What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
Top Rated
64 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
Top Rated
64 Ratings
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Score 9.1 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

Adaptive is great if you want to create many what- if scenarios when budgeting and forecasting. Staffing scenarios has been particularly helpful for our HR department when analyze staff needs for future years and analyzing open and unfilled positions over a certain time frame.

Every so often Adaptive's response time when in the system has been slow but Adaptive has rolled out the Elastic Hypercube to take care of that issue.
Gary Grzesiak profile photo

InsightSquared

InsightSquared is currently configured to analyze your Salesforce lead and opportunity data. If you are not using these standard objects to manage your sales pipeline, then their product would likely not be appropriate for your business. During the selection process, I recommend taking advantage of their free trial. With a free trial, you can begin the customization process and best determine whether their product will meet your needs
Meghan Butler profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
InsightSquared
Pixel Perfect reports
Adaptive Insights
9.0
InsightSquared
Customizable dashboards
Adaptive Insights
10.0
InsightSquared
Report Formatting Templates
Adaptive Insights
9.0
InsightSquared

Ad-hoc Reporting

Adaptive Insights
8.0
InsightSquared
Drill-down analysis
Adaptive Insights
9.0
InsightSquared
Formatting capabilities
Adaptive Insights
7.0
InsightSquared
Integration with R or other statistical packages
Adaptive Insights
8.0
InsightSquared
Report sharing and collaboration
Adaptive Insights
8.0
InsightSquared

Report Output and Scheduling

Adaptive Insights
8.0
InsightSquared
Publish to PDF
Adaptive Insights
8.0
InsightSquared
Report Versioning
Adaptive Insights
8.0
InsightSquared
Report Delivery Scheduling
Adaptive Insights
8.0
InsightSquared

Data Discovery and Visualization

Adaptive Insights
7.7
InsightSquared
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
InsightSquared
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
InsightSquared
Predictive Analytics
Adaptive Insights
8.0
InsightSquared

Access Control and Security

Adaptive Insights
9.0
InsightSquared
Multi-User Support (named login)
Adaptive Insights
9.0
InsightSquared
Role-Based Security Model
Adaptive Insights
9.0
InsightSquared
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
InsightSquared

Mobile Capabilities

Adaptive Insights
8.5
InsightSquared
Responsive Design for Web Access
Adaptive Insights
8.0
InsightSquared
Dedicated iOS Application
Adaptive Insights
8.0
InsightSquared
Dedicated Android Application
Adaptive Insights
8.0
InsightSquared
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
InsightSquared

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
InsightSquared
Long-term financial planning
Adaptive Insights
8.9
InsightSquared
Financial budgeting
Adaptive Insights
8.8
InsightSquared
Forecasting
Adaptive Insights
9.1
InsightSquared
Scenario modeling
Adaptive Insights
8.2
InsightSquared
Management reporting
Adaptive Insights
8.1
InsightSquared

Consolidation and Close

Adaptive Insights
7.5
InsightSquared
Financial data consolidation
Adaptive Insights
7.9
InsightSquared
Journal entries and reports
Adaptive Insights
5.6
InsightSquared
Multi-currency management
Adaptive Insights
7.6
InsightSquared
Intercompany Eliminations
Adaptive Insights
7.5
InsightSquared
Minority Ownership
Adaptive Insights
7.1
InsightSquared
Local and consolidated reporting
Adaptive Insights
8.3
InsightSquared
Detailed Audit Trails
Adaptive Insights
8.5
InsightSquared

FInancial Reporting and Compliance

Adaptive Insights
8.3
InsightSquared
Financial Statement Reporting
Adaptive Insights
9.0
InsightSquared
Management Reporting
Adaptive Insights
8.6
InsightSquared
Excel-based Reporting
Adaptive Insights
8.4
InsightSquared
Automated board and financial reporting
Adaptive Insights
8.5
InsightSquared
XBRL support for regulatory filing
Adaptive Insights
7.0
InsightSquared

Analytics

Adaptive Insights
7.6
InsightSquared
Personalized dashboards
Adaptive Insights
7.3
InsightSquared
Color-coded scorecards
Adaptive Insights
6.8
InsightSquared
KPIs
Adaptive Insights
8.0
InsightSquared
Cost and profitability analysis
Adaptive Insights
8.0
InsightSquared
Key Performance Indicator setting
Adaptive Insights
8.0
InsightSquared
Benchmarking with external data
Adaptive Insights
7.3
InsightSquared

Integration

Adaptive Insights
8.6
InsightSquared
Flat file integration
Adaptive Insights
8.3
InsightSquared
Excel data integration
Adaptive Insights
8.7
InsightSquared
Direct links to 3rd-party data sources
Adaptive Insights
8.7
InsightSquared

Pros

  • Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department.
  • The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks.
  • Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.
Gary Grzesiak profile photo
  • The suite of reports offered are excellent! It allows us to analyze our lead and opportunity data in ways that are not possible with native Salesforce analytics functionality.
  • The user interface is aesthetically pleasing and easy to use. This is not a given for many applications and increases the likelihood of adoption.
  • InsightSquared has excellent customer service. With enterprise edition, we have a designated customer support person to answer any of our questions and ensure that we are happy with our overall implementation.
Meghan Butler profile photo

Cons

  • Model - It takes a little bit of time to get familiar with how the model works.
Denise Lewis profile photo
  • Easier access to customise InsightSquared so it works properly with custom fields
  • Availability of a mobile app
  • Real-time analytics instead of hourly updates
Thorben Grosser profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We just recently renewed our contract and I wouldn't hesitate to renew again. First, Adaptive as a company has a great customer-first attitude and they're great to work with. Their customer service team is fantastic. Second, they are constantly trying to improve the product and make it better, but not losing sight of what we really need. Also, the longer you use the product the more it is filled with priceless data all in one spot with instant access to report on and dig into.
Kevin Bradshaw profile photo
InsightSquared8.5
Based on 25 answers
InsightSquared is an excellent product, but without sufficient user adoption it can only do so much for your organization. We only recently implemented InsightSquared (in the past six months or so). We will need to see over time how it actually meets our reporting needs, affects our pipeline management activities, and improves our overall business decisions
Meghan Butler profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
The Adaptive Suite is well-rounded. We love the add-on OfficeConnect because it allows us to quickly pull data from Adaptive in a report format. Once you set up the OfficeConnect, it's as easy as pushing a button to re-run. This has been especially helpful for month-end reporting and reconciling data in the Budget.
Samantha Monastra profile photo
InsightSquared8.2
Based on 2 answers
lots of data available and very easy to change filters. it is very intuitive. The dashboards are great quick indications of where you, the team and and the company
Kerstin Barthelmes profile photo

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg profile photo
InsightSquared8.4
Based on 3 answers
Every time I go to use InsightSquared it has been available and fully functional
Alex Unruh profile photo

Performance

Adaptive Insights9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo
InsightSquared9.1
Based on 1 answer
No answer on this topic is available.

Support

Adaptive Insights6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Online Training

Adaptive Insights8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights8.2
Based on 13 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo
InsightSquared9.1
Based on 1 answer
No answer on this topic is available.

Breadth of Deployment

It is used throughout the company in different divisions and at our corporate level. When used in a division recently the personnel from different departments directly inputted data and monitored their budget against actual. It is very user friendly and flexible.
Harry Vasels profile photo
Everybody in sales and senior management use it.
Thorben Grosser profile photo

Alternatives Considered

We previously only used Excel for budgeting and reporting. We now use Adaptive for all budgeting and use an add-on product called Office Connect to build reports that automate our data each month. We find the Office Connect reporting a little more user-friendly than the in-house reporting feature.
Amy Kee, CPA profile photo
I'm unfamiliar with competitor products
Henry Hayes profile photo

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
With workflow I am able to track progress on budget and forecast projects in a timely manner. There is also an organiser to track and assign tasks to users. Security is very flexible.
Robin Webber profile photo
InsightSquared9.4
Based on 34 answers
Very easy to share dashboards across the entire organisation.
Claudia Campos Hogan profile photo

Data Integration

Adaptive Insights7.6
Based on 17 answers
We have used Adaptive for years and it works well as we adapt to changing business scenarios. We can make changes and see potential impacts to our business before they occur.
Harry Vasels profile photo
InsightSquared8.3
Based on 34 answers
The lack of real-time data hinders our teams. Our instance only updates every hour and a half, sometimes more.
Sarah Mayer profile photo

Scalability

Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo
InsightSquared8.2
Based on 1 answer
No answer on this topic is available.

Return on Investment

  • Once Adaptive was deployed we shorten our budget input cycle from about 1 month to 1 week for user inputs. Allowing more time to do meaningful analysis
  • With the use of office connect for BoD package reporting, I am able to quickly update a BoD deck. It usually takes about 30 minutes to an hour to change the settings in my standard reports and once this is done, if I make a change to the data in Adaptive, I can update the base reports and my PowerPoint slides are updated in a matter of seconds to minutes.
  • I estimated we save 1 to 2 FPA headcount because of Adaptive.
  • I have a 3 Year license agreement with Adaptive and because of this we receive multi year discounts.
Lisa VanHuystee profile photo
No answers on this topic

Pricing Details

Adaptive Insights

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation
Adaptive Insights Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

InsightSquared

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
InsightSquared Editions & Modules
InsightSquared
Modules
Financial Data (QuickBooks)
Contact Us
Support Data (Zendesk)
$502
Telephony Data (Synety)
$102
2. Per User per Month
Additional Pricing Details

InsightSquared More Information