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Explore How Aimplan Extends Power BI for Business and Financial Planning

Aimplan brings advanced planning, forecasting, and reporting directly into Power BI. From Financial Planning and Analysis to Sales Performance Management, Integrated Business Planning, and Project Reporting and Forecasting, Aimplan helps organizations connect strategy, operations, and data in one familiar environment.


With Aimplan, finance, sales, operations, and project teams can plan, forecast, and report together in real time, all within Power BI and Microsoft Fabric.

Use Cases

Integrated Business Planning

Align finance and operations with S&OP, demand, procurement, inventory, and capacity planning.​

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Typical users: COOs, supply chain managers, cross-functional planning teams

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Financial Planning & Analysis

Forecast revenues, costs, workforce, OPEX, CAPEX, and cash flow. Management reporting with KPIs and variance analysis.​​​

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Typical users: CFOs, FP&A managers, financial analysts, controllers

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Sales Performance Management

Build revenue budgets, assign territories, plan quotas and compensation, and link forecasts to CRM and ERP data.​

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Typical users: Sales VPs, sales operations, regional managers

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Project Planning & Forecasting 

Manage project budgets, allocate resources, track profitability, and assess risks.​​​​

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Typical users: Project managers, resource managers, professional services leaders

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Ready to Transform Your Planning Process?

Join organizations that have eliminated spreadsheet chaos and accelerated their planning cycles with Aimplan.​

​See Aimplan in action with your own data and use case. Our team will show you how to transform your Power BI environment into a complete planning solution.

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