How Planning Maestro Helps You

A nuanced view of performance

Planning Maestro delivers timely and robust data in clear, visual reports and web-based dashboards, enabling business leaders to make better decisions, faster. It combines, normalizes, and layers data from your CRM, payroll, ERP, GL, and other systems to provide nuanced views of your business and all of its moving parts.

Drill down to underlying causes

Knowing what happened is important—but understanding why is essential for responding to opportunities and mitigating issues. Planning Maestro lets business managers easily drill down to the underlying sources of variances. Users can choose which KPIs to monitor, organizing and displaying data in multiple ways so issues are immediately apparent.

Slice and dice data your way

Easily generate operational reports to meet a range of needs. For example, Planning Maestro can display revenue by product; sales reports by product, by region, salesperson, customer type; or other metrics.

Planning Maestro’s performance dashboards make it easy to track the metrics that matter, with flexible views that help highlight critical insights for better decisions.

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Reporting and Analytics

Planning Maestro’s robust business analytics, accurate financial reports and dashboards put critical information in the hands of the people who need it.

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Transitioning from Spreadsheets to Specialized Budgeting & Planning Software

Transitioning from Spreadsheets to Specialized Budgeting & Planning Software

You need to have confidence in the quality of the financial data you rely on to make decisions, and spreadsheets simply aren’t up to the task.

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Explore how Planning Maestro addresses industry-specific FP&A needs

Nonprofit Organizations

Healtcare & Life Sciences

Finance & Insurance

Manufacturing & Distribution

Retail & Hospitality

Software & Technology

Other Industries

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Frequently Asked Questions

Financial dashboards give your finance team a way to report in a way that the rest of the company understands. Essential features of performance dashboards include:

  • Backed by data: your dashboards should always be derived from quantifiable data.
  • Reliable: because Planning Maestro synchronizes your financial statements (balance sheet, cash-flow, and profit and loss), you can ensure that your data is always up-to-date and accurate.
  • Timely: dashboards allow stakeholders and other business leaders to view insights and analytics on the fly.
  • Customizable: the right performance dashboard should be customized to the way you do business.
  • Highly visual: the whole point of a dashboard is to provide an at-a-glance view into the health of your business.
  • A step ahead: dashboards should be dynamic and always reporting on what matters to your company. Requirements change. Needs change. So should dashboards.

With FP&A software, business users, such as your CEO, can easily access KPI analysis, data visualization, and slice-and-dice data for a direct line of sight into corporate performance. You will be able to build and format presentation-style reports, add graphs, charts, and other visualizations to make the report easy to consume. Dashboards bring together and visualize your businesses performance into one unified place.

Financial performance dashboards offer a wide range of benefits, including:

  • At-a-glance visibility
  • Saves time and resources
  • Improves decision making agility
  • Easy performance checks and balances
  • Always up-to-date data
  • Provides meaningful metrics in a format that all stakeholders understand

With the right software provider, your performance dashboards should be able to drill down to the detail that matters to you. For example, Planning Maestro can display revenue by product; sales reports by product, by region, salesperson, or customer type; or other metrics.

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330 Cochituate Road, #807
Framingham, MA 01701
P: 800.366.5111

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