The look (the user interface) is awesome and honestly, the layout "makes sense". After the team used it for a bit, and provided feedback, we are even able to move fields around to help the Marketing team more quickly, search for items.
We are easily able to map items after they are imported from NetSuite (our ERP) which is great when we are in a meeting and we are able to reflect this real time.
The metrics, the graphs, charts, can be as simple as you want or as detailed as you might need.
The level of customer service we have received from the entire Allocadia team, has been beyond any other tool, application, software, almost anything, we have worked with.
In the year + we have worked with the Allocadia team, I cannot recall the word "can't" come out of them. When we have asked them how to do this or how to allocate that or how to import or download or update, they have worked with us from start to finish.
I cannot stress enough that the tool is set up to make the transition, from whatever the Marketing team is using now whether it be Excel or some other spreadsheet type tracker, very easy and painless.
The one challenge we have had was getting the Marketing team to consistently use the Allocadia ID on all of their submissions. Unfortunately as awesome as the Allocadia team is, I don't know if they can perform miracles.
I would recommend Allocadia not only for the actual tool, but for how it integrates with Marketo, NetSuite, Salesforce, as well as all the bells and whistles and most importantly, the Allocadia team. They go above and beyond.
Our business problem is (was) to get everyone in Marketing, of which we have many different teams, to use one standard budgeting tool. Historically there would be transfers between the different teams, of money they might need and it was all done via handshake. Now we are able to see it come out of one team and into another AND I can quickly see at a glance, if the budget still balances.
Another benefit has been the ability to quickly view monthly/quarterly/annual budget, actual, forecast, transfer data in one easy format and one easy data pull. Historically I would need to piece together different workbooks in different formats from different teams. No more!