Workday Adaptive Planning

3 Reviews 5/5

A web-based budgeting, planning & forecasting software.


  • Customizable dashboards
  • Easily drill down into transactions and customer data
  • Great for medium to large scale companies
  • In-memory data model for faster and more scalable processing
  • Supports multiple forecasting models
  • User-friendly and advanced reporting


  • Hard to modify existing reports without creating new ones
  • Not intended for small business
  • Setup is difficult

About Workday Adaptive Planning

Workday Adaptive Planning provides business planning through corporate performance management (CPM), sales planning, and workforce planning. Workday Adaptive Planning 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.

Workday Adaptive Planning 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. Workday for Finance offers purpose-built solutions that allow those closest to the business to plan.

Video Overview

Workday 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

Workday 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 Workday 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 Workday Adaptive Planning for Finance. The solution can also be described as an enterprise performance management or EPM software.


Forecasting capabilities are at the forefront of Workday Adaptive Planning 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


Share your financial and operational modules outside of the finance team. Workday Adaptive Planning 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


Adaptive Insights Finance Dashboard Budgeting Software
Workday Adaptive Planning 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. Workday Adaptive Planning 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 lets 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

Workday Adaptive Planning Office Connect reporting example
Reporting features and capabilities from Workday Adaptive Planning 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. Workday Adaptive Planning integrates the reporting capabilities directly into the Office product being used (such as Excel). The goal is to give you complete formatting control.


Workday Adaptive Planning 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. Workday Adaptive Planning 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. Workday Adaptive Planning tries to provide this capability with little IT knowledge needed and no code-writing required.

Workday Adaptive Planning integrations with cloud and on-premise applications
Workday Adaptive Planning 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. Workday Adaptive Planning prides itself on providing the reporting capabilities that NetSuite may fall short on.

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

Sage Intacct Planning

Sage Intacct and Workday Adaptive Planning 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. Workday Adaptive Planning can utilize this data to create budgets of those accounts through the import and export of needed data.


Intercompany eliminations and financial consolidations in Workday Adaptive Planning will provide you with the reports you need faster.

Features include:

  • Automated currency translations
  • Reclassifications

Workday Adaptive Planning for Sales

Workday Adaptive Planning for Sales Capacity and Quota Plan
Workday Adaptive Planning 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, Workday Adaptive Planning 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.


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

Workday Adaptive Planning 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 Workday Adaptive Planning Business Planning Cloud.


  • 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

Workday Adaptive Planning Pricing

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

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

User-based pricing is designed to enable company-wide planning and participation.

Price Range Learn More
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Product Overview

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User Reviews of Workday Adaptive Planning

Submitted on April 18th, 2022 by Kevin Murphy

Workday Adaptive Planning has given a lot of time back to my life. The initial plan took over six months and went through the holiday season. Now I’m actually able to enjoy the holiday season with my family and am spending more time doing things that mean something to the company when at work, rather than just reporting and issuing outdated financial statements.

Submitted on September 12th, 2019 by Mitch Grossman

It’s important to have a tool like Adaptive Insights so we can pivot and be as agile as we need to be.

We’ve got vineyard managers who are looking at the vines and buds and change assumptions. We have that big picture idea for what our harvest will be like. We use it from a supply and demand standpoint to look at our sales and marketing and find out how much we are going to be able to sell.

Finding out what we’re going to sell in 2-3 years is just as important as figuring out what we’re going to plan today.

We can adjust the plans as needed and see where the dollars are being spent and how they are being spent. Adaptive Insights pulls all the pieces and shows us what road we’re going down.

Submitted on September 12th, 2019 by Brianne Martell

Prior to Adaptive, we were using Excel. So imagine sending 400 Excel files out to each individual restaurant and consolidating them. I still have nightmares.

You find it’s incredibly different to stay on top of a single source of truth. I never realized how much time I spent gathering information. The speed is so quick with Adaptive.

I can put together a budget and the field has more ownership of the process of what they are doing. They can drill down and understand what is driving costs inside of their doors.

In 4 moves, I get my budgeted goals, my year to year numbers, I have it in dollars and my percentages in one location.