Board
Sales performance management software
Sales planning software
Sales acceleration software
Analytics platforms
Predictive analytics software
Retail analytics software
Retail assortment planning software
Retail intelligence software
Budgeting and forecasting software
Corporate performance management (CPM) software
Financial close software
Demand planning software
Sales & ops planning software
Supply chain planning software
Supply chain visibility software
Retail software
Accounting & finance software
Supply chain management software
Dashboard software
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- Features
- Ease of use
- Ease of management
- Quality of support
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- Market presence
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What is Board
Board is a corporate performance management (CPM) and analytics platform used for budgeting, planning, forecasting, and management reporting. It supports finance and business teams that need to model operational and financial plans, consolidate performance views, and distribute dashboards to stakeholders. The product combines data modeling, reporting/visualization, and planning workflows in a single environment and is commonly deployed for enterprise planning use cases such as S&OP, demand planning, and retail planning.
Unified planning and analytics
Board supports planning, forecasting, and performance reporting within one platform rather than splitting these functions across separate tools. This can reduce handoffs between spreadsheet-based planning and BI dashboards. It is well-suited to cross-functional planning scenarios where users need to compare actuals vs. plan and run what-if analysis in the same environment.
Flexible modeling for planning
The platform provides multidimensional modeling capabilities that can be applied to finance, sales, and supply chain planning structures. Teams can build driver-based models and scenario versions to support forecasting and re-forecasting cycles. This flexibility is useful when organizations have complex hierarchies (products, customers, regions) and need consistent logic across plans and reports.
Enterprise reporting and governance
Board includes role-based access controls and centralized definitions for metrics and dimensions, which helps standardize reporting across departments. It supports distributing dashboards and management reports to different stakeholder groups with controlled access. This governance focus aligns with organizations that need auditable planning processes and consistent KPI definitions.
Implementation can be resource-heavy
Deployments typically require data modeling, integration work, and design of planning workflows before business users see full value. Organizations often need specialized skills (internal or partner-led) to build and maintain models. This can make time-to-value longer than lighter-weight sales-focused tools in the broader revenue stack.
Not a CRM-native sales tool
While it can support sales planning and performance management, Board is not primarily designed for day-to-day opportunity management, email sequencing, or pipeline activity tracking. Sales teams may still rely on a dedicated CRM for operational selling workflows. As a result, Board is more commonly positioned as a planning/analytics layer rather than the system of record for sales execution.
Complexity for smaller teams
The breadth of CPM and enterprise planning features can be more than smaller organizations need for basic forecasting and dashboards. Users may face a steeper learning curve compared with simpler reporting or sales analytics products. Licensing and administration requirements may also be harder to justify for small deployments.
Seller details
Board International S.A.
Chiasso, Switzerland
1994
Private
https://www.board.com/
https://x.com/BOARD_Intl
https://www.linkedin.com/company/board/
