Adaptive Insights is a cloud-based revenue planning, budgeting and forecasting application that will help your company decrease errors and improve accuracy by eliminating broken links and formulas.  This solution allows for multiple department personnel planning as well as reduced complexity of multi-national planning and reporting with multiple currencies.

Adaptive Planning will help improve cash flow projection, sales planning, and balance sheet forecasting by combining a powerful financial modeling engine with an extremely user-friendly, drag-and-drop interface.

Budgeting, Forecasting, and Planning

• Sales forecasting and revenue planning software
• Decrease budgeting and forecasting cycle times by up to 90%
• Diminish errors, improve accuracy with cash flow forecasting software
• Generate timely reporting and analysis, including what-if scenarios
• Provide frequent rolling forecasts with sales forecasting software
• Better, faster, more-informed business decisions

Sales Forecasting & Revenue Planning Software

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

Administration

• Complete control of permissions and access rights of users
• Interact with simple yet sophisticated modeling environment
• Build business models with no programming required
• Easily create and modify accounts, departments, and dimensions
• Tailor data entry sheets for different end-users

Personnel Planning

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

Capital Asset Planning

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

Allocation Planning

• Enforce checks and balances by seeing everything in one place
• Simplify with intuitive interface and rules instead of complex formulas
• Enhance 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

Balance Sheet Forecasting & Cash Flow Forecasting Software

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

Rolling Forecasts

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

Workflow

• Allocate who can modify plan data, and when it can be modified
• Make it simple for managers to submit, approve, and reject plans
• Use powerful group level approvals in complex organizations
• Visibility into approval status across entire organization structure with budgeting, planning, and forecasting software
• Use email alerts when plan statuses change

Process Tracker

• Increase involvement, accountability, and collaboration in any process in your organization
• Outline deliverables, assign them to users, monitor their status, and track their closure
• Accelerate creation of repetitive processes like fiscal period close with the task copy function
• View up-to-the-minute process status, progress, and task completion with at-a-glance graphs

Multiple Currencies

• Simplify with automatic Cumulative Translation Adjustment
• Diminish complexity of multi-national planning and reporting
• Integrate actual data and plan in local currencies
• Save time and increase accuracy with automatic conversion
• Use multiple exchange rate types, including historical