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.
Integrated Business Planning
Align finance and operations with S&OP, demand, procurement, inventory, and capacity planning.
Typical users: COOs, supply chain managers, cross-functional planning teams
Use Cases
Financial Planning & Analysis
Forecast revenues, costs, workforce, OPEX, CAPEX, and cash flow. Management reporting with KPIs and variance analysis.
Typical users: CFOs, FP&A managers, financial analysts, controllers
Sales Performance Management
Build revenue budgets, assign territories, plan quotas and compensation, and link forecasts to CRM and ERP data.
Typical users: Sales VPs, sales operations, regional managers
Project Planning & Forecasting
Manage project budgets, allocate resources, track profitability, and assess risks.
Typical users: Project managers, resource managers, professional services leaders
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.
Integrated Business Planning
Connect Planning Across Sales, Operations, and Supply Chain in Power BI
Aimplan brings Integrated Business Planning into Microsoft Power BI, connecting sales, operations, and finance in one shared environment. Teams plan demand, production, procurement, and inventory using the same data model that powers business reporting. Decisions are informed by real-time insight, keeping every function aligned on a common plan.
How Integrated Business Planning Works with Aimplan in Power BI
With Aimplan, organizations connect every part of their planning process inside Power BI. Demand forecasts, production plans, and procurement schedules link directly to the same financial model, creating a single source of truth for performance. Planners can simulate scenarios, test assumptions, and measure how operational decisions affect revenue, cost, and capacity in real time. Finance teams gain the same visibility, ensuring plans remain accurate, aligned, and financially grounded.
From Isolated Plans to Connected Decision-Making
Aimplan brings sales, operations, supply chain, and finance together in one coordinated planning cycle. Each department contributes to a shared plan where demand, production, and inventory levels are balanced against available capacity and financial targets. Changes made in one area instantly flow through to others, making it easier to align demand and supply while keeping profitability in focus. This connected process turns planning from sequential and reactive into continuous and collaborative.
Visibility and Coordination in Real Time
Aimplan gives every planning team complete visibility into performance and constraints. Capacity utilization, inventory levels, and supply bottlenecks can be monitored directly in Power BI with live data updates. Planners no longer spend time reconciling numbers or chasing input files — instead, they review insights, analyze trade-offs, and act on opportunities faster. Real-time coordination keeps the business synchronized and responsive to change.
The impact of modern IBP
With Aimplan, Integrated Business Planning becomes a connected, data-driven process that unites strategy and execution. Forecasts stay aligned across sales, supply chain, and finance. Risks surface earlier, and plans adjust easily when conditions shift. The result is an agile organization where decisions are informed by accurate data, collaboration is seamless, and every function moves forward on one connected plan inside Power BI.
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.
Financial Planning & Analysis in Power BI
Smarter planning, forecasting, and reporting for modern finance teams
Aimplan brings Financial Planning and Analysis into Microsoft Power BI so finance teams can plan, forecast, and report in one connected environment. Instead of moving data between tools, you work directly with the same Power BI model and dashboards already used for analysis. Budgets, forecasts, and actuals live in a shared structure that’s always up to date. Finance, operations, and leadership explore the same numbers, create plans, and track performance together with full visibility.
How FP&A works with Aimplan in Power BI
With Aimplan, FP&A teams move beyond static spreadsheets and manual consolidation. Plans and forecasts are built directly in Power BI using Aimplan visuals for data input and analysis. Revenue, cost, and cash flow models connect seamlessly, so every forecast reflects the latest business data. Scenarios are easy to create and compare, helping finance test assumptions and understand performance drivers in real time.
Integrated financial planning in Power BI
Aimplan brings all key planning areas into one coordinated process, from sales and procurement to OPEX, CAPEX, and workforce planning. Finance teams can link operational plans with financial outcomes, align forecasts across departments, and see the impact of decisions instantly. This integration improves collaboration and gives organizations the agility to adjust plans as conditions change while keeping profitability in focus.
Financial Reporting and Insights
Aimplan enhances Power BI with reporting visuals built for finance. You can design P&Ls, balance sheets, and management reports that follow your company’s structure, complete with subtotals and hierarchies. Reports update automatically with live data, so reviews are faster and every number reflects the latest approved version.
Approvals, Commentary, and Control
Aimplan makes collaboration and governance a natural part of the planning process. Comments, explanations, and approvals happen directly in Power BI. Each note is tied to a version, period, and department, creating transparency and accountability. Permissions follow your existing Power BI security, ensuring everyone only sees data relevant to their role.
The Impact of Modern FP&A
With Aimplan, planning and reporting become faster, more connected, and more reliable. Forecasts update continuously, plans stay aligned with strategy, and reports reflect live data. Finance teams spend less time gathering numbers and more time analyzing them. FP&A becomes a forward-looking partner that drives better business decisions in Power BI.
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.
Sales Performance Management
Plan, forecast, and optimize sales performance in one connected system
Aimplan brings Sales Performance Management into Microsoft Power BI so sales leaders, finance, and operations can plan, forecast, and analyze performance in one connected environment. All sales targets, quotas, and incentive plans link to company goals, giving everyone a shared and accurate view of performance.
From Fragmented to Connected Sales Planning
With Aimplan, sales planning becomes a continuous, connected process inside Power BI. Sales teams plan and update forecasts based on live CRM and financial data, instantly seeing how each change impacts revenue, margin, and performance targets. Teams can test assumptions, model scenarios, and adjust sales plans as market conditions evolve, all within the same environment used for reporting and analysis.
Sales Performance Management in Power BI
Aimplan extends Power BI into a complete platform for planning, forecasting, and managing sales performance. Territories, quotas, and incentive models are planned, tracked, and analyzed within one shared model. As results come in, Aimplan keeps all metrics synchronized, providing full transparency into attainment and profitability. This unified view allows sales and finance to understand performance drivers, forecast outcomes, and adjust strategies with confidence.
Insight and Alignment Across Teams
Aimplan connects sales, finance, and operations in a shared environment for planning, forecasting, and performance analysis. Teams view the same data across regions, products, and customer segments, ensuring that every forecast and result ties directly to the financial model. This unified approach improves transparency, strengthens collaboration, and aligns all departments around consistent numbers and shared goals.
The impact of modern Sales Performance Management
Aimplan makes sales performance management continuous, accurate, and aligned. Forecasts update automatically, quotas reflect strategy, and incentive plans evolve as results change. Sales and finance teams gain real-time insight, clarity, and control over how performance drives business outcomes. Together, they work from one connected system inside Power BI that unites planning and performance.
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.
Project Reporting & Forecasting
Plan, track and forecast projects in Power BI including upcoming projects with probabilities
Aimplan brings project reporting and forecasting into Microsoft Power BI so project offices, finance teams, and department leaders can manage budgets, resources, and results in one shared system. Projects, costs, and forecasts connect to the same data model used for company reporting, giving every stakeholder a clear view of progress and performance
How Project Reporting and Forecasting Works with Aimplan in Power BI
With Aimplan, organizations plan and monitor their entire project portfolio directly in Power BI. Budgets, costs, and resource plans connect to live financial data, creating a unified model that updates automatically as work progresses. Forecasts adjust dynamically when schedules or expenses change, giving teams instant visibility into project status and financial performance.
From Static Reports to Continuous Insight
Aimplan turns project reporting from a reactive process into a proactive one. Instead of reviewing results after the fact, managers use live data in Power BI to guide ongoing projects. Forecasts can be refined continuously, allowing teams to anticipate risks, rebalance resources, and make timely course corrections. This forward-looking approach improves agility and ensures every project stays aligned with its financial targets.
Visibility and Control Across Portfolios
Aimplan makes it easy to oversee performance across multiple projects and departments. Portfolio dashboards highlight utilization, cost trends, and progress toward milestones in one unified view. Managers can explore project details while executives analyze consolidated results, ensuring accountability and control throughout the entire project lifecycle.
The Impact of Modern Project Reporting and Forecasting
With Aimplan, project reporting becomes a continuous process built on live data. Budgets and forecasts stay aligned with actuals, risks surface earlier, and financial outcomes are easier to manage. Teams spend less time gathering data and more time guiding delivery. Organizations gain transparency, predictability, and control, all within Power BI.
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.
Frequently asked questions
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With Aimplan, you can plan, forecast, and report on sales performance directly in Power BI. You use your existing CRM and ERP data to create sales budgets, quotas, and forecasts. Everything updates in real time, so your sales and finance teams always work from the same numbers. This eliminates Excel files and disconnected systems and helps you plan faster with more confidence.
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Sales and revenue teams use Aimplan to align goals, monitor quotas, and track performance across teams and regions. Chief Revenue Officers, VPs of Sales, Sales Operations Managers, and Commercial Controllers use it to see targets, forecasts, and actuals in one view. Aimplan makes Power BI a complete platform for both analytics and planning.
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Aimplan removes the manual and time-consuming steps of forecasting in spreadsheets. Instead of emailing templates or reconciling versions, teams update forecasts directly in Power BI. The data is always live and connected to CRM and ERP systems. Forecasts are more accurate, and everyone works from one single source of truth.
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Aimplan makes it easy to assign territories and accounts, set quotas, and adjust plans as markets change. You can view coverage and capacity, analyze potential, and test different territory structures directly in Power BI. Sales Operations teams can rebalance workloads and make fair, data-driven decisions faster.
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Yes. Aimplan supports incentive and compensation planning within Power BI. You can design commission and bonus models, link them to actual sales results, and review payouts in real time. This helps create transparency, motivation, and alignment across sales teams.
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Aimplan builds on your existing Power BI setup, so implementation is quick. A basic forecasting or budgeting model can go live in two to three weeks. Larger or more complex setups with multiple teams or scenarios typically take a few months. The process is faster and simpler than traditional planning systems.