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Average Ratings 0 Ratings

Total
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Description

By harnessing actionable insights from various connected data sources, we develop user-friendly visualizations and reports that provide a comprehensive overview of your business within a single dashboard. This allows you to make informed decisions effortlessly. Engage in real-time discussions and comments directly within the Dasheroo platform, ensuring your team remains focused on achieving results. Receive instant group alerts when any chosen metric crosses a predefined threshold, enabling quick responses to changes. Easily identify correlations and causations across a range of data providers at a glance. You can also set up recurring email distributions for dashboards or export them in PDF and PNG formats. Tailor individual dashboards by scheduling their timing, then relax and watch the insights unfold. Plus, you can import your own internal or custom data sources seamlessly using our JSON and Push API Webhooks, ensuring a fully integrated experience. With these features, optimizing your business operations has never been more streamlined.

Description

Planwhiz enables finance teams to collaborate effectively with other departments by aligning on shared objectives and simplifying variance analysis to uncover growth prospects. By serving as a unified source of truth, it integrates seamlessly with accounting, HR, and spreadsheets while offering comprehensive insights into the origins of each budgeting component. This platform ensures that all stakeholders are aligned and informed. Enhance your planning procedures to achieve impactful outcomes through Planwhiz. With its user-friendly, precise, and collaborative approach, you can quickly adapt to evolving circumstances with flexible financial planning solutions. Featuring a range of pre-designed reports, including Profit & Loss statements, cash flow reports, SaaS metrics, and headcount analysis, Planwhiz delivers real-time insights and assessments for various scenarios. By automating repetitive report generation tasks, you can eliminate monotony and boost your productivity. Receive your reports promptly as needed, facilitating easy sharing of performance data both within your organization and with external parties. Ultimately, Planwhiz revolutionizes the way teams work together, fostering a more efficient and responsive planning environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWeber Yes 
ActiveCampaign Yes 
Axis LMS Yes 
BugHerd Yes 
Campaign Monitor Yes 
Cognito Forms Yes 
Constant Contact Yes 
Google Analytics Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Insightly Yes 
LinkedIn Yes 
Mailchimp Yes 
Stackreaction Yes 
SurveyMonkey Yes 
SurveyMonkey Enterprise Yes 
Wufoo Yes 
X (Twitter) Yes 
Zapier Yes 

Integrations

AWeber No 
ActiveCampaign No 
Axis LMS No 
BugHerd No 
Campaign Monitor No 
Cognito Forms No 
Constant Contact No 
Google Analytics No 
HubSpot CRM No 
HubSpot Customer Platform No 
Insightly No 
LinkedIn No 
Mailchimp No 
Stackreaction No 
SurveyMonkey No 
SurveyMonkey Enterprise No 
Wufoo No 
X (Twitter) No 
Zapier No 

Pricing Details

$19 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dasheroo

Founded

2014

Country

United States

Website

www.dasheroo.com

Vendor Details

Company Name

Planwhiz

Country

United States

Website

planwhiz.com

Product Features

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up Yes 
Dashboard No 
Key Performance Indicators No 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Financial Management

Budgeting & Forecasting No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Strategic Planning

Budgeting & Forecasting No 
Dashboard No 
Goal Setting / Tracking No 
Idea Management No 
KPIs No 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

Alternatives

Alternatives