Adaptive Insights
September 28, 2018

Adaptive Insights

Pahoran Da Silva | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Adaptive Insights

Adaptive Insights and Office Connect make my job as an FP&A analyst so easy and streamlined. I can update my monthly dashboards with the click of a button. We are currently in the budgeting process and the forecast and revisions are very easy to update. We can provide real-time feedback to business leaders and make sure we hitting our target. Overall, Adaptive is a great tool for us.
  • The forecast is easy to create and manage
  • Office Connect connection is sleek
  • Easy connection with other software like Net Suite
  • Navigation can be a bit difficult
  • We are able to closely track expenses against budget and also forecast revenue and expenses. That in of itself is a huge return.
Any company from 50+ employees needs this tool. It helps manage cost, especially with headcount. Its a great tool to manage a budget and forecast.

Workday Adaptive Planning Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
8
Financial data consolidation
10
Multi-currency management
10
Intercompany Eliminations
8
Local and consolidated reporting
7
Financial Statement Reporting
9
Management Reporting
7
Excel-based Reporting
10
Automated board and financial reporting
10
Personalized dashboards
6
Color-coded scorecards
2
KPIs
4
Cost and profitability analysis
2
Key Performance Indicator setting
4
Benchmarking with external data
6
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10