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Power BI Reporting for Planful: Transform Financial Planning and Forecasting into Actionable Intelligence
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planful to Power BI

Power BI Reporting for Planful: Transform Financial Planning and Forecasting into Actionable Intelligence

Can Also be connected to 

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Tableau

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Data Studio

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Fabric

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Azure

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LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Power BI integrates with Planful to turn budgeting, forecasting, and financial consolidation data into powerful dashboards that help FP&A, finance, and executive teams track performance, identify trends, and drive alignment across the business. With real-time insights and dynamic reporting, Power BI empowers smarter, faster financial decisions.

KEY FEATURES

  • Budget vs Actuals & Forecast Accuracy from Planful – Monitor budget adherence, forecast variance, and financial performance across departments

  • Scenario Planning & Trend Analysis – Evaluate multiple forecast scenarios, model business drivers, and track long-term trends over time

  • Connected Financial Intelligence – Combine Planful data with ERP, CRM, or HR platforms for a complete view of revenue, cost, and headcount drivers

  • Board-Ready Dashboards & Strategic Alerts – Create presentation-ready reports with alerts for over-budget spend, missed forecasts, or margin fluctuations

OTHER DATA SOURCES

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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