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Strategic Planning Software with Budgeting/Forecasting (2026)

Last updated: April 2026

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Why is budgeting/forecasting important for strategic planning software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Budgeting and forecasting streamline planning processes, automate updates, and enable scenario analysis. They enhance efficiency, reduce manual work, and provide clear insights for better financial decision-making and resource allocation. Of the 125 reviewers who rated budgeting/forecasting, 84% rated this feature as important or highly important.

Key features of strategic planning software based on insights from 1061 verified reviews

  • Prioritization: Reviewers value visual tools like Gantt and Kanban charts for organizing tasks and aligning priorities with objectives, enhancing overall productivity. 97% of reviewers rated this feature as important or highly important.
  • Progress Tracking: Users appreciate multiple tracking methods, clear visual metrics, and real-time updates for maintaining team accountability and performance awareness. 95% of reviewers rated this feature as important or highly important.
  • Project Planning: Reviewers highlight detailed scheduling, resource allocation, collaboration, and visual timelines as effective for managing complex projects and dependencies. 95% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Reviewers find real-time tracking, visual indicators, and customizable dashboards useful for monitoring task status, preventing bottlenecks, and maintaining deadlines. 94% of reviewers rated this feature as important or highly important.
  • Goal Setting/Tracking: Users emphasize structured frameworks and visual tools for defining, monitoring, and achieving goals, ensuring alignment with organizational objectives. 93% of reviewers rated this feature as important or highly important.
  • Task Management: Users value the ability to organize, assign, and track tasks with customizable workflows, enhancing team collaboration and productivity. 92% of reviewers rated this feature as important or highly important.
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136 software options

Jira logo

Project management and work tracking software

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Jira is project management software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

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Asana is a strategic planning platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

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ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

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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
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Wrike is a strategic planning software used by 20,000+ companies worldwide. Strategic planning features include customized performance reports, resource management, Gantt charts, Kanban boards, time tracking, portfolio management, and workload overviews. Includes automation with 400+ integrations.

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Adobe Workfront logo
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Plan, define, and then execute on business strategy using a single, consolidated platform. With Adobe Workfront, leaders can compare multiple scenarios to optimize goal achievement and then make data-driven decisions (or quickly pivot to seize new opportunities) based on work outcomes and impact.

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GanttPRO logo
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Online Gantt chart software for project management

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Online project management tool based on Gantt charts. Intuitive interface, nice UX/UI design, powerful features at affordable prices.

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Aha! Roadmaps is the complete product management solution. Set your product roadmap based on strategy, resources, and what customers value most. Make objective prioritization decisions. Build visual plans or create a live dashboard to show the timing and scope of initiatives, launches, and projects.

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Flowlu logo

Work automation and team collaboration in one platform.

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Flowlu’s strategic planning tools help you set goals, map out initiatives, and track progress with mind maps, project roadmaps, and performance analytics. Align teams, allocate resources effectively, and ensure long-term business success with data-driven decision-making.

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IBM Targetprocess logo

Visual platform that helps to scale agile across the company

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Visual, flexible tool with full support for Scrum, Kanban or a custom approach. Gives visibility across teams, projects and the whole company.

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Lucidspark logo
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Virtual whiteboard solution for team collaboration

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Lucidspark is a web-based whiteboard tool, designed to help teams collaborate on projects and share ideas. The collaborative platform provides users with an adaptable space to share ideas, create plans, collaborate on projects, organize tasks, and evaluate ideas.

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Portfolio Manager logo

Software for automatically managing and scheduling projects

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Portfolio Manager is a comprehensive project management platform that uses predictive scheduling to dynamically adapt to change & manage uncertainty. It provides accurate project timelines, optimizes resource allocation, & helps teams plan and predict, no matter how complex their portfolio.

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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AI-enabled enterprise strategy management software

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Profit.co is a cloud-based and AI-enabled strategy execution that assists with managing individual, team,and organization-wide goals for businesses of all types. Businesses can utilize Profit.co to define custom metrics and roll out OKRs across the entire company in order to track goals and results.

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Datarails is an FP&A solution that enables finance experts to conduct financial planning and analysis, budgeting, and forecasting. The platform automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Microsoft Excel spreadsheets and financial models.

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Workday Adaptive Planning is the only solution that empowers finance to configure sophisticated, driver-based models, analyze unlimited scenarios, and use AI and machine learning to create predictive forecasts and gain enhanced insights. Partner with us today to drive fast, confident decisions.

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Hive logo

Where projects and teams come together.

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Hive is the all-in-one project management and collaboration platform that eliminates tool sprawl.

Manage projects with Gantt charts, Kanban boards, or calendars. Communicate through built-in chat and real-time collaborative notes. Track time, allocate resources, and set goals—all in one place.

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Prophix allows organizations to automate & integrate their budgeting, planning, forecasting, financial consolidation, & reporting activities on one platform

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airfocus offers a modular strategic product management platform. airfocus provides a complete solution for teams to manage and communicate their strategy, prioritize their work, build roadmaps and solve the right problems. Discover, learn, plan and deliver - your way

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OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

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