Build a Better Board Deck
Bring the right data and people together to reduce the amount of time it takes to build an impactful board presentation and impress even the most demanding executives.
Every board of directors relies on accurate, timely financial information to make the best decisions for the organization. For finance, pulling together the data, people, and insights necessary to create the board presentation is a herculean task. And demanding directors and busy executives don’t have the patience for errors or confusing presentation layouts.
Planful gives finance the tools, data, and task management necessary to build more accurate, more professional board books and presentations in less time and with less stress. It provides easy access to integrated financial and operational data to ensure reports, charts, and visualizations are current and accurate. Bring stakeholders into the fold with visibility into tasks and deadlines, and automates assembly so board presentations are delivered on time. And it keeps boards happy with formatted reports presented exactly how they like them.
Manual Board Books
Massive manual effort to create board presentations by highly-skilled finance professionals
Automate tedious report creation to simplify, speed, and improve resulting board presentations
Errors, typos, and missed data causes executive frustration and extra stress
Reduce errors to alleviate stress and accelerate activities
Board has no confidence that data is accurate, current, or trustworthy for strategic decision-making
Confidence to make decisions without hesitation
Board presentations require too much effort to create, distracting finance from more strategic projects
Collaborative effort for on-time delivery of accurate reports and presentations
See What Happens When Teams Use Planful
to Automate Manual Finance Processes
Create highly formatted reports and board books
Create professional financial and management reports that will impress executives, board members, and investors. Customize the look and feel of your reports to visually present data in the way that is most meaningful to your organization. Advanced formatting capabilities include: font types, font size, font color, additional border types and colors, header formatting, granular data formatting including variance traffic lighting, and many more.
Automated management reporting
Take the hassle out of publishing the final board book or presentation while reducing the risk of typos and missed data. Combine source documents and Planful data—financial and operating results, data, graphs, and narratives—to create a single PowerPoint or Word document.
Use Excel with Spotlight reporting
Harness the full power of Excel for information presentation while ensuring “one version of the truth” from a centralized, secure data store. Once a report is created in Excel it can be accessed anywhere—Excel, web or mobile interface. Spotlight for Office delivers data security, data integrity, and full audit trail by relying on Planful as its foundation and the single source of truth.
Related Use Cases
A Trusted Leader in Continuous Planning
Planful, formerly known as Host Analytics, Named a Leader in the 2019 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions.
Named a Major Player in EPM Analytic Applications
Leader in CPM Value Matrix for Seven Years Running