Power BI Planning
powered by
Extend Microsoft Power BI beyond reporting with structured
data entry, planning, forecasting and collaboration.
Planning still happens
outside Power BI
Many organizations use Power BI to monitor performance, but budgeting, forecasting and business input collection still happen in Excel files, email threads and offline templates.
This creates a gap between where teams analyze performance
and where they plan future actions.
Multiple Excel versions
Budget and forecast inputs are often scattered across files, folders and email attachments.
Manual consolidation
Finance, sales or BI teams spend time collecting, checking and merging inputs manually.
Limited traceability
It is difficult to track
who changed what,
when and why.
Disconnected comments
Assumptions and explanations are usually stored outside the data, in emails or separate notes.
Slow planning cycles
Planning and reforecasting take longer because the process depends on manual updates.
Reporting after the fact
Power BI dashboards are updated only after the planning process has already been consolidated.
Aimplan extends
Power BI
beyond reporting
Aimplan adds structured data entry, writeback, budgeting, forecasting, comments and planning workflows directly inside Microsoft Power BI. Instead of exporting data to Excel, collecting inputs offline and consolidating manually, teams can work within the same reporting environment where they already review business performance.
From dashboards that explain what happened
to planning workflows that help decide what comes next.
Structured data entry inside Power BI reports
Budgeting and rolling forecasting
Scenario planning and version management
Comments, assumptions and business context
Actuals vs budget / forecast review
Controlled access, validation and traceability
Export-ready outputs for downstream systems such as ERP or SAP
How Aimplan works inside Power BI
Aimplan fits into the existing Power BI ecosystem, allowing organizations to reuse their reports, models and data sources while adding controlled business input and planning capabilities.
Connect
Use existing data sources, Power BI models and reporting structures as the foundation.
Enter
Allow business users to enter forecasts, assumptions, comments and planning inputs directly inside Power BI.
Review
Compare actuals, plans and forecasts, validate inputs and track changes across teams.
Decide
Use Power BI dashboards to review scenarios, understand variances and support business decisions.
Use cases across Business Teams
Aimplan can support any process where business users need to provide structured inputs, assumptions, comments or forecasts and review the results in Power BI.
For Finance and FP&A Teams
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Budget collection from departments
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Rolling forecasts
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Cost center planning
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CAPEX and OPEX planning
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Cashflow forecasting
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Variance comments and explanations
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Actuals vs budget / forecast analysis
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Preparation of final upload templates for ERP or SAP
Replace Excel-based budgeting and forecasting processes with a structured, governed workflow inside Power BI.
For Sales and Commercial Teams
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Sales forecasting
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Revenue planning
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Target setting and quota planning
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Customer, product or channel planning
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Margin planning
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Pipeline assumptions
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Actuals vs target review
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Commercial scenario planning
Bring sales forecasts, revenue assumptions, targets and commercial inputs into the same Power BI environment.
For BI, Data
and IT Teams
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Power BI writeback scenarios
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Business-owned input forms
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Structured data collection
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Comments and workflow inside reports
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Controlled updates to planning datasets
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Master data or assumption updates
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Input validation and access control
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Reduction of uncontrolled Excel-based processes
Extend Power BI from a read-only reporting environment into a controlled interface for data entry, writeback and planning.
Watch our recorded
Aimplan webinars
Explore our recorded webinar sessions to see how Aimplan extends Microsoft Power BI and Microsoft Fabric beyond traditional reporting, enabling connected planning, forecasting, data entry and performance management workflows.
Finance & Financial Planning and Analysis
Smarter Financial Planning and Reporting in
Power BI
Learn how finance teams can extend Power BI and Microsoft Fabric beyond traditional reporting to support financial planning and forecasting. This session explores how FP&A teams can reduce manual handoffs, improve visibility and work with more current data throughout the planning cycle.
Sales & Demand Forecasting
Sales & Demand Forecasting in
Fast-Changing Times Using
Power BI
See how continuous rolling forecasts in Power BI and Microsoft Fabric can combine AI, human input and frontline insights to support sales and demand forecasting in changing market conditions. The session shows how connected forecasting can reduce reliance on slow spreadsheet-based processes.
Performance Management
Why Planning in Power BI and Fabric Will Change Performance Management Forever
See how continuous rolling forecasts in Power BI and Microsoft Fabric can combine AI, human input and frontline insights to support sales and demand forecasting in changing market conditions. The session shows how connected forecasting can reduce reliance on slow spreadsheet-based processes.
Each session focuses on a different planning challenge - from financial planning and reporting to sales and demand forecasting, and the future of performance management inside the Microsoft ecosystem.
From Excel-based planning to
governed Power BI planning
Aimplan helps teams move from fragmented manual processes to
structured planning and collaboration directly inside Power BI.
Before
Inputs collected in Excel files
Comments scattered across emails
Manual consolidation
Difficult version control
Limited visibility of changes
Reporting after consolidation
With Aimplan
Inputs entered directly inside Power BI
Comments captured close to the data
Structured input and review process
Scenario and version management
Traceability and controlled access
Faster review through Power BI dashboards
Less manual work. Better visibility. Faster planning cycles.
Ready to extend Power BI
beyond reporting?
Let’s discuss how Aimplan could support your planning,
forecasting or structured data entry processes.