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Business Plan Software with Activity Dashboard (2026)

Last updated: March 2026

Business Plan Software Key Features

    Based on 713 user opinions, we identified 6 features that are important for any product in Business Plan Software
  • Strategic Planning

    At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

    Average user rating

    4.7
  • Income & Balance Sheet

    A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

    Average user rating

    4.5
  • Budgeting/Forecasting

    Create budgets based on historical data and future projections

    Average user rating

    4.6
  • Activity Dashboard

    Dashboard to view the status of ongoing processes, identify current incidents and track past activities

    Average user rating

    4.7
  • Task Management

    Create, manage and track all task activities and progression

    Average user rating

    4.6
  • Financial Reporting

    Generate reports to assess the financial performance of an organization

    Average user rating

    4.4
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47 software options

Aha! logo

Platform for strategic product roadmapping

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Aha! Roadmaps is the complete product management solution. Choose from six strategic models to visualize your business plan. Generate a roadmap to show the timing and scope of critical initiatives, launches, and projects. Create a live dashboard so you can track progress and communicate updates.

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Wrike logo

AI powered workflow management platform

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Wrike is a business planning platform trusted by more than two million users across 140 countries. Features include business plan templates, intuitive Gantt charts, and customizable reports. Build detailed business plans with Wrike's software to impress stakeholders and boost your investability.

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Business planning & performance management software

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LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. Confidently plan, fund, and grow your business with LivePlan.

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Upmetrics logo

Business plan software with AI assistance.

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Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour.

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Customer-driven product management system

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Productboard is a customer-driven product management system that empowers teams to get the right products to market, faster.

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From Idea to Funding, faster than ever.

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ProAI is an AI-powered platform that helps current and aspiring business owners go from idea to funded operations faster than ever before by creating professional-grade strategic business plans, pitch decks, financial forecasts, and market research reports with ease. 

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ClearPoint Strategy logo

The world’s first integrated Strategic Plan reporting system

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Business management software for strategic planning

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Business Base is business management software that helps businesses set, measure, and execute their goals while supporting their day-to-day operations.

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Strategic Planning and Balanced Scorecard Software

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Everything in one place for documents in motion

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Planning and Execution Software to help you Achieve more

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AchieveIt is the solution that leading organizations leverage to track, manage, and execute their business plans and initiatives. The AchieveIt platform automates manual processes associated with planning and execution, improving visibility, accountability, and alignment.

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Business planning platform for finance

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Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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Your partner in patient safety and quality assurance

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Ideagen Healthcare Guardian (formerly Ideagen InPhase) centralizes patient safety, risk and compliance into one digital platform. With 30+ mobile apps, real-time analytics, and paperless workflows, it empowers healthcare providers worldwide to meet regulatory standards and improve clinical outcomes.

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Cloud-based platform for strategic planning.

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Maus is a cloud-based strategic planning platform that helps small and midsize companies plan, implement, and track business strategies. The solution offers features such as financial analysis, business planning, and exit succession planning to help businesses create and measure their strategies for growth. Additionally, it provides a unified interface that allows users to generate reports and view business performance.

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BizPlanBuilder logo

Business plan solution for raising capital

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BizPlanBuilder is a cloud-based solution designed to help startups, small companies, nonprofits, and advisors launch and fund businesses with features such as templates, pre-written letters, and worksheets. It assists retirees with investing retirement funds in order to launch businesses.

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Get insights into the future. Act on them, right now.

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Valsight stands for a new kind of corporate management: agile business performance management. With Valsight, you can simulate scenarios and financial models easily and spontaneously. This means making better management decisions faster.

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QVANTUM logo

Cloud platform for agile, collaborative & scalable planning

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QVANTUM is a cloud-based business planning solution helping companies create and manage agile, collaborative, integrated, and scalable planning processes. The plattform for transparent, integrated, easy-to-use, and scalable planning.

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Leading PSA and Project Management SaaS

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Mission Control is a project management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives.

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