Side-by-side comparison of features, reviews, pricing and more
Category: Project Management Tool
Industries: Marketing, Business, Fianncial
Category: Project Management Tool
Industries: Productivity, Marketing, Financial
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As we continue to evolve and grow as a company it has become increasingly important to be able to forecast sales, profit and cash flow. We were using Planning Maestro, and although a very robust product, it was extremely difficult to adapt it to our exact needs. The OnPlan team was able to quickly understand our needs and turn this into a "custom" model that we now use on a daily basis to forecast sales, revenue, cash flow and make strategic decisions based on this information. The model is robust, yet flexible and allows us to make changes ourselves, if we deem it necessary. Using OnPlan to generate management reports and KPI's could not be easier. The built in reporting functionality is great, but they have also made it easy to export to Excel where further manipulation and reporting can be completed. After using the product for a while, we see a TON of potential in it. The team has continued to listen to our feedback and has implemented changes to the base product at our request.Dean S.
OnPlan's fast and flexible FP&A platform makes financial reporting easy, connecting source systems with existing Google Sheets or Excel spreadsheets to generate visual, meaningful reports instantly. The financial reporting package integrates with other bundles and apps to create income statements, balance sheets, and cash flow statements with ease. With powerful integrations and collaboration features, working across the org is a snap. Give your financial reports superpowers with OnPlan.
It helps align the team effort with company goals. It helps me to keep up with the 1:1 meetings and feedback from managers. The system helps members and management with a clear roadmap for future goals.Nhan N.
Lattice integrates employee engagement with continuous performance management into a people management platform that gives People Leaders solutions to build engaged, high-performing teams. They empower HR teams to make more strategic, data-driven decisions and build winning cultures. Find out why over 1,850+ companies trust Lattice for people management.
We wanted to peroform monthly BVA variance analysis and be able to track ALL updates in our financial model in one place and Onplan was a perfect solution to our objective function.
- Amro Q. CFO
We implemented OnPlan to build a budget and rolling forecast for a division within a larger company. I was impressed wtih the granularity of user permissions and acess, the change logs and the what-if scenario forecasting.
- Tetyana G. Sr. Consultant
Purchased a tool that never worked.
- Susan L. Controller
The overall experience has been awesome and the software has taken a small internal desire to implement better goals tracking and a more automated approach to 1:1 and reviews in general and it's accomplished that and more almost by osmosis. Just having the software put us in a better position to implement a process for each. The software itself is extremely approachable and simple but allows for a ton of flexibility in implementation and use allowing it to serve as much more than a simple, once yearly applicated software driven proecss around performance reviews int he traditional sense.
- Liam M. People Operations Manager
My experience has been nothing short of amazing. At a previous job, we used Exxcel or paper/pencil. Having the ability to look backwards really motivates me to do better at my job each day.
- Chuck R. Enterprise Account Executive
I know the setup was pretty onerous, for inputting our prior career progressions out of the previous tool into this one, but I don't know if that could have been helped. Overall, I can't think of anything super painful.
- Brianna T. Associate Product Manager
|Easy to use|
|The platform allowed us to quickly provide our investors with accurate monthly reporting and beautiful dashboards that helped us build a solid financial infrastructure in one place|
|Allows a user to take an existing Excel financial model and ingest it without changing the logic|
|Slow in calculating, updating changes because of multiple sheets in Google sheets file|
|About 1-2 minute delays each time you make a change|
|It took 6 months to replicate my existing excel files, that did not flow properly|
|Makes scenario planning impossible.They charged $18k for a budgeting tool that I couldn't use even after 6 months.|
|I like that it provided the tools to help our company run better performance reviews and provide feedback to the team|
|Helpful tool to help track communications with remote teams|
|Additionally, the 1-1s recording ability is very useful to help make 1-1s more productive|
|We will soon be rolling out performance management (currently handled by BambooHR) and career growth and I'm looking forward to taking advantage of those features."|
|Clunky, hard to use software for small teams/orgs|
|In some cases, this lack of flexibility risks having the reviewer decline the review entirely|
|It seems quite limited to me in terms of features and rather bland|
|I don't see how this software stands out|
|It makes actionable steps from feedback difficult to find."|
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