6 Greatest Company Efficiency Administration Platforms I Examined

I’ve at all times been fascinated by the facility of information. 

When used successfully, it reveals developments, predicts outcomes, and helps companies make smarter, extra strategic decisions. However with out the suitable instruments, even the most effective information can really feel like an awesome puzzle.

Should you’ve ever discovered your self sifting by a number of stories, making an attempt to piece collectively a transparent image of your organization’s efficiency, you’re not alone. The excellent news? Company efficiency administration (CPM) software program is designed to take the guesswork out of strategic planning and monetary decision-making.

I examined and in contrast the highest CPM instruments to seek out those that actually stand out by way of options, ease of use, and automation. The end result? A curated listing of 6 highly effective platforms that assist companies streamline reporting, forecasting, and strategic execution.

Regardless of the scale of your organization or the complexity of your information, this information will provide help to discover the suitable CPM software program to drive progress and effectivity. Let’s discover the most effective choices!

6 greatest company efficiency administration (CPM) software program I’d advocate

Monitoring monetary information, aligning enterprise aims, and producing correct forecasts isn’t so simple as checking off a to-do listing. I wanted software program that would automate the complexities, eradicate inefficiencies, and supply clear insights to help higher decision-making.

That’s the place the suitable company efficiency administration software program made all of the distinction. Some platforms streamlined monetary planning and reporting, whereas others supplied actual time forecasting, superior information visualization, and seamless integration with current enterprise methods. 

As I explored completely different platforms, I examined key options like funds planning, efficiency monitoring, situation modeling, and collaboration instruments. After thorough testing and comparability, I’ve narrowed it all the way down to the 6 greatest company efficiency administration software program options that actually ship.

What makes the most effective company efficiency administration (CPM) software program price it: My perspective

Once I first began exploring CPM software program, I rapidly realized how important these instruments are for monetary planning, forecasting, and decision-making. However with so many choices out there, I wanted to dig deeper to determine what really mattered.

I gained’t lie; discovering the suitable company efficiency administration software program wasn’t simple. Some platforms appeared nice on paper however lacked important options, whereas others had been overloaded with options I did not want. By trial and error, I recognized an important options that actually influence efficiency, usability, and enterprise progress.

Should you’re searching for the most effective company efficiency administration software program, right here’s what to bear in mind:

• Monetary planning and budgeting: The very first thing I appeared for was a strong budgeting and forecasting system as a result of with out it, monitoring monetary well being and setting strategic targets turns into guesswork. The most effective CPM instruments provide automated funds planning, real-time monetary forecasting, and variance evaluation to check precise vs. projected outcomes. I additionally prioritized software program that enables for situation modeling so companies can put together for a number of monetary outcomes.
• Actual-time analytics: Accessing real-time information is a game-changer. The most effective CPM software program gives interactive dashboards and KPI monitoring that make it simple to observe firm efficiency at a look. Some platforms overwhelmed me with overly complicated stories, whereas others supplied simply sufficient perception to drive higher decision-making. I discovered that the perfect steadiness was software program with customizable analytics that allow me observe monetary and operational metrics with out drowning in pointless information.
• Situation planning and forecasting: Enterprise methods aren’t set in stone; they should adapt to market adjustments, financial shifts, and inner efficiency metrics. That’s why I prioritized software program that provides situation modeling and “what-if” evaluation. The most effective CPM platforms permit customers to check a number of monetary situations, serving to companies plan for best- and worst-case conditions. If you wish to future-proof your online business, this characteristic is important.
• Automation and workflow administration: One among my largest frustrations with monetary administration is the time-consuming nature of handbook processes. That’s why I sought out CPM software program with built-in automation; issues like automated information consolidation, approval workflows, and real-time alerts for efficiency deviations. Some platforms additionally provide AI-driven insights, which assist companies make extra knowledgeable choices with out sifting by spreadsheets manually.
• Compliance and security measures: Monetary information safety is a significant precedence. I appeared for software program with sturdy compliance administration, audit trails, and role-based entry controls to make sure delicate information is protected. Some instruments additionally provide built-in regulatory compliance monitoring, which is extremely helpful for corporations in extremely regulated industries like finance and healthcare.

After testing and evaluating numerous platforms, I’ve narrowed it all the way down to the 6 greatest company efficiency administration software program options that actually stand out. 

Over the span of a number of weeks, I researched and tried near 30+ company efficiency software program. I narrowed down the most effective 6 primarily based on their options and ease of use. 

To be included on this class, an answer should:

• Ship normal KPIs for various departments (finance, manufacturing, gross sales, and so on.)
• Align company aims with operational plans and enterprise processes
• Present strategic planning and administration instruments comparable to steadiness scorecards
• Forecast adjustments in operational metrics and counsel corrective actions
• Automate the gathering and administration of the info wanted to observe efficiency
• Embrace workflows to automate duties and processes for enterprise efficiency monitoring
• Generate and distribute stories and dashboards on key company KPIs

*This information was pulled from G2 in 2025. Some opinions might have been edited for readability.   

Once I examined Anaplan, I spotted that it affords a extremely customizable platform that adapts to complicated enterprise wants, whether or not I need to handle monetary forecasting, optimize provide chain planning, or construct workforce fashions.

Once I first began utilizing Anaplan, it felt a bit overwhelming. There’s no out-of-the-box resolution, so each implementation is constructed from the bottom up. Meaning a steep studying curve, however as soon as I bought the cling of it, I spotted how highly effective the platform actually is. The flexibleness is unmatched. You may design Anaplan to suit your particular enterprise processes, from terminology to workflows.

One among my favourite issues is that Anaplan lets the enterprise personal the instrument. This can be a big benefit for groups like finance and gross sales as a result of we are able to make updates on our personal. The modeling behaves equally to acquainted enterprise purposes, which makes adjustments really feel intuitive.

The true magic occurs in its processing energy. I’ve constructed calculations that might take hours in legacy methods, however in Anaplan, they execute in a few second, even for enormous company processes. It’s a game-changer for large-scale planning.

Anaplan has additionally made strides in integrations. The platform has improved its capability to maneuver information out and in with out middleware. It’s an excellent signal that they proceed to push for extra options, even when some options nonetheless want refinement.

The pricing construction could be complicated, and for the reason that platform has developed a lot, pricing expectations have modified over time. Additionally, whereas the UX has improved, it nonetheless has limitations. Some Excel-like functionalities are lacking, and workarounds aren’t at all times easy. For builders, monitoring line objects and debugging fashions may very well be simpler. And the dreaded ‘toastering’ could be irritating when the mannequin freezes resulting from a nasty components.

Regardless of these drawbacks, I preserve coming again to Anaplan as a result of it delivers actual worth. It’s a platform that breaks down silos, connects groups, and powers smarter planning throughout the enterprise. 

What I dislike about Anaplan:

• As a result of Anaplan is so versatile, making a setup that turns into inefficient over time is simple. If issues aren’t structured correctly from the start, navigating the UX can grow to be a bit tough.
• It’s uncommon, however when Anaplan goes down, it actually impacts my work. I depend on it for frequent updates, so surprising downtime impacts my workflow. 

What G2 customers dislike about Anaplan:

“Anaplan’s pricing could be complicated and opaque. This is because of an evolving platform, know-how, and GTM mannequin. Clients from simply 3 years in the past might have utterly completely different expectations on pricing, and that may trigger friction. Nevertheless, the GTM mannequin needed to change – the platform, which didn’t drastically change from 2014-2022, has acquired an unimaginable overhaul by way of technical performance, and previous pricing fashions didn’t seize that in any respect.”

– Anaplan Evaluation, James S. 

Should you work in monetary reporting, compliance, or company administration, then you definitely’ve most likely heard of Workiva. 

Among the finest issues about Workiva is how intuitive and aesthetically pleasing it’s. The interface is clear, and I can simply discover what I would like with out losing time. At the same time as a first-time consumer, I felt comfy navigating the platform.

The actual time collaboration is one other standout characteristic. My staff can work on the identical doc concurrently, and I don’t have to fret about model management points. Redlining is easy, making it simple to trace edits and preserve every little thing organized.

One other factor I recognize is the automation and information integration. I can hyperlink information throughout stories, eliminating handbook information entry and lowering errors. It’s extremely useful for SEC reporting and monetary forecasting. I additionally use it for danger administration, and the platform makes it easy to maintain every little thing in verify.

Lastly, buyer help is strong. Every time I run into a problem, I can join with a Workiva specialist in minutes. Whether or not it is an XBRL-related query or a normal platform subject, they’re responsive and useful.

That stated, Workiva has its downsides. Some performance points. Once I’m working with giant datasets, the platform can get painfully sluggish. There have been occasions when the connection drags, making easy duties take longer than they need to.

One other subject is restricted customization. Whereas Workiva covers a variety of bases, there are moments after I want I may tweak options to higher go well with my wants. For instance, I’d like to see enhancements in formulation and pivot performance.

One main limitation is doc sharing at scale. If I have to share a doc with a big group, I’ve to manually grant entry to every particular person, which is extremely inefficient. A broader sharing perform could be a game-changer.

Lastly, Workiva is internet-dependent. If my connection is unstable, my productiveness takes successful. It will be nice if there have been some offline capabilities to maintain issues transferring when the web isn’t dependable.

The intuitive interface, automation, and collaboration options make it a go-to platform for my day by day work. Should you’re contemplating Workiva, be ready for a little bit of a studying curve, however when you get the cling of it, it’s a game-changer.

What I dislike about Workiva:

• Whereas it’s usually user-friendly, mastering superior automation and integrations takes time.
• Giant stories or data-heavy duties generally make Workiva lag, which is usually a bit limiting for anybody.

What G2 customers dislike about Workiva:

“Workiva is usually a bit tougher to make use of when formatting with photos or insertion of objects, comparable to graphs. Normally, customization choices can really feel restricted at occasions.”

– Workiva Evaluation, Bo G. 

Workday Adaptive Planning is a good choice for CPM. Should you’re in finance, budgeting, or forecasting, you are most likely contemplating whether or not it’s definitely worth the funding. 

First off, ease of use. I’ve labored with a handful of company planning instruments, and this one stands out for being fairly intuitive. The interface is easy, and it doesn’t take a ton of onboarding to get began. Should you’re transferring from spreadsheets, this seems like a logical step up with out being overwhelming.

One other massive plus is flexibility. Whether or not you are coping with budgets, forecasts, or workforce planning, the platform permits for intensive customization. You may tweak dashboards, regulate reporting buildings, and configure planning fashions to match your online business wants.

Collaboration can be a robust go well with. Finance groups (or actually, any groups) can work collectively in real-time with out coping with a number of spreadsheet variations floating round. It’s cloud-based, so everybody sees updates instantly, making budgeting cycles far more environment friendly.

And let’s discuss belief in information. Probably the most annoying issues in planning instruments is having numbers that don’t sync correctly, however Workday Adaptive Planning does a strong job of sustaining accuracy. I at all times really feel assured that the info I’m working with is dependable, which is a large reduction.

Now, for the frustrations. Should you depend on Excel closely, you would possibly discover the instrument’s Excel performance a bit limiting. Some customers favor a extra seamless transition between their spreadsheets and the system.

Integration points pop up often. Whereas it does join with different Workday merchandise and numerous third-party methods, there are moments when issues don’t sync as easily as you’d hoped. In case you have complicated integration wants, anticipate a studying curve.

One other problem? Formulation and calculations. Should you’re used to Excel-style formulation, Adaptive Planning’s components construction would possibly take some getting used to. It’s highly effective however not at all times intuitive. Typically, complicated calculations require extra setup than anticipated.

The navigation and file construction may additionally use some refinement. It’s not horrible, however discovering particular stories or managing giant datasets may very well be simpler. A extra intuitive menu system would go a good distance.

And at last, the studying sources. Whereas Workday does present coaching supplies, some customers really feel like complete coaching and documentation are missing. Should you’re new to the instrument, anticipate to spend some further time studying by yourself or searching for assist from colleagues.

Should you’re searching for a highly effective, cloud-based monetary planning instrument that permits collaboration and suppleness, Workday Adaptive Planning is a robust selection. It’s nice for mid-to-large companies that need to streamline budgeting, forecasting, and reporting whereas sustaining information accuracy.

Nevertheless, if Excel integration is essential to your workflow otherwise you want easier components dealing with, you would possibly hit some friction. And if you happen to’re anticipating a plug-and-play resolution with zero coaching wanted, be ready to take a position a while into studying the ropes.

What I dislike about Workday Adaptive Planning:

• Establishing calculations isn’t as simple as in Excel, and generally, I’ve to seek the advice of assist paperwork to know them.
• The menu construction isn’t at all times intuitive, and I generally must click on round greater than I’d like to seek out what I would like.

What G2 customers dislike about Workday Adaptive Planning:

“Workday Adaptive Planning could be complicated to arrange and configure initially, requiring thorough coaching and experience. Moreover, some customers might discover the interface much less intuitive than different planning instruments.”

– Workday Adaptive Planning Evaluation, Sidharth J. 

Vena is a strong instrument that brings monetary planning and evaluation right into a structured, Excel-based atmosphere. Should you’re already deep into Excel, Vena’s native integration with Microsoft 365 and Energy BI is a large plus. It permits for in-depth monetary modeling and forecasting, providing you with full management over your information. The flexibility to manage complicated monetary information right into a easy database format makes FP&A way more manageable, and the pre-built templates assist scale back setup time. When it’s working as anticipated, the automation accelerates planning and forecasting, and buyer help is mostly responsive once you need assistance.

Attending to that “working as anticipated” stage just isn’t simple. Vena can enhance on it is intuitiveness. It has a steep studying curve, and even skilled customers can take anyplace from half-hour to few hours to arrange a report, FP&A mannequin, or funds. Vena’s dashboards have Energy BI embedded into the platform, and except you’re comfy writing DAX formulation, you gained’t be capable to customise them successfully.

When you dig into the precise setup, you’ll rapidly uncover it may be a bit tedious.

All that stated, Vena does provide some benefits, its Excel integration is likely one of the greatest within the trade, and in case you have the endurance to climb the training curve, it may be a strong monetary planning instrument. 

What I dislike about Vena:

• Vena is usually a little sluggish in processing information, ETL transformations, and so on. A faster load-to-cube time could be useful. 
• The fundamentals are simple, however diving into automation and extra complicated workflows takes time to grasp. It’s not one thing I may simply choose up in a single day.

What G2 customers dislike about Vena:

“After a 9 month implementation, we finally determined to cease the method after spending numerous hours on it. Vena’s fashions are extraordinarily inflexible and couldn’t accommodate our wants and necessities. As an alternative, they requested us to decrease our expectations as a result of the product merely couldn’t ship.

On prime of that, they did not combine with our ERP, regardless of claiming that “dozens of customers are already utilizing it.”

I’m livid concerning the money and time we wasted on this failed course of, to not point out a complete 12 months that was utterly misplaced.”

– Vena Evaluation, Andrew C. 

Mosaic Tech is a formidable platform. It is nice to see the way it’s evolving over time. They’re always rolling out new options, refining the UI, and really listening to consumer suggestions. Getting began was simple, our monetary methods related rapidly, and the out-of-the-box stories instantly gave us worth. One among my favourite issues about Mosaic is the way it makes complicated monetary planning really feel logical and accessible. The canvas characteristic is extremely helpful for fast ad-hoc evaluation, and the planning product itself is versatile, making the situation modeling seamless. It’s grow to be an important a part of our annual planning and day-to-day decision-making.

That stated, there are a number of areas the place I’d like to see enhancements. The training curve is actual. Notably with regards to formulation and linking monetary fashions. It’s not as intuitive, so there’s a little bit of an adjustment period. I additionally want I may edit information inside Mosaic itself as an alternative of getting to regulate it within the unique supply system. The necessity to unpublish fashions earlier than modifying can decelerate the workflow. However even with these challenges, I see steady enhancements. They’re including extra intuitive templates, that are particularly related proper now.

Past performance, Mosaic simplifies and even automates a variety of historically time-consuming duties. SaaS metrics reporting, ARR monitoring, and headcount planning, which used to take me days, now occur in a fraction of the time. The flexibility to generate and share visually compelling stories with stakeholders makes an enormous distinction, particularly for our month-to-month and quarterly reporting. 

It’s nonetheless a younger firm, so there are some lacking integrations and room for UI refinements. However they’re clear about their roadmap, and I’ve seen them ship on consumer requests again and again. 

What I dislike about Mosaic Tech:

• Whereas the default dashboards are nice, I want I had extra flexibility in creating my very own stories and visuals.
• As soon as my information is pulled in, I can’t edit it straight in Mosaic. I’ve to return to the supply system, which could be time-consuming.

What G2 customers dislike about Mosaic Tech:

“Mosaic is consistently enhancing on their product. I’ve used their software program for a number of years and there have been some massive enhancements. A number of issues I dislike concerning the software program are:

1. Need to unpublish fashions earlier than modifying them, making it tough to edit a mannequin and have a look at the canvas on the identical time.

2. Unable to edit information coming in from information sources. I perceive that it is very important preserve consistency however there are situations the place I need to change what division an worker is in for modeling functions that’s completely different than the division the worker is in in our HRIS system.”

– Mosaic Tech Evaluation, verified consumer. 

Should you work in company efficiency administration, you know the way lengthy it takes to manually consolidate information, complicated reporting instruments, and clunky integrations. Enter Drivetrain, the instrument that has utterly remodeled how I function every day. This isn’t simply one other software program; it’s grow to be a important a part of our planning, reporting, and modeling processes. 

Drivetrain has dramatically minimize down the time spent on handbook information consolidation. Every part is centralized, simple to entry, and intuitive. The quantity of high-priority work we are able to now concentrate on as an alternative is a game-changer. Getting our information into Drivetrain was painless. We’ve built-in QuickBooks, Zoho, Databricks, Salesforce (SFDC), and BambooHR with no hitch. No messy information transfers, no lag, only a easy, real-time sync throughout platforms.

I’ve to provide an enormous shoutout to their help staff. Whether or not it was onboarding, troubleshooting, or customized setups, they had been at all times responsive and extremely educated. Not like some older platforms that really feel like black packing containers, Drivetrain really lets us construct what we’d like. The UI/UX is clear, intuitive, and straightforward to navigate, making it easy to run BvA cadences and customise stories. Even if you happen to’re not an Excel whiz, the platform continues to be simple to know. We bought totally onboarded in about three months, which was spectacular given how complicated FP&A instruments could be. The implementation staff made positive we had been arrange in time for our planning cycle, and it’s been a breeze to scale since then.

Whereas the instrument itself has undergone vital enhancements, the formatting choices really feel a bit restricted. It’s not a dealbreaker, but when they improve this space, it might take the reporting expertise to the following stage. I want every little thing was pre-built and able to go, slightly than having to repeatedly tweak and customise stories for brand spanking new information views. It offers us flexibility, however generally I simply desire a plug-and-play resolution. Earlier than you get the complete good thing about Drivetrain, you’ll want to make sure your inner information is clear and structured. This isn’t actually Drivetrain’s fault, it’s only a needed step. Nevertheless it does imply that in case your information is messy, anticipate some further setup time earlier than you get the proper stories.

It’s simple to make use of, saves a ton of time, and gives deep monetary insights that assist drive smarter enterprise choices. That stated, you’ll want to take a position time in setting it up and refining stories. However when you do? It’s a strong instrument. 

What I dislike about Drivetrain:

• At present, the platform’s formatting capabilities are considerably restricted. I am optimistic that additional formatting enhancements shall be included over time.
• Typically, I want Drivetrain had every little thing already created and our information was dropped into it, as it is a time-consuming course of. 

What G2 customers dislike about Drivetrain:

“One draw back is that it’s time-consuming to wash our inner information to make sure correct stories. Whereas the software program streamlines many duties, this preliminary information cleansing step could be time consuming and delay our reporting course of. However that is one thing that can not be prevented.”

– Drivetrain Evaluation, Shashi Y.

Sure, most CPM platforms combine with ERP methods, accounting instruments, CRM software program, and BI platforms to make sure seamless information stream and reporting.

Q. How a lot does CPM software program price?

Pricing varies broadly primarily based on options, firm measurement, and deployment sort. Some distributors provide subscription-based pricing (month-to-month/yearly), whereas others present customized quotes primarily based on enterprise wants. Anticipate prices to vary from $50/consumer monthly for small companies to enterprise-level options costing hundreds per 12 months.

Put the items collectively

Selecting the best CPM software program is simply step one. The true influence comes from how you utilize it. To streamline monetary planning, observe efficiency, and make data-driven choices that push your online business ahead. 

Now that I’ve explored the most effective platforms, you’ll be able to select the one that matches your wants, arrange your dashboards, and begin leveraging insights to drive progress and effectivity. The way forward for company success is sensible, strategic, and powered by information. Begin planning, analyzing, and rising in the present day!

Need to optimize your online business operations and enhance effectivity? Discover the most effective ERP software program to centralize information, automate workflows, and improve useful resource administration for smarter decision-making.