% (Based on 205 reviews) | |
Score Cards | Based on 193 Board reviews and verified by the G2 Product R&D team. Score cards visually track KPI's. | 84% (Based on 193 reviews) | |
Dashboards | Based on 202 Board reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design, refine and collaborate on their dashboards | 87% (Based on 202 reviews) |
Self Service
Calculated Fields | Based on 201 Board reviews and verified by the G2 Product R&D team. Using formulas based on existing data elements, users can create and calculate new field values. | 85% (Based on 201 reviews) | |
Data Column Filtering | Based on 202 Board reviews and verified by the G2 Product R&D team. Business users have the ability to filter data in a report based on predefined or automodeled parameters. | 85% (Based on 202 reviews) | |
Data Discovery | Based on 195 Board reviews and verified by the G2 Product R&D team. Users can drill down and explore data to discover new insights. | 86% (Based on 195 reviews) | |
Search | Based on 198 Board reviews and verified by the G2 Product R&D team. Ability to search global data set to find and discover data. | 85% (Based on 198 reviews) | |
Collaboration / Workflow | Based on 190 Board reviews and verified by the G2 Product R&D team. Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms. | 85% (Based on 190 reviews) | |
Automodeling | Based on 178 Board reviews and verified by the G2 Product R&D team. Tool automatically suggests data types, schemas and hierarchies. | 85% (Based on 178 reviews) |
Advanced Analytics
Predictive Analytics | As reported in 162 Board reviews. Analyze current and historical trends to make predictions about future events. | 85% (Based on 162 reviews) | |
Data Visualization | Based on 191 Board reviews and verified by the G2 Product R&D team. Communicate complex information clearly and effectively through advanced graphical techniques. | 88% (Based on 191 reviews) | |
Big Data Services | Based on 167 Board reviews and verified by the G2 Product R&D team. Ability to handle large, complex, and/or siloed data sets. | 85% (Based on 167 reviews) |
Building Reports
Data Transformation | Based on 88 Board reviews and verified by the G2 Product R&D team. Converts data formats of source data into the format required for the reporting system without mistakes. | 82% (Based on 88 reviews) | |
Data Modeling | Based on 91 Board reviews and verified by the G2 Product R&D team. Ability to (re)structure data in a manner that allows extracting insights fast and accurate. | 86% (Based on 91 reviews) | |
WYSIWYG Report Design | Based on 71 Board reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get) | 81% (Based on 71 reviews) | |
Integration APIs | Based on 64 Board reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 82% (Based on 64 reviews) |
Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 10 reviewers of Board have provided feedback on this feature. | 88% (Based on 10 reviews) | |
Performance | Is consistently available (uptime) and allows users to complete tasks reliably. This feature was mentioned in 10 Board reviews. | 83% (Based on 10 reviews) | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data | |
Reporting | Provides analytics tools that reveal important business metrics and track progress. 11 reviewers of Board have provided feedback on this feature. | 88% (Based on 11 reviews) | |
Dashboards | Has a centralized dashboard for users to interact with. This feature was mentioned in 10 Board reviews. | 83% (Based on 10 reviews) |
Workforce Management Platform Features
Labor Forecasting | See feature definition | Predict the number and types of employees necessary to meet anticipated demand to control labor costs. This feature was mentioned in 11 Board reviews. | 77% (Based on 11 reviews) |
Skills Management | Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. 10 reviewers of Board have provided feedback on this feature. | 73% (Based on 10 reviews) | |
Succession Planning | Identify high performing employees with potential to be promoted with minimal development. This feature was mentioned in 10 Board reviews. | 77% (Based on 10 reviews) | |
Workforce Analytics | Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. 11 reviewers of Board have provided feedback on this feature. | 85% (Based on 11 reviews) | |
Team Communication | Based on 10 Board reviews. Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests. | 75% (Based on 10 reviews) |
Statistical Tool
Scripting | Based on 108 Board reviews. Supports a variety of scripting environments | 85% (Based on 108 reviews) | |
Data Mining | Mines data from databases and prepares data for analysis 109 reviewers of Board have provided feedback on this feature. | 86% (Based on 109 reviews) | |
Algorithms | Based on 109 Board reviews. Applies statistical algorithms to selected data | 86% (Based on 109 reviews) |
Data Analysis
Analysis | As reported in 114 Board reviews. Analyzes both structured and unstructured data | 89% (Based on 114 reviews) | |
Data Interaction | Interacts with data to prepare it for visualizations and models 115 reviewers of Board have provided feedback on this feature. | 88% (Based on 115 reviews) |
Decision Making
Modeling | Offers modeling capabilities This feature was mentioned in 113 Board reviews. | 87% (Based on 113 reviews) | |
Data Visualizations | Based on 116 Board reviews. Creates data visualizations or graphs | 88% (Based on 116 reviews) | |
Report Generation | As reported in 117 Board reviews. Generates reports of data performance | 88% (Based on 117 reviews) | |
Data Unification | As reported in 112 Board reviews. Unifies information on a singular platform | 87% (Based on 112 reviews) |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. 10 reviewers of Board have provided feedback on this feature. | 73% (Based on 10 reviews) | |
Triggers | As reported in 10 Board reviews. Automatically recognizes achievements that should be added to the leaderboard. | 80% (Based on 10 reviews) | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. | Not enough data | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. This feature was mentioned in 10 Board reviews. | 80% (Based on 10 reviews) |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. 11 reviewers of Board have provided feedback on this feature. | 80% (Based on 11 reviews) | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. | Not enough data | |
Dashboards | Based on 10 Board reviews. Visualizes individual and team insights such as new leads and outbound calls. | 87% (Based on 10 reviews) | |
Goal Setting | Allows teams to set trackable goals within the tool. | Not enough data |
Administrative
Integration | Based on 11 Board reviews. Integrates with CRM and financial systems to help determine goals | 85% (Based on 11 reviews) | |
Employee Structure | Organizes team members by roles, activities and objectives and weighs tasks by importance. 10 reviewers of Board have provided feedback on this feature. | 82% (Based on 10 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | Not enough data |
Financial Insight
Budgeting | Based on 126 Board reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come. | 87% (Based on 126 reviews) | |
Forecasting | Based on 123 Board reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. | 86% (Based on 123 reviews) | |
Planning | Based on 125 Board reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. | 87% (Based on 125 reviews) |
Data
Data Visualization | Based on 125 Board reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. | 86% (Based on 125 reviews) | |
Data Analysis | Based on 125 Board reviews and verified by the G2 Product R&D team. Scours data for actionable insights. | 85% (Based on 125 reviews) | |
Custom Reporting | Based on 126 Board reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs. | 86% (Based on 126 reviews) | |
Reporting Templates | Based on 123 Board reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. | 85% (Based on 123 reviews) |
Status Communication
Collaboration | Based on 104 Board reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. | 86% (Based on 104 reviews) | |
Version Control | Based on 120 Board reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. | 86% (Based on 120 reviews) | |
Real-Time Data Updates | Based on 104 Board reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. | 86% (Based on 104 reviews) | |
Scorecards | Based on 112 Board reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board. | 85% (Based on 112 reviews) |
Analytics
Forecasting - Supply Chain Planning | Analyzes aggregated supply chain and shipping data to gain predictive insight | Not enough data | |
Data Collection - Supply Chain Planning | Aggregates and centralizes data regarding product movement, materials management, and financial information | Not enough data | |
Business Reporting - Supply Chain Planning | Generates reports that identify KPIs and other relevant metrics | Not enough data | |
Variance Analysis | Based on 41 Board reviews. Project out as the year progresses to accommodate trends that affect key business drivers. | 79% (Based on 41 reviews) | |
Forecasts Comparison | compare Income Statement, Balance Sheet, and Cash Flow for multiple periods This feature was mentioned in 39 Board reviews. | 79% (Based on 39 reviews) | |
Forward Looking | Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data 38 reviewers of Board have provided feedback on this feature. | 77% (Based on 38 reviews) |
Warehouse Management
Sales and Operations Planning - Supply Chain Planning | Provides comprehensive visibility and oversight into supply chain operations | Not enough data | |
Production Planning - Supply Chain Planning | Provides inventory scheduling and inventory management functionalities | Not enough data | |
Workforce Management - Supply Chain Planning | Provides employee scheduling and employee management functionalities | Not enough data | |
Process Automation - Supply Chain Planning | Automates the tracking and recording of activities within the entire supply chain lifecycle | Not enough data |
Collaborate
Optimization | Based on 15 Board reviews. Plan and optimize resources effectively. | 88% (Based on 15 reviews) | |
Supply Chain Planning | Create supply plans based on things such as predicted demand, capacity, and material availability This feature was mentioned in 14 Board reviews. | 88% (Based on 14 reviews) |
Logistics
Warehouse Optimization | Based on 13 Board reviews. Plan warehouse activity to execute adjustments to sales and inventory targets | 81% (Based on 13 reviews) | |
Inventory Targets | Based on 13 Board reviews. Establish inventory targets based on changes to the sales plan | 86% (Based on 13 reviews) | |
Procurement Planning | As reported in 14 Board reviews. Ability to figure out what products to buy and when to buy them. | 86% (Based on 14 reviews) |
Budget Creation
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data 41 reviewers of Board have provided feedback on this feature. | 84% (Based on 41 reviews) | |
Budget Hierarchies | Based on 40 Board reviews. Define budget structure elements and how they are linked hierarchically | 82% (Based on 40 reviews) | |
Versioning | Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 39 Board reviews. | 82% (Based on 39 reviews) | |
Formulas | As reported in 40 Board reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues | 80% (Based on 40 reviews) | |
What-If | Test the potential financial impact of business decisions on revenues and expenses 36 reviewers of Board have provided feedback on this feature. | 78% (Based on 36 reviews) | |
Budget Periods | Based on 41 Board reviews. Users can customize standard budget periods (3, 9, or 12 months) | 85% (Based on 41 reviews) |
Budget Management
Consolidation | Consolidate multiple budgets from different departments or business entities 40 reviewers of Board have provided feedback on this feature. | 80% (Based on 40 reviews) | |
Adjustments | Based on 40 Board reviews. Users with administrative access rights can modify budgets | 84% (Based on 40 reviews) | |
Workflows | As reported in 40 Board reviews. Workflows are used to define the steps required to alter budgets and who needs to approve changes | 82% (Based on 40 reviews) |
Forecasting
Historical Data | As reported in 42 Board reviews. Forecasting is based on past transactions and historical financial or operational data | 81% (Based on 42 reviews) | |
Reforecast | As reported in 37 Board reviews. Ability to recreate forecasts to include new information that may impact budgets | 82% (Based on 37 reviews) | |
Forecast Types | Based on 36 Board reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts | 80% (Based on 36 reviews) | |
Rolling Forecasts | Used to review and update budgeting assumptions for a predefined period (usually one year) 38 reviewers of Board have provided feedback on this feature. | 80% (Based on 38 reviews) | |
AI | Based on 26 Board reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns | 47% (Based on 26 reviews) |
Data Preparation
Connectors | Based on 55 Board reviews and verified by the G2 Product R&D team. Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications. | 85% (Based on 55 reviews) | |
Data Governance | Based on 51 Board reviews and verified by the G2 Product R&D team. Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data | 84% (Based on 51 reviews) |
Data Modeling and Blending
Data Querying | Based on 54 Board reviews and verified by the G2 Product R&D team. Using formulas based on existing data elements, users can create and calculate new field values | 82% (Based on 54 reviews) | |
Data Filtering | Based on 56 Board reviews and verified by the G2 Product R&D team. Business users have the ability to filter data in a report based on predefined or automodeled parameters. | 82% (Based on 56 reviews) | |
Data Blending | Based on 52 Board reviews and verified by the G2 Product R&D team. Allows the user to combine data from multiple sources into a functioning dataset. | 81% (Based on 52 reviews) |
Reconciliation
Consolidation | As reported in 25 Board reviews. Data from multiple systems can be centralized into a single repository | 82% (Based on 25 reviews) | |
Management | Based on 25 Board reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases | 83% (Based on 25 reviews) | |
Accounting | Match invoices, payments, and bank statement information 26 reviewers of Board have provided feedback on this feature. | 75% (Based on 26 reviews) |
Reporting
Report Types | As reported in 26 Board reviews. Provide multiple types of reports such as point-in-time snapshot reports, or year over year | 79% (Based on 26 reviews) | |
Standard | As reported in 26 Board reviews. Offers standard financial reports out of the box | 74% (Based on 26 reviews) | |
Custom | Based on 26 Board reviews. Allows users to edit reports and to combine multiple reports | 84% (Based on 26 reviews) |
Closing Process
Audit | As reported in 25 Board reviews. Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals. | 72% (Based on 25 reviews) | |
Journal Entries | As reported in 24 Board reviews. Adjusts journal entries in order to have an accurate balance sheet and income statement | 76% (Based on 24 reviews) | |
Distribution | Based on 25 Board reviews. Financial statements and statistical reports (such as KPI) can be assembled into financial packages | 82% (Based on 25 reviews) |
Financial Planning
Extended Planning | Based on 41 Board reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR. | 87% (Based on 41 reviews) | |
Reporting | Based on 45 Board reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets. | 85% (Based on 45 reviews) | |
Integration | Based on 43 Board reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution. | 83% (Based on 43 reviews) |
Sales Performance Features - Sales Planning
Account Scoring | Provides ability to score accounts based on potential revenue to prioritize accordingly. | Not enough data | |
Revenue Planning | Provides ability to structure topline revenue goals. | Not enough data | |
Account Segmentation | Segment accounts based on ideal customer profile and business objectives. | Not enough data | |
Sales Performance | Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. | Not enough data | |
Sales Forecasting | Forecast sales data for sales teams, individual reps, territories, or products. | Not enough data | |
Integrations | Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. | Not enough data | |
Scenario Modeling | Abilty to create and run "what-if" scenario modeling to inform business decisions. | Not enough data |
Territory Management - Sales Planning
Territory Management | Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. | Not enough data | |
Territory Planning | Define territories to ensure optimized market coverage and allocate resources appropriately. | Not enough data |
Quota & Capacity Management - Sales Planning
Quota Management | Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. | Not enough data | |
Capacity Management | Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. | Not enough data | |
Quota Planning | Design quota targets based on factors such as account size, rep performance, and pipeline needs. | Not enough data |
