Lumel enters into strategic first-party alliance with Microsoft to launch Enterprise Planning in Microsoft Fabric
-Read MorePlan Directly on Your Semantic Models
on Microsoft Fabric
Your semantic models already encode your business logic, hierarchies, and measures. Lumel plans directly on top of them. Your first plan goes live in minutes, not months.
Planning silos cause data silos
Legacy planning tools create fragmented data across platforms, requiring redundant ETL, integration, and reconciliation just to get a single view of the truth.
companies use
Power BI
Planning silos cause data silos
Legacy planning tools create fragmented data across platforms, requiring redundant ETL, integration, and
reconciliation just to get a single view of the truth.
companies use
Power BI
One platform. Three capabilities.
Three capabilities built on one Fabric foundation, sharing the same data, the
same security, and the same backend
Planning
Budgets, forecasts, and scenarios
Build and manage enterprise plans directly on your semantic models. Collaborate across teams with cell-level commenting, multi-role workflows, and governed approvals. Plans write back to Fabric automatically.
- Integrated budgeting and forecasting
- Scenario modeling and what-if analysis
- Multi-role collaboration and approvals
- Automatic writeback to Fabric SQL
Intelligence
Variance reporting and analysis
See plan vs. actuals in a single, reconciled view. Variance measures calculated automatically. Dashboards, storyboards, and ad-hoc analysis surface what matters, without waiting for a separate BI cycle.
- Automated variance measures
- Interactive dashboards and storyboards
- IBCS-certified financial reporting
- Ad-hoc analysis for business users
Powertable
Budgets, forecasts, and scenarios
Your systems of record manage what exists today. PowerTable manages what's coming: projected customers, planned products, future cost centers. Build no-code apps for any structured workflow, with row and column ACL, approval routing, and 1:1 sync to Fabric SQL.
- No-code app builder for business users
- Row and column-level access control
- Rule-based, multi-level approval workflows
- 1:1 sync with Fabric SQL backend
What changes when planning lives
on your data platform
Minutes, not months
A self-service, no-code interface designed for business users. Launch your first plan in minutes, with no consultants or lengthy implementation.
Pay only when you use it
Compute-based pricing on Fabric capacity means seasonal users, plan reviewers, and distributed data entry participants don't need annual licenses.
Plan and report from one truth
Plans and actuals live in the same environment. Variance measures are calculated automatically, giving you a single, reconciled view at all times.
Zero ETL. Zero duplication.
Lumel reads directly from your semantic models and writes back to Fabric. Your data never leaves the platform - no replication pipelines to build or maintain.
Built for enterprise scale
A high-performance calculation engine that handles multi-dimensional models across regions, products, and cost centers. Connect departmental plans into a unified P&L without ETL between systems.
Security inherited. Not rebuilt.
Entra ID, row-level security, and workspace governance carry straight through to every plan, report, and data app. No separate permission layer to configure or maintain.
20M
Power BI Semantic Models exist worldwide
3000+
companies use Lumel products
4.94 / 5
best overall EPM vendor - BPM Partners 2025
Plan together. Decide faster.
Planning is a team sport. Lumel gives every contributor, reviewer, and approver a seat at the table, with the full conversation captured alongside every number.
Cell-level commenting with Teams notifications
Attach comments to any data cell and @mention colleagues directly. When you tag someone or reply to their comment, they get notified instantly in Microsoft Teams. The context behind every number lives alongside the data, not in a separate email chain.
Multi-role workflows
Reps enter forecasts, managers challenge and adjust, finance approves. Each role sees exactly what they need. Challenge-approve cycles happen inside the plan, not across tools.
Governed approvals
Rule-based and multi-level approval workflows with full audit trails. Every submission, revision, and sign-off is tracked automatically.
Plan together. Decide faster.
Planning is a team sport. Lumel gives every contributor, reviewer, and approver a seat at the table, with the full conversation captured alongside every number.
Cell-level commenting with Teams notifications
Attach comments to any data cell and @mention colleagues directly. When you tag someone or reply to their comment, they get notified instantly in Microsoft Teams. The context behind every number lives alongside the data, not in a separate email chain.
Multi-role workflows
Reps enter forecasts, managers challenge and adjust, finance approves. Each role sees exactly what they need. Challenge-approve cycles happen inside the plan, not across tools.
Governed approvals
Rule-based and multi-level approval workflows with full audit trails. Every submission, revision, and sign-off is tracked automatically.
"Pipeline looks 20% above historical close rate for this segment. Can you walk me through the assumptions?"
Validated by analysts. Trusted by enterprises.
Voted Best Overall EPM Vendor - 4.94 / 5
Rated Outstanding in BPM Partners 2025 Pluse survey the highest score for any EPM vendor
Shaping the future of planning
Fabric Planning is now a first-party Microsoft capability
Here's what it means for finance and planning teams
Microsoft announces shared vision with Lumel
"Our strong collaboration with Lumel reinforces Microsoft's commitment to providing a single, unified platform where planning and analytics coexist for better, faster decisions.
Source: Microsoft Fabric Blog, December 2024
Featured by Satya Nadella at Microsoft Build (May 2024) and showcased as a Featured ISV Partner in the FabCon Keynote (Sep 2025).
3,000+ companies use Lumel products
From Fortune 500 enterprises to fast-growing mid-market companies, Lumel powers planning and analytics at scale.
Plan across any data platform.
OneLake shortcuts and mirroring bring external data into Fabric without extraction, duplication, or new pipelines.
Lumel reads directly from your existing platforms through OneLake. No ETL pipelines, no staging layers, no proprietary connectors.
Plan across any data platform.
OneLake shortcuts and mirroring bring external data into Fabric without extraction, duplication, or new pipelines.
Lumel reads directly from your existing platforms through OneLake. No ETL pipelines, no staging layers, no proprietary connectors.
Latest Insights
Lumel
June 17, 2025
100+ Sales KPIs for Planning and Performance ManagementÂ
Accurate measurement is fundamental to effective sales planning, forecasting, and performance management. However, many organizations struggle to identify which sales KPIs truly drive insights and decisions. Tracking only top-line metrics like total revenue may overlook the underlying factors influencing outcomes, while monitoring too many fragmented data points often creates confusion instead of clarity. This guide
Lumel
June 10, 2025
5 Things You MUST Do Before Moving From Monthly To Weekly ForecastsÂ
Weekly forecasting offers the promise of sharper visibility, faster insights, and greater agility in financial planning. For organizations currently operating on a monthly cadence, this shift can unlock significant value—but it also introduces new complexities. Without the right foundations in place, the transition can strain teams, compromise data quality, and ultimately reduce forecast reliability. Moving
Lumel
June 23, 2025
Budgeting for Lease Operating Expenses (LOE) for Oil & Gas
In the Oil & Gas industry, multi-million-dollar drilling rigs and complex completion designs often steal the headlines. But the long-term profitability of any well is determined not just by how much it produces, but by how efficiently it operates day after day. This is where Lease Operating Expense (LOE) comes in. LOE is one of
Give your AI a forward-looking perspective
Enterprise AI typically runs on operational data: transactions, invoices,
CRM records. As a result, it can tell you what happened, but has no
visibility into where things are headed.
Lumel writes plans, forecasts, and scenarios back to Fabric SQL. Fabric IQ ontology and data agents can now reason over the targets your teams are working toward, not just the results they've delivered. And the context goes beyond numbers: the rationale behind every forecast, the challenges raised by approvers, and the full audit trail from draft to sign-off are all available. The result is AI that helps you course-correct mid-cycle, not explain variances after the quarter closes.
"Revenue fell 12% last quarter."
Backward-looking. No visibility into whether the drop was expected or what assumptions changed.
"APAC revenue is 8% below Q3 forecast. Pipeline coverage dropped in two product lines. Here are three scenarios to close the gap."
Forward-looking. Reasons across plans, actuals, and the audit trail behind every decision.
Give your AI a forward-looking perspective
Enterprise AI typically runs on operational data: transactions, invoices,
CRM records. As a result, it can tell you what happened, but has no
visibility into where things are headed.
Lumel writes plans, forecasts, and scenarios back to Fabric SQL. Fabric IQ ontology and data agents can now reason over the targets your teams are working toward, not just the results they've delivered. And the context goes beyond numbers: the rationale behind every forecast, the challenges raised by approvers, and the full audit trail from draft to sign-off are all available. The result is AI that helps you course-correct mid-cycle, not explain variances after the quarter closes.
"Revenue fell 12% last quarter."
Backward-looking. No visibility into whether the drop was expected or what assumptions changed.
"APAC revenue is 8% below Q3 forecast. Pipeline coverage dropped in two product lines. Here are three scenarios to close the gap."
Forward-looking. Reasons across plans, actuals, and the audit trail behind every decision.
Ready for no-code Integrated Planning + Intelligence + PowerTable?
Lumel EPM runs natively on Microsoft Fabric, eliminating the need for siloed planning software. Book a demo to see how it works.
Ready for no-code Integrated Planning + Intelligence + PowerTable?
Lumel EPM runs natively on Microsoft Fabric, eliminating the need for siloed planning software. Book a demo to see how it works.
"Pipeline looks 20% above historical close rate for this segment. Can you walk me through the assumptions?"