Adaptive Insights provides the only unified Business Intelligence (BI) and Corporate Performance Management (CPM) suite built from the “cloud up” – planning, consolidation, analytics and reporting applications that are powerful yet intuitive for all types of business users.

• Easiest to use and deploy BI and CPM suite
• Collaborative and unified
• Cuts planning and consolidation by up to 90%
• Always up-to-date cloud delivery
• Comprehensive Web and Office reporting designed for the business user
• Anytime, anywhere access – web and mobile

Adaptive Planning offers the leading cloud-based revenue planning, budgeting and forecasting software for cash flow projection, sales planning & balance sheet forecasting. Our cash flow forecasting and sales forecasting software combines a powerful financial modeling engine with an easy-to-use, drag-and-drop interface.

Planning, Budgeting and Forecasting Software

• Reduce budgeting and forecasting cycle times by up to 90%
• Reduce errors, improve accuracy with cash flow forecasting software
• Produce timely reporting and analysis, including what-if scenarios
• Deliver frequent rolling forecasts with sales forecasting software
• Better, faster, more-informed business decisions
• Revenue planning and sales forecasting software
• Drag and drop, self-service reporting via the Web and Office.

Revenue Planning & Sales Forecasting Software

• Unlimited dimensions (e.g. product, customer) for sales planning
• Use multi-dimension cube sheets; change views with drag and drop
• Driver-based sales forecasting, revenue planning, cash flow forecast
• Use lookup tables to automatically calculate revenue recognition
• Integrate pipeline and actual sales data from CRM or other systems
• Fully integrated with Salesforce. 

Administration

• Interact with easy-to-use yet sophisticated modeling environment
• Create business models with no programming required
• Easily create and modify departments, accounts, and dimensions
• Customize data entry sheets for different end-users
• Control permissions and access rights of users.

Personnel Planning

• Configurable sheets to do personnel planning your way
• Easy data entry interface for planning, budgeting and forecasting
• Personnel planning by individual or groups
• Split headcount across departments, projects, funds, etc.
• Import personnel data from your HR system as often as needed

Capital Asset Planning

• Configure sheets to show what’s important to your cash flow projection
• Provide business users with intuitive data entry interface
• Integrated P&L, balance sheet forecasting, cash flow forecasting
• Drive new assets from other planned events, such as new hires
• Use lookup tables to automatically calculate depreciation.

Allocation Planning

• Simplify with intuitive interface, and rules instead of complex formulas
• Improve accuracy with allocations that are always in balance
• Streamline effort with the ability to manage rules in one place
• Adapt to change with date-effective rules
• Enforce checks and balances by seeing everything in one place

Balance Sheet Forecasting & Cash Flow Forecasting Software

• Driver-based planning, budgeting and forecasting
• Integrated P&L, balance sheet forecasting, cash flow projection
• Minimize data entry and improve accuracy with an integrated plan
• Comprehensive and reliable cash flow forecasting software
• What-if analyses to predict impact on cash flow forecast.

Rolling Forecasts

• Continuously optimize decision making with frequent rolling forecasts for better sales planning
• Use event-driven planning to adapt to changing business climates
• Automatically and frequently import actual data from other systems
• Use multiple versions to analyze performance and what-if scenarios
• Combine bottom-up and top-down sales planning.