# Board Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Board the right Strategic Planning solution for you? Explore 138 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/73473/BOARD/reviews --- Board 4.5 (138) [View alternatives](https://www.capterra.com/p/73473/BOARD/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 29th, 2026 # Reviews of Board Ease of use 4.4 Customer Service 4.5 ## Pros and Cons in Reviews EN Emmanuel N Chief ServantReligious Institutions, 51 - 200 employeesUsed the software for: 1-2 years. “BOARD has simplified my work by making financial processes simple and fun to work on.“ September 26, 2024 AM Ar-jay Angelo M System AdminstratorFood Production, 51 - 200 employeesUsed the software for: 1-2 years. “The learning curve can be steep for new users, and the interface feels a bit dated compared to other BI tools.“ September 24, 2024 EN Emmanuel N Chief ServantReligious Institutions, 51 - 200 employeesUsed the software for: 1-2 years. “BOARD is an intuitive and simple to implement platform that makes financial processes seam easy.“ September 26, 2024 FA Filippo A StudentEducation Management, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “At The beginning it is not easy to understand The various features and it could result difficult to search for The corret data.“ October 3, 2023 CR Chidz R News CorrespondentBroadcast Media, 51 - 200 employeesUsed the software for: More than 2 years. “Board is flexible, Customizable and has a user-friendly interface.“ December 9, 2024 Helene V Director, ContentPublic Relations and Communications, 501 - 1,000 employeesUsed the software for: 1-2 years. “Real-time updates on the location of the parcel do not load properly without a stable internet connection.“ June 9, 2022 Helene V Director, ContentPublic Relations and Communications, 501 - 1,000 employeesUsed the software for: 1-2 years. “We use this software to coordinate in a simple but effective way, all the logistics of shipments, routes and freight of our products to different customers nationwide.“ June 9, 2022 MT Marco T Responsabile area SAP & BIChemicals, 201 - 500 employeesUsed the software for: More than 2 years. “Sometimes it is hard identify what is the cube or the data reader that create problem.“ January 25, 2022 ## Showing most helpful reviews Showing 1-25 of 138 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Nicolas P. Financial Analyst Financial Services Used the software for: 1-2 years ### "Board boosts productivity" June 5, 2022 5.0 Board has a set of valuable features to perform efficient analysis, provide quality graphs and reports with current data. This adds a lot of value to decision making in our organization. Pros It's easy to interact with data and perform analysis from attractive reports. It allows you to create completely new dashboards and reports or you can simply modify the pre-established ones. Board has a toolkit that is an excellent tool for creating custom analysis and planning applications, this saves time and resources. Cons It has a considerable learning curve and needs to incorporate documentation that allows new users to use its full potential more quickly. Review Source LZ Lorenzo Z. Group Controller Chemicals Used the software for: 2+ years ### "All in one bi tool for non it people" January 25, 2022 5.0 We use Board for an integrated BDG process, with approx 100 users. The process is: sales BDG from salesmen via web, Cost center budg, purchase BDG, up to P&L and Balance Sheet /Cash flow. Before we have tons of Excel files, now the flow is smooth and managed a workflow in Board. Pros With Board you can have in the same platform bi reporting, a planning tool for your budget/forecast, you can perform simulation. You can setup your Board application without being an IT expert on coding. Board has definetely helped to increase the level of knowledge of the business Cons Performances with large set of numbers can be improved Alternatives considered [Oracle Analytics Cloud](https://www.capterra.com/p/170920/Oracle-Analytics-Cloud/) Reason for choosing Board Board was an all in one tool Review Source FH Fabian H. Expert Planning Consumer Goods Used the software for: 2+ years ### "Flexible planning tool with great performance" March 9, 2026 5.0 Overall I am very happy with board. We were able to build many different planning processes. The tool is easy to use and is very quick. Pros Board is a very flexible planning tool, that allows you to build every planning process you can imagine. In addition, the software's performance is really strong. Cons The administration of board is quite complex. The flexibility of the software can also be dangerous because it encourages users to build every minor detail into the planning process. Review Source LS Luca S. Mr Banking Used the software for: 2+ years ### "quick and easy to implement" July 30, 2020 3.0 Easy to learn to use, quick to create reports with graphs and useful objects to represent information, fast and stable Pros easy to set up database, easy to draw reports, perfect connections with Oracle, db2, Microsoft SQL.good performance both with client version and with web. Cons toolkit logic never allows you to use code that would make small changes faster, they can improve some objects like cockpits Review Source VR Verified Reviewer Systems Administrator Food Production Used the software for: 2+ years ### "A Solid BI Solution Once You Understand the Backend" March 24, 2020 5.0 The biggest challenge to effectively using and developing for the Board platform is that you don't always know what you don't know. While that is true of most products, I can definitively say that I would have deployed the Board platform quite differently then I actually did had I the knowledge I do now then. In that vain, you are best to fully learn the product before fully diving in. Pros This software accurately provides all of the insights my organization needs, including predictive analytics. In fact, if I ever leave my current organization, I will be heavily recommending this solution to my next employer. Cons The biggest complaint that I have with the system is the time it takes to access support. That said, I usually always have the support I need within 24 hours. Alternatives considered [Tableau](https://www.capterra.com/p/208764/Tableau/)[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Reason for choosing Board We saw the possibility to easily bring this BI tool to every division of our company, while the competitors did not inspire in us the same level of excitement. Review Source GT Giorgio T. Finance Manager Airlines/Aviation Used the software for: 6-12 months ### "Flexibility and accuracy of management reporting" February 3, 2022 5.0 The integration with the ERP has made it possible to have data represented in a graphical way in an easy and fast way. The accuracy, guaranteed by the software, allows us to work all on the same page without duplicating reports. The amount of time for data processing was significantly reduced and this saving was invested in the qualitative interpretation phase. Pros The possibility of having a flexible and customizable tool based on your company reality. Cons The difficulty of using it in the absence of a consultant. Alternatives considered [Prophix One](https://www.capterra.com/p/139909/Budgeting-Solution/)[Jedox](https://www.capterra.com/p/130198/Jedox-Budgeting/)[Qlik Sense](https://www.capterra.com/p/209809/Qlik-Sense/)[CCH Tagetik](https://www.capterra.com/p/62308/CCH-Tagetik/)[Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Board We considered the technical aspects (like flexibility), cost and the possibility to have a supplier near our HQ. Review Source NN Nicola N. Group Controller Business Supplies and Equipment Used the software for: 2+ years ### "One tool for different puroposes" January 26, 2022 4.0 Pros BOARD doesn't require any program language, so both implementation and reporting could be in the hands of users without the support of an IT specialist. It's possible to implement the same models collecting from different sources and mixing different kind of information to satisfy different needs in the same report Cons Since the system is 100% web based, the main improvement could be to make it usable with the main browsers (currently not all the features work for some of them). Alternatives considered [Talentia CPM](https://www.capterra.com/p/130744/Talentia-Finance/)[Qlik Sense](https://www.capterra.com/p/209809/Qlik-Sense/) Reason for choosing Board The other products were missing some of the features critical for us, like possiblity of data entry, calculation, multi-source or flexibility Review Source SA Shelby A. Manager, FInance Financial Services Used the software for: 6-12 months ### "Reporting & Allocation tool" September 19, 2019 4.0 Overall a good product with a lot of flexibility. Pros We had very specific requirements in how we wanted to build allocations that we needed. This software was extremely flexible and allowed us to build our allocations exactly how we wanted to. Cons You are basically starting from scratch to build things, so without someone with some expertise, its not overly intuitive to build things from scratch. We had the help of a fantastic consultant that was very well versed in Board, so that made all the difference to us. We would not have been able to build what she did ourselves. Alternatives considered [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Reason for choosing Board The ability to have everything in one "module" and not have to buy separate modules or use multiple products to achieve everything we needed. Review Source AS Amy S. Planning Manager Retail Used the software for: 6-12 months ### "Allocation & Replenishment" February 9, 2022 4.0 we are able to better respond to store needs for stock with optimized sizing and automated stock changes. Pros Easy to use. Like that we are able to do analysis in the tool and then directly go to actions. Straight forward integration Cons Difficult to trace issues when they occur. Alternatives considered [Armonica Planning](https://www.capterra.com/p/218078/Armonica-Planning/)[Aptos Retail Merchandising](https://www.capterra.com/p/121550/Aptos-Retail-Cloud/) Reason for choosing Board Because of the BI and dashboarding functionality, and the experience of the team with similar luxury retailers. Review Source CR Chidz R. News Correspondent Broadcast Media Used the software for: 2+ years ### "Board A Fantastic Platform " December 9, 2024 5.0 I love Board for it is an effective platform. Pros It is a unified BI and CPM solutions platform. Board is flexible, Customizable and has a user-friendly interface. Cons There is nothing that I have found to be a miss with Board. Review Source EN Emmanuel N. Chief Servant Religious Institutions Used the software for: 1-2 years ### "BOARD A Trusted Platform For Financial Solutions " September 26, 2024 5.0 BOARD has simplified my work by making financial processes simple and fun to work on. Pros BOARD is an intuitive and simple to implement platform that makes financial processes seam easy. It has a user-friendly interface. Cons I haven't seen any dislike with BOARD at all. Review Source JL James L. Management Consulting Used the software for: 6-12 months ### "Board Partner and User" March 2, 2015 5.0 Pros When looking to partner with a BI software vendor, we had a few key capabilities that we were looking for in a solution. These capabilities included: 1) the product must be easy to setup and configure and not require lengthy project implementation timelines; 2) the product must be able to empower the end users to create dynamic visualizations to support the needs of their business; 3) support for the analytics must not require an army of developers or technical personnel to maintain the application Many of our customers are mid-market companies that can't afford large expensive reporting solutions, but still require the quality and usability factors that users get from the more expensive off the shelf products. BOARD provided all of this and so much more. Our customers begin realizing value almost immediately following the initial implementation, visualization their business in ways they have never been able to before through dynamic interactive dashboards and reports. The product also offers our customers with a way to quickly keep up with their changing business. With BOARD, as the business changes and new questions need to be asked, the product provides the subject matter experts with the ability to dynamically create valuable visualizations to find their answers. No need for report writers when you have a controller or back office user who knows the right questions to ask to affect the performance of the organization. With this product, gone are the days of the technical business analyst trying to interrupt the request from the business, and instead the business is now creating exactly what they need with little involvement from IT. Cons There is some redundancy in the product, which at times can and will require users to have to repeat a formula on multiple reports instead of making the change once and all the reports get updated. This is an area that I see the product improving in overtime. Review Source AS Allen S. Consultant Management Consulting Used the software for: 6-12 months ### "Implementor" March 6, 2015 5.0 Pros I like my relationship with the sales team the best. The front end reporting features and functions. I also like the flexibility of Board to be a BI, FP&A, Consolidation, and Reporting tool and that Board is 100% GUI interface - no programming. I can always find someone to help with my questions. I also like the ease of installing and updating Board Software. It is pain-free compared to a lot of software I've experienced. Finally, how wonderful Board demos to customers. Cons What I like the least is the limited Board Data Reader for flat files. It does not specify what fails to load in detail from the Board Data Reader log.It does not allow for both field and columns reading at the same time. We should never have to massage/manipulate any files GL extracts to load into Board. It does not allow for exception maps (i.e. all data is mapped one-to-one except for the following). On-line documentation and Knowledge Base is limited. It should include all Customer Case call resolutions and Server installation requirements. Nexel is a good start, but needs to be on Rows, besides Columns. Also, there's a bug with only reading the 1st column. Next, we need formatting in DataViews (e.g. Cell level Underlines, Double Underlines, Changes in font, Bolding, Annotations, etc.). Another opportunity is Dependency Reporting for dynamic DataView Reports showing specified levels. Lastly, Class Attribute Filtering calculations (this may be available is some form, just haven't figured it out, yet.) Offering Advanced implementer training and certifications would be helpful. Review Source KY Kristine Y. Senior Analyst Programmer Retail Used the software for: 2+ years ### "BOARD - A easy to use and powerful BI tool - All in one solution" March 19, 2015 5.0 Pros We were one of BOARD’s first Customers in Australia, and we have been using this product in our business for over 10 years. We found BOARD to be an easy to use and extremely flexible tool that has improved our business processes. As a programmer who would spend countless hours developing reports to meet the ever changing business requirements, I was blown away in the POC by the user-friendly interface and the ease to create reports so quickly on the fly to meet our entire business needs. I have not created another report program since, as BOARD can do it all. Not only is it a powerful tool for creating reports and dashboards, but the forecasting and budgeting functions that allows write back to cubes and the running of scenarios, makes it an all in one BI tool. One feature over the years that our business has embraced is the Excel Add-in feature, and due to its easy to use interface, users are able to run reports in Excel themselves. Cons I have no dislikes of the product and am impressed by the improvements made to BOARD over the past years, as it shows they are future thinking in understanding what Businesses are after. Review Source GM Gabriel M. IT Program Leader Consumer Goods Used the software for: 2+ years ### "BOARD is our reporting for company figures and our budgeting workflows. Using since 2010." December 21, 2017 4.0 Company budget that includes workflows and complex allocation and distribution of cost is possible with this software as well new reporting capabilities helps to receive tuned information. Pros It combines BI reporting plus CMP features. New version has improved a lot Web view and collaboration for developing. From version 9 graphics are more flexible and new GeoMap helps for location. New ways for database development. From version 10 Predictive tool has been included as well functions inline per column calculation. Cons We need to improve the rapid development features. Sometimes dataentry si too estrict. Predictive tool called BEAM licence is too high. Review Source MD Marc D. Controller Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Glad having this excellent software" September 12, 2018 4.0 We are very glad, having this excellent software as our reporting tool. We rolled it out nearly over the whole world and everybody is happy. Our management team likes it as well. Pros Different sources as base; easy to implement tailored reports for every different kind of user; communication between users within BOARD; having reports as favourites (presentation); easy to use/ navigate available in web browser Cons It doesn't work offline properly print outs are not that nice (unfortunately neccessary) export to Excel as flat table not possible from web browser Review Source VR Verified Reviewer Principal Architect Information Technology and Services Used the software for: 2+ years ### "BI tool with a lot a potential. Easy to use, customize reports, dashboards. Great tool for financial budgeting." September 7, 2018 5.0 Pros Great tool for creating financial reports and dashboards. Customer support is very proactive. They come up with the solution to a problem with great ease. Cons No cons. With every update, they keep getting better and improving. With the Boardville community, it is even more faster to find solutions. Review Source CB Chad B. Business Intelligence Analyst Computer Software Used the software for: 2+ years ### "Very Powerful Software" March 16, 2017 4.0 Pros Very powerful, we have found that the only limit to how much we can manipulate and enrich our data is our understanding and creativity when it comes to designing data flows. Cons It does take a while to learn and feel comfortable using the more advanced features in Board. There was more trial and error than some people may feel comfortable with. Review Source LM Luis M. Planning Project Coordinator Used the software for: 2+ years ### "All in one package" April 5, 2017 5.0 We brought Board in as a tool for inventory projections, to replace the excel spreadsheets that relied on multiple vlookup and match-index formulas, which took forever to load and equally long to update. Now with Board, the process takes minutes and updates are painless. We can also use the multiple objects in Board to present the data in more visually appealing forms than the standard spreadsheet format. Review Source FK Florian K. Controller Chemicals Used the software for: 2+ years ### "Powerful toolkit with nearly endless possibilities" December 21, 2018 4.0 Easy and fast tool to build up budget, reporting or pricing applications - we are very satisfied with this tool. Pros This Software is a very flexible toolkit that allows you to build up nearly every business process you have in mind on your own. Cons You have to get used to the technic behind and the look and feel. Review Source VR Verified Reviewer Business Strategy & Financial Planning Used the software for: Less than 6 months ### "Implemented Board for Budgeting&Reporting and for Business Intelligence, Board is solid and powerful" January 9, 2018 5.0 Pros Strong architecture and powerful software Solid all-in-one data approach, can become the "single point of truth" Cons The strong architecture for managing data, requests a consistent construction of the data model. Good consultants can make the difference in implementation. Review Source CW Chandler W. Financial Analyst Food & Beverages Used the software for: 6-12 months ### "Board Review" September 19, 2019 4.0 Pros Board is highly customizable to our business needs. We can manipulate different functionalities to suit our reporting needs. Cons It is clunky to say the least. It looks like it is an early 2000s Windows OS and seems a little outdated. Review Source MS Marco S. Controller Utilities Used the software for: 2+ years ### "Great BI tool, easy to use, big performances" June 25, 2015 5.0 Pros Easy setup and implementation. Integration and standardization of data from various sources. Each user is able to obtain all informations needed in autonomy. Depth of analyses, ability to drill down and track data between various the dimensions. Cons Nothing of really important, may be printing options could be improved (but you can overcome with the office add-in) Review Source WR William R. Utilities Financial Manager Government Administration Used the software for: 2+ years ### "Robust software with a lot of potential" March 20, 2017 4.0 Pros Can link to multiple databases to extract data and making the data usable for management. We have taken reports that would take us 4-6 hours each month to prepare for management. Board has provided us the ability to provide the reports to management that are always the most current. Cons Need more documentation on how to use and program. To learn the program has a lot of trial and error. Better manuals would allow users to build more functionality in shorter time with less frustration. Review Source NP Natan P. Quality & Risk Professional Banking Used the software for: 1-2 years ### "BOARD user for data analysis, data management, KPI's calculation and reporting" December 15, 2017 5.0 Pros User friendly. Very easy to use especially if you don't have strong IT skills or data science background. Cons Can require dozens of hours to properly set up data for use (however, once your dashboard is set up, it can be of use for a long time thanks to data refresh options) Review Source Similar Products Featured ## Related categories [Demand Planning](https://www.capterra.com/demand-planning-software/)[Business Performance Management](https://www.capterra.com/business-performance-management-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.