Use Google Sheets to easily analyze Planful data and create custom reports and budgets
Listing updated:November 17, 2023
Works with:
458
Overview
Planful Spotlight for Google Workspace lets Planful customers use Google Sheets to create detailed reports and run ad hoc analyses while keeping data synced with the Planful Platform. Analyze, present, and report with a sense of familiarity, quickly build management and financial reports directly in Google Sheets, and always keep data updated from Planful’s single source of truth. With one click, refresh your data and move on with confidence!


With Planful Spotlight for Google Workspace, you can:
+ Save hundreds of hours on data preparation while eliminating errors.
+ Harness the flexibility of Google Sheets for information analysis and presentation.
+ Build presentations and dashboards once and refresh the data as often as needed.
+ Present with confidence knowing the data is always accurate, up-to-date, and secure.
+ Perform multi-dimensional queries and analysis.
+ Zoom in, zoom out, keep, remove, and pivot on business categories and segments.

Planful Spotlight brings the power of Planful into a familiar spreadsheet environment, so you have the flexibility to:
+ Swap row and column dimensions using different pivot options.
+ Quickly segregate data and only see what you want using the “Keep Only” or “Remove Only” options.
+ Customize views and organize data how you like using the options like Display, Suppress Rows, Indent Row Members, Number Format, and many more.
+ Create reports to analyze and compare data seamlessly.
+ And much, much more!

To learn more, visit planful.com and get started today.
Additional information
PricingFree of charge
Developer
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Planful Spotlight will ask for the permissions shown below. Learn more
Planful Spotlight will need access to your Google account
This will allow Planful Spotlight to :
See, edit, create, and delete all your Google Sheets spreadsheets
Display and run third-party web content in prompts and sidebars inside Google applications
Connect to an external service
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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