Modelling and Forecasting

Shorten Cycle Times and Engage Business Users With Powerfully Simple Modelling for Budgeting, Forecasting, and Planning

Rescue your budgeting, planning, and forecasting from slow and painful manual processes and improve your productivity by more than 70%. Integrate revenue and expense planning, use rolling forecasts, and analyse performance. Model sales capacity, determine quotas, and assign territories. With cloud-based planning software, you work the way you want to work-on the web, in Excel, or mobile.
See the impact of planning changes with built-in visualizations

Finally, a Consolidated Source of Truth

Stop wrestling with static spreadsheets and fixing broken calculations and formulas. Our flexible FP&A software centralises 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 analysing 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 modelling–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 modelling, 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 modelling 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 optimised for high volumes of historical details and a columnar data store optimised for analytics. Our platform's in-memory engine enables seamless and easy interaction with all the data needed in the active planning process for modelling, reporting, and analytics.

See the impact of planning changes with built-in visualizations

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 pro-actively 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 organisation.

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 centralised data entry, instantly calculated results, organisational 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 visualisations, 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.

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

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