Best Of
Re: Co-Innovation in Action: Designing the Next Generation of AI Experiences
Really cool to see this cross-functional collaboration in action. Bringing together customers, partners, and Board experts to co-design the future is a great example of innovation driven by the power of working together in community.
Love the invitation to continue the conversation through the Idea Exchange, upcoming events, and the comments. The best ideas often come from collaboration, and it's exciting to see customer feedback helping shape what's next.
Monthly Customer News Update - June
The Continuous Planning Edition
The pace has changed. Your planning should too.
Whether you’re managing volatility, scaling operations, or trying to reduce spreadsheet chaos before it evolves into an unofficial operating model, planning can’t wait for perfect conditions anymore. This month’s edition explores how organizations are moving toward more continuous, connected decision-making, from AI-powered planning strategies to real-world customer transformations and practical ways to shape what comes next in Board.
Warm regards
Sandra
Head of Customer Marketing
Help shape the Future of Board
You’re already working with more signals, more pressure, and faster decisions. What’s working, and what’s not, matters.
Your feedback directly influences how Board evolves and where we focus next.
Take the Customer Satisfaction Survey
Inspire
Where Planning is Heading
EU Economic Outlook: Mid-Year Review 2026
Europe's economy is still growing, but the environment has become more complex. Inflation pressures are returning, financing conditions are shifting, and businesses face increasing uncertainty around trade, energy, and fiscal policy.
Economist María Marcos explores the key trends shaping the second half of 2026 and what they mean for planning, investment, and decision-making.
Confident Decisions in Real Time
Modern organizations are replacing disconnected planning processes with more adaptive models that connect strategy, finance, and operations continuously, not quarterly. Explore what continuous planning looks like in practice and why it matters now.
Why Customer Sentiment now requires Continuous Planning
Customer behavior shifts faster than most organizations can react to. Static planning cycles simply cannot keep up with changing demand, economic pressure, and operational uncertainty. See why continuous planning is becoming essential for confident decisions in real time.
APPLY
Innovation in Practice
From Spreadsheet-based Lease Accounting to automated IFRS 16 Compliance
Exponential-e transformed a highly manual process into a centralized, automated approach to compliance and reporting.
Key outcomes:
- Reduced spreadsheet dependency
- Improved compliance accuracy
- More efficient financial reporting
Unified Financial Planning across the Globe
As planning complexity grows, many organizations struggle with disconnected models, inconsistent processes, and limited visibility across regions. DFE Pharma addressed this by moving from spreadsheet-driven planning to a unified global approach in Board, improving collaboration, standardizing planning processes, and enabling faster, more confident decisions across the business.
ENABLE
Build Capabilities Faster
New: Customer Success Hub in Board Community
Need practical guidance without digging through documentation or long discussion threads? The new Customer Success Hub brings together short videos, practical tips, how-to guidance, recordings, and useful resources in one dedicated space within the Board Community.
Designed to help your teams accelerate adoption, solve challenges faster, and get more value from Board.
Build a stronger Board Community
The Board Community is more than product updates and discussion threads. It’s where customers exchange ideas, solve challenges faster, and learn how others are using Board in the real world. What would make the Community more useful for you and your teams? More peer insights? More practical discussions? More expert access?
Share your Feedback in just 2 Minutes
Academy Q1 highlights
Catch up on the latest Academy highlights, learning resources, and enablement updates designed to help your teams get more value from Board.
Automating daily Sales Visibility with Board’s Send-To Feature
Karry Schupp, Senior Financial Analyst at DH Pace Company, shares how they automated daily sales reporting using the Send-To feature, helping teams access timely insights without manual distribution or extra follow-up work. A simple example of how small automation improvements can reduce friction and improve visibility across the business.
Read the Community Captain Post
ENGAGE
Be Part of It
Spring 2026 Idea Exchange Update
Some of the most requested ideas from the Board Community are already moving forward. The latest update highlights what’s progressing and where customer feedback is directly influencing product direction.
Turn your Experience into Influence (and a Reward)
Leave a review, shape peer decisions, and receive 150 advocacy points. Don’t forget to claim your points from customer_marketing@board.com.
The organizations moving fastest today aren’t waiting for stability. They’re building planning processes that adapt continuously.
The Future of Planning Isn’t Another Chatbot: Board Introduces Supply Chain and Merchandiser Agents
New AI Agents deliver continuous, governed planning decisions — intelligence connected to a continuous plan, not isolated answers
BOSTON — June 24, 2026 — Board, the AI continuous planning platform, today announced the availability of its new Supply Chain Agent and Merchandiser Agent, expanding its growing portfolio of domain-specific AI agents designed to help organizations continuously plan, adapt, and make more confident decisions.
The announcement builds on Board’s previously announced FP&A Agent and Controller Agent and advances the company’s broader vision for Agentic Continuous Planning—a future where specialized AI agents work alongside business teams to connect strategy, planning, and execution across the enterprise. Together, these agents form an intelligent network that helps organizations make more connected decisions across finance, operations, supply chain, and merchandising.
As organizations race to adopt generative AI, many are discovering that intelligence alone is not enough. Enterprise planning requires trusted business context, governed workflows, forecasting, and coordinated decision-making across functions.
“Enterprise planning is entering its next chapter,” said Jeff Casale, Chief Executive Officer at Board. ” The first wave of AI made information more accessible. The next wave will make organizations more intelligent. Our vision is to create an intelligent network of agents that understands how the business operates, collaborates across functions, and helps organizations continuously adapt to change.”
New Supply Chain Agent Helps Organizations Anticipate Disruption, Evaluate Trade-Offs, and Improve Responsiveness
By combining planning data, operational signals, forecasting intelligence, and scenario analysis within a governed planning environment, the Supply Chain Agent helps planners understand potential impacts before disruptions affect performance and evaluate response options with greater speed and confidence.
The agent is designed to help organizations move from reactive supply chain management toward more proactive and resilient decision-making by continuously evaluating changing business conditions and surfacing recommended actions to:
- Anticipate demand shifts and respond faster to market volatility by identifying emerging risks and opportunities, detecting demand anomalies, and highlighting external factors that could impact business performance.
- Align cross-functional decisions around service, cost, cash, and margin objectives by surfacing key assumptions, prioritizing critical decisions, and helping demand, supply chain, and finance teams evaluate trade-offs before executive review.
- Improve supply resilience and execution confidence by validating supply feasibility, assessing service and profitability impacts, and comparing sourcing, capacity, inventory, and fulfillment alternatives before decisions are made.
“The next phase of enterprise AI isn’t about isolated insights; it’s about orchestrating decisions across the business. Nowhere is that more critical than in supply chain and commercial operations, where organizations must continuously respond to disruption and manage complex trade-offs in real time,” said Prithwijit Chaki, Global Finance Advisory Leader, Genpact. “AI that is grounded in operational context and embedded into core workflows will be essential for driving more resilient, adaptive operations and delivering measurable business outcomes at scale.”
New Merchandiser Agent Connects Demand, Inventory, Pricing, Assortment, and Financial Objectives
The new Merchandiser Agent helps retailers and consumer brands connect demand, inventory, pricing, assortment, and financial objectives. Built specifically for merchandising organizations, the agent helps planners classify category performance, improve plan accuracy, identify inventory risks, understand root causes, and take action within Board’s unified merchandising planning environment. Key capabilities include:
- Improve category performance and planning accuracy by identifying growth, core, and declining categories, monitoring sales, margin, markdown, and pricing performance, and surfacing risks before they impact business results.
- Optimize inventory investments and Open-to-Buy decisions by highlighting overstock and understock exposure, prioritizing the highest-risk planning areas, and recommending actions to improve inventory productivity and financial performance.
- Maximize product availability while reducing markdown risk by proactively identifying stock-out and excess inventory risks, prioritizing replenishment opportunities, and helping teams drive higher full-price sell-through across channels and locations.
Operating within Board’s integrated planning environment, the Merchandiser Agent connects merchandising decisions to supply chain, operational, and financial plans, helping organizations improve alignment and respond more quickly to changing market conditions.
“Retail organizations face constant pressure to react faster to changing consumer behavior while protecting profitability,” said Deborah Weinswig, CEO and Founder of Coresight Research. “Board’s vision for agentic planning represents an important step toward helping merchandising teams make smarter, more connected and autonomous decisions across products, channels, and markets.”
Delivering the Future of Planning
Unlike standalone AI tools, Board Agents operate within a purpose-built planning environment that combines business context, forecasting, scenario planning, governed workflows, and enterprise-scale planning models. This enables organizations to connect insights with decisions, and decisions with execution, rather than treating AI as a separate layer disconnected from the planning process.
The Supply Chain Agent and Merchandiser Agent join Board’s FP&A Agent and Controller Agent, further expanding Board’s portfolio of domain-specific AI capabilities designed to help organizations move beyond periodic planning cycles and toward continuous, intelligent decision-making.
Explore Board Agents at board.com/ai.
About Board
Board is the enterprise planning platform that delivers Analytical AI, Generative AI, and persona-based, domain-specific AI agents into a unified planning environment, enabling organizations to continuously plan, accurately forecast, and make confident decisions. By integrating internal business data with expert-curated macroeconomic intelligence and multi-agent orchestration, Board delivers predictive insights and real-time executive visibility across financial and operational planning. Its fully integrated, agentic planning platform empowers organizations to respond with agility, capitalize on growth opportunities, make smarter trade-offs, and proactively mitigate risk in an increasingly dynamic market environment.
That’s why visionary global brands including H&M, BASF, Burberry, Toyota, Coca-Cola, HSBC, and thousands more trust Board to navigate complex markets with confidence.
Re: Conditional formatting of data labels in the Waterfall Chart Object
Hi @Hamza Mesbahi ,
Thank you for your reply, you have answered my question. I really appreciate the explanation.
Kind regards,
Abdelilah
Re: Detail by Month, adjoining blocks
Hi Emil, what date range is your screen selection making currently? These sort of layouts can normally be achieved but tend to require heavy usage of "Apply Selection to Block" in the screen trigger to set appropriate selections on each block. By the looks of it a screen select of the 3 months you want to display might be best along with using Apply Selection to Block to apply Refer To on Fiscal Year, Quarter, etc. to the blocks that require it. In theory the 3 month sections could themselves be achieved using individual (rather than repeating) blocks with appropriate Refer To selections, it really comes down to how much can be achieved with the screen select and how much you then need to do with Refer To.
Re: Conditional formatting of data labels in the Waterfall Chart Object
Hi @Abdelilah ,
As of now, I don't know of any supported way to apply conditional formatting to the data labels in the Waterfall Chart based on their values.
As you correctly pointed out, the Waterfall Chart supports conditional coloring of the bars for increases and decreases, but this functionality does not extend to the data labels.
My recommendation would be to either rely on the bar colors to distinguish positive and negative values or consider using a different chart type if color coded data labels are a key requirement.
You may also want to submit an enhancement request through the Ideas Portal so this feature can be considered for a future release.
Kind regards,
Hamza
Re: Assigning new codes to existing Entity members
I'm sure, in this situation, the entity is not at the lowest granular level of any cube so it appears we may have more flexibility.
Editing them manually will be quite tedious - we have Dev, QA and Prod environments and the application is spread across two databases with this particular entity replicated on both. So I am really trying to avoid this!
If we do not have to clear any cubes then I think re-formatting the entity templates would be easier compared to manually editing the members. So perhaps I could extract, clear, find/replace and then reload just the entity preserving the "none" sort order. Might this work? And would the issue regarding deleted member be an issue if we were not reloading cubes?
I also noted that Rules do not get updated even if you manually edit the codes. But at least you can export/import Rules so I would only have to do this once.
Thanks
Jean-Paul
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John-Paul Baar
Systems Analyst
Capitec Bank
South Africa
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Re: Assigning new codes to existing Entity members
you really only have two options, either manually change the codes or make an extract/clear/load.
If it's really 200 codes to change I would go for a manual change. It might be a tedious task but if you do have a lot of saved selections, entity formats and so, this will be your safest option and very likely also the fastest way to get it done.
In the Entity members edit you can use the search function, then ctrl-c/crt-v to paste the new code. If you have your table with old-new codes in an excel table it should not take more than an hour to do the job and you won't have to worry about any kind of impact anywhere in your existing capsules and procedures. You're right saying this is error prone but this is really a single point of risk, once that is done and verified you don't even need to look at other parts of your solution.
The approach with extract/clear/reload has many more
- the moment you clear your entity you will lose your saved formats on the entity, so you will have to redefine them later,
- before extracting your entity, set the sort to "none" so that members are exported in creation order and after reload the saved selection will remain valid,
- you need a way to replace the old/new code in the file, preserving the order of members
- note that if you have even made any manual deletion of entity members, after reload you will probably not have your select/referto still valid because deleted members will not be extracted and after reload you will have some "shifts".
One note on the MaxItemNr, if an entity is not used at physical level of any cube, then you can change it without clearing the entity because the MaxItemNr comes into play only when an entity is used to physically reference data. If an entity is only used to aggregate on the fly, then the MaxItemNr can be changed without any impact of left undefined (zero).
Another approach, though I don't think is applicable in your case, would be to create a new entity as parent of the current entity. Then populate the current entity with the new and old codes (12 Apples and 0010 Apples) and the parent only with the new codes (0010 Apples), then relate the old and new to the new (12 and 0010 both related to 0010 in the parent entity). This approach I think is not good in your case because you'd have to change your selections, referto and entity format, the advantage here would be to preserve the old code.
Hope that helps,
Pietro
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