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Adaptive Planning

Accelerate Cycle Time and Engage Managers With Intuitive, Cloud-Based Planning Software

Unshackle your budgeting, planning, and forecasting from risky spreadsheet-centric processes with cloud-based planning software proven to accelerate productivity by more than 70%. Integrate revenue and expense planning, power rolling forecasts, and analyze performance.

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Beyond Excel—Finally, a Consolidated Source of Truth

Move beyond wrangling spreadsheets and fixing broken calculations. Our flexible planning software centralizes actuals, plans, forecasts, calculations, and cell notes to ensure integrity—from summary to detail. Adaptive Planning establishes a common data foundation that fuels trust and accountability, and ensures that your planning processes scale with your business.

The Power to Plan Anything: Integrated Business Planning

From budgeting expenses to creating financial statements and forecasting revenue, Adaptive Planning accommodates all types of modeling—workforce, capital, and revenue—across all industries and sizes. Financial and currency logic eliminates the complexities of departmental and global planning. It’s integrated planning that drives transparency throughout the organization.

Continuous Planning and Rolling Forecasts, Top-Down or Bottom-Up

Adaptive Insights forecasting software enables rolling forecasts with integrated driver-based scenarios that you can tune in real time. With the latest actuals, assumptions, and modules always at hand—and truly responsive calculations and reports—Adaptive Planning lets you proactively manage change, model outcomes, and course-correct at the pace your business demands.

Incredibly Excel-Like Experience—Without the Errors and Effort

Adaptive Planning’s incredibly intuitive, web-based planning sheets make it simple to move from manual planning in Excel. It’s a familiar look and feel, without the familiar overhead. Our sheets provide centralized data entry, instantly calculated results, organizational security, and workflow, eliminating duplicated effort and time wasted consolidating the plan.

Enhance Your Plans With Reporting and Visual Dashboards

Adaptive Planning is part of the Adaptive Suite, so you can enrich your planning process with dynamic, interactive reports and visual dashboards—no coding required. Get a view of the entire enterprise—corporate metrics, operational performance, functional KPIs—and immediately adjust plans and forecasts based on visual exceptions and trends.

Task and Workflow Management That Keeps Everything on Track

Built-in workflow allows managers to review and approve plans, and finance to see what’s been submitted and approved. It’s the real-time workflow you need to ensure that everything keeps moving. Track common planning tasks, use discussions and cell notes to collaborate, and monitor changes and issues with a powerful audit trail.

Plan smarter, report faster, and analyze better. Get hands-on with your free trial of Adaptive Planning.

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