6 Finest Company Efficiency Administration Platforms I Examined

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

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

In case you’ve ever discovered your self sifting via 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 really stand out by way of options, ease of use, and automation. The consequence? A curated listing of 6 highly effective platforms that assist companies streamline reporting, forecasting, and strategic execution.

Irrespective of the scale of your organization or the complexity of your information, this information will show you how to discover the proper CPM software program to drive development and effectivity. Let’s discover the most effective choices!

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

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 might automate the complexities, eradicate inefficiencies, and supply clear insights to assist higher decision-making.

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

As I explored completely different platforms, I examined key options like finances 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 really ship.

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

After 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 obtainable, I wanted to dig deeper to determine what truly mattered.

I received’t lie; discovering the proper company efficiency administration software program wasn’t straightforward. Some platforms seemed nice on paper however lacked important options, whereas others have been overloaded with options I did not want. By way of trial and error, I recognized an important options that really affect efficiency, usability, and enterprise development.

In case you’re in search of the most effective company efficiency administration software program, right here’s what to remember:

• Monetary planning and budgeting: The very first thing I seemed for was a sturdy budgeting and forecasting system as a result of with out it, monitoring monetary well being and setting strategic targets turns into guesswork. The perfect CPM instruments supply automated finances 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 perfect CPM software program offers interactive dashboards and KPI monitoring that make it straightforward to observe firm efficiency at a look. Some platforms overwhelmed me with overly complicated stories, whereas others provided simply sufficient perception to drive higher decision-making. I discovered that the best stability was software program with customizable analytics that allow me observe monetary and operational metrics with out drowning in pointless information.
• State of affairs planning and forecasting: Enterprise methods aren’t set in stone; they should adapt to market modifications, financial shifts, and inner efficiency metrics. That’s why I prioritized software program that gives situation modeling and “what-if” evaluation. The perfect CPM platforms enable customers to check a number of monetary eventualities, serving to companies plan for best- and worst-case conditions. If you wish to future-proof your enterprise, this function is crucial.
• Automation and workflow administration: One in all 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 supply AI-driven insights, which assist companies make extra knowledgeable choices with out sifting via spreadsheets manually.
• Compliance and security measures: Monetary information safety is a significant precedence. I seemed for software program with sturdy compliance administration, audit trails, and role-based entry controls to make sure delicate information is protected. Some instruments additionally supply built-in regulatory compliance monitoring, which is extremely helpful for firms 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 really 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 many others.)
• Align company aims with operational plans and enterprise processes
• Present strategic planning and administration instruments resembling stability scorecards
• Forecast modifications in operational metrics and recommend corrective actions
• Automate the gathering and administration of the info wanted to observe efficiency
• Embody 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 evaluations might have been edited for readability.   

After I examined Anaplan, I noticed that it gives 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.

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

One in all my favourite issues is that Anaplan lets the enterprise personal the device. This can be a big benefit for groups like finance and gross sales as a result of we will make updates on our personal. The modeling behaves equally to acquainted enterprise functions, which makes modifications really feel intuitive.

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

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

The pricing construction might be complicated, and because the 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 all the time easy. For builders, monitoring line gadgets and debugging fashions may very well be simpler. And the dreaded ‘toastering’ might be irritating when the mannequin freezes attributable to a nasty method.

Regardless of these drawbacks, I maintain 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 straightforward. If issues aren’t structured correctly from the start, navigating the UX can develop into 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 might be complicated and opaque. This is because of an evolving platform, know-how, and GTM mannequin. Prospects from simply 3 years in the past might have utterly completely different expectations on pricing, and that may trigger friction. Nonetheless, the GTM mannequin needed to change – the platform, which didn’t drastically change from 2014-2022, has obtained an unbelievable overhaul by way of technical performance, and outdated pricing fashions didn’t seize that in any respect.”

– Anaplan Assessment, James S. 

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

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

The actual time collaboration is one other standout function. My group can work on the identical doc concurrently, and I don’t have to fret about model management points. Redlining is straightforward, making it straightforward to trace edits and maintain every part 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 threat administration, and the platform makes it easy to maintain every part in verify.

Lastly, buyer assist is strong. Each 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 basic platform challenge, they’re responsive and useful.

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

One other challenge is restricted customization. Whereas Workiva covers numerous bases, there are moments once I want I might tweak options to higher swimsuit 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 must share a doc with a big group, I’ve to manually grant entry to every particular person, which is extremely inefficient. A broader sharing operate can be a game-changer.

Lastly, Workiva is internet-dependent. If my connection is unstable, my productiveness takes a success. It could 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. In case you’re contemplating Workiva, be ready for a little bit of a studying curve, however when you get the grasp of it, it’s a game-changer.

What I dislike about Workiva:

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

What G2 customers dislike about Workiva:

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

– Workiva Assessment, Bo G. 

Workday Adaptive Planning is a good choice for CPM. In case you’re in finance, budgeting, or forecasting, you are most likely contemplating whether or not it’s well 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. In case 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 possibly can tweak dashboards, alter reporting constructions, and configure planning fashions to match your enterprise wants.

Collaboration can be a robust swimsuit. 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 speak about belief in information. One of the crucial 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 all the time really feel assured that the info I’m working with is dependable, which is a big aid.

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

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

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

The navigation and file construction might additionally use some refinement. It’s not horrible, however discovering particular stories or managing massive 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. In case you’re new to the device, anticipate to spend some further time studying by yourself or looking for assist from colleagues.

In case you’re in search of a highly effective, cloud-based monetary planning device that allows collaboration and adaptability, 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.

Nonetheless, if Excel integration is essential to your workflow otherwise you want less complicated method dealing with, you would possibly hit some friction. And in the event you’re anticipating a plug-and-play answer with zero coaching wanted, be ready to speculate a while into studying the ropes.

What I dislike about Workday Adaptive Planning:

• Establishing calculations isn’t as easy as in Excel, and typically, I’ve to seek the advice of assist paperwork to grasp them.
• The menu construction isn’t all the time intuitive, and I typically must click on round greater than I’d like to seek out what I want.

What G2 customers dislike about Workday Adaptive Planning:

“Workday Adaptive Planning might 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 Assessment, Sidharth J. 

Vena is a strong device that brings monetary planning and evaluation right into a structured, Excel-based surroundings. In case you’re already deep into Excel, Vena’s native integration with Microsoft 365 and Energy BI is a big plus. It permits for in-depth monetary modeling and forecasting, providing you with full management over your information. The power to arrange 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 quickens planning and forecasting, and buyer assist is usually responsive while you need assistance.

Attending to that “working as anticipated” stage shouldn’t be straightforward. 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 finances. Vena’s dashboards have Energy BI embedded into the platform, and except you’re comfy writing DAX formulation, you received’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 supply some benefits, its Excel integration is among the greatest within the business, and when you’ve got the endurance to climb the training curve, it may be a strong monetary planning device. 

What I dislike about Vena:

• Vena is usually a little gradual in processing information, ETL transformations, and many others. A faster load-to-cube time can be useful. 
• The fundamentals are straightforward, however diving into automation and extra complicated workflows takes time to grasp. It’s not one thing I might simply decide up in a single day.

What G2 customers dislike about Vena:

“After a 9 month implementation, we in the end 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 a substitute, they requested us to decrease our expectations as a result of the product merely couldn’t ship.

On high of that, they didn’t combine with our ERP, regardless of claiming that “dozens of customers are already utilizing it.”

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

– Vena Assessment, Andrew C. 

Mosaic Tech is a powerful 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 person suggestions. Getting began was straightforward, our monetary programs related rapidly, and the out-of-the-box stories instantly gave us worth. One in all my favourite issues about Mosaic is the way it makes complicated monetary planning really feel logical and accessible. The canvas function is extremely helpful for fast ad-hoc evaluation, and the planning product itself is versatile, making the situation modeling seamless. It’s develop into an important a part of our annual planning and day-to-day decision-making.

That stated, there are just a few areas the place I’d like to see enhancements. The educational curve is actual. Significantly on the subject of formulation and linking monetary fashions. It’s not as intuitive, so there’s a little bit of an adjustment period. I additionally want I might edit information inside Mosaic itself as a substitute 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 numerous 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 power 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 person requests repeatedly. 

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 might be time-consuming.

What G2 customers dislike about Mosaic Tech:

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

1. Need to unpublish fashions earlier than modifying them, making it tough to edit a mannequin and take 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 maintain 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 Assessment, verified person. 

In case 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 device that has utterly reworked how I function each day. This isn’t simply one other software program; it’s develop into a crucial a part of our planning, reporting, and modeling processes. 

Drivetrain has dramatically reduce down the time spent on handbook information consolidation. Every part is centralized, straightforward to entry, and intuitive. The quantity of high-priority work we will now give attention to as a substitute 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 assist group. Whether or not it was onboarding, troubleshooting, or customized setups, they have been all the time responsive and extremely educated. In contrast to some older platforms that really feel like black containers, Drivetrain truly lets us construct what we want. The UI/UX is clear, intuitive, and straightforward to navigate, making it easy to run BvA cadences and customise stories. Even in the event you’re not an Excel whiz, the platform continues to be straightforward to understand. We bought totally onboarded in about three months, which was spectacular given how complicated FP&A instruments might be. The implementation group made certain we have been arrange in time for our planning cycle, and it’s been a breeze to scale since then.

Whereas the device 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 could take the reporting expertise to the subsequent stage. I want every part was pre-built and able to go, slightly than having to repeatedly tweak and customise stories for brand spanking new information views. It provides us flexibility, however typically I simply desire a plug-and-play answer. Earlier than you get the total advantage of 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 crucial step. But it surely does imply that in case your information is messy, anticipate some further setup time earlier than you get the proper stories.

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

What I dislike about Drivetrain:

• At present, the platform’s formatting capabilities are considerably restricted. I am optimistic that additional formatting enhancements might be included over time.
• Typically, I want Drivetrain had every part 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 scrub our inner information to make sure correct stories. Whereas the software program streamlines many duties, this preliminary information cleansing step might be time consuming and delay our reporting course of. However that is one thing that can’t be prevented.”

– Drivetrain Assessment, Shashi Y.

Sure, most CPM platforms combine with ERP programs, 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 extensively primarily based on options, firm dimension, and deployment sort. Some distributors supply subscription-based pricing (month-to-month/yearly), whereas others present customized quotes primarily based on enterprise wants. Anticipate prices to vary from $50/person per thirty days for small companies to enterprise-level options costing 1000’s per 12 months.

Put the items collectively

Selecting the best CPM software program is simply step one. The true affect comes from how you employ it. To streamline monetary planning, observe efficiency, and make data-driven choices that push your enterprise 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 development and effectivity. The way forward for company success is wise, strategic, and powered by information. Begin planning, analyzing, and rising in the present day!

Wish to optimize your enterprise 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.