Workday Adaptive Planning is our central hub for data integrity, where folks can go for a single answer to their finance questions. I can’t imagine going back to using any other product.
Stacy Robson, Director of Finance, California Academy of Sciences
Make the move from spreadsheets and start accelerating budgeting and planning cycles at your nonprofit. Plan and forecast by program, project, fund, grant, season, location...however you need to model your organization. Track expenses and donor contributions efficiently and effectively. Perform allocations, manage financials across funds and projects, and perform balance sheet and cash flow planning.
Our easy-to-use reporting functionality helps you generate balance sheets and annual financial statements, and streamline other regulatory filings. Drag-and-drop reporting across multiple dimensions lets you track the performance of and get on-demand visibility into funds, projects, programs, departments, employees, and more. Stakeholders can contribute to your plans easily and quickly—making planning a much more collaborative and efficient process.
Analyze and plan for fundraising efforts over multiple channels. Model operating expenses. Create plans based on average donor contributions and cost per program. Analyze by fund, program, project, and more. Model personnel allocations for programs and projects, plan program overheads, and allocate shared costs.
Use Workday Adaptive Planning software to rapidly build rolling forecasts that drive financial projections on a regular basis. Incorporate the latest actuals for event registration revenues and expenses, membership renewals, and financials from other events into the projections, and integrate with common data sources for nonprofits, such as Blackbaud, Sage Intacct, Microsoft Dynamics, and more.
I can look at the most detailed budgeting level and then quickly switch to a global view of the organization. We can easily slice data in different ways, such as reviewing department level budgets by project versus overall organization spending.
Claire SunSpiral, Finance Director, Yerba Buena Center for the Arts