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Make Presentations Painless

Spotlight for Microsoft 365 lets you plan, present, and report with a sense of familiarity. Seamlessly build management and financial reports directly in Microsoft Excel, Word, and PowerPoint, with data updated dynamically from Planful’s single source of truth.

With one click, your data is refreshed, your spreadsheet, presentation, or document is updated, and you can move on with confidence.


“Before, there was a lag between getting data and getting the analysis. With Planful, they could do that digging on their own.”

Michael ZambettiManager, Finance & Data Analytics at National DCP

Dynamically Access Data in Microsoft 365

Zoom in, zoom out, keep, remove, and pivot on all your business categories and segments to explore data at any level, perform multi-dimensional query and analysis, and more.

Improve Data Accuracy and Timeliness

Refresh data with the push of a button. Harness the full power of Excel for information presentation while ensuring a single source of truth from a centralized, secure data store. Ensure data is always accurate, up to date, and trusted with security, data integrity, and full audit trails.

Reduce Time and Effort

Build presentations once and refresh the data as often as needed. Spotlight helps your teams save hundreds of hours on data preparation while eliminating errors, and present with confidence knowing the data is up to date.

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Get Started With Spotlight for Microsoft 365

Learn how Planful helps you navigate campaign expenses easily, quickly, and from a single source of truth.

Get Started with Planful

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