Workday Adaptive Planning REview
Updated November 05, 2025

Workday Adaptive Planning REview

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Workday Adaptive Planning

Pros

  • Driver-Based Budgeting
  • Real Time Reporting and Dashboards
  • Scenario Planning and Modeling
  • Integration

Cons

  • Integration with Non-Workday Systems
  • Training Documentation
  • Improved Forecasting Accuracy and Speed. I would say about 30% in our ME process in putting together our Variance Analysis
  • Enhanced Financial Reporting Efficiency
  • Streamlined Workforce Planning and Optimization. Integrations played a big role in time reduction.
Workday has been the only platform product I have used for FP&A.

Do you think Workday Adaptive Planning delivers good value for the price?

Yes

Are you happy with Workday Adaptive Planning's feature set?

Yes

Did Workday Adaptive Planning live up to sales and marketing promises?

Yes

Did implementation of Workday Adaptive Planning go as expected?

Yes

Would you buy Workday Adaptive Planning again?

Yes

In our business model rates play a big role in our scenario analysis. Adaptive allows for analysis of multiple versions which is ideal for us when we create numerous scenarios based on different rates.

Workday Adaptive Planning Feature Ratings

8.2
Long-term financial planning
8
Financial budgeting
8
Forecasting
8
Scenario modeling
9
Management reporting
8
7.0
Financial data consolidation
8
Detailed Audit Trails
6
8.0
Financial Statement Reporting
8
Management Reporting
8
Excel-based Reporting
8
Automated board and financial reporting
8
8.0
Personalized dashboards
8
KPIs
8
Cost and profitability analysis
8
Key Performance Indicator setting
8
6.0
Excel data integration
6
Direct links to 3rd-party data sources
6
BI Standard Reporting ()
Not Rated
Ad-hoc Reporting ()
Not Rated
Report Output and Scheduling ()
Not Rated
Data Discovery and Visualization ()
Not Rated
Access Control and Security ()
Not Rated
Mobile Capabilities ()
Not Rated

Using Workday Adaptive Planning

4 - Accounting and financial planning
3 - Supporting Workday Adaptive Planning requires a mix of technical, financial, and analytical skills. Key people include system administrators who manage configurations, integrations, and user security; financial analysts who build and maintain models, reports, and forecasts; and IT or data specialists who ensure data accuracy and system connectivity with other platforms like ERP or HR systems. Additionally, project managers and business partners help align planning processes with organizational goals, while end-user trainers and support staff assist with adoption and troubleshooting. Together, these roles ensure the system runs smoothly and delivers meaningful insights for decision-making.
  • Budgeting and Forecasting
  • Scenario Planning
  • Financial Reporting and Analysis
  • Workforce Planning
  • Modeling Operational Metrics
  • Consolidating data
  • Building Strategic Dashboards
  • Integrate Predictive Analytics
  • Automating Repeating Reports
  • Leveraging Dashboards for cross functional teams
ChatGPT said:Workday Adaptive Planning deserves a strong rating because it offers an intuitive, flexible platform that reduces manual spreadsheet work and improves accuracy. Its ability to integrate with other systems ensures consistent, real-time data across the organization, while dashboards and reports enhance visibility and decision-making. The system’s flexibility supports quick adjustments to models and forecasts, and its collaborative features help align departments around shared goals and plans.

Comments

More Reviews of Workday Adaptive Planning

  1. Home
  2. Corporate Performance Management (CPM) Software
  3. Workday Adaptive Planning Reviews
  4. User Review of Workday Adaptive Planning