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Adaptive Planning - Corporate Budgeting, Forecasting & Reporting Software

Adaptive Planning is the leading cloud corporate performance management application, automating budgeting, forecasting, reporting, and analysis. It combines a proven financial modeling engine with powerful, flexible features and an easy-to-use interface with drag-and-drop functionality.

Budgeting and Forecasting

  • Reduce budgeting and forecasting cycle times by up to 90%
  • Decrease errors and improve accuracy
  • Produce timely reporting and analysis, including what-if scenarios
  • Deliver frequent and rolling forecasts
  • Make faster, more informed, and better business decisions

Administration

  • Interact with easy-to-use yet sophisticated modeling environment
  • Create business models with no programming required
  • Easily create and modify departments, accounts, and dimensions
  • Customize data entry sheets for different end-users
  • Control permissions and access rights of users

Personnel Planning

  • Use configurable sheets to help you plan headcount your way
  • Provide business users with intuitive data entry interface
  • Plan groups of people in aggregate or by individual headcount
  • Split headcount across departments, projects, funds, etc.
  • Import personnel data from your HR system as often as needed

Sales & Revenue Planning

  • Use unlimited dimensions, e.g., product, customer, fund
  • Use multi-dimension cube sheets; change views with drag and drop
  • Utilize driver-based planning to drive revenue, cost, etc.
  • Use lookup tables to automatically calculate revenue recognition
  • Integrate pipeline and actual sales data from CRM or other systems

Capital Asset Planning

  • Use configurable sheets designed by you to capture what’s important
  • Provide business users with intuitive data entry interface
  • Drive capital spending into the P&L, balance sheet, and cash flow
  • Drive new assets from other planned events, such as new hires
  • Use lookup tables to automatically calculate depreciation

Example of Allocation Rule Manager

Allocation Planning

  • Simplify with intuitive interface, and rules instead of complex formulas
  • Improve accuracy with allocations that are always in balance
  • Streamline effort with the ability to manage rules in one place
  • Adapt to change with date-effective rules
  • Enforce checks and balances by seeing everything in one place

Balance Sheet & Cash Flow Planning

  • Use driver-based planning to link together different planning elements
  • Create integrated financial statements – P&L, Balance Sheet, Cash
  • Minimize data entry and improve accuracy with an integrated plan
  • Create a comprehensive and reliable cash flow forecast
  • Improve forecasting with what-if analyses to predict impact on cash

Example of Multiple Plan Versions

Rolling Forecasts

  • Continuously optimize decision-making with frequent rolling forecasts
  • Use event-driven planning to adapt to changing business climates
  • Automatically and frequently import actual data from other systems
  • Use multiple versions to analyze performance and what-if scenarios
  • Combine bottom-up and top-down planning

Workflow

  • Make it easy for managers to submit, approve, and reject plans
  • Control who can modify plan data, and when it can be modified
  • Use powerful group level approvals in complex organizations
  • Gain visibility into approval status across entire organization structure
  • Use email alerting when plan status changes

Example of Multiple Currency Manager

Multiple Currencies

  • Reduce complexity of multi-national planning and reporting
  • Integrate actual data and plan in local currencies
  • Save time and improve accuracy with automatic conversion
  • Use multiple exchange rate types, including historical
  • Simplify with automatic Cumulative Translation Adjustment
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