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What is PivotXL?

Elevate the capabilities of your financial planning and analysis spreadsheets by incorporating our Corporate Performance Management software, which offers seamless integration with Microsoft Excel. Enhance your data organization and automate tedious tasks to optimize both operational and financial planning workflows. The intuitive interface allows for the creation of cubes, which can encompass various dimensions, dimension members, and measures, making data management more structured. You can effortlessly link Excel cells to any cell within a cube, ensuring a smooth flow of information. Our innovative Microsoft add-in enables the straightforward uploading and downloading of data from the cloud directly into your spreadsheet templates. Leverage Pivot tables alongside other business intelligence tools to analyze your data in diverse ways that suit your needs. Furthermore, the built-in workflow manager allows for the crafting of complex tasks and the attachment of templates, streamlining task completion and approval processes without the hassle of manual steps. Customize alerts and notifications to keep users updated on critical information. If you often find yourself sending Excel files back and forth or depending on a Corporate Performance Management system only to return to Excel for formatting needs, it may be the perfect opportunity to explore PivotXL for a more streamlined approach. By utilizing PivotXL, you can revolutionize your data management practices and achieve a significant boost in productivity while ensuring your team works more efficiently together.

What is Anaplan?

Anaplan delivers a powerful AI-driven scenario planning and analysis environment designed to help organizations anticipate change, optimize strategies, and act with precision. Its connected planning framework eliminates barriers between strategic, financial, and operational functions, fostering real-time collaboration across the enterprise. Industry-tailored solutions for sectors such as financial services, manufacturing, healthcare, retail, and technology empower teams to respond quickly to market shifts and emerging opportunities. The platform’s comprehensive AI capabilities — predictive, generative, and agentic — work together to uncover hidden patterns, evaluate complex scenarios, and recommend data-backed actions. Enterprise data orchestration ensures that information from multiple sources flows seamlessly into the planning process, while its advanced modeling tools enable intricate simulations without sacrificing speed. Anaplan’s security and administration features safeguard sensitive data while supporting enterprise-scale deployment. Recognized as a leader in both financial planning and supply chain planning by Gartner and IDC, Anaplan is trusted by over 2,500 leading brands worldwide. Its applications cover a wide range of business needs, from financial consolidation and sales forecasting to workforce planning and supply chain optimization. Customers leverage the platform to break down silos, improve productivity, and enhance shareholder value. With Anaplan, organizations can outpredict, outplan, and ultimately outperform their competition in an increasingly complex business environment.

Media

Media

Integrations Supported

1Platform
5X
Aleph
Alumio
Causal
CorralData
ESBeetle
Eloqua
Hightouch
Ikigai
Meltano
Mindfuel
Mozart Data
Pivot
Planview Hub
Rippling
Tableau
Y42
Zoho Directory

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HealthPlotter

Date Founded

2013

Company Location

United States

Company Website

www.pivotxl.com

Company Facts

Organization Name

Anaplan

Date Founded

2006

Company Location

United States

Company Website

www.anaplan.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Fixed Asset Management
Payroll Management
Project Accounting
Tax Management

Budgeting

"What If" Scenarios
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Intelligence

Ad Hoc Reports
Dashboard
Key Performance Indicators
Performance Metrics
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Qualitative Analysis

Finance

Not specified

Financial Close

Not specified

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Data Source Connectors
Financial Reports
Forecasting
OLAP
Sales Reports
Scheduled / Automated Reports

Categories and Features

Accounting

Nonprofits
Purchase Orders

Budgeting

Not specified

Cash Flow Forecasting

Not specified

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Incentive Programs
Salary Planning

Financial Analytics

Not specified

Financial Close

Not specified

Lead Management

Lead Scoring
Lead Segmentation

Predictive Analytics

Not specified

Sales Compensation

Not specified

Sales Force Automation

Channel Management
Commission Management
Field Sales Management
Opportunity Management
Performance Metrics
Sales Forecasting
Territory Management

Sales Planning

Not specified

Strategic Planning

Dashboard
Idea Management
Modeling & Simulation
Scenario Planning

Supply Chain Planning

Not specified

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