Microsoft Excel is a staple for creating reports and analyses, but these reports are often outdated, out of sync, and error prone.  What if you could have the best of both worlds — work natively in Excel while accessing the real-time finance cube in Planful?

With Planful Spotlight for Microsoft 365, you can seamlessly integrate Planful’s power into the familiar Excel, PowerPoint, and Word environment — boosting efficiency without the steep learning curve.

This ebook is your guide to unlock Planful Spotlight’s full potential. Whether you want to reduce manual tasks, improve data accuracy, or work smarter with tools you know, this resource will help you achieve your goals.

Inside, you’ll learn Planful Spotlight’s capabilities:

• Instant refresh. Access and query Planful data natively in Excel, Word, or PowerPoint.
• Drill through analysis. Dig deeper into your financial data directly within Excel.
• Custom Reports. Build hierarchical reports, unique layouts, and pivot tables using Excel as you normally would
• Seamless integration across Microsoft Suite. See how Planful Spotlight can make working in Excel, Word, and PowerPoint more efficient.