Transform Planning & Forecasting with Aimplan
Aimplan elevates Power BI and Fabric by turning them into a unified planning, forecasting, reporting, and data management platform. Eliminate spreadsheet chaos, collaborate in real time, and make faster decisions with trusted data, all without leaving the tools your team already knows.
Why Move Beyond Spreadsheets?
The planning and forecasting challenge:
Most organizations still rely on spreadsheet templates and email to manage their planning cycles. Finance, sales, operations, and HR teams each maintain their own spreadsheet files, leading to version control nightmares, manual consolidation, and data inconsistencies. The result? Slower decision-making, increased errors, and frustrated teams spending hours on data wrangling instead of analysis.
You already have the foundation:
Your team uses Power BI for analytics and reporting. Your data connections are established. Your dashboards are trusted. But when it comes to planning, you're forced back into disconnected spreadsheets.
There's a better way.
Faster planning cycles
Eliminate the spreadsheet collection and consolidation process.
One Platform for Actuals and Plans
Bring reporting and planning together in one Power BI environment. Aimplan connects your actuals and plans so every forecast, comment, and approval happens on the same data foundation. Teams enter data, share insights, and stay aligned in real time, with everyone working from one source of truth.
Better decisions
Compare plans against actuals in real-time with your existing reports.
Single source of truth
One platform for all your data, not scattered across email attachments.
Familiar experience
Work in Power BI, the tool your team already knows
Key Benefits
Start planning immediatly
Reuse your existing Power BI datasets, no need to rebuild data pipelines or duplicate your data model. The dimensions and facts you already maintain become the foundation for your planning environment. Transform and extend your model as needed, then enable planning on top.
Core Features
Planning and Forecasting
Multi-scenario modeling - Create unlimited forecast versions and compare them side-by-side
Period rollover - Automatically shift data forward across time periods
Driver-based planning - Build formulas that respond to changes in business drivers
Real-time collaboration - Multiple users can work simultaneously with live updates
Collaborative comments - Add threaded discussions and assumptions directly to planning cells
Workflow and approvals - Route plans for review, track status, and lock finalized versions
Version control - Track changes and revert to previous planning versions