


planful to Power BI
Build custom planful dashboards that drive faster decisions with a Power BI Partner.
Can Also be connected to

Tableau

Looker Studio
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Excel

Fabric

Azure

Snowflake

BigQuery

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

78% of new clients engage us for a second project within a year.
Let’s make your first project a success story. Complete the form to request a strategy call, and we'll show you exactly how we can transform your data.
U11002/1328 Gold Coast Highway,
Palm Beach, QLD, 4221, Australia












