Planful Spotlight for Microsoft Office
Build dynamic reports directly in Microsoft Office, with data that’s refreshed with a single click.
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Planful Spotlight for Microsoft Office
Make Presentations Painless
Spotlight for Microsoft Office 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.
You’re in Good Company
“Before, there was a lag between getting data and getting the analysis. With Planful, they could do that digging on their own.”
How Planful helps you
- Prepare Presentations With Ease
- Automate to Save Time and Effort
- Present With Confidence
Dynamically Access Data in Microsoft Office
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.
Learn how to turn your plan into overdrive
See Planful in ActionYou’re in Good Company
“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).”
Streamline Accounting and Finance From Start to Finish
Accelerate access to actuals, create insightful reports and analysis, and manage financial and operational planning all within Planful.
Get Started with Planful
- 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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