Build dynamic reports directly in Microsoft 365, with data that’s refreshed with a single click.Watch Demo
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.
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.
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.
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.
“We’ve been able to build budgets in a protected environment and consolidate them in a fraction of the time it took manually (minutes rather than days).”
Accelerate access to actuals, create insightful reports and analysis, and manage financial and operational planning all within Planful.