Audience

Finance professionals and FP&A teams

About Workday Adaptive Planning

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.

Pricing

Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 5.0 / 5
ease 4.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

Workday
Founded: 2005
United States
www.adaptiveplanning.com

Videos and Screen Captures

Play Video Workday Adaptive Planning Screenshot 1

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Product Details

System Requirements

SaaS

Training

Documentation
Live Online
Webinars
In Person

Support

Business Hours
Online

help_center_black_24dp Workday Adaptive Planning Frequently Asked Questions

Q: What kinds of users and organization types does Workday Adaptive Planning work with?
Q: What languages does Workday Adaptive Planning support in their product?
Q: What kind of support options does Workday Adaptive Planning offer?
Q: What other applications or services does Workday Adaptive Planning integrate with?
Q: What type of training does Workday Adaptive Planning provide?
Q: Does Workday Adaptive Planning offer a free trial?

Workday Adaptive Planning Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Marketing Reports

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Reviews

Write a Review
  • Alexander W.
    Data Analyst
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A great tool "

    Posted 2020-11-09

    Pros: It is user friendly and easy to work with it.
    Also it is an excellent platform when it comes to budgeting and reporting.

    Cons: It's set up is very strong I haven't experienced any problem while using it

    Overall: It has been great and I would highly recommend it especially when it comes to accounting needs.
    Also it is very affordable and easy to manage it in a very secure way.

    Read More...
    Review Source: SourceForge
  • Andrew B.
    Manager, FP&A
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: Deployment
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Take your budgeting to the next level"

    Posted 2020-04-10

    Pros: Cloud-based solution allows the full company to be involved; driver-based logic updates live so when you make a change, it flows through the entire model without causing breakage; seamless integration to Netsuite

    Cons: Being so full-featured, it is difficult to teach to various members in your organization. I'd also definitely recommend an implementation partner as it's difficult to get your arms around at first.

    Overall: Big upgrade from Excel-based budgeting, especially for a rapidly growing organization. Great pricing for the value.

    Read More...
    Review Source: SourceForge