CoPlanner was founded in 1989 in Graz, Austria, with the aim of supporting enterprises in implementing integrated BI and CPM systems by offering comprehensive business and technical expertise. The vendor currently employs about 40 people and has, according to its own accounts, approximately 500 customers with 2,500 implementations, primarily in Austria and Germany.

CoPlanner is a one-product company. Since 2003, it has provided its CPM and BI product CoPlanner, which is available in different specifications for small, medium and large companies. Data is physically stored in Microsoft SQL Server. Additionally, the vendor uses in-memory data storage on the CoPlanner server, which is synchronized simultaneously with the relational database. The product is a flexible development environment for all kinds of planning approaches (top-down, bottom-up or combinations of both). Business power users typically use it to create wizard-based individual planning applications requiring only minimal IT support (e.g., for data integration tasks or linking of sub-budgets in the data model via SQL).

The core of the product is CoPlanner’s comprehensive planning functionality. The development environment provides flexible modeling of individual planning applications and integrated financial planning (balance sheet, profit and loss statement, liquidity) as standard. In typical implementations, CoPlanner is used by 30 to 40 concurrent users. However, there are also implementations with smaller and much larger numbers of users.

CoPlanner customers usually start off with planning projects but often have additional requirements for reporting, analysis or financial consolidation. For standard formatted reporting, CoPlanner provides an integrated, business user-friendly reporting module, which enables the creation of on-screen reports as well as formatted print reports. Comprehensive options are available for formatting and tabular layouts as well as graphical reports. Moreover, for ad hoc query and individual analyses, CoPlanner Analyzer and a feature-rich Excel add-in are available. Add-ins for Microsoft PowerPoint and Microsoft Word are also provided. The certified CoPlanner Consolidation module completes the portfolio with functionality for legal and management consolidation.

User & Use Cases

Besides planning, customers mainly use CoPlanner today for ad hoc query and reporting (89 percent), basic data analysis (83 percent) and standard/enterprise reporting (76 percent). 40 percent of respondents plan to use it for dashboards/scorecards in the future. CoPlanner targets mid-sized companies and large corporations across all industries. 62 percent of our sample of CoPlanner customers come from mid-sized companies (100-2,500 employees) with a median of 30 users (including 20 of them using planning functionality), but the mean of 135 users (57 for planning) indicates there are also some significantly larger implementations. 73 percent of CoPlanner users are planning users – well above the survey average of 63 percent – reflecting the fact that CoPlanner is essentially a planning tool with integrated BI functionality.

Current vs. planned use (besides planning)


Percentage of employees using CoPlanner


Planning users (as a percentage of all users)


Total number of users per company


Planning users per company


Company size (number of employees)


Summary of CoPlanner highlights

With four top ranks and 29 leading ranks across three different peer groups, CoPlanner achieves a great set of results in this year’s Planning Survey. Convincing ratings in numerous important KPIs help to consolidate its position as a small but effective planning and CPM vendor in the DACH region. Companies can benefit from using CoPlanner software in terms of improved integration of different sub-budgets, more precise/detailed planning, increased transparency of planning and better quality of planning results.

An overwhelming 98 percent of respondents are ‘somewhat satisfied’ or ‘very satisfied’ with CoPlanner software, a major reason behind its high recommendation rate of 98 percent. CoPlanner offers a comprehensive planning product with integrated functionality for reporting, analysis and financial consolidation. Its customers are largely satisfied.

Implementer support – Top-ranked

Peer Group: European Vendors

Planning functionality – Top-ranked

Peer Group: Financial Performance Management Products

Customer satisfaction – Leader

Peer Group: European Vendors

Predefined data connectivity – Leader

Peer Group: Solutions-focused Planning Products

Self-service – Leader

Peer Group: European Vendors

Want to see the whole picture?

BARC’s Vendor Performance Summary contains an overview of The Planning Survey results based on feedback from CoPlanner users, accompanied by expert analyst commentary.

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Planning Survey 19 Awards


Peer Groups European vendors, Financial performance management products, Solution-focused planning products
Number of responses55
Offices7 offices in Austria (HQ) and Germany
Revenues (2018)Not available

Product Video

Screenshots from CoPlanner

Quotes from the Planning Survey 19

Sehr gutes Reporting-Tool, sehr flexibel bezüglich der Anforderungen in einer dynamischen Umwelt, ausgezeichneter Support, sehr anwenderfreundlich.
Line of business employee, paper industry, 101-2,500 employees
Die Zusammenarbeit und Kommunikation funktioniert sehr gut. Da auch fachliches Wissen unseres Business Modells in großem Umfang vorhanden ist, können wir auf sehr gute Consulting Leistungen seitens CoPlanner zurückgreifen. Anforderungen werden immer schnell und flexibel aufgenommen, sowie zeitnah und passgenau umgesetzt.
IT employee, process industry, more than 2,500 employees
Super gutes Tool, flexibel, zuverlässig, anwenderfreundlich, deckt alle unsere Anforderungen ab.
Person responsible/Project manager for departmental BI, IT industry, 101-2,500 employees
The level of implementation satisfaction and the frequency of projects completed on time and on budget are both high. Project goals are often reached. Unsurprisingly, CoPlanner ranks top for ‘Implementer support’ in all of its peer groups.
The Planning Survey 19
Support: Großartiger Support, Interessante Weiterentwicklungen, Sehr guter Sparing Partner bei der Entwicklung von Prozessschritten. Anwendung: Angenehme Benutzeroberfläche mit Möglichkeiten der Individualisierung und dem Customizing für einzelne Nutzer.
Line of business employee, NPO, 101-2,500 employees