Best in budgeting forecasting reporting and in Finance planning.
July 30, 2025

Best in budgeting forecasting reporting and in Finance planning.

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

Overall Satisfaction with Workday Adaptive Planning

We are using Workday Adaptive Planning for Budgeting, Reporting, Forecasting, and Financial planning. It has helped us solve and manage financial-related matters very well in an organized manner. Mainly, we have implemented this to address budgeting issues and future planning within our organization, enabling us to focus on various financial aspects.

Pros

  • Employees or users can update plans simultaneously.
  • We can easily integrate with Salesforce and other applications.
  • Workflows are useful to build the automations.

Cons

  • If there is heavy data it will take much time to load.
  • Reporting feature have to improve.
  • Technical support is always needed for any issues related to application performance or breakdown.
  • Budget planned very easily.
  • Reporting also became simple.
  • Forecasting become simple with this application.
We have utilized those features, which have helped automate tasks and saved a significant amount of time on repetitive work.
Data sets are useful, and we processed those for various reporting activities.
It boasts great capacities, integrating various applications, including Excel, and possesses strong capabilities.
It has a lower price and more features compared to the others, so we went with this.

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

It offers real-time collaboration between users, strong integration capabilities, and reporting performance, but visibility needs improvement. The interface is easy to navigate.

Workday Adaptive Planning Feature Ratings

8.4
Long-term financial planning
9
Financial budgeting
8
Forecasting
9
Scenario modeling
7
Management reporting
9
7.4
Financial data consolidation
8
Journal entries and reports
7
Multi-currency management
8
Intercompany Eliminations
8
Minority Ownership
8
Local and consolidated reporting
6
Detailed Audit Trails
7
8.4
Financial Statement Reporting
9
Management Reporting
8
Excel-based Reporting
9
Automated board and financial reporting
8
XBRL support for regulatory filing
8
8.0
Personalized dashboards
8
Color-coded scorecards
7
KPIs
8
Cost and profitability analysis
8
Key Performance Indicator setting
9
Benchmarking with external data
8
9.7
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
9
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

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