Plan as a Team and Adapt With Agility With Built-in Collaboration

An active planning process is a collaboration between your finance team and the rest of your organisation. It's based on shared, robust financial and operational models, and it's a continuous, ongoing process rather than a traditional once-a-year budgeting event. Our Business Planning Cloud enables the entire collaborative planning process from modelling your business to monitoring and analysing your business performance to generating and sharing reports and dashboards. With Adaptive Insights, you can respond to changing conditions with confidence and agility, make timely decisions, and better manage your business.

Active Planning Depends on Trust

Collaboration is easier when you stop relying on static spreadsheets and on-premises legacy planning applications. Start by getting everyone working with one trusted set of numbers. When you trust the numbers, you can spend your time on analysis and providing insights to your stakeholders. When your partners in other departments take more ownership of the data, everybody wins. With a single source of truth and engaged stakeholders, you are on the road to what we call "active planning."

Planning Is a Team Sport

At Adaptive Insights, we believe everybody plans. Planning is a process that includes participants at many levels, within a department, across departments, from corporate through business units, domestic and international. Adaptive Insights gives you the tools to manage the people, the process flow, and the accountability of everyone involved so that together, you can better manage your business.

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Coordinate your sales coverage with sales planning

Orchestrate Your Team

Our native workflow allows you and your team to sequence, assign, and track tasks for business owners throughout the planning process.

Manage sales planning and financial planning process with the process tracker

Manage Processes With Clear Visibility

Our Process Tracker helps you manage collaboration and provides real-time visibility into the status of planning processes and individual tasks across your organisation. Assign process tasks to contributing users and then track their progress at the individual and cross-process level.

Use process guides to make it easy for business users to participate in the plan

Make It Easy for People to Participate

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 business and FP&A users complete all the necessary planning steps on a timely basis while giving them an experience that is easy and fast.
Embed notes and annotations directly in your plans and reports

Share Notes With Everyone

Cell notes enable users to enter comments, assumptions, instructions, and a variety of other information useful for collaboratively planning. Notes follow a cell, making information available to reports and dashboards leveraging data and formulas from that cell.

Use reports to track expense variances to plan

Respond to Change With Agility

Compare plan versus actuals as a team and you'll understand what happened. With that knowledge, you can collaborate to determine how and why the variance occurred. Drill down to underlying detail to analyse contributing factors. With real-time information, you can use your variance analysis insights to evaluate alternatives to course-correct. With scenario management, you can determine the best path to achieve your objectives, despite changes or challenges during execution.

See how the plan comes together

See How It's All Connected

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 to quickly understand your model.

Remove silos and move towards an active planning process today.

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