Adaptive Insights

A web-based budgeting, planning & forecasting software.

Adaptive Insights HR Dashboard
Adaptive Insights Capacity and Quoting Plan
Office Connect Reporting Example Adaptive Insights
Finance Dashboard
P&L statement template in Adaptive Planning
Expense Variance Analysis Report
Adaptive Planning Sheets & Data Visualization
Adaptive Planning Cash Flow
Adaptive Planning Balance Sheet

About Adaptive Insights

Adaptive Insights provides business planning through corporate performance management (CPM), sales planning, and workforce planning. The Adaptive Insights Business Planning Cloud leads the way for people in companies to collaborate, gain insights, and make smarter decisions faster. Powerful modeling for any size organization, yet so easy for everybody who plans.

Adaptive Insights Business Planning Cloud enables a comprehensive set of cloud-based software solutions supported by a powerful, in-memory technology platform that enables functional and company-wide business planning and built-in analytics at a large scale. Adaptive Insights for Finance and Adaptive Insights for Sales offer purpose-built solutions that allow those closest to the business to plan.


Video Overview

Adaptive Insights Benefits:

  • Cut planning, reporting, an close cycles by 70%+
  • Engage managers with an easy to use experience (web. Excel, mobile)
  • Reduce costs by 90%+ versus traditional on-premise systems
  • Get access from anywhere to an always up-to-date application
  • Use reporting and visuals to drill into KPIs and trends

Standard and Reporting Features

  • Customizable dashboards
  • Drill-in functionality within visuals
  • Report sharing and collaboration
  • Excel, PowerPoint and Word integration for 1-click report updates

Data Discovery and Visualization Features

  • Multiple pre-built visualization formats (heat maps, scatter plots, etc.)
  • Predictive analytics
  • In-sheet visualizations combine real time models with beautiful charts
  • Sparklines visualize trends and allow adjustments visually

Platform Features

  • Snapshot of External Data
  • In-memory data model for faster and more scalable processing
  • Multi-Data Source Reporting (Blending)
  • Data warehouse / dictionary layer
  • Role-based administration with permissions down to the cell level
  • Easy integration with Salesforce, NetSuite, Intacct, and MS Dynamics
  • End users get what they need without IT

Adaptive Insights for Finance

EPM Software: Example of a profit and loss statement template in Adaptive Planning.
The above shows an example of a profit and loss statement template in Adaptive Planning. The software uses an active planning process to use data from all corners of your business.

Active planning is provided via the corporate performance management or CPM software features provided by Adaptive Insights for Finance. The solution can also be described as an enterprise performance management or EPM software.

Modeling

Forecasting capabilities are at the forefront of Adaptive Insights Business Planning Cloud. The software lets you create models of almost any facet of your business.

Financial modeling can be scheduled around your fiscal year, funding schedules, revenue recognition schedules, and more. Forecasts can also be broken down to different sub-levels, such as by program, department, or business unit.

Models Supported:

  • Budgeting expenses
  • Forecasting revenue
  • Workforce planning
  • Capital Planning
  • SaaS account modeling
  • Sales planning
  • Academic calendar modeling

Collaboration

Share your financial and operational modules outside of the finance team. Adaptive Insights Business Planning Cloud allows for a collaborative planning process, with a goal of sharing reports and dashboards with individuals outside of the finance department.

Features include:

  • Native workflow to sequence, assign, and track tasks for business owners
  • Process Tracker provides real-time visibility into planning processes and individual tasks.
  • Step-by-step guides for users dependent on their roles
  • Note sharing
  • Compare plan vs actuals
  • Visual Model Overview for single view business model and data flows

Analytics

Adaptive Insights Finance Dashboard Budgeting Software
Adaptive Insights can create financial dashboards with a variety of visualizations and charts to help monitor business performance.

Dashboards and analytics are at the heart of any business performance evaluation. Adaptive Insights provides interactive dashboards, data visualizations, and charts to help personalize and analyze your financial performance.

Features include:

  • Variance identification
  • Real-time data
  • KPIs
  • Sharing capabilities

Management Reporting

Let management receive the ad-hoc reporting it desires for financial and sales teams. The Management and Ad-Hoc Financial Reporting module let’s you distribute reports and drill down into needed details when necessary.

Features include:

  • Self-service reports
  • Personalized ad-hoc reports
  • Drag-and-drop web reporting
  • Built-in financial and sales intelligence
  • Output to multiple formats such as HTML, PDF, and Excel
  • Drill down capabilities

Board Reporting

Adaptive Insights Office Connect reporting example
Reporting features and capabilities from Adaptive Insights can be integrated into Microsoft Office. This gives a staff that is Excel proficient a way to continue using a program that is similar to their skill set.

Microsoft Office Suite and Office Connect integration provides reports, board books, and presentations using the Microsoft Office products your staff is already fluent in. This connection provides a fluid transition from Excel, Word, PowerPoint, and more, to let your staff use the platform they are the most comfortable with.

Board and external reporting is unified with Microsoft Office through a cloud connection. Adaptive Insights integrates the reporting capabilities directly into the Office product being used (such as Excel). It’s goal is to give you complete formatting control.

Integration

Adaptive Insights lets you connect with any ERP, HCM, CRM, or other sources you need to extract data from.

Manually pulling data from programs can be a full-time job for some. Adaptive Insights provides an integration framework so your team can automate your data flow and spend more time analyzing data.

The goal of any integration should be to maintain data in a single platform. Adaptive Insights tries to provide this capability with little IT knowledge needed and no code-writing required.

Adaptive Insights integrations with cloud and on-premise applications
Adaptive Insights also provides integrations with numerous cloud applications and on-premise solutions.

NetSuite Reporting

NetSuite is used by companies as a primary ERP for accounting and overall business management. Adaptive Insights prides itself on providing the reporting capabilities that NetSuite may fall short on.

Conduct your accounting transactions in NetSuite and let Adaptive Insights use the histprical data to manage future growth and improve your company performance.

Sage Intacct Planning

Sage Intacct and Adaptive Insights together make a team that can automate accounting and planning functions into one complete system.

Sage Intacct manages company accounts such as transactions and actual balances. Adaptive Insights can utilize this data to create budgets of those accounts through the import and export of needed data.

Consolidation

Intercompany eliminiations and financial consolidations in Adaptive Insights will provide you with the reports you need faster.

Features include:

  • Automated currency translations
  • Reclassifications

Adaptive Insights for Sales

Adaptive Insights for Sales Capacity and Quota Plan
Adaptive Insights for Sales can create capacity and quota plans for better sales revenue planning and predictability.

If the primary goal of your company is to increase sales performance or improve the intelligence of your sales department, Adaptive Insights for Sales is a solution to look into. The software’s goal is to provide quota, capacity, and territory planning to improve sales and give your organization better predictability.

Features

  • Real-time scenario planning and forecasting
  • Set sales targets
  • Bottom-up sales staffing plans
  • Sales quotas
  • Territory assignment

Adaptive Insights for Workforce Planning

Adaptive Insights human resource dashboard
Adaptive Insights can help you with workforce planning and build comprehensive workforce and headcount dashboards.

Tracking your workforce an be difficult without the right tool. A company should be able to rely on reports, spreadsheets, and dashboards for workforce planning as much as they do for financial planning.

Strategic workforce planning is now a part of Adaptive Insights Business Planning Cloud.

Benefits

  • Integrate real-time data from HCM and ERP systems
  • Plan and optimize your current and future workforce
  • Create business drivers
  • Maintain a single standard workforce model
  • Share plans with business leaders
  • Allow bottom-up input via Excel
  • Track common planning tasks
  • Monitor changes and issues with an audit trail
  • Track plans against actuals

Adaptive Insights Pricing

The cost of Adaptive Insights will depend on a number of factors, such as:

  • Package desired
  • Additional options with your product
  • Number of licenses
  • Integrations needed
  • Length of contract

Product Overview

Market Focus

Ratio of reviewers by organization size.

Industry Focus

Ratio of reviewers by sector.

23%
23%
Non-Profit
11%
11%
Manufacturing
10%
10%
Health Care
9%
9%
Consulting
8%
8%
Finance & Insurance
Other Industries:
  • Government (8%)
  • Educational Services (7%)
  • Real Estate (7%)

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