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Top Rated Strategic Planning Software with Excel

Last updated: June 2026

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44 software options

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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Spider Impact logo

Where strategic priorities connect to measurable results.

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Spider Impact lets you manage your big-picture strategy. Spider Impact automatically rolls up weighted measures to objectives and perspectives so you can see how well you're executing your overall strategy, and put initiatives in place to course-correct to achieve optimal strategic performance.

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CCH Tagetik logo

Cloud-based & on-premise CPM solution for financial planning

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CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization

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Ingentis org.manager logo

People and Organizational Analytics

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Ingentis org.manager enables organizations to simulate and evaluate structural changes in real time. Trusted by 2,000+ global businesses, its scenario planning and forecasting tools provide a solid foundation for better decision-making and reduced risk during future transformations.

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Inspire logo

Cloud-based and AI-enabled performance management solution

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Align your company, team, department, and individual goals to scale quickly with strategic planning software from Inspire.

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Profit.co logo

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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GanttPRO logo

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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Datarails logo

Financial planning and analysis (FP&A) software

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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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Lucidspark logo

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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OneStream logo

Corporate performance management solution for enterprises

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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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Quantive StrategyAI logo

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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monday.com logo

Project management software

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Strategic Planning is easy with monday.com - Set goals, estimate timelines & manage resources with ease.

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Mooncamp logo

Mooncamp is the most flexible OKR software

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Mooncamp is an Objectives and Key Results (OKR) software. The platform enables employees to update work progress through Microsoft Teams or Slack and auto-update OKR progress with integrations to Jira, Excel, Asana, and more.

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Cascade Strategy logo

Strategy planning & execution platform

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Strategy Getting Lost In Translation?
Cascade is the only strategy platform you'll ever need.
Plan, manage & track your strategy in one place.

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Jirav logo

The leading FP&A software – built to help you win.

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Maximize strategic planning success with Jirav's streamlined financial planning platform that fosters goal alignment and enhanced collaboration. With Jirav, you’ll get a comprehensive view of your business' financial landscape.

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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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Teamwork.com logo

Profit from every client demand.

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Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

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Fathom logo

Business intelligence and financial reporting solution

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Fathom is a financial analysis and management reporting tool, designed to help users monitor trends, assess business performance, and identify opportunities for improvement. Integrations with QuickBooks, Xero, and MYOB, allowing users to import financial data directly from their accounting software.

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JOP logo

OKR software for tracking business growth via analytics

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JOP (Joy Of Performing) is a cloud-based OKR and performance management solution that catalyzes growth for organizations and people. It enhances employee development through real-time feedback, goal tracking, and insights.

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Board logo

The Enterprise Planning Platform

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Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions.

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Cube logo

Financial planning software for handling budgets & reports

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Cube is a financial planning and analysis (FP&A) software designed to help businesses of all sizes handle forecasting, budgeting, and reporting of financial data via a unified platform. It enables managers to create financial plans, configure workflows, and provide role-based access to team members to view or edit financial data.

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TransparentChoice logo

Strategic portfolio management with prioritization and AI

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TransparentChoice helps you turn strategy into action with data-driven planning, stakeholder alignment, and AI-powered scenario modeling. Built on the AHP framework, it enables clear prioritization, reduces bias, and creates realistic, capacity-aware plans that adapt as priorities change.

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Scientrix logo

Innovative & agile business architecture platform

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Scientrix combines strategic visibility with a seamless execution monitoring capability; all packaged into an easy-to-use and affordable web-based platform.

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SharpCloud logo

Make data compelling, not complex.

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Data visualization software that transforms business data into engaging visual stories, helping you make smarter strategic decisions.

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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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