Acterys Visual Planning

Acterys Visual Planning is a next-gen Power BI planning visual designed to revolutionize how organizations manage planning and forecasting. With an intuitive drag-and-drop planning interface in Power BI, users can update, compare, and lock values directly inside interactive bar, column, area, or line charts.

Built for speed and usability, this custom Power BI visual for planning allows for real-time scenario management, write-back functionality, and seamless variance tracking. Whether you're modeling revenue scenarios or adjusting forecasts, Acterys Visual Planning brings dynamic planning right to your Power BI dashboard—no spreadsheets or complex setups required.

Part of Acterys' integrated suite, this visual is perfect for organizations looking to enable interactive planning and real-time forecasting in Power BI.

Key Features:

• Write-Back, Planning, and Forecasting:
  • Edit data within charts and instantly visualize changes across planning scenarios.
  • Compare and manage forecasting assumptions with ease.
• Flexible Data Entry:
  • Input as absolute values or percentages of totals to fit both detailed and high-level plans.
• Data Point Locking & Redistribution:
  • Lock key values and redistribute others automatically for accuracy and balance.
• Totals & Variance Display:
  • See totals and variance analysis in Power BI at a glance for performance-focused insights.
• Category Drill-Down:
  • Dive deeper into segmented data with interactive category drill-down in Power BI.
• Custom Tooltips & Drill-Through:
  • Enrich data storytelling with tooltips and links to detailed reports and data sets.

Key Benefits:

• Streamlined Planning Workflows: Accelerate planning with an easy-to-use Power BI forecasting visual that requires no coding.
• Improved Accuracy: Ensure consistency with data point locking and automated redistribution.
• Data-Driven Decisions: Compare multiple planning scenarios visually for smarter forecasting.
• Deeper Insights: Use drill-down and variance tools to uncover trends and anomalies.
• User Empowerment: Make complex planning tasks accessible to all users with a simplified interface.

Why Choose Acterys Power BI Visuals?

• Trusted by 1,000+ customers worldwide—including SMBs, governments, and Fortune 500 firms
• Over 1M global downloads
• 9 custom visuals and 20+ advanced apps available on Microsoft AppSource
• Seamless integration with platforms like QuickBooks, Xero, Oracle NetSuite, Microsoft Dynamics 365, and more

To learn more, visit Acterys | Plan to Succeed

Take control of your planning and forecasting with Acterys Visual Planning—the most intuitive Power BI visual for forecasting and scenario planning.
Book your demo today and experience visual-first, real-time decision-making in Power BI.