6 Finest Company Efficiency Administration Platforms I Examined

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

When used successfully, it reveals traits, predicts outcomes, and helps companies make smarter, extra strategic selections. However with out the fitting instruments, even one of the best knowledge can really feel like an amazing puzzle.

Should you’ve ever discovered your self sifting by means of 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 checklist 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 knowledge, this information will provide help to discover the fitting CPM software program to drive progress and effectivity. Let’s discover one of the best choices!

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

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

That’s the place the fitting company efficiency administration software program made all of the distinction. Some platforms streamlined monetary planning and reporting, whereas others provided actual time forecasting, superior knowledge 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 right down to the 6 greatest company efficiency administration software program options that really ship.

What makes one of the best 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 out there, I wanted to dig deeper to determine what truly mattered.

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

Should you’re on the lookout for one of the best 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 supply automated finances planning, real-time monetary forecasting, and variance evaluation to match 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: Gaining access to real-time knowledge is a game-changer. The most effective CPM software program supplies interactive dashboards and KPI monitoring that make it straightforward to observe firm efficiency at a look. Some platforms overwhelmed me with overly advanced stories, whereas others provided simply sufficient perception to drive higher decision-making. I discovered that the perfect stability was software program with customizable analytics that allow me monitor monetary and operational metrics with out drowning in pointless knowledge.
• State of affairs planning and forecasting: Enterprise methods aren’t set in stone; they should adapt to market modifications, financial shifts, and inside efficiency metrics. That’s why I prioritized software program that gives situation modeling and “what-if” evaluation. The most effective CPM platforms enable customers to match a number of monetary situations, serving to companies plan for best- and worst-case conditions. If you wish to future-proof your small business, this characteristic is crucial.
• Automation and workflow administration: Certainly one of my greatest 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 knowledge consolidation, approval workflows, and real-time alerts for efficiency deviations. Some platforms additionally supply AI-driven insights, which assist companies make extra knowledgeable selections with out sifting by means of spreadsheets manually.
• Compliance and safety features: Monetary knowledge 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 knowledge 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 varied platforms, I’ve narrowed it right 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 one of the best 6 primarily based on their options and ease of use. 

To be included on this class, an answer should:

• Ship customary KPIs for various departments (finance, manufacturing, gross sales, and so forth.)
• Align company aims with operational plans and enterprise processes
• Present strategic planning and administration instruments resembling stability scorecards
• Forecast modifications in operational metrics and counsel 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 knowledge was pulled from G2 in 2025. Some evaluations might have been edited for readability.   

After I examined Anaplan, I noticed that it presents a extremely customizable platform that adapts to advanced 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. Which means a steep studying curve, however as soon as I obtained the hold of it, I noticed how highly effective the platform actually is. The flexibleness is unmatched. You’ll be able to design Anaplan to suit your particular enterprise processes, from terminology to workflows.

Certainly one of my favourite issues is that Anaplan lets the enterprise personal the software. This can be a enormous 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 actual magic occurs in its processing energy. I’ve constructed calculations that will take hours in legacy programs, however in Anaplan, they execute in a couple of 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 knowledge 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 might be complicated, and for the reason that platform has developed a lot, pricing expectations have modified through the years. 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 foul 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 straightforward. If issues aren’t structured correctly from the start, navigating the UX can turn out 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 sudden 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 fully 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 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 definately’ve in all probability heard of Workiva. 

Top-of-the-line 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 snug 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 straightforward to trace edits and preserve all the things organized.

One other factor I recognize is the automation and knowledge integration. I can hyperlink knowledge throughout stories, eliminating handbook knowledge 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 all the things in test.

Lastly, buyer assist is stable. Every time I run into a difficulty, I can join with a Workiva specialist in minutes. Whether or not it is an XBRL-related query or a basic platform difficulty, they’re responsive and useful.

That mentioned, 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 difficulty is restricted customization. Whereas Workiva covers a variety of bases, there are moments once I want I might tweak options to raised 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 perform can be a game-changer.

Lastly, Workiva is internet-dependent. If my connection is unstable, my productiveness takes a success. It might 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 hold 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 typically make Workiva lag, which generally is a bit limiting for anybody.

What G2 customers dislike about Workiva:

“Workiva generally is a bit tougher to make use of when formatting with photographs or insertion of objects, resembling graphs. Basically, 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 in all probability 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 large plus is flexibility. Whether or not you are coping with budgets, forecasts, or workforce planning, the platform permits for in depth customization. You’ll be able to tweak dashboards, modify reporting constructions, and configure planning fashions to match your small business wants.

Collaboration can also be a powerful 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 knowledge. One of the vital annoying issues in planning instruments is having numbers that don’t sync correctly, however Workday Adaptive Planning does a stable job of sustaining accuracy. I all the time 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 software’s Excel performance a bit limiting. Some customers desire a extra seamless transition between their spreadsheets and the system.

Integration points pop up sometimes. Whereas it does join with different Workday merchandise and varied third-party programs, there are moments when issues don’t sync as easily as you’d hoped. In case you have advanced 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 all the time intuitive. Generally, advanced 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 great 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 software, anticipate to spend some additional time studying by yourself or in search of assist from colleagues.

Should you’re on the lookout for a highly effective, cloud-based monetary planning software that allows collaboration and adaptability, Workday Adaptive Planning is a powerful alternative. It’s nice for mid-to-large companies that need to streamline budgeting, forecasting, and reporting whereas sustaining knowledge accuracy.

Nonetheless, if Excel integration is essential to your workflow otherwise you want less complicated components 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 take a position 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 know them.
• The menu construction isn’t all the time intuitive, and I typically need to 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 advanced 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 robust software 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 knowledge. The power to set up advanced monetary knowledge 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 hurries up planning and forecasting, and buyer assist is mostly responsive once 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 until you’re snug writing DAX formulation, you received’t be capable of customise them successfully.

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

All that mentioned, Vena does supply some benefits, its Excel integration is likely one of the greatest within the trade, and if in case you have the persistence to climb the training curve, it may be a robust monetary planning software. 

What I dislike about Vena:

• Vena generally is a little gradual in processing knowledge, ETL transformations, and so forth. A faster load-to-cube time can be useful. 
• The fundamentals are straightforward, however diving into automation and extra advanced 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 concerning the money and time we wasted on this failed course of, to not point out a whole yr that was fully 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 consistently rolling out new options, refining the UI, and truly listening to person suggestions. Getting began was straightforward, our monetary programs related rapidly, and the out-of-the-box stories instantly gave us worth. Certainly one of my favourite issues about Mosaic is the way it makes advanced 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 turn out to be an important a part of our annual planning and day-to-day decision-making.

That mentioned, there are just a few areas the place I’d like to see enhancements. The educational curve is actual. Notably in the case 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 knowledge inside Mosaic itself as a substitute of getting to regulate it within the authentic supply system. The necessity to unpublish fashions earlier than enhancing 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 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 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 knowledge is pulled in, I can’t edit it instantly 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 bettering on their product. I’ve used their software program for a number of years and there have been some large enhancements. A couple of issues I dislike concerning the software program are:

1. Must unpublish fashions earlier than enhancing them, making it tough to edit a mannequin and take a look at the canvas on the similar time.

2. Unable to edit knowledge coming in from knowledge sources. I perceive that you will need to 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 person. 

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

Drivetrain has dramatically reduce down the time spent on handbook knowledge consolidation. All the things 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 knowledge into Drivetrain was painless. We’ve built-in QuickBooks, Zoho, Databricks, Salesforce (SFDC), and BambooHR with no hitch. No messy knowledge transfers, no lag, only a easy, real-time sync throughout platforms.

I’ve to present an enormous shoutout to their assist staff. Whether or not it was onboarding, troubleshooting, or customized setups, they had been all the time responsive and extremely educated. Not like some older platforms that really feel like black packing 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 remains to be straightforward to understand. We obtained absolutely onboarded in about three months, which was spectacular given how advanced FP&A instruments might be. The implementation staff made certain we had been arrange in time for our planning cycle, and it’s been a breeze to scale since then.

Whereas the software itself has undergone important enhancements, the formatting choices really feel a bit restricted. It’s not a dealbreaker, but when they improve this space, it will take the reporting expertise to the following degree. I want all the things was pre-built and able to go, relatively than having to constantly tweak and customise stories for brand new knowledge views. It provides us flexibility, however typically I simply desire a plug-and-play answer. Earlier than you get the total good thing about Drivetrain, you’ll want to make sure your inside knowledge is clear and structured. This isn’t actually Drivetrain’s fault, it’s only a mandatory step. Nevertheless it does imply that in case your knowledge is messy, anticipate some additional setup time earlier than you get the right stories.

It’s straightforward to make use of, saves a ton of time, and supplies deep monetary insights that assist drive smarter enterprise selections. That mentioned, you’ll want to take a position time in setting it up and refining stories. However when you do? It’s a robust software. 

What I dislike about Drivetrain:

• At the moment, the platform’s formatting capabilities are considerably restricted. I am optimistic that additional formatting enhancements shall be integrated over time.
• Generally, I want Drivetrain had all the things already created and our knowledge 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 inside knowledge to make sure correct stories. Whereas the software program streamlines many duties, this preliminary knowledge cleansing step might be time consuming and delay our reporting course of. However that is one thing that can not be averted.”

– Drivetrain Evaluation, Shashi Y.

Sure, most CPM platforms combine with ERP programs, accounting instruments, CRM software program, and BI platforms to make sure seamless knowledge movement and reporting.

Q. How a lot does CPM software program price?

Pricing varies broadly primarily based on options, firm dimension, and deployment kind. Some distributors supply subscription-based pricing (month-to-month/yearly), whereas others present customized quotes primarily based on enterprise wants. Count on prices to vary from $50/person per 30 days for small companies to enterprise-level options costing 1000’s per yr.

Put the items collectively

Selecting the best CPM software program is simply step one. The actual affect comes from how you employ it. To streamline monetary planning, monitor efficiency, and make data-driven selections that push your small business ahead. 

Now that I’ve explored one of the best platforms, you may 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 wise, strategic, and powered by knowledge. Begin planning, analyzing, and rising as we speak!

Wish to optimize your small business operations and enhance effectivity? Discover one of the best ERP software program to centralize knowledge, automate workflows, and improve useful resource administration for smarter decision-making.