Reporting in PowerBI
with our add-on Aimplan
Financial & Operational
reporting in one complete tool
The era when different FP&A tools were needed to manage financial and operational data is behind us. With our innovative add-on for Power BI, it now becomes possible to not only analyse data, but also write it away directly. This creates a seamless integration of financial and operational reporting, allowing organisations to work more easily and efficiently with one powerful platform.
Financial reporting
Transparency in numbers, confidence in tomorrow!
P&L Like reports
Gain insight into the company's financial performance and evolutions.
Integrated Finance Planning
Prepare accurate budgets and forecasts quickly and easily with confidence.
Project Planning & Reporting
Improve your control and visibility of both internal and client-facing projects.
KPI & Manual Data Reporting
Manually capture and report data and KPIs efficiently in Power BI.
Operational reporting
Insight in Action, Success in Choices!
Sales and demand planning & reporting
Achieve targets, improve predictability and get an up-to-date picture of future sales.
Cost centre and personnel planning
Efficient cross-functional resource allocation and personnel planning
Operational consolidation
Operational consolidation simplifies the process of data integration and reporting, giving organisations faster and more efficient insight into their performance.
Cost calculation
Cost accounting provides insight into the actual cost of products or services, allowing you to better manage your business for profitability and pricing.
Cashflow Planning & Reporting
Cashflow reporting provides insight into an organisation's incoming and outgoing cashflows, improving financial management and liquidity planning.
Production Reporting
Production reporting is essential because it provides insight into the efficiency and effectiveness of production processes, allowing you to better steer your business based on performance and facilitate improvements in the production process.
And much more...
Both standardised and full customised reports. Curious about what more can be done for your business?
Request a demo below and we will look at the possibilities together.
The advantages of working with Aimplan
Upgrade your disconnected manual spreadsheet processes with Power BI Planning
Many companies still use spreadsheet templates and e-mail to carry out their planning and forecasting processes. Spreadsheets are also used to consolidate production figures, sales figures and other data from across the organisation. Unfortunately, this can be a time-consuming, cumbersome, slow and error-prone method.
With Aimplan, you can continuously capture the latest data and information from Power BI users. The solution allows end users to enter data, including comments, directly within Power BI, and all data is securely stored in a central database from which Power BI reports on live plan data.
Centralise your communications
In our tool, it is not only possible to start integrating data from different sources we are also going to add a comments module to this. This will ensure that all communication no longer has to be done via e-mail but directly in the FP&A tool itself.
Done with not retrieving communication...
Re-use your Power BI datasets
You can reuse the structures and data in your existing Power BI data sets. Why build a new integration with source systems when you already have the data in Power BI? Reuse your dimensions and fact tables. Perform any transformation required for your planning models within PowerBI.
Improving cooperation
Do you know the story of Excel files that take on a life of their own? Where 5 different people are working in 10 different documents? Where the data is not up to date (or at least not in the version you have).
That is a thing of the past. Our tool makes it possible to start working together live in the same environment such that everyone has 1 version of the truth and you save yourself from double work.
Managing data management
Manage and maintain parts of your master data that are not available in other systems. For example, define cost centres for planning purposes for next year that are not currently available in the ERP system. Or keep currencies and exchange rates available in Aimplan for your planning and reporting models.
Personalised & customisable PowerBI Visuals
Fully configurable & customisable Power BI visualisations for data entry. The key to a great user experience are Aimplan's customised Power BI visualisations that allow real configuration of data entry templates. The input forms are feature-rich with live calculation formulas, copy-and-paste support and much more.
Audit trail of updates
All updates to planning models and forecast data are tracked and monitored. You can see who changed which data and at what time. This also includes events such as users logging in or out, etc.
Scenario modelling
Quickly configure new forecast scenarios based on current data combined with previously created planning scenarios. The solution supports ‘time-transform’, i.e. when creating the plan for future periods, the system can use the previous scenario but move the data forward in time.
Security and data access
Aimplan implements single sign-on with M365/Office365 and Azure AD to grant users access. Combine data access rules in Aimplan with data access functionality in Power BI. For example, manage in Aimplan which user has access to which project, product, market or cost centre and can create plans.
Seamless interfacing with your ERP and other data sources
Efficient forecasting and planning processes require users to have access to the latest known up-to-date data. Instead of copying and pasting data from different systems, you can use Aimplan and Power BI to obtain accurate and up-to-date data that can serve as the basis for your planning models.
Aimplan leverages your existing Power BI data sets and Power BI's connectivity to a wide range of data sources. You can mix internal and external data and drivers and even feed data back to your ERP system and other tools thanks to Aimplan's open connectivity.
Prepare for the future by planning for different scenarios
Aimplan makes it easy to test and simulate different future scenarios. How will a rise in energy prices, inflation, lower demand in specific markets, discounting strategies, etc. affect results?
Compare different scenarios with Power BI's powerful analysis and reporting capabilities. Be prepared and agile to make quick decisions with Aimplan planning functionality for Power BI!
Efficiently capture data within the organisation and beyond with an enhanced Power BI Planning Tool.
Do you struggle with collecting and managing data you need for your data warehouse or reporting models that are not available in any data source? Managing dimensional structures and hierarchies, manually cleansing data, capturing data for production reporting or other data. Then Aimplan and Power BI can be a great solution to create low-code/now-code ‘apps’ in Power BI using Aimplan for data entry.