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Dashboards and analytics

Drive business performance with easy-to-use dashboards, data visualizations, and custom charts

Adaptive Planning dashboard - company summary example

More time advising. Less time compiling.

Spend more time advising your operational executives and managers and less time cross-referencing the numbers and creating reports. Because your data is always comprehensive, relevant, and fresh, the interactive dashboards you create and share will always be up to date.

Adaptive Planning dashboard with targets vs. actuals

Analytics capabilities built for everyone

Your finance expertise is all you need to create, comprehend, and share interactive dashboards, visualizations, and charts. Quickly identify variances from a waterfall chart, perform period-over-period analysis, compare the budget to actuals, and recognize performance trends over time—all from the dashboard itself.

Adaptive Planning dashboards with editing capability

Create data visualizations on the fly

Visualizing data is often the fastest way to identify trends and patterns that lead to insights. With active dashboards, you can bring sheets and visualization together on one dashboard and see the impact of your changes in real time, identify the root cause, and course-correct to achieve your goals and objectives.

Seamlessly integrate analytics and dashboards into your FP&A processes.

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Sample dashboard with CRM summary and charts

Enable everyone to track their performance

Draw your operational managers and executives into the planning process with engaging dashboards that help them visualize their KPIs. Create and share interactive dashboards that help stakeholders focus on what matters. With active dashboards, you can easily enable business users to identify problems on their own, help them drive business performance, and improve results. And once they see how easy it is to personalize their dashboard, they'll never go back.

Dashboard example with Revenue Plan data

Drive the conversations about results

Measuring KPIs and tracking progress is easier when you’re able to work together to improve results. Powerful analytics and interactive dashboards make it easy to display and share business results with operational executives. It's as simple as sharing visualizations and charts directly from the dashboard in Presentation Mode or by adding stakeholders to documents as PNG files for easy distribution and collaboration.

Workday Adaptive Planning for Reporting and Analytics

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Data-Driven Decision Making: Translating Qualitative Inputs into KPIs and Dashboards

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Share data, analysis, and insights across teams

A built-in metrics catalog centralizes financial and operational business metrics in categories and folders, so that everyone makes decisions using the same KPIs. Share insights, notes, and narratives across the team. And of course, all metrics are based on the same cloud data foundation so that everyone is working off the same single source of trusted information.

Instantly shift from analysis to planning and modeling

With integrated planning and analytics, Workday Adaptive Planning lets you quickly pivot from analyzing performance to re-planning and re-forecasting. Drill down from visual metrics to the related planning sheets to test out new assumptions and see their impact on forecasts in real time, or drill down further to view transactional details.

Workday Adaptive Planning dashboards and analytics allow our budget managers instant access to easy-to-understand metrics on the fly. Not only has this allowed our business leaders to make quicker and more informed decisions, but also freed up time for our finance team to focus on analysis that can really drive the business by drastically decreasing the amount of financial questions we field from those business leaders.

Lee Perryman, Director of Financial Planning and Analysis, The Motley Fool

Experience how easy it is to create dashboards with Workday Adaptive Planning. Get hands-on with your free trial!

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