Modeling and Forecasting

Shorten Cycle Times and Engage Business Users With Powerful Modeling for Budgeting, Forecasting, and Planning

Stop wrestling with static spreadsheets and their siloed planning, brittle links, and broken formulas. Move off your legacy on-premise planning app and its complexity, reliance on endless spreadsheets, and total dependence on IT for changes to models, reports, and analytics. Our Business Planning Cloud centralizes plans, actuals, forecasts, calculations, and cell notes to ensure integrity. Work from a common data foundation that builds trust and accountability, and ensures that your finance, sales, and operations planning processes scale well.
See the impact of planning changes with built-in visualizations

Finally, a Consolidated Source of Truth

Our flexible FP&A software centralizes budgets, actuals, plans, forecasts, calculations, and cell notes to ensure integrity–from summary to detail. Work from a common data foundation that builds trust and accountability, and ensures that your finance, sales, and operations planning processes scale with your business. That means you and your team will spend more time analyzing the business and working with stakeholders and less time tracking down the cause of a dreaded #N/A, #NAME?, or #REF! in their models and reports. Our built-in cell explorer provides a complete audit trail, so you can see the source behind any value, formula or assumption.

See the impact of planning changes with built-in visualizations

The Power to Plan Anything

From budgeting expenses to creating financial statements and forecasting revenue, Adaptive Insights accommodates all types of modeling–expenses,workforce, capital, revenue, sales capacity, quota, and territory management. We give users the power to flexibly model planning domains specific to their function, industry, or geography. Examples include workforce, project, and operations.

The platform core has a highly scalable, flexible in-memory engine for modeling, reporting, and analytics. Our engine enables you to build and maintain very large, complex multidimensional models with an easy drag-and-drop interface and no special scripting languages. In addition to enabling classic multidimensional models such as revenue models, the platform natively enables modeling of tabular data, e.g., personnel with multiple dimensions.

Our innovative technology delivers fresh data on demand every time. Older technologies require manual running and batch processing of multidimensional models. Our platform core also includes a tabular data store optimized for high volumes of historical details and a columnar data store optimized for analytics. Our platform's in-memory engine enables seamless and easy interaction with all the data needed in the active planning process for modeling, reporting, and analytics.

See the impact of planning changes with built-in visualizations

Flexibly Model With Any Calendar

We let you easily set up your own standard or custom calendar to follow break periods and rollups that better match your business. For example, higher education plans might use semesters or trimesters while retailers might have a 13-period calendar or roll-up from weeks to periods to seasons. It's up to you. While alternative vendors might offer time granularity, their static calendars are inflexible and hard-coded into their systems.

Plan each facet of your business at a different time scale, whether that's daily, weekly, monthly, biannually, or annually. Model expenses monthly and plan for daily or weekly bookings, events, and campaigns. Engage operational teams that plan week by week or day by day to create more continuous planning cycles. Plan at the time granularity you require for the business, but roll it all up for a unified view.

Sophisticated planning software lets you deploy rolling forecasts and better budgeting systems

Continuous Planning and Rolling Forecasts, Top-Down or Bottom-Up

Our planning and forecasting software enables rolling forecasts with integrated driver-based scenarios that you can tune in real time. With the latest actuals, assumptions, and modules always at hand–and truly responsive calculations and reports–Adaptive Insights lets you proactively manage change, model outcomes, and course-correct at the pace your business demands. This intuitive experience will let you scale your planning processes across your entire organization.

Industry-Leading Ease of Use

Everyone plans. So a successful planning solution has to be easy enough for everyone to use. To achieve business agility, planning must include people closest to the business, on the front lines, so business planning process needs to be collaborative and broadly adopted. Creating products that people really can and will use is our priority. Whether you are building models or consuming data, our products are owned and managed by business users. Our ease of use results in rapid time to value with a relatively small professional services requirement.

There's a reason our budgeting and forecasting software has the highest customer satisfaction ratings. See our planning software in action.

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Visual model overview for better budgeting and planning

See How It's All Connected

Our Visual Model Overview allows you to quickly grasp your business model and data flows in a single view. See a graphical representation of your model that dynamically updates with the version and level you select. Understand your model and data flows without clicking through multiple pages. Grasp your overall planning process quickly. Enable new administrators to come up to speed with ease and understand your model in little time.

Visual model overview for better budgeting and planning

Quickly Navigate the Planning Process One Step at a Time

Easily create step-by-step guides for your users, tailored to their specific roles, with links directly to the location in the financial model where their input is required. Simplify the process and help occasional or new users collaborate in each budget and planning cycle. Ensure that sales, operations, and FP&A users complete all the necessary planning steps on a timely basis while giving them an experience that is easy and fast.

Visual model overview for better budgeting and planning

Easy, Powerful, and Fast Formulas

Create formulas that represent the true realities of your business in all its complexity with ease. With extensive business logic and calculations at your fingertips, it's easy to write, explain, and maintain complex formulas. Write them once and apply them anywhere in your model, wherever it makes sense, whether that's in the planning stages, analysis, or both.

A Seamless Experience—on the Web and in Excel

Our software is designed to give you choice and flexibility. Choose from multiple interfaces to suit your needs and make it simple and easy to move away from manual budgeting, forecasting, and planning. Work with our incredibly familiar and easy-to-use, web-based planning sheets that deliver an Excel-like experience with the advantages of working in a browser from anywhere. Or use our Excel Interface for Planning to take advantage of the formatting power of Excel or just because you need to work offline. In either case, our solution provides centralized data entry, instantly calculated results, organizational security, and workflow that eliminates duplicated time and effort.

Pick the Interface That Suits You Best (click and drag the icon)

Web Planning Interface Excel Interface
Excel Planning Interface
 Web Interface

Enhance Your Plans With Reporting and Visual Dashboards

We can dramatically enrich your planning process with self-service, interactive reports, data visualizations, and visual dashboards-no coding required. Get a view of the entire enterprise-corporate metrics, operational performance, functional KPIs-and immediately model scenarios to course-correct plans and forecasts based on insights from visual exceptions and trends.

Task and Workflow Management That Keeps Everything on Track

Built-in workflow allows managers to review and approve budgets and plans, and finance professionals to see what's been submitted and approved. It's the real-time workflow you need to ensure that everything keeps moving. Track common planning tasks, use discussions and cell notes to collaborate, and monitor changes and issues with a powerful audit trail.

Plan smarter, report faster, and analyze better. Get hands-on with your free trial of Adaptive Insights.

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