PowerBI Planning / Forecasting tool

Main features

• Create new plans from the data model.
• Modify existing plans.
• Share plans and comment on data.
• Analyze changes in real time.
• Edit data and insert comments directly from within the Power BI web service.

All data changes happen via the app interface - the Power BI web service - which can significantly simplify and speed up your planning or forecasting process. The design is intuitive, so within a couple of minutes you can take full advantage of all its features.

The application enables users to edit source data directly from Power BI: create new plans, add, remove or modify data, add comments, and share reports with colleagues. The changes you enter are instantly seen on your graphs and charts in the Power BI web service, including adding and deleting rows in the existing plan.

Writeback Planner makes data management secure by using row-level security. After creation, a plan is only available to its creator - this can be changed by sharing it with the whole organization, a specific team (you can create teams in the app), or an individual colleague.

Main advantages

• Integrating the planning process and analytics.
• Comparing various plans.
• A secure planning process.
• Real-time analysis.
• Improves communication and collaboration.

Watch the walkthrough

See a detailed explanation of the whole application in action.

Advantages compared to other products on the market

Technologies we use in development are Microsoft PowerApps, Power Automate, Power BI and Azure SQL database.

Payment

We do not charge for monthly maintenance or monthly licensing. After you buy the software and we install it, the only monthly licensing comes from Microsoft:

• Power BI license - $10 per user per month.
• PowerApps per-App license - $10 per user per month.
• Azure SQL Server - based on your needs.

What we at Exceed charge: a license to install our system on your premises (software license), initial setup in your environment, training, and any further specific customizations if needed.

This application is ideal for all businesses with planning or forecasting needs. Management often does not have direct control over plan inputs - this tool lets you control and analyze plans right after they are submitted, and the app can even create plans automatically from actual data using statistical methods. If your business already uses Power BI, this tool is a great way to expand capabilities and add value to your reports.