Plan, Forecast, and Report Inside Power BI

Aimplan is a modern planning solution purpose-built to elevate Microsoft Power BI with integrated planning, forecasting, and reporting capabilities. It turns static dashboards into a live environment where finance, sales, operations, and project teams plan and decide together.

Who Is Aimplan Built For?

Aimplan is designed for finance teams, business leaders, and organizations already working in Power BI who want to plan, analyze, and manage performance in one place. It supports the people across the business who rely on accurate, connected data to make decisions.

• Finance Teams: Build connected forecasts, close faster, and report with confidence from a single source of truth.
• Sales Teams: Align goals with performance and adjust plans as results come in.
• Operations Teams: Balance demand and supply and keep plans in step with the rest of the business.
• Project Teams: Stay on time, on budget, and aligned with broader business objectives.
• Business Leaders: Get a clear, shared view of performance to guide faster, more informed decisions.

How Does Aimplan Work With Power BI?

Rather than sitting alongside your BI stack, Aimplan is built directly into it, connecting to your existing Power BI models, datasets, and Fabric workloads so planning happens where the data already lives.

• Native Power BI Experience: Plan, input, and adjust data inside the reports your teams already use, with no context switching between tools.
• Scenario Modeling: Compare top-down plans, explore alternative outcomes, and adjust assumptions without leaving your reports.
• Microsoft Fabric Integration: Connect seamlessly to Fabric data sources to scale planning across the enterprise on a unified Microsoft foundation.
• Aimplan Planning and Reporting Visual: A purpose-built visual that extends Power BI with custom rows, columns, and calculations, with Excel export when detailed work is needed.

Key Features

Aimplan removes the manual spreadsheet work, limited collaboration, and lack of transparency that slow planning cycles down, so teams spend less time reconciling data and more time making decisions.

• Planning and Forecasting: Capture and update data directly in Power BI for real-time collaboration and faster, more accurate planning.
• Master Data Management: Manage dimensions, hierarchies, and mappings within Power BI to ensure data consistency and control across the organization.
• Commenting: Add context where it matters. Comment on cells, rows, or entire reports, all linked to scenarios, periods, and filters in Power BI.
• Advanced Reporting: Design detailed reports with custom rows, columns, and calculations using the Aimplan Planning and Reporting Visual, and export to Excel when needed.