Workday Adaptive Planning
Top Rated
Workday Adaptive Planning
Overview
What is Workday Adaptive Planning?
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.
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How Workday Adaptive Planning Differs From Its Competitors
Awards
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Popular Features
View all 45 features- Forecasting (156)9.494%
- Management reporting (161)9.393%
- Financial budgeting (161)9.191%
- Long-term financial planning (151)8.989%
Reviewer Pros & Cons
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Pricing
View all pricingEntry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://forms.workday.com/en…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Alternatives Pricing
Product Demos
Active Planning: An Alternative to Static Planning
01:38
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Workday Adaptive Planning?
Workday Adaptive Planning aims to power a new generation of business planning, and drive business agility in a fast-moving world. The Workday Adaptive Planning Business Planning Cloud offers modeling capabilities for organizations of any size, and helps users to collaborate, gain insights, and make smarter decisions faster.
The vendor states that more than 3,800 organizations across 50-plus countries use Workday Adaptive Planning, and boasting its ease of use, they state that Workday Adaptive Planning ranks #1 in customer satisfaction in independent industry surveys from leading market analysts such as Gartner, Forrester, and BPM Partners.
According to the vendor, Adaptive Planning helps mid-size & enterprise organizations’ leaders better manage their business:
- Adaptive Planning enables organizations to break free from static planning, to active planning
- Active planning is collaborative, comprehensive, and continuous
- Active planning requires a solution that’s easy, powerful, and fast
- Automated Budgeting and Forecasting to increase productivity
- Self-Service Financial Reporting allowing users to create, share and personalize reports
- Integration with Salesforce.com, NetSuite, Intacct, & MS Dynamics
Workday Adaptive Planning Features
Budgeting, Planning, and Forecasting Features
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
Consolidation and Close Features
- Supported: Financial data consolidation
- Supported: Journal entries and reports
- Supported: Multi-currency management
- Supported: Intercompany Eliminations
- Supported: Minority Ownership
- Supported: Local and consolidated reporting
- Supported: Detailed Audit Trails
Financial Reporting and Compliance Features
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Excel-based Reporting
- Supported: Automated board and financial reporting
- Supported: XBRL support for regulatory filing
Analytics and Reporting Features
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Benchmarking with external data
Integration Features
- Supported: Flat file integration
- Supported: Excel data integration
- Supported: Direct links to 3rd-party data sources
Workday Adaptive Planning Screenshots
Workday Adaptive Planning Video
Active Planning: An Alternative to Static Planning
Workday Adaptive Planning Integrations
Workday Adaptive Planning Competitors
Workday Adaptive Planning Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Windows Phone, Mobile Web |
Supported Countries | United States, Canada, United Kingdom, Ireland, Australia, New Zealand, and many more! |
Supported Languages | English, Spanish, French, Japanese, Portuguese (Brazilian), Russian, Polish, Dutch |
Frequently Asked Questions
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.
Reviewers rate Forecasting highest, with a score of 9.4.
The most common users of Workday Adaptive Planning are from Mid-sized Companies (51-1,000 employees).
Workday Adaptive Planning Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 0% |
Mid-Size Companies (51-500 employees) | 60% |
Enterprises (more than 500 employees) | 40% |
Comparisons
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Reviews and Ratings
(308)
Attribute Ratings
- 7.8Likelihood to Renew
- 8.8Usability
- 7.3Availability
- 9.1Performance
- 8.1Support Rating
- 8.2In-Person Training
- 7.3Online Training
- 9.4Implementation Rating
- 8.2Configurability
- 7.3Contract Terms and Pricing Model
- 7.5Data Sharing and Collaboration
- 7.6Data Sources
- 8.4Ease of integration
- 8.2Product Scalability
- 8.2Professional Services
- 8.2Vendor post-sale
- 6.4Vendor pre-sale
Reviews
(1-14 of 14)- Popular Filters
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December 16, 2022
Great product when properly trained
- Learning how to do new formulas
- There was some complexity with integrations
- Updating formulas into new levels
- Actualizing data
- Provisioning accounts
- Changes to the level structure
July 29, 2022
Forecasting Replacing Excel Made Easy
- Advanced Sales Categorization
July 27, 2022
Adaptive Insights is very Intuitive
- Meta data integration
April 16, 2021
Outsanding Solution!
- The functions themselves aren't difficult to use; like any system/tool, it does take some training to fully understand how to exploit the power of these functions and the tool's overall capabilities.
January 30, 2020
A must-have planning tool
Score 10 out of 10
Vetted Review
Verified User
- The formulas are somewhat confusing for me but I am currently working towards understanding them so that I can be a more active participant with making model changes to formulas, etc.
November 18, 2019
The Real-Time data system for all organizations!
- Building metric accounts and not having all the needed or understanding of each components of the formula. Different logic is used and as a user of less than 6 months, still having a challenge with building new metric accounts.
- Unable to build accounts using multiple dimensions. As well, reassign dimensions.
- The limited ability of functions in dashboards. Cannot display YTD data at times.
September 26, 2019
Adaptive Planning is great! Very easy to use!
- multi-dimensions
- cube sheet
April 19, 2019
Adaptive Insights -- a great solution for planning
- Granular reporting between versions.
November 16, 2018
Time Saving
Score 10 out of 10
Vetted Review
Verified User
- Formulas are somewhat confusing.
October 17, 2017
Adaptive, Collaborative, Innovative, Positive!
Score 9 out of 10
Vetted Review
Verified User
- discovery tools
- some flakiness with initial setup of integrations
May 23, 2016
Adaptive Insights
Score 10 out of 10
Vetted Review
Verified User
- Until you learn it formulas can a little difficult
November 12, 2015
Great forecasting & budgeting tool
- The worst is setting up the personnel function for allocations
May 13, 2014
Products you'll love.
- Setting up reports
- Setting up new locations.