Adaptive Insights for Revenue Forecasting
March 20, 2018

Adaptive Insights for Revenue Forecasting

David Spektor | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Adaptive Insights

We use Adaptive Insights primarily for our revenue and operations planning.
  • Adaptive Insights makes it easy for multiple users to work on their forecast at the same time. In the past, we had each sales manager submit their monthly forecast via Excel and then all the files needed to be consolidated. This is no longer needed with Adaptive Insights.
  • Adaptive Insights allows for real-time sales forecast updates.
  • When we originally implemented Adaptive Insights, the system was very slow and almost unusable. After working with Adaptive Insights we were able to get the issue resolved. Moral of the story is to be careful how you implement the system.
  • We use Adaptive Insights exclusively for forecasting. The tool is relatively user-friendly.
  • The information pulled from Adaptive Insights is only as good as the information put into it.
Adaptive Insights has made for a faster forecasting cycle.
With Adaptive Insights we see fewer errors in our sales forecasting cycle.
We looked at Host Analytics and found the product couldn't do as much as what Adaptive Insights could do.
Revenue and operations planning.

Workday Adaptive Planning Feature Ratings

Long-term financial planning
Not Rated
Financial budgeting
Not Rated
Forecasting
9
Scenario modeling
Not Rated
Management reporting
Not Rated
Financial data consolidation
Not Rated
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
Financial Statement Reporting
Not Rated
Management Reporting
Not Rated
Excel-based Reporting
Not Rated
Automated board and financial reporting
Not Rated
XBRL support for regulatory filing
Not Rated
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
Not Rated
Flat file integration
Not Rated
Excel data integration
Not Rated
Direct links to 3rd-party data sources
Not Rated