Board vs Worksheet when Planning
Boards are fantastic for dynamic Management Reports, worksheets are loved by Financial Analysts. The user community seems to be unified about this and @Fwolf has given us a comprehensive guide to navigate the Board Page vs Worksheet Page question between these two common use cases. Yet, I feel like there is one major topic not really addressed. What to use when building a planning toolbox for common business users? (meaning the bulk of users like account managers, cost center owners etc.). I have experienced that they spend mostly just a brief time in Anaplan to update their weekly or monthly forecast. This means that the entire toolbox and process needs to be efficient. Drafting out their user stories puts me often somewhere inbetween a Board and a Worksheet, where they require features like graphs for review, larger grids for edit & override and small modules for plan settings in ONE simple UX. Classic was perfect for this, you could have everything compressed on one dashboard. However, recreating this experience in NUX makes Boards very clunky. The alternative is to split them out into several boards & worksheets with navigation in-between them (but... that's a nightmare to maintain). Worksheets on the other hand lack versatility, are too static and overload easily people with data. How do you experience this? What are your learned best practises?