+300 reviewsPlanful Spotlight for Microsoft 365
Build dynamic reports directly in Microsoft 365, with data that’s refreshed with a single click.
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.”
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.
Frequently asked questions about Planful Spotlight for Microsoft 365
Planful Spotlight for Microsoft 365 connects the tools your team already uses to a single, trusted source of financial data. Here are answers to common questions about how Spotlight works with your existing Microsoft environment.
Yes. With Planful, your financial data lives in a centralized, secure single source of truth, not scattered across dozens of emailed files. Planful Spotlight for Microsoft 365 connects your Excel, Word, and PowerPoint documents directly to that source, so your team refreshes data with a single click instead of hunting down the "latest version." No more conflicting figures, no more "which file is final?". It's just accurate, trusted numbers every time.
Yes — though you won't have to abandon Excel to do it. Planful replaces the fragile, manual parts of spreadsheet-based planning: broken formulas, version chaos, hours of data prep, and the errors that come from passing files back and forth. With Planful Spotlight for Microsoft 365, your team keeps working in the tools they already know, but with data that's connected to a live, governed source. The result is less time wrangling numbers and more time on the analysis and strategy that actually moves your business forward.
It works with them and that's the point. Planful Spotlight for Microsoft 365 connects Excel, Word, and PowerPoint directly to Planful's centralized data platform, so your team keeps the familiar tools without the manual data headaches. Build your reports and presentations once, then refresh everything with a single click. Your numbers update instantly across every file, with full audit trails and data integrity built in. You get the flexibility of Microsoft 365 and the accuracy of a governed financial platform, without having to choose between them.
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- How much time will you save?
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- How will your finance team evolve?
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- Where will technology support you?
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