Use Google Sheets to easily analyze Planful data and create custom reports and budgets
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商店資訊更新日期:2023年11月17日
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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.
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Planful Spotlight 將會要求下方所示的權限。瞭解詳情
Planful Spotlight 將需要存取您的 Google 帳戶
這項操作將授予「Planful Spotlight」下列權限:
查看、編輯、建立及刪除您的所有 Google 試算表檔案
在 Google 應用程式內的提示和側欄中顯示及刊登第三方網頁內容
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查看您的個人資訊,包括您已公開的任何個人資訊
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