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Business Plan Software with KPI Monitoring (2026)

Last updated: April 2026

Business Plan Software Key Features

    Based on 718 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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31 software options

Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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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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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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Productboard logo

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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Quantive StrategyAI — Strategic agility for today’s world.

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Quantive helps organizations modernize their outdated approaches to strategic decision-making and execution to create strategic agility for today's world.

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STRATWs ONE logo

Cloud-based business performance management software

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STRATWs ONE is a cloud-based strategic management software designed to help businesses track and measure organizational performance according to defined goals and objectives. Managers can monitor employees’ performance through analytical reports and consolidate data from different sources to facilitate decision-making processes.

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ClearPoint Strategy logo

The world’s first integrated Strategic Plan reporting system

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ClearPoint is strategy reporting software that automates the collection and dissemination of Business Performance Management, OKR, and other metrics and overlays them clearly against goals. ClearPoint makes it easy to keep everyone in your organization focused on those things that matter most.

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Business Base logo

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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ESM+Strategy logo

Strategic Planning and Balanced Scorecard Software

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Track the progress of your strategic plan with Balanced Scorecard Software, Strategy Maps, dashboards, and instantly generated exports in PDF, PPT, and Excel.

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AchieveIt logo

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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Causal logo

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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Ideagen Healthcare Guardian logo

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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Maus logo

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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Rhythm logo

Cloud-based strategic business planning solution

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Rhythm Systems is a cloud-based strategy execution solution which helps users review & implement business strategies based on weekly, quarterly & annual progress. Its company performance dashboard provides visibility into problem areas, allowing businesses to mobilize resources to address loopholes.

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Valsight logo

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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Growth Forge logo

Business Strategy Modeling & Analysis

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Growth Forge is a cloud-based software as a service that helps innovation teams formulate, model, and evaluate business strategies to iteratively develop concepts from a hypothesis into real businesses.

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Actio logo

Business management with risk mitigation capabilities

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Actio is a business management software designed to help organizations handle the budget, risk mitigation plans, employees' performance, goals, and more from within a unified platform. Teams can centralize communication across staff members by enabling alerts and notifications.

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Metronome Growth Systems logo

Cloud-based strategic planning software

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Metronome Growth Systems is a cloud-based business platform designed for CEOs, leaders, and business coaches. It offers a structured strategic planning approach based on priorities, data, and meeting rhythms. Users can access the platform on their cell phone, tablet, or desktop browser to drive growth and keep their team on track towards common goals.

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Elate logo

AI-native strategy execution for aligned, data-driven teams

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Elate is an AI-Native Strategy Platform that helps organizations build structured plans, align work across teams, and monitor progress in real time. With AI insights, automated updates, and integrated reporting, Elate provides a unified approach to planning and execution.

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ayeQ logo

AI-enabled RevOps to help B2B enterprises grow faster

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ayeQ's leading RevOps platform helps B2B enterprises grow faster by aligning teams around a continuously improved growth strategy.

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Workfacta logo

Business performance management software

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Workfacta drives results with a disciplined approach to management tasks, convert business plans into actions, align teams to the business strategy, run integrated meetings to review critical business items, and facilitate decision-making with data. Managers always know what is happening at all time

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Blox logo

Financial modeling and planning management software

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Blox helps business leaders with financial modeling and planning without the need for spreadsheets. With its marketplace of pre-built blocks, it has taken away the complexity of building a bespoke model and sped up the planning process massively.

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Jibility logo

Business architecture software for capability-based roadmaps

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Jibility is a cloud‑based strategic roadmapping tool that helps business and enterprise architects translate strategy into execution through a clear, capability‑based planning framework.

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Amplon logo

Amplon is hoshin kanri software for strategy execution

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With Amplon, organizations can benefit from a new level of transparency that has a proven impact on employee engagement.

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