Aimplan at a glance

With Aimplan, you can make Power BI an even more powerful solution for integrated planning and forecasting.

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Stunning reports

Microsoft Power BI, combined with Aimplan, offers a powerful platform for creating stunning and insightful reports. With its intuitive drag-and-drop interface, you can transform raw data into visually appealing and interactive dashboards. Aimplan enhances this experience by providing additional tools and features that streamline the reporting process. Power BI's rich library of visualisations, including charts, graphs, maps, and custom visuals, allows you to present your data in the most impactful way, making your insights clearer and more actionable.

Planning without leaving Power BI

With Aimplan, you can streamline your financial and business planning, all without leaving Power BI. Seamlessly integrate budgeting, forecasting, and scenario modelling directly into the platform you already use. No need to switch between systems or deal with disconnected tools, Aimplan allows you to manage your entire planning process, from data entry to reporting, in one place.

Stay in control, collaborate in real-time, and make data-driven decisions effortlessly within Power BI. Simplify your planning workflow and drive better results with Aimplan.

Data Management

Most of your master data is likely managed in your ERP system, but key data like "translation tables" (mapping article groups, accounts, or customer segments) often can't be updated directly.

With Aimplan, you can centralise this data and manage it efficiently through Power BI and your browser, eliminating the need for spreadsheets. make all the difference.

Collaboration

With Aimplan, collaboration becomes seamless. Using Aimplan's Comment Visual, you can add management comments directly to reports, planning forms, and datasets—anywhere within Power BI. Whether you're reviewing sales forecasts, financial plans, or operational data, team members can easily leave insights, feedback, and instructions on specific data points.

This real-time, centralised commenting ensures that everyone stays aligned and informed. Say goodbye to scattered emails and external documents; Aimplan keeps your conversations and data in one place, enabling a truly collaborative planning experience within Power BI.

Financial report table showing revenues, personnel costs, gross profit, operational costs, EBITDA, and net result for Demo Company Sweden AB in 2021, divided into quarterly sections.

Advantages with Aimplan

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Users work with one and the same tool

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You are using existing data that is already in Power BI

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Integration with many different systems

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Fast implementation and cost-efficient

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Row-level security (RLS) in Power BI

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Part of the Microsoft stack (Microsoft Fabric)

Stunning reports

Financial dashboard displaying a detailed table of monthly revenues, personnel costs, and net profit for a company in 2021. Includes bar charts for revenue and net result trends. The dashboard features dropdown menus for selecting company, year, project, and cost center.

Structured reporting with Aimplan

With Aimplan and Power BI, you can create not only stunning visualisations but also structured reports that drive clarity and insights. Aimplan enhances Power BI’s powerful platform by providing intuitive features that allow you to transform raw data into interactive dashboards that captivate and inform. The rich library of visualisations in Power BI—ranging from charts and graphs to maps and custom visuals—can be seamlessly integrated with Aimplan’s reporting capabilities. This synergy ensures that your data insights are visually appealing and well-organised, empowering your business to make smarter, data-driven decisions with confidence.

Dashboard displaying OPEX Operational Cost Plan for Demo Company Sweden AB in 2021, including detailed cost breakdowns by month and account groups, and various charts visualizing planned costs by month, center, and account group.
Screenshot of a financial forecasting spreadsheet in Power BI with various cost categories like engineering services, real estate costs, and consumable materials, displaying monthly and quarterly data for 2021 for a company in Stockholm, Sweden."}

Improving Data-Driven Decisions

Drive Strategy with KPIs and OKRs
To effectively measure what truly matters, organisations need the flexibility to define objectives and key results (OKRs) that may not be captured by existing data sources. Aimplan facilitates continuous tracking of key performance indicators (KPIs) and results, empowering teams to measure progress and fulfilment of goals. With this data readily accessible in Power BI, stakeholders can stay informed and make timely, strategic decisions.

Automate Reporting
Many companies rely on spreadsheets for day-to-day production reporting, which often leads to cumbersome data collection processes. This method can be inefficient, requiring manual entry and frequent data transfers, resulting in delays and potential inaccuracies. Aimplan eliminates these challenges by allowing end-users to enter data directly into Power BI. This automated solution ensures that all your data is consolidated in a central database, providing real-time visibility and up-to-date reporting

Enhance Collaboration and Transparency
With Aimplan and Power BI, all team members have access to live reports, dashboards, and apps, fostering collaboration and transparency across departments. This interconnected approach not only streamlines reporting but also enhances accountability, as everyone can see how their contributions impact overall performance.

Planning without leaving Power BI

While you might still use traditional budgeting, Aimplan helps you speed up and simplify the process. Set financial and non-financial targets, involve managers at every level, and align your goals. With Power BI and Aimplan, decision-makers can not only access data but also enter plans, set targets, and add comments directly within the platform.

A spreadsheet from Aimplan displaying an OPEX Budget Forecast for Demo Company Sweden AB in 2021, focusing on the Stockholm cost center. It includes detailed categories like engineering services, office costs, and real estate expenses. The right side shows visual data charts such as cost by account group and cost over time bar graphs, along with a cost per cost center chart.
Screenshot of a Power BI dashboard labeled 'Aimplan Demo' showing financial data and forecasts for a company, with a bar chart titled 'Project Forecast' on the right.

Sales & Demand Planning

Efficient Sales & Revenue Planning
Aimplan and Power BI empower your sales and revenue planning with integrated models. Simulate different scenarios and make proactive decisions to increase sales, optimise resources, and align sales processes with overall financial planning.

Screenshot of Power BI dashboard from Aimplan showing sales volume planning for computers in 2021. Includes a detailed table of sales figures, sales quantity, and revenue statistics, as well as graphical representations of plan sales quantity by customer and product. Features selection filters for company, scenario, sales channel, customer class, product type, and year.

Financial Planning & Analysis (FP&A)

Rolling Forecasts and Continuous Adaptation
Keep your forecasts up to date with the latest ERP and other data sources. Aimplan and Power BI enable cost centre managers, sales leaders, and project managers to contribute to real-time reforecasting, ensuring you always have the most accurate view of your business.

Driver-Based Forecasting for Better Accuracy
Move beyond traditional budgeting by using key business drivers like website visits, customer orders, or support calls. With Aimplan, you can implement driver-based planning, where users forecast these metrics, and the system automatically translates them into revenues and costs.

Simulate Multiple Scenarios
Easily create and test Plan B, C, or D by simulating various scenarios—whether zero-based, incremental, or hybrid budgeting methods. With Aimplan and Power BI, scenario modelling is fast and intuitive, helping you stay prepared for any situation.

Integrated Financial Reporting
Combine your actuals with forecasting and planning data all within Power BI. Aimplan makes it easy to generate, customise, and share financial reports, including exporting to Excel and PDF. With everything in one place, your reporting process becomes faster and more efficient.

Continuous Rolling Sales Forecasting
Already using CRM data in Power BI? Aimplan combines it with real-time inputs from sales teams, factoring in win-loss rates, average selling prices, and other key metrics, allowing you to continuously predict and improve sales forecasting accuracy.

Smart Product Demand Forecasting
Forecast product demand effectively by combining historical data, trends, seasonality, and business decisions like promotions with Power BI and Aimplan. This helps predict short-term demand and guide your sales strategies.

Advantages with Aimplan vs. traditional FP&A tools

Combine operational and financial reporting with planning in one tool

Leverage existing Power BI data models

Built specifically for Power BI with ease of use and self-service

Self-service capabilities with strong data connectivity and transformation

Cloud-based solution with high performance

Leverage Power BI AI (Copilot) and machine learning

Data Management

Most of your master data is likely handled within your ERP system, but there are often critical pieces—like 'translation tables' for mapping article groups, accounts, or customer segments to other structures—that can't be easily managed there.

Rather than relying on spreadsheets, Aimplan gives you the power to centralise and take full control of this vital data. With Aimplan, you can assign users to manage and maintain these data sets directly in Power BI or through their browser—streamlining processes and boosting accuracy in a seamless, user-friendly way.

Screenshot of project management software "aimplan" showing a table with columns for project code, project name, hourly rate, project leader, start date, closure status, updated by, and the date updated. The table includes entries for various projects, each with assigned leaders and start dates. Options to save, edit, add, duplicate, refresh, and export data to Excel are available at the top.
Spreadsheet showing project details with columns for project code, name, hourly rate, leader, start date, and status. Excel window in corner lists separate project names and leaders.

Collaboration

With Aimplan, collaboration becomes seamless. Using Aimplan's Comment Visual, you can add management comments directly to reports, planning forms, and datasets—anywhere within Power BI. Whether you're reviewing sales forecasts, financial plans, or operational data, team members can easily leave insights, feedback, and instructions on specific data points.

This real-time, centralised commenting ensures that everyone stays aligned and informed. Say goodbye to scattered emails and external documents; Aimplan keeps your conversations and data in one place, enabling a truly collaborative planning experience within Power BI.

Financial report chart showing quarterly revenues, costs, and profits for Demo Company Sweden AB in 2021 by quarters and locations (Skelleftea, Stockholm). Categories include product sales, service sales, personnel costs, and depreciation.

Aimplan comment visual

With Aimplan, collaboration becomes seamless. Using Aimplan's Comment Visual, you can add management comments directly to reports, planning forms, and datasets—anywhere within Power BI. Whether you're reviewing sales forecasts, financial plans, or operational data, team members can easily leave insights, feedback, and instructions on specific data points.

This real-time, centralised commenting ensures that everyone stays aligned and informed. Say goodbye to scattered emails and external documents; Aimplan keeps your conversations and data in one place, enabling a truly collaborative planning experience within Power BI.

Management comments

Aimplan empowers leaders to add insightful management comments directly into reports, transforming raw data into actionable insights. By providing real-time context on performance, variances, and trends, it enables faster, smarter decision-making. The seamless integration of comments enhances transparency and fosters alignment across teams, ensuring everyone stays informed and on the same page. With Aimplan, you can turn your reporting from numbers into compelling narratives—all within a single, intuitive platform designed to streamline your processes and boost business impact.

Screenshot of four Power BI Visuals from Aimplan AB: Aimplan Data Input Table, Aimplan Comment Visual, Aimplan Planning and Reporting Visual, and Aimplan Status Visual. Each has an install button and a star rating. The Aimplan Comment Visual is circled.
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Andreas Ramstad Kristiansen

"Aimplan is a powerful Power BI visual that transforms financial and operational planning, enabling seamless budgeting, forecasting, and reporting. With real-time, data-driven insights and flexible planning capabilities, Aimplan enhances decision-making and supports efficient workflows.

KOKAI is proud to be both a distribution partner and implementation expert for Aimplan, helping your business maximize its strategic growth potential."

  Aimplan FAQs

    • After Aimplan has created a new instance in their Aimplan portal and you have gained access to it, you download their visuals into Power BI​

    • Get online training course

    • The very smallest customers are not the target but as soon as the customer runs BI and has many dimensions (locations, companies, sellers etc), it is ok​

    • All industries

  • Yes, you can allow end-users of Power BI to have the opportunity to enter data within Power BI that is immediately stored in your warehouse. Or maybe not direct to your warehouse but to staging databases close by.

  • Aimplan is specifically designed to integrate seamlessly with PowerBI, and it supports a wide range of data sources, including popular ERP systems. You can easily pull data from Business Central, NAV, or other systems via standard APIs or OData services, ensuring all your financial and operational data is connected within a single platform. The integration process is straightforward, allowing you to maintain your existing workflows without major disruption.

  • Yes, Aimplan enhances forecasting accuracy by consolidating data from multiple sources and ensuring real-time updates. You can use historical data, set up scenarios, and create dynamic forecasts, all within Power BI. The ability to adjust plans in real-time, combined with advanced features like writeback and detailed reporting, provides more precise insights into financial performance.

  • Absolutely. Aimplan is designed with ease of use and self-service in mind. It allows non-technical users to manage tasks like planning, budgeting, forecasting, and reporting within the familiar Power BI interface. Intuitive features like commenting, scenario planning, and data management are built for business users, minimising the need for IT involvement in day-to-day operations.

  • Aimplan ensures high data quality by centralising data from trusted sources and using Power BI's robust data modelling capabilities. Since it’s integrated with your existing systems, you don’t need to manually reconcile data or spend time verifying accuracy. This automated approach reduces errors and ensures that you’re always working with reliable, up-to-date information, allowing you to focus on analysis rather than data validation.

  • With Aimplan, you can create a wide range of reports, including detailed financial statements like P&L and actuals vs. plan comparisons. Reports are fully customisable, allowing you to drill down into underlying transactions and tailor insights to your specific needs. You can also build scenario-based reports and integrate KPIs, giving you a comprehensive view of your business’s financial health.

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KOKAI

KOKAI will elevate your business with tailored solutions in strategic planning, organisational design, process improvement, technology deployment, and change management. Our seasoned consultants deliver top-notch results for long-term success. Reach out today!