Great forecasting and budgeting system
June 26, 2017
Great forecasting and budgeting system
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Adaptive Suite
We use Adaptive Planning as our primary forecasting and budgeting tool, as well as for rudimentary customer level detail and cube data. It is used by the entire FPA team and allows us to work as a cohesive unit and easily deliver our budget or forecast as a single, seamless process.
- Love the shared functionality and visibility that Adaptive provides. Being able to see how changes affect the bottom line on the fly and the ability to audit previous changes makes collaboration a breeze.
- Nice suite of formulas, allowing for easy model creation.
- Version comparison and creating backups.
- The UI is a bit dated.
- The ability to change my default settings (such as copying formulas vs. copying numbers to clipboard) when opening a new window.
- Drag and drop version comparison, timeframes or levels (UI -related).
- POSITIVE: We have been able to more quickly identify important KPIs and potential issues that drive the bottom line.
- POSITIVE: We have clearer visibility into the financial future of our business and can better plan our business operations as a result.