# Board Reviews
**Vendor:** Board International  
**Category:** [FP&amp;A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 318
## About Board
Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.



## Board Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Board, finding its intuitive dashboard and low-code approach very helpful. (26 reviews)
- Users value the **flexibility** of Board, allowing customization to meet diverse business needs effortlessly. (21 reviews)
- Users value the **centralized access and streamlined management** of Board, simplifying decision-making and enhancing efficiency. (20 reviews)
- Users value the **efficiency** of Board, enabling swift deployment and streamlined management for better decision-making. (18 reviews)
- Users praise the **flexible customization** of Board, which adapts to diverse business needs seamlessly and efficiently. (16 reviews)
- Customizability (13 reviews)
- Users value the **easy integrations** of Board, enabling seamless connections with multiple data sources for enhanced usage. (13 reviews)
- Users appreciate the **implementation ease** of Board, enabling anyone to create tailored solutions effortlessly. (13 reviews)
- Integrations (13 reviews)
- Intuitive (13 reviews)

**What users dislike:**

- Users experience **slow performance** with large datasets in Board, impacting efficiency and requiring extra training for advanced features. (9 reviews)
- Users find the **learning curve steep** with Board, as initial setup and advanced features can be complex. (8 reviews)
- Users note the **missing features** , such as layout exclusions and essential computations, impacting overall usability of Board. (8 reviews)
- Users note **poor visualization** in Board, as dashboard design can be inefficient compared to other tools. (8 reviews)
- Users find **Board&#39;s complexity** overwhelming initially, which can hinder usage and efficiency, especially for smaller teams. (7 reviews)
- Performance Issues (7 reviews)
- Steep Learning Curve (7 reviews)
- Users find the product **expensive** due to rising fees and extra costs for essential features and capabilities. (6 reviews)
- Users face **integration issues** with Board, highlighting challenges in connecting systems and managing licenses efficiently. (6 reviews)
- Users find the **learning difficulty** of Board frustrating, especially for smaller teams or those new to the system. (6 reviews)

## Board Reviews
  ### 1. Almost Unlimited Flexibility Across Data Models, Workflows, and Reports

**Rating:** 4.5/5.0 stars

**Reviewed by:** Peter T. | Senior reporting specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** April 14, 2026

**What do you like best about Board?**

The advantage number one is the almost unlimited flexibility of data model and all the connected procedures, workflows, screens-reports.

**What do you dislike about Board?**

The main advantage flexibility is sometimes causing unexpected risks, data could be changed, lost if not covered from all sides of the process workflow.

**What problems is Board solving and how is that benefiting you?**

Monthly close is much easier with this tool: it supports collecting data from different systems, validating data quality, and consolidating everything in one place. I also like that the planning process happens in the same place, which keeps the workflow consistent and reduces back-and-forth.

**Official Response from Marc Fauquembergue:**

> Thanks, Peter, for taking the time to write the report and your assessment. Much appreciated

  ### 2. Quick, Very Flexibly and Ease-to-use Planning Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Glass, Ceramics & Concrete | Enterprise (> 1000 emp.)

**Reviewed Date:** November 03, 2025

**What do you like best about Board?**

I really like the high flexibility of the software. You can design all your process with all exceptional cases without having any limits because of standardizations. Board has a modern and ease-to-use interface. The speed while using board is very quick!

**What do you dislike about Board?**

What I like best is also what I dislike. Because of the big flexibility, there a the problem, that the solution, which you implement with board, gets very huge and hard to maintain.

**What problems is Board solving and how is that benefiting you?**

With Board we were able to implement an integrated planning. Forecasting, demand planning, sales planning, novelty planning, budgeting, stategic planning and supply planning all on one plattform.

**Official Response from Marc Fauquembergue:**

> Dear reviewer,
Thank you for leaving your review. We truly appreciate you taking the time and the thought you put into it.

  ### 3. Board BI that offers programming-free functions needed to build any business intelligence software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 08, 2023

**What do you like best about Board?**

I also like the new functions and capsules, which make it easier to build modular components and reuse logic across different modules. The improvements in Data Readers and the ease of loading relationships have also made backend setups much smoother.
Another thing I find useful is the enhanced UI/UX features, especially the interactive widgets and better visualization options, which help create more intuitive dashboards for users.

**What do you dislike about Board?**

The visualizations are good, having more chart types, customization options, and modern dashboard widgets would be valuable.

**What problems is Board solving and how is that benefiting you?**

Board assists companies in centrally managing their data. Businesses can integrate and get data from a variety of data sources, each with its own unique set of data sources. Reports allow data to be properly visualized, making it easier for businesses to understand.

**Official Response from Sandra Bartl:**

> Hi there! Thank you so much for taking the time and writing a review about Board. This is very much appreciated

  ### 4. Efficiency Meets Complexity: A Balanced Look at Board Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tanya R. | Talent Acquisition Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** November 04, 2025

**What do you like best about Board?**

Board software makes it easy to keep all meeting documents, schedules, and notes in one secure place. It saves time and helps board members focus on decisions instead of chasing paperwork.

Centralized Access to Information All board documents, agendas, and reports are stored in one secure platform. No more juggling endless email threads or scattered files. This ensures directors always have the latest version of critical materials.

Streamlined Meeting Management From scheduling to agenda creation to distributing minutes, the software automates much of the administrative burden. This frees up time for actual strategic discussion instead of logistics

**What do you dislike about Board?**

What I “dislike” about Board—is that its very strengths can sometimes feel like overkill. It’s so feature-rich and structured that smaller teams or simpler boards might find themselves spending more time learning the system than actually using it.

**What problems is Board solving and how is that benefiting you?**

Board software solves the headaches of scattered documents, messy scheduling, and weak security by centralising everything in one secure platform. The benefit is smoother meetings, faster decisions, and less time wasted on logistics.

Efficiency Boost → Faster preparation and smoother meetings mean more time spent on strategy, less on logistics.

Better Decision-Making → Directors have instant access to accurate, up-to-date information, leading to more informed choices.

Stronger Governance → Built-in compliance tools ensure accountability and transparency across the organization.

Enhanced Security → Peace of mind knowing sensitive data is protected against leaks or breaches.

Improved Collaboration → Directors can engage more actively, even outside formal meetings, strengthening board cohesion.

  ### 5. Intuitive Dashboards and Seamless Data Integration for Business Success

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 06, 2025

**What do you like best about Board?**

Board offers an intuitive interface that makes it easy to build and customize dashboards without heavy coding. The platform integrates data from multiple sources smoothly, allowing for clear and comprehensive reporting. Its flexibility in planning, analysis, and forecasting helps streamline decision-making and gives teams a single source of truth for business performance.

**What do you dislike about Board?**

While powerful, Board can be a bit complex to configure at first, especially for new users. Some advanced features require additional training to fully leverage. Performance can also slow down when handling very large datasets, and updates occasionally require system reconfiguration.

**What problems is Board solving and how is that benefiting you?**

Board helps centralize data from different business functions into a single, unified platform, eliminating the need for multiple disconnected spreadsheets and systems. It streamlines financial planning, budgeting, and performance reporting, allowing teams to make faster, data-driven decisions. The automation of routine reporting tasks has reduced manual work and errors, while real-time dashboards provide clear visibility into key metrics, improving both efficiency and strategic alignment across departments.

  ### 6. Fast calculations and support, but reports are difficult to create

**Rating:** 3.5/5.0 stars

**Reviewed by:** Florian M. | Controlling Business Partner für Fernwärme, Enterprise (> 1000 emp.)

**Reviewed Date:** November 21, 2025

**What do you like best about Board?**

High computing speed
Fast and successful support

**What do you dislike about Board?**

Reports difficult to create (other providers have better drag and drop functions)

**What problems is Board solving and how is that benefiting you?**

I use Board for our contribution margin accounting for forecasting and planning. I still find it difficult when creating new reports. Our previous system had better drag and drop functions. Reports could be easily merged.

  ### 7. the perfect application for us to plan and report flexibly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Carina C. | IT Consultant Merchandise Planning, Enterprise (> 1000 emp.)

**Reviewed Date:** July 24, 2025

**What do you like best about Board?**

We have the flexibility to process and display data according to our preferences. We can also calculate various scenarios for our forecast based on defined logic.
Another highlight is the ability to aggregate dashboards and reports at a high level or display them down to the smallest level.

End users have the option of configuring respective views in the front end, providing maximum flexibility for viewing and evaluating data at any time in real time! Around 120-140 users access the Board application daily for planning, reporting, and forecasting.

The development, implementation and Integration with a Board partner took place quickly and efficiently within a few months.

Customer support from Board and their partners is always available and works in a solution-oriented, fast manner that meets our expectations. Board also offers regular events for customers to stay informed and exchange ideas with each other, which is very valuable!

**What do you dislike about Board?**

We rarely experience low performance when many users perform extensive calculations simultaneously. Displaying large quantities of images also leads to longer loading times (IIS).

**What problems is Board solving and how is that benefiting you?**

Decentralized planning was integrated, made transparent, and displayed in real time.
Errors and losses in data input were eliminated.
Uncoordinated planning steps were also eliminated.
Analog processes were digitized.
Interfaces to upstream and downstream systems were digitized.

**Official Response from Sandra Bartl:**

> We're glad to hear that Board has provided you with the flexibility and functionality you need for planning, reporting, and forecasting. We understand the importance of real-time data evaluation and are pleased to know that our customer support and events have been valuable to you.

  ### 8. Unmatched Customization, But Needs More Templates for Speed

**Rating:** 4.5/5.0 stars

**Reviewed by:** Adam H. | Vice President, FP&amp;A, Enterprise (> 1000 emp.)

**Reviewed Date:** November 03, 2025

**What do you like best about Board?**

Virtually infinite customization so, for a diverse conglomerate like us, extremely important to meet various and universal needs.

**What do you dislike about Board?**

In some cases there's almost too much flexibility; would appreciate some accelerators (e.g. templates) for common functionality.

**What problems is Board solving and how is that benefiting you?**

Proliferating self-service reporting, with considerable improvements in drilling into financial performance.  Enhancing planning/forecasting capabilities. Integrating disparate data with financial statements for improved synthesis and analysis.

**Official Response from Sandra Bartl:**

> We appreciate your feedback on the unmatched customization flexibility that Board offers. We also recognize the value of accelerators like templates for common use cases and are gradually introducing these as we continue enhancing the platform to better support your needs.

  ### 9. Highly Flexible and Adaptable Platform for Any Business Process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Apparel & Fashion | Enterprise (> 1000 emp.)

**Reviewed Date:** October 10, 2025

**What do you like best about Board?**

BOARD is an exceptionally versatile software solution that stands out for its ability to seamlessly adapt to a wide range of business processes. Its flexibility allows organizations to model, integrate, and optimize workflows across departments. With an intuitive interface and powerful analytics capabilities, BOARD empowers users to design tailored solutions that perfectly align with their company’s specific needs, driving efficiency and informed decision-making.

**What do you dislike about Board?**

The pricing structure can be somewhat complex, which may present challenges for smaller organizations. Furthermore, although the Business Intelligence component is strong, there are some minor inefficiencies in dashboard design and data visualization when compared to other tools.

**What problems is Board solving and how is that benefiting you?**

Using Board, we have successfully managed various Supply Chain processes, including logistics tasks related to replenishment and the ongoing production scheduling of continuous items.

**Official Response from Sandra Bartl:**

> Thank you for your feedback. It's great to hear that Board has been instrumental in managing your supply chain processes, and we appreciate your support.

  ### 10. Make everything possible with Board

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gowtham G. | Cloud Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** November 11, 2025

**What do you like best about Board?**

simple to use and appreciate its flexibility for creating customized solutions

**What do you dislike about Board?**

slow performance with complex data, missing features in report creation, and integration issue

**What problems is Board solving and how is that benefiting you?**

Board addresses the issue of having planning, budgeting, and reporting scattered across different spreadsheets and systems.

  ### 11. Ideal solution for improving business performance

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lorenzo L. | Controller, Enterprise (> 1000 emp.)

**Reviewed Date:** January 31, 2025

**What do you like best about Board?**

Board is a versatile platform that can be easily integrated with external sources. All employees can use it without specific training to perform analysis and make data-driven decisions and improve the interconnection between various business functions.
In our company, the tool is used daily by several offices and is the official source of data disclosure.

The relationship with support and partners is excellent and has more than 20 years of collaboration.

**What do you dislike about Board?**

Nothing specifically, the new releases are always improving the product and offer better performance. Leaving aside a few programming bugs the solution has no major shortcomings.

**What problems is Board solving and how is that benefiting you?**

Board is used in the company to make most business decisions.
At the commercial level to evaluate the performance of customer promotions in terms of product numerics and depth of discounts and to check the overall margin contribution.
At the operations level to analyze proper warehouse management and store performance, identifying in time any critical issues to be resolved.
At the HR level to verify the structure and turnover of staff.
In accounting & finance to prepare Budget, Forecast and present monthly consolidated closings.

**Official Response from Sandra Bartl:**

> Thank you for your review! It's great to hear how Board is benefiting your company across various business functions, from commercial and operations to HR and finance. We appreciate your detailed insight into how the platform is being used.

  ### 12. Perfect BI tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Filippo P. | Sap Specialist Administrator – Senior Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 23, 2024

**What do you like best about Board?**

We've finally had the opportunity to SEE all our request in one platform. Data analysis came true and graphical representations support daily decision

**What do you dislike about Board?**

It is not so "easy" the individual approach for making report, dashboard and procedure...
Maybe new release will be more compliant to internal developer.
No info/tips about report creation using SAP Erp
Database tips x ERP to connect could be very useful for developer.
A CRM functionality could be a PLUS (the client can have a 100% experience without purchasing any other softw platform)

**What problems is Board solving and how is that benefiting you?**

We have finally automatized P&L structure in board.
All the sales trend analysis is daily available for management
Flash overview for sales and finance are available.
We save time and gain accurancy in the data
We developed margin analysis comparison trught the years
We implemented IFRS Balance sheet and Profit and Loss
Ageing inventory
KPI
Customers overviews

**Official Response from Sandra Bartl:**

> We're glad to hear that Board has been able to meet your data analysis needs and provide graphical representations for decision making. We appreciate your feedback on the individual approach for report creation and will take it into consideration for future releases. Thank you for sharing your experience with us.

  ### 13. Board is a powerful BI tool that allows businesses to achieve better decisionmaking.

**Rating:** 4.5/5.0 stars

**Reviewed by:** neal p. | Data Analist, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 16, 2025

**What do you like best about Board?**

As a Board developer it gives us the tools to basically achieve most things that we can to build. Integration of sources is pretty easy to achieve as it can interface pretty well with other sources either directly or indirectly and it can store data itself which is nice.

**What do you dislike about Board?**

Anything to do with logs, clarity regarding how processes have run, the countless bugs especially everything to do with troubleshooting and getting insight in how to fix issues.

Sometimes datareaders just not working for no apparent reason.

**What problems is Board solving and how is that benefiting you?**

We use Board as a BI tool and currently use less of the real procedure and forecasting functions but we think it's a great tool for any organization. Also the level of control is nice.

**Official Response from Sandra Bartl:**

> Thank you for sharing your feedback on Board! We're thrilled to hear that you find it to be a powerful platform with great integration capabilities. If you encounter any issues with data readers or need assistance with troubleshooting, please reach out to our support team. We are happy to help.

  ### 14. Board is a very flexible tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luca S. | Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 31, 2025

**What do you like best about Board?**

Board is a very flexible tool when it comes to data management. Because of this, it can be adapted to many areas within the company. 
Implementation is easy and it can be very well customizable and designed on the needs of the customer.
Data can be retrieved from multiple sources and easily integrated. Output can be in multiple format.
It can manage big organizations very fast because of its scalability easy to adapt to new changes.
Frequency of use by multiple users at the same time is not a problem and the segregation of duties is easily done. 
Customer support has always been fast and resolutive. There is a big attention to software improvements and requests can be raised directly by the clients.

**What do you dislike about Board?**

Sometimes reports are not easy to create.

**What problems is Board solving and how is that benefiting you?**

Board speeds up the process of financial closing and budgeting and forecasting. This saves time for every other activity within the company. 
Also, data collection is fast and there is no need of any integration when users do data entry. This reduces the time needed and minimizes the room for errors.

**Official Response from Sandra Bartl:**

> We're grateful for your feedback on the flexibility and scalability of Board, as well as its impact on speeding up financial processes and minimizing errors. We're glad to hear that you've had positive interactions with our customer support team and that the software improvements have been beneficial. We recognize the challenges with report creation and will take this into account as we work on enhancing our platform.

  ### 15. Board has proven useful in managing our data in a structured and personalized way.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** January 28, 2025

**What do you like best about Board?**

The customization Board offers is unparalleled, I have never seen a similar level in other tools.
In the same reports used by my colleagues, I am able to mix and match different categories and segments and hide different columns with ease without the fear of deleting something.
I know that I can always go back with little difficulty.

**What do you dislike about Board?**

While Board offers the beforementioned complete customization, the UX and the speed are two major hurdles.
It has a steep learning level, which cuts out immediately most executives who use Board at most once or twice per month, so every month they have to re-learn how their reports are structured.
Another big issue is speed, trying to use more than 4-5 categories at once crashes the system and the only way to back out is to refresh the page, and I have to set again the filters, losing me a lot of time.
There is still some work on the UX to be done.

**What problems is Board solving and how is that benefiting you?**

Board allows a complete overview of both Financial Forecasting and Pipeline analysis to major Account managers.
The financial forecasting allows our company to have structured and readily available budgets, all standardized and timely delivered and the possibility to check if business is being conducted with specific clients and its value.
The pipeline analysis (What I follow the most) allows us in the central office to always know what is going on, even without asking the Account managers, its also useful to see if we are on track with the business objectives of the year.

**Official Response from Sandra Bartl:**

> We are glad to hear that you find Board useful for managing your data in a structured and personalized way. We appreciate your insights and will continue to work on enhancing the platform to better meet your needs.

  ### 16. Board seen from the consultant

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2024

**What do you like best about Board?**

What I like about Board is the fact that it starts with a blank sheet for each and every company. With Board each company can create a solution which completely fits the organization's culture and way of working. Board is a no-code solution which makes is easy to interpret and understand. Screens and procedures can be created by drag and drop functionalities and it does not get more complex than IF statements, multiplications and divisions. Lastly, Board is a platform which allows customers to expand easily to any process within their business.

**What do you dislike about Board?**

The idea of having a blank sheet from the start can also be a risk for implementations. Customers really need to dedicate their time to the project at the beginning together with the implementation partner to make sure that the basis of the model is robust and well considered. In case this dedication is not present it is very easy to run into problems at a later stage of the model because of design decisions that were made in the beginning.

**What problems is Board solving and how is that benefiting you?**

For me as a consultant I see that Board has been working very hard past year to work on the community and partner network to increase collaboration and knowledge sharing. This helps a lot during my daily work. At clients I see that Board enables them to make better decisions on new insights and work faster due to automation and efficiency.

**Official Response from Sandra Bartl:**

> Hi, thank you so much for taking the time to write a review about Board. It's great to hear that Board has been beneficial for you as a consultant and for your clients. We are committed to further enhancing our community and partner network to support collaboration and knowledge sharing.

  ### 17. Different entities all in one place

**Rating:** 4.0/5.0 stars

**Reviewed by:** Pierguido D. | FP&amp;A, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 28, 2025

**What do you like best about Board?**

Board has permitted the company to centralize the finance reporting of different entities, from different countries, with different erps. Our monthly closing has become faster, easier to view and analize. Each entity can rely on a tool that permit to trace the figures trade and financial position over the year.

**What do you dislike about Board?**

The only aspect we had to manage was the "presentation" topic.
We use Board to create excel for tables and schemes for final ppt presentation, but only for a better shape and form. Board does not have many aspect solution as excel.

**What problems is Board solving and how is that benefiting you?**

Centralization, we're large group of companies with different ERPS

**Official Response from Sandra Bartl:**

> We're glad to hear that Board has helped centralize your finance reporting and make your monthly closing process faster and easier. We appreciate your feedback on the presentation aspect and will take it into consideration for future improvements.

  ### 18. A game-changer for reporting and analytics

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 30, 2025

**What do you like best about Board?**

Board is an intuitive, all-in-one environment where reporting, analytics, and planning blend into one. The tool's flexibility allows me to tailor dashboards and schedule automated data consolidation to save me hours of manual work. Its visualization capabilities are solid and allow me to interpret even the most complex data simultaneously.

**What do you dislike about Board?**

While Board is very powerful, initial setup can be complex, and some advanced features take time to learn. It can also slow down when dealing with larger datasets, sometimes affecting efficiency.

**What problems is Board solving and how is that benefiting you?**

Board has automated my reporting and analytics, saving me from manually compiling data and saving critical time taken in performance tracking. Board let to track important sales KPIs, highlight trends and give more accurate future performance forecasts. This really helped optimizing our sales efforts to find growth opportunities and make business decisions faster.

**Official Response from Sandra Bartl:**

> We're glad to hear that Board has been a game-changer for your reporting and analytics needs. Our goal is to provide an intuitive and flexible environment for our users, and we appreciate your feedback on the tool's capabilities.

  ### 19. Retail Replanishment with Board

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrea M. | IT Operation Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2024

**What do you like best about Board?**

Ability to perform Sales, Operations and Merchandising activities, all from the same platform. Once the store (outlet and boutique) replenishment process is complete, the platform makes it very easy for end users to get their orders and schedule shipments to stores

**What do you dislike about Board?**

slowness in the restocking schedules where the product photos are present

**What problems is Board solving and how is that benefiting you?**

We have designed a solution for the automated creation of replenishment orders for our stores (full price and outlet) based on sales-based replenishment logic. Easily adapts to changes in our business processes. It allowed us to speed up shipments to stores with a relative increase in sales

**Official Response from Sandra Bartl:**

> It's great to hear that Board has been beneficial for automating replenishment orders and adapting to your business processes. We've noted your feedback and will share with our team for further improvement.

  ### 20. Effective Collaborative Data Entry Planning Software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.)

**Reviewed Date:** December 19, 2023

**What do you like best about Board?**

In my company Board is used for BI and for strategic budgeting and forecasting. We have been using Board for several years because it has allowed us to develop targeted views for collaborative data entry, different calculation procedures for different cases, final report visualization, data segregation and visualization filters, access security for different users in terms of data displayed and screen visibility.
As a user board is easy to use because it is very intuitive. As a programmer, the drag-and-drop format makes the program easily customizable and implementable.

**What do you dislike about Board?**

The only issue encountered on Board is the handling of connectors to datasets, which is pretty limited

**What problems is Board solving and how is that benefiting you?**

Board facilitates us to collaboratively enter values to draft the budget and to view reporting and analysis of the data entered

**Official Response from Sandra Bartl:**

> We're thrilled to hear that Board has been instrumental in your company's BI, budgeting, and forecasting efforts. It's great to know that the intuitive user interface and customizable features have been beneficial for both users and programmers. You may want to reach out to your Board contact to align on the topic of connectors, there might be a way to help you there. Wishing you a Merry Christmas

  ### 21. One of the best planning tool in EPM space

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** June 13, 2025

**What do you like best about Board?**

The way it handles multidimensionality be able to render data faster with the introduction of flex grid solved most of the the thing and in latest version they also improved flex grid giving an extra edge

**What do you dislike about Board?**

Nexel still doesn't work. The extracts can't extract data of parents for unbalanced hierarchy and additional cost to experience it's ai capabilities

**What problems is Board solving and how is that benefiting you?**

Currently working in a FP&A solution utilising board. It works winder at some places also the frontend Bi is amazing with additional capabilities

**Official Response from Sandra Bartl:**

> We're glad to hear that you find Board to be one of the best planning tools in the EPM space, especially with its handling of multidimensionality and faster data rendering with the flex grid. We appreciate your feedback on Nexel and the extraction limitations you've experienced. We highly encourage you to connect with our support if you haven't done that yet.  Thank you for sharing your experience with us!

  ### 22. Good UI, Strong Statistical model

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Chemicals | Enterprise (> 1000 emp.)

**Reviewed Date:** June 02, 2025

**What do you like best about Board?**

Cross-Functional Collaboration
User-Friendly Interface
Unified Platform for BI and CPM

Easy to export datasets from Board
Used Daily in my organziation

**What do you dislike about Board?**

Limited Third-Party Integrations
Performance Issues with Large Datasets
Customization Complexity

**What problems is Board solving and how is that benefiting you?**

Board gives good statistical forecast which is the key in a supply chain organization

**Official Response from Sandra Bartl:**

> We're glad to hear that you find Board's UI and statistical model strong and useful for your daily operations. We appreciate your feedback on the limitations and performance issues, and we'll take that into consideration for future enhancements. Thank you very much for your feedback.

  ### 23. Flexible and adaptable tool with great support and growing AI capabilities

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Apparel & Fashion | Enterprise (> 1000 emp.)

**Reviewed Date:** October 23, 2024

**What do you like best about Board?**

The modular system of Board allows for highly flexible customization, which is particularly beneficial for Assortment Planning and Merchandise Financial Planning. The speed at which changes can be implemented during the project is impressive, as adjustments can be made quickly and efficiently. The support is also a highlight, being consistently responsive and highly knowledgeable.

**What do you dislike about Board?**

Initially, a downside was the lack of direct data integration, which led us to implement a middleware solution. However, Board has since improved in this area, offering better integration options. Additionally, many exciting AI features have been added that weren’t available at the time of our initial implementation, making the software even more compelling for future projects.

**What problems is Board solving and how is that benefiting you?**

Board helps us streamline and optimize our Assortment Planning and Merchandise Financial Planning processes. It enables us to efficiently manage large volumes of data, making it easier to create accurate forecasts and make informed decisions on product assortments. The platform's flexibility and customization allow us to adapt to changing business requirements quickly. Additionally, the user interface is almost as intuitive and easy to use as Excel, which has greatly simplified adoption across teams. This has significantly improved our planning accuracy and agility, ultimately leading to better financial outcomes and more effective inventory management.

**Official Response from Sandra Bartl:**

> Thank you for sharing your feedback! It's great to hear how Board has helped streamline your Assortment Planning and Merchandise Financial Planning processes, enabling better decision-making and improved agility. We're pleased that our platform's flexibility and user-friendly interface have contributed to your planning accuracy and financial outcomes.

  ### 24. A powerfull platform for financial processes and reporting applications

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 10, 2024

**What do you like best about Board?**

I like that Board boasts a powerful combination of flexiblity to develop anything that you'd like in regards to financial processes in a user-friendly application. The ability to start from scratch, setting up a data model with procedures and data readers  (data ingestion) without much hassle or technical knowledge is such a pleasure. It allowed us to quickly create dynamic applications such as a reporting and budgeting tool or a financial consolidation application. Board can also easily be used as a replacement of other reporting platforms, as it does reports and visualisations also out of the box.

**What do you dislike about Board?**

Board is not easy to learn for beginners, requiring quite the introduction to get started. Although offered as a low-code tool, the technical (and analytical) knowledge required is quite present. Building something from scratch can be quite the challenge, often requiring expert guidance in the progress.

The licensing model is quite costly also, making it a choice wort considering before diving fully into it.

**What problems is Board solving and how is that benefiting you?**

- Consolidation of data from different applications (ERP, SalesForce, ...) 
- One-stop-shop for financial processes (budget, salary, forecast, closing, consolidation, ...) instead of Excel-based exercises
- Enabling analysts to play the developer-role without extensive technical knowledge

**Official Response from Sandra Bartl:**

> It's fantastic to hear about the problems Board is solving for you, such as data consolidation from different applications and providing a one-stop-shop for financial processes. We appreciate your insights and are committed to continuously enhancing our platform to even better meet your needs. Thank you so much for sharing.

  ### 25. A.f.c. tool for performance analysis and management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carlo C. | Finance &amp; control Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2023

**What do you like best about Board?**

The ability to drill everywhere, to build your own reports and the possibility to read from several data sources

**What do you dislike about Board?**

It's becoming expensive because of the rising fee

**What problems is Board solving and how is that benefiting you?**

Data and information available for a large number of users at the same time

**Official Response from Sandra Bartl:**

> Dear Carlo, thank you very much for reviewing Board. Merry Christmas

  ### 26. From financial consolidation to operational budget collection

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** January 28, 2025

**What do you like best about Board?**

BOARD main advantage is that it's not code so easy the implementation of new models as well as  friendly and easy to use for the users. In terms of flexibility, it could cover the main aspects of the business and financials purposes.

**What do you dislike about Board?**

The management of the licenses and users authorizations is not immediate  also the integration with other systems is almost manual

**What problems is Board solving and how is that benefiting you?**

collect the data in a common way from all the companies spread worldwide

**Official Response from Sandra Bartl:**

> Thank you for sharing your positive experience with Board. We're pleased to hear that it's meeting your business and financial needs. We understand the challenges with managing licenses and user authorizations, and we're actively working to further streamline this process. Your input is highly valuable, and we're dedicated to making enhancements based on customer feedback.

  ### 27. a long and fully satisfying experience with Board

**Rating:** 5.0/5.0 stars

**Reviewed by:** Franco I. | controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 03, 2022

**What do you like best about Board?**

ease of use and implementation of processes and reporting to support the corporate decision-making process

**What do you dislike about Board?**

in these years of use I have not found anything to report

**What problems is Board solving and how is that benefiting you?**

improved office performance and data analysis and processing capabilities

**Official Response from Sandra Bartl:**

> Thank you for sharing your positive experience with Board! We're pleased to hear that it has been fully satisfying and has supported your corporate decision-making process.

  ### 28. Board: all in one solution for EPM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jeroen Z. | Managing Partner and Senior EPM Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2024

**What do you like best about Board?**

The ease of use for both the users and builders of the solution. Board is no coding, where most of the other solutions do use code. In addition, all functionalities including integrated planning, financial consolidaiton, analytcs and Internal and external reporting (ESG/IFRS16) are there.

**What do you dislike about Board?**

As the solution is very flexibel, you have to be clear in the design and analysis per project or phase to make sure you deliver the expected functionality within time and budget.

**What problems is Board solving and how is that benefiting you?**

Better insights for decision making
More efficient processes
Increased automation

**Official Response from Sandra Bartl:**

> Thank you for sharing your positive experience with Board's ease of use and comprehensive functionalities. We understand the importance of clear design and analysis to ensure successful project delivery, and we're committed to supporting our customers in achieving their goals.

  ### 29. Easy to learn, easy to master

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.)

**Reviewed Date:** December 07, 2023

**What do you like best about Board?**

1) There is no need for coding experience which makes is really easy to learn for new users. 
2) Board academy is really helpful for new users.
3) the program is really versatile which allows us to build much more than just finance budgeting, forecasting and consolidation.
4) the board community days are amazing
5) Board and partners are really engaging with us

**What do you dislike about Board?**

What I do not like:
1) in the data reader it shows how many items are discarded but not which items (using 12.3 on BFC 11)
2) when using the logs in cloud administration it is hard to see what exactly has happened. You can only make a more educated guess

**What problems is Board solving and how is that benefiting you?**

1) To speak the same language throughout the entire company
2) Being more transparant in the different businesses throughout the company
3) less time consuming tasks by making use of procedures and better data screens

**Official Response from Sandra Bartl:**

> Dear customer, thank you so much for this superb review and especially for taking the time to write all of this down. It is such a pleasure to read all these great things and to see that you are able to maximize your benefits from Board. It sounds like you have visited our Board Beyond event recently and we are glad you enjoyed the experience. Looking at the points you dislike, I would kindly ask you to add your suggestions to our idea exchange section in the community so that our product development can check these points and potentially provide improvements there.

  ### 30. Great insights with zero effort

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 28, 2025

**What do you like best about Board?**

Extreme easyness of use: perfect even for non technical personnel

**What do you dislike about Board?**

The new licensing policy results in too high costs for SME

**What problems is Board solving and how is that benefiting you?**

Getting sals data previously required a lenghty and painful procedure: now it is straightforward. This allows us to perform many more analyses and get much more insight on what is going on.

**Official Response from Sandra Bartl:**

> We're thrilled to hear that Board has made sales data analysis easier and more insightful for your business. We understand your concerns about the new licensing policy and we are constantly working to provide the best value for our customers. We appreciate your feedback.

  ### 31. easy to use and to implement, the integration and the connection to different ERP

**Rating:** 5.0/5.0 stars

**Reviewed by:** Omar H. | Financial controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 09, 2024

**What do you like best about Board?**

easy to use and to implement, the integration and the connection to different ERP

**What do you dislike about Board?**

the price SAP connectors and Broadcasting

**What problems is Board solving and how is that benefiting you?**

to have the detail of our P&L by account in One click, 
ergonomic screens 
Api connection to our local Plateform

**Official Response from Sandra Bartl:**

> Thank you for sharing your positive experience with Board. We appreciate your feedback and will take it into account for future enhancements. It's great to hear that Board is helping you access detailed P&L information with just one click.

  ### 32. Intelligent Planning with Board

**Rating:** 5.0/5.0 stars

**Reviewed by:** David C. | Delivery/Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 09, 2024

**What do you like best about Board?**

Ability to transform Sales, Operations, and Merchandising, all from the same platform. Once the discovery process is over, the platform is super-easy for end-users to get their daily plans for how they will buy.

**What do you dislike about Board?**

Data Hierarchies are confusing for non-technical people

**What problems is Board solving and how is that benefiting you?**

Changing our manual, 3-5 day long excel process to a robust platform with data at teams fingertips. Teams are able to reevaluate daily their inventory positions, sales forecast and budgets with a click of the button.

**Official Response from Sandra Bartl:**

> Hi David, We're glad to hear that you find Board helpful in transforming your sales, operations, and merchandising processes. We understand that data hierarchies can be confusing, and we're continuously working to improve the user experience for non-technical users. Thanks for sharing your thoughts about Board.

  ### 33. Board Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Stefano  C. | pm, Enterprise (> 1000 emp.)

**Reviewed Date:** January 28, 2025

**What do you like best about Board?**

the user experience and the possibility of configuration

**What do you dislike about Board?**

the velocity of the platform in terms of timing

**What problems is Board solving and how is that benefiting you?**

the possibility of have all the info needed in a unique platform

**Official Response from Sandra Bartl:**

> We appreciate your positive feedback on the user experience and configurability of Board. We are actively working to improve platform velocity to better meet your needs. It's great to hear that Board is providing the benefit of consolidating all necessary information in one platform.

  ### 34. Very flexible and easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** June 25, 2024

**What do you like best about Board?**

Board is exceptionally flexible, with the Excel plugin and the ability to adjust reporting and calculations on the fly make it a very easy package to use and learn to use.

**What do you dislike about Board?**

It does take quite a lot of expertise to set the service up, we used an external partner to assist and found that we were often needing to go back to this 3rd party in order to get additional data included etc.

**What problems is Board solving and how is that benefiting you?**

Our accounting system has limited reporting functionality. The implementation of Board has allowed users, both in the finace team and in the operational elements of the business to be able to easily get access to the financial data needed.

**Official Response from Sandra Bartl:**

> Thank you for sharing your positive experience with Board. We're pleased that the flexibility and ease of use, along with the Excel plugin, have been beneficial for your financial data needs. We understand the challenges in setting up a platform like this and are committed to enhancing our support and resources to assist our customers especially during onboarding more effectively.

  ### 35. Industrial and Commercial Controlling

**Rating:** 4.5/5.0 stars

**Reviewed by:** Vittorio M. | Group Commercial Controller, Enterprise (> 1000 emp.)

**Reviewed Date:** December 19, 2023

**What do you like best about Board?**

I like the flexibility of the product and the speed of calculation.

**What do you dislike about Board?**

at the moment there are no dislike of the product

**What problems is Board solving and how is that benefiting you?**

Board is a stable product that gives use clear pictures on closing and budgeting.

**Official Response from Sandra Bartl:**

> Thank you for sharing your positive experience with Board. We're pleased to hear that the product is helping your closing and budgeting processes by providing transparency. We wish you a  merry Christmas

  ### 36. Efficient Flexible solutions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mario C. | Group Accounting & Reporting Director, Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2024

**What do you like best about Board?**

Enhanced Quality, Shared Learning, Risk Reduction, Process Improvement, Easy Use, Easy integration

**What do you dislike about Board?**

Nothing relevant. All is integrated in the best way.

**What problems is Board solving and how is that benefiting you?**

Requirement Alignment, Accuracy and Effectiveness

**Official Response from Sandra Bartl:**

> We're glad to hear that you find Board to be efficient and flexible, and that it has enhanced quality, shared learning, and process improvement for you. Thank you for your positive feedback!

  ### 37. Great multifunction tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marc C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 18, 2023

**What do you like best about Board?**

Thanks to the low/no code approach it is very easy (even for people from the business) to implement and to create data models and screens.
Given the fact you start with a whiteboard, the variety of applications that can be developed is extensive.
Number of supporting partners is growing which gives in combination with the Board support a good level of customer support.

**What do you dislike about Board?**

Licensing is sometimes a bit strange, lowest level of license is very limited in terms of capabilities.
Calculations are easy to implement but it lacks sometimes visibility on the intermediary steps/results which can be useful when developing new things.

**What problems is Board solving and how is that benefiting you?**

Multidimensional insights give us better possibilities on analysing results and making more accurate & specific plannings.

**Official Response from Sandra Bartl:**

> Hi Marc, thank you so much for your great review of Board. Much appreciated - I think it provides some nice and helpful insights.
Merry Christmas :-)

  ### 38. Budget and Forecast modules are user friendly, able to integrate with main ERP system for actuals.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 07, 2023

**What do you like best about Board?**

- Easy to enter and update forecast/budget information.
- Our general ledger system interfaces with BOARD and is updated daily. So it's also easy to see actuals posted at a point in time.
- A number of individuals in our company use BOARD multiple times per day with few if any issues. [The software has never crashed on us].

**What do you dislike about Board?**

1. Customer support - whenever we have an issue it is usually addressed quickly. However, we've had a recurring issue a few months now that was reported and investigated, however it remains unresolved. Also, we've asked for a specific task to be completed and the response we received is challenging us on the reason(s) we want the task completed at that specific time. To clarify - the 'task' is done during the same time each year and customer support assists us with that each year.

2. It is not easy to generate reports in BOARD.

**What problems is Board solving and how is that benefiting you?**

1. Making the budget/forecast process as smooth and efficient as possible.
2. Ability to easily generate reports

**Official Response from Sandra Bartl:**

> Thank you so much for taking the time to review Board here on G2, very much appreciated. I warmly invite you to visit the Board community to get access to some really helpful "how to" and "best practice" articles. I believe you will also like the new user experience that will come with Board 14 in Q1 2024 - you can learn more about it in the community. 

  ### 39. Board :- A growing tool in EPM Space

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 14, 2024

**What do you like best about Board?**

The robustness of data mode,l the connectors, its familiarity with excel connector, the logical build , the fronend of tool and the ease of usahge of tool.

**What do you dislike about Board?**

some fuctionalities like nexel and beam can't be used properly and ehile implementing more than 4 dimensions dynamically on the view so that they show possible conbinations against all dimensions by rows it fails to render taht multidimensionality

**What problems is Board solving and how is that benefiting you?**

we were utilising this tool as a Specialized case of FP&A apploication wherein we used implamantations of scenarios , versions , workflows and different hierachies and their usecases with help of various data model objects and capsule object.

**Official Response from Sandra Bartl:**

> We appreciate your detailed feedback on Board. It's great to hear that you find the tool's data model, connectors, logical build, and frontend to be robust and user-friendly. We understand the challenges you've faced, and we are continuously working to improve the tool's capabilities.

  ### 40. Really great performance tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about Board?**

My favourite thing about Board is how easy it is to use the layouts and other visualisations.
With just a few clicks, you can quickly change the way the data is displayed, add graphics, change the granularity, etc.
I also appreciate how easy it is to create procedures and schedule them.

**What do you dislike about Board?**

Performance can sometimes be poor when trying to process very large volumes of data.

**What problems is Board solving and how is that benefiting you?**

Board allows us to group together data from all the company's countries and provide a simple view for everyone.

**Official Response from Sandra Bartl:**

> Thank you for reviewing Board. It's great to hear that Board is helping you consolidate data from multiple countries and provide a simple view for everyone in your company.

  ### 41. Nice tool with a lot of possibilities

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shana H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 08, 2023

**What do you like best about Board?**

Very interesting tool with a lot of possibilities.
Very nice customer support
Easy to implement and to use

**What do you dislike about Board?**

Nothing, no issues notified yet during the use of Board.

**What problems is Board solving and how is that benefiting you?**

We are using Excel (Exsion) now and by the use of Board, it's more efficient and more easy.
It's also a lot faster!

**Official Response from Sandra Bartl:**

> Dear Shana, thank you so much for your kind review. Great to see the benefits you gain from Board

  ### 42. Board Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Adrian A. | Director Of Information Technology, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 24, 2022

**What do you like best about Board?**

Connects to all data sources, data entry and visibility

**What do you dislike about Board?**

Needs better north american technical support, we never hear from anyone

**Recommendations to others considering Board:**

Analyse primary use and internal ownership of data

**What problems is Board solving and how is that benefiting you?**

Analytics has helped us in all departments allowing better decisions

**Official Response from Sandra Bartl:**

> Hi Adrian, thank you so much for your review and your honest comments. I am sorry to learn that you feel somewhat disconnected - we'll get in touch. I am sure we can change that.

  ### 43. Boosting productivity the smart way

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jonas P. | Especialista em vendas e marketing, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 19, 2023

**What do you like best about Board?**

Implementation and synchronization with the company database is easy to perform; Provides accurate insights into changes that need to be made; Provides assistance with decision making; The level of knowledge in IT is basic to be able to implement the tool.

**What do you dislike about Board?**

When we did our first implementation, we had a lot of slowness problems getting data. Our database was very large and we needed help from support to get the software running everything we needed.

**What problems is Board solving and how is that benefiting you?**

The reason for implementing the tool was to have a tool that understood a little about our processes and helped us make decisions. This happened and we are reaping good results.

  ### 44. Very user friendly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Massimiliano M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2023

**What do you like best about Board?**

It can be used both by basic users and for performing complex processing.

**What do you dislike about Board?**

Difficulties in use on mobile devices.

**What problems is Board solving and how is that benefiting you?**

Data integration for Budgeting, reporting, cost analysis

**Official Response from Sandra Bartl:**

> Thank you very much for the review.  
Merry Christmas

  ### 45. Flexible and dynamic in development, easy to use for end users

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 18, 2022

**What do you like best about Board?**

The possibility of quickly generating reports that meet different needs

**What do you dislike about Board?**

the lack of "exclude" in layout selections

**What problems is Board solving and how is that benefiting you?**

We save time in report generation as we have the data from all management systems on Board; they are always up-to-date and aligned in every analysis we perform. They are also available to end users in real time.

**Official Response from Sandra Bartl:**

> Valued customer, thank you very much for reviewing Board. These reviews are very valuable to companies that are searching for a new planning & reporting platform. With regard to "the lack of "exclude" in layout selections" - have you considered to share this as an idea for product development? We warmly invite you to do so if you have not done it yet.
Merry Christmas

  ### 46. Board for our growth

**Rating:** 4.0/5.0 stars

**Reviewed by:** Stijn M. | Enterprise (> 1000 emp.)

**Reviewed Date:** December 08, 2023

**What do you like best about Board?**

Easy to handle platform, smooth implementation

**What do you dislike about Board?**

Nothing. Board is the tool we needed!!!!

**What problems is Board solving and how is that benefiting you?**

Reporting & budgetting in excel. More efficient month close & budgettingproces

**Official Response from Sandra Bartl:**

> Hi Stijn, thank you so much for reviewing Board and sharing your experience here. 

  ### 47. Board: Quick startup & easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.)

**Reviewed Date:** December 07, 2023

**What do you like best about Board?**

The implementation of the board platform was very quick and the platform is easy to use even for new users!

**What do you dislike about Board?**

we would like some more layout customization.

**What problems is Board solving and how is that benefiting you?**

We previously did our financial clsoing in Excel via a plugin and we were reaching the limits of excel in some companies. Now we dont have the 1 million rows constraint anymore.

**Official Response from Sandra Bartl:**

> Hi there, thank you so much for sharing this review of Board and providing some insights about your experience with our platform. Check out what is coming next in Board 14 - you can learn more in the Board community. And please always feel free to add your ideas for additional features to our ideas exchange - your direct link to our product development.

  ### 48. Good solution if you have the right resources to maintain it

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 07, 2023

**What do you like best about Board?**

Simple to develop new applications, user friendly for power users.

**What do you dislike about Board?**

The flexibility of the solution makes possible to develop (too) complex application that are then difficult and expensive to maintain.
The cost of licences is quite high.
a certain data and process maturity is needed when implementing such application.

**What problems is Board solving and how is that benefiting you?**

Automated application pulling data from our accounting and HR platforms

**Official Response from Sandra Bartl:**

> Thank you very much for providing this review and those insights. You are right: Board is a very powerful and comprehensive platform that gives organizations a lot of flexibility and it is on us, our partner network and the Board community to provide guidance on best practices. I invite you to connect with your Board contact and also visit our Community where you can get in touch with other customers and experts and where we provide a lot of supporting material. I hope you find that helpful.

  ### 49. High Potential, a portion still to be expressed

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Luxury Goods & Jewelry | Enterprise (> 1000 emp.)

**Reviewed Date:** January 08, 2024

**What do you like best about Board?**

Ease of use & adoption by end users
Ease of implementation & Development
Ease of Integration with data sources
Flexibility and frequency for data integration

**What do you dislike about Board?**

Still some technical problems that generate serious issues (database corruption with consequent problems for end users and risk of losing time and development efforts)

**What problems is Board solving and how is that benefiting you?**

- creating a unique platform to gather all inputs from all depts that take part into the planning process
- using a fast-updating tool to run some of our operations

**Official Response from Sandra Bartl:**

> We're glad to hear that you find Board easy to use and adopt, and that it integrates well with your data sources. We're sorry to hear about the technical problems you've experienced, and we take this feedback seriously. We will work to address these issues to ensure a smoother experience for you.

  ### 50. Perfect tool for financial planning  and reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** December 19, 2023

**What do you like best about Board?**

easy to implement, easy to connect with other legacy systems, the report created are easy to manage and users are happy and quickly became independent to manage their tasks

**What do you dislike about Board?**

licenses are a bit expensive. the users (and costs) should be improved

**What problems is Board solving and how is that benefiting you?**

integrate data from different erp, create global view and kpi

**Official Response from Sandra Bartl:**

> Thank you for sharing your positive experience with Board. We're glad to hear that it has made financial planning and reporting easier for you, especially in terms of integrating data from different ERP systems and creating global views and KPIs. We understand your feedback about the cost of licenses and will take that into account. We wish you a merry Christmas


## Board Discussions
  - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote
  - [What other uses or new implementations can be taken into account to improve business management?](https://www.g2.com/discussions/24007-what-other-uses-or-new-implementations-can-be-taken-into-account-to-improve-business-management) - 1 upvote

- [View Board pricing details and edition comparison](https://www.g2.com/products/board/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-31+02%3A25%3A59+-0500&secure%5Bsession_id%5D=c421044d-56bf-4523-b030-67a231701a3a&secure%5Btoken%5D=5562effd9b53d2827dd0e08d4870f867d90143f3c4c0eb0fa9726b0873558699&format=llm_user)
## Board Integrations
  - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews)
  - [SAP ECC](https://www.g2.com/products/sap-ecc/reviews)
  - [SAP HANA Cloud](https://www.g2.com/products/sap-hana-cloud-2025-10-01/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)

## Board Features
**Reports**
- Reports Interface
- Steps to Answer
- Graphs and Charts
- Score Cards
- Dashboards

**Merchandise**
- Merchandise Mix

**Analytics**
- Forecasting - Supply Chain Planning
- Data Collection - Supply Chain Planning
- Business Reporting - Supply Chain Planning

**Collaborate**
- Optimization
- Supply Chain Planning

**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Analytics**
- Reporting
- Segmentation analysis
- Product lifecycle
- Simulation
- Historical Forecast

**Data Preparation**
- Connectors
- Data Governance

**Reconciliation**
- Consolidation
- Management
- Accounting

**Financial Planning**
- Extended Planning
- Reporting
- Integration

**Visibility**
- Compliance
- Search
- Temperature Alerts
- Shipment Tracking
- Order-Level Visibility
- ETA
- Geofencing

**Data Management**
- Data Types
- Consolidation
- Cleansing
- Validation
- Correction

**Data Management**
- Consolidation

- Data types

- Correction
- Cleansing
- Validation


**Sales Performance Features - Sales Planning**
- Account Scoring
- Revenue Planning
- Account Segmentation
- Sales Performance
- Sales Forecasting
- Integrations
- Scenario Modeling

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Statistical Tool**
- Scripting
- Data Mining
- Algorithms

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Financial Insight**
- Budgeting
- Forecasting
- Planning

**Reporting and Analytics**
- Consumer Behavior
- Shopper Loyalty
- Data Visualization
- Export
- Financial Planning

**Warehouse Management **
- Sales and Operations Planning - Supply Chain Planning
- Production Planning - Supply Chain Planning
- Workforce Management - Supply Chain Planning
- Process Automation - Supply Chain Planning

**Logistics**
- Warehouse Optimization
- Inventory Targets
- Procurement Planning

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Delivery**
- Flows
- Alerts
- Inventory
- Modes

**Collaboration**
- Integrations
- Multiple users
- Forecast collaboration
- Inventory collaboration

**Data Modeling and Blending**
- Data Querying
- Data Filtering
- Data Blending

**Reporting**
- Report Types
- Standard
- Custom

**Analytics**
- Forecasting
- KPIs
- Dashboards
- Integration

**Analytics**
- KPIs
- Forecasting
- Reports and Dashboards
- Predictive analytics

**Territory Management - Sales Planning**
- Territory Management
- Territory Planning

**Data Analysis**
- Analysis
- Data Interaction

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Planning**
- Planning dashboard
- Capacity Planning
- Assortment Planning
- Business functions
- Goal planning
- Comprehensive Planning
- Workflow

**Closing Process**
- Audit
- Journal Entries
- Distribution

**Mobile**
- Mobile dashboard
- Mobile application

**Assortment Planning and Optimization**
- Line Planning
- Location clustering
- Product clustering
- Visual assortment

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation

**Quota & Capacity Management - Sales Planning**
- Quota Management
- Capacity Management
- Quota Planning

**Decision Making**
- Modeling
- Data Visualizations
- Report Generation
- Data Unification

**Administrative**
- Integration
- Employee Structure
- Behavior Monitoring

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Workflow Automation**
- Rating
- Dispatch and Tender
- Invoice Management
- Digital Document Reconciliation

**Platform Additional Functionality**
- Cloud
- On-Premise

**Agentic AI - Sales Planning**
- Autonomous Task Execution
- Multi-step Planning

**Agentic AI - Analytics Platforms**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Retail Intelligence**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Self Service **
- Calculated Fields
- Data Column Filtering
- Data Discovery
- Search
- Collaboration / Workflow
- Automodeling

**Network Management**
- Geographic Optionality
- Automated Onboarding

**Integration **
- Marketplace
- Retail POS
- Other software

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Deployment & Integration - Analytics Platforms**
- No-code Dashboard Builder
- Report Scheduling and Automation
- Embedded Analytics and White-labeling
- Data Source Connectivity

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**AI - Financial Close**
- Autonomous Task Execution
- Compliance
- Reconciliation
- Data Collection
- Analysis

**Advanced Analytics**
- Predictive Analytics
- Data Visualization
- Big Data Services

**Performance**
- Financial Analytics
- KPIs
- Benchmarking

**Generative AI**
- AI Text Generation

**Performance & Scalability - Analytics Platforms**
- Large data handling and Query Speed
- Concurrent User Support

**Platform**
- Data quality
- Languages
- Configurable Notifications

**Agentic AI - Retail Analytics**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Advanced Analytics & Modeling - Analytics Platforms**
- Data Modeling and Governance
- Notebook and Script Integration
- Built-in Predictive and Statistical Models

**Agentic AI Capabilities - Analytics Platforms**
- Auto-generated Insights and Narratives
- Natural Language Queries
- Proactive KPI Monitoring and Alerts
- AI Agents for Analytical Follow-ups

**Personalized Intelligence - Analytics Platforms**
- Behavioral Learning for Contextual Query Refinement
- Role-based Insight Personalization
- Conversational and Prompt-based Analytics

**Building Reports**
- Data Transformation
- Data Modeling
- WYSIWYG Report Design
- Integration APIs

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