Turn Power BI into a Planning and Forecasting Platform

Book Demo

Bring budgeting and forecasting into the same place you track performance.

North America's Premier Aimplan Partner Since 2023
Founded by alumni of McKinsey & Company
Book Demo
Person planning in Power BI on a computer

See It in Action

See how we turn Power BI into a complete planning and forecasting platform using Aimplan — no separate tools required.

Discuss Your Use Case

Let's review your goals, architecture, and rollout approach.

Want a facilitated demo with one of our experts?

THE PROBLEM

Your planning still lives outside Power BI.

Budgets built in spreadsheets. Forecasts emailed as attachments. Versions multiplying across inboxes. Your reporting is centralized in Power BI, but your planning process hasn't caught up.

Scattered budgets
Every department owns a spreadsheet. Nobody owns the truth.
Slow forecast cycles
Weeks of back-and-forth when the business needs answers in days.
Two worlds, one problem
Your reporting stack is modern. Your planning process is still stuck in email.
THE SOLUTION

Plan forward. Inside Power BI.

Aimplan extends Power BI with structured planning, forecasting, and reporting without adding another system.

Aimplan Depletion Forecasting inside Power BI — writeback, scenarios, comments, and status tracking
Writeback
Workflow
Scenarios
Commentary
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Write back to Power BI.
Type directly into your reports: budgets, forecasts, actuals.
Plan on your own data.
Your existing datasets. No duplication. No rebuild.
Compare scenarios side-by-side.
Unlimited versions. One click to switch.
Comment in context, not in an email.
Threaded context. Right on the cell.
Route, review, lock.
Built-in approval workflows with full audit trail.
HOW WE WORK

Licenses. Implementation. Support.

Everything you need to turn Power BI into a planning platform, from software to strategy.

01

Licensing

The starting package is $670/month, including Aimplan licenses, configuration, and vendor management. One point of contact, no surprises.

02

Custom Builds

Each engagement is typically 80–160 hours. Our consultants design and build your planning models (budgets, forecasts, scenarios) directly inside your Power BI environment. Even if you want to build yourself, we can give you a kick start with training and scoping support.

03

Support

Most clients use 10–20 hours per month for ongoing training, optimization, and technical support so your team keeps getting more out of integrated planning long after go-live.

IN THEIR WORDS
“Plan in BI transformed how we forecast. We finally have planning and reporting in one place, our Power BI environment. No more spreadsheet chaos.”
— Sarah Lindgren, CFO, Mid-Market Manufacturing Company
OUR PEOPLE

Ready to plan where your data lives?

Book a free strategy session. We'll review your Power BI environment and hand you a tailored rollout plan with a mock-up built around your top use case.