6 Finest Company Efficiency Administration Platforms I Examined

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

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

In the event you’ve ever discovered your self sifting by means of a number of experiences, attempting 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 search out those that actually stand out when it comes to options, ease of use, and automation. The outcome? 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 make it easier to discover the precise 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 suggest

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

That’s the place the precise 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 present enterprise techniques. 

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

After I first began exploring CPM software program, I shortly 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 precise company efficiency administration software program wasn’t straightforward. Some platforms seemed nice on paper however lacked important options, whereas others had been overloaded with options I did not want. By means of trial and error, I recognized an important options that actually influence efficiency, usability, and enterprise progress.

In the event you’re on the lookout 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 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. One of the best CPM instruments provide automated funds planning, real-time monetary forecasting, and variance evaluation to match precise vs. projected outcomes. I additionally prioritized software program that permits for situation modeling so companies can put together for a number of monetary outcomes.
• Actual-time analytics: Gaining access to real-time information is a game-changer. One of the best CPM software program supplies interactive dashboards and KPI monitoring that make it straightforward to watch firm efficiency at a look. Some platforms overwhelmed me with overly advanced experiences, whereas others supplied simply sufficient perception to drive higher decision-making. I discovered that the perfect steadiness was software program with customizable analytics that permit me monitor 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 adjustments, financial shifts, and inner efficiency metrics. That’s why I prioritized software program that provides situation modeling and “what-if” evaluation. One of the best CPM platforms enable customers to match a number of monetary eventualities, serving to companies plan for best- and worst-case conditions. If you wish to future-proof your small business, this characteristic is important.
• Automation and workflow administration: One in every 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 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 means of spreadsheets manually.
• Compliance and security measures: Monetary information safety is a significant precedence. I seemed for software program with strong 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 firms in extremely regulated industries like finance and healthcare.

After testing and evaluating varied 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 goals with operational plans and enterprise processes
• Present strategic planning and administration instruments reminiscent of steadiness scorecards
• Forecast adjustments in operational metrics and counsel corrective actions
• Automate the gathering and administration of the info wanted to watch efficiency
• Embody workflows to automate duties and processes for enterprise efficiency monitoring
• Generate and distribute experiences and dashboards on key company KPIs

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

After I examined Anaplan, I noticed that it provides 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. Meaning a steep studying curve, however as soon as I received 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.

One in every of my favourite issues is that Anaplan lets the enterprise personal the software. It is 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 purposes, which makes adjustments really feel intuitive.

The true magic occurs in its processing energy. I’ve constructed calculations that will take hours in legacy techniques, 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 means 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 may 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 could possibly be simpler. And the dreaded ‘toastering’ may be irritating when the mannequin freezes because of 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 simple. If issues aren’t structured correctly from the start, navigating the UX can turn into a bit troublesome.
• 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 may 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 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 obtained an unbelievable overhaul when it comes to technical performance, and outdated pricing fashions didn’t seize that in any respect.”

– Anaplan Assessment, James S. 

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

The most effective 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 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 maintain all the pieces organized.

One other factor I respect is the automation and information integration. I can hyperlink information throughout experiences, 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 all the pieces in test.

Lastly, buyer help is strong. At any time when 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 common platform concern, they’re responsive and useful.

That mentioned, Workiva has its downsides. Some performance points. After I’m working with giant 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 concern 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 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 each day work. In the event 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 experiences or data-heavy duties generally make Workiva lag, which generally is a bit limiting for anybody.

What G2 customers dislike about Workiva:

“Workiva generally is a bit more durable to make use of when formatting with photos or insertion of objects, reminiscent of graphs. On the whole, customization choices can really feel restricted at occasions.”

– Workiva Assessment, Bo G. 

Workday Adaptive Planning is a good possibility for CPM. In the event 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 clean, and it doesn’t take a ton of onboarding to get began. In the event 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’ll be able to tweak dashboards, modify reporting constructions, and configure planning fashions to match your small business wants.

Collaboration can be a powerful 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 speak about belief in information. One of the 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. In the event you depend on Excel closely, you would possibly discover the software’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 varied third-party techniques, there are moments when issues don’t sync as easily as you’d hoped. You probably have advanced integration wants, anticipate a studying curve.

One other problem? Formulation and calculations. In the event 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 at all times intuitive. Generally, advanced calculations require extra setup than anticipated.

The navigation and file construction may additionally use some refinement. It’s not horrible, however discovering particular experiences or managing giant datasets could possibly 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. In the event you’re new to the software, anticipate to spend some further time studying by yourself or in search of assist from colleagues.

In the event you’re on the lookout for a highly effective, cloud-based monetary planning software that permits 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 information accuracy.

Nonetheless, if Excel integration is essential to your workflow otherwise you want easier method dealing with, you would possibly hit some friction. And for those who’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:

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

What G2 customers dislike about Workday Adaptive Planning:

“Workday Adaptive Planning may 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 Assessment, Sidharth J. 

Vena is a strong software that brings monetary planning and evaluation right into a structured, Excel-based surroundings. In the event 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, supplying you with full management over your information. The flexibility to arrange advanced 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 usually responsive while you need assistance.

Attending to that “working as anticipated” stage is just not straightforward. Vena can enhance on it is intuitiveness. It has a steep studying curve, and even skilled customers can take wherever 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 snug writing DAX formulation, you gained’t have the ability to customise them successfully.

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

All that mentioned, Vena does provide some benefits, its Excel integration is among the greatest within the trade, and if in case you have the endurance to climb the educational curve, it may be a strong monetary planning software. 

What I dislike about Vena:

• Vena generally is a little gradual in processing information, ETL transformations, and so on. A faster load-to-cube time could be useful. 
• The fundamentals are straightforward, however diving into automation and extra advanced 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 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 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 whole 12 months that was fully 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 continually rolling out new options, refining the UI, and truly listening to consumer suggestions. Getting began was straightforward, our monetary techniques related shortly, and the out-of-the-box experiences instantly gave us worth. One in every 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 into a necessary a part of our annual planning and day-to-day decision-making.

That mentioned, there are a number of areas the place I’d like to see enhancements. The training curve is actual. Significantly 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 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 experiences 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 experiences 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 may 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. Just a few issues I dislike concerning the software program are:

1. Should unpublish fashions earlier than modifying them, making it troublesome to edit a mannequin and have a look at the canvas on the similar time.

2. Unable to edit information coming in from information sources. I perceive that you will need to maintain consistency however there are cases 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 consumer. 

In the event 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 software that has fully reworked how I function every day. This isn’t simply one other software program; it’s turn into a crucial a part of our planning, reporting, and modeling processes. 

Drivetrain has dramatically reduce down the time spent on handbook information consolidation. All the pieces is centralized, straightforward to entry, and intuitive. The quantity of high-priority work we will 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 clean, real-time sync throughout platforms.

I’ve to present 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. In contrast to some older platforms that really feel like black bins, Drivetrain really lets us construct what we’d like. The UI/UX is clear, intuitive, and simple to navigate, making it easy to run BvA cadences and customise experiences. Even for those who’re not an Excel whiz, the platform remains to be straightforward to understand. We received absolutely onboarded in about three months, which was spectacular given how advanced FP&A instruments may 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 could take the reporting expertise to the subsequent stage. I want all the pieces was pre-built and able to go, slightly than having to constantly tweak and customise experiences for brand spanking new information views. It offers us flexibility, however generally I simply need 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 needed step. But it surely does imply that in case your information is messy, anticipate some further setup time earlier than you get the right experiences.

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

What I dislike about Drivetrain:

• At the moment, the platform’s formatting capabilities are considerably restricted. I am optimistic that additional formatting enhancements will likely be included over time.
• Generally, I want Drivetrain had all the pieces 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 experiences. Whereas the software program streamlines many duties, this preliminary information cleansing step may 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 techniques, accounting instruments, CRM software program, and BI platforms to make sure seamless information circulation and reporting.

Q. How a lot does CPM software program price?

Pricing varies extensively primarily based on options, firm measurement, and deployment kind. 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 per 30 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 influence comes from how you employ it. To streamline monetary planning, monitor efficiency, and make data-driven choices that push your small business ahead. 

Now that I’ve explored the most effective 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 information. Begin planning, analyzing, and rising immediately!

Need to optimize your small 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.