Corporate Performance Management

Adaptive Planning is the leading cloud corporate performance management application, automating budgeting, forecasting, reporting, and analysis. It combines a proven financial modeling engine with powerful, flexible features and an easy-to-use interface with drag-and-drop functionality.

If you would like to learn more about our corporate performance management software including Budgeting & Forecasting and Sales Forecasting & Analysis and how Adaptive Insights can help improve your Business Intelligence ROI contact us today.

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


  • 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


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

Process Tracker

  • Define deliverables, assign them to users, monitor their status, and track their closure
  • Expedite 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
  • Increase accountability, involvement, and collaboration in any process in your organization

Multiple Currencies

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

Click here download the Adaptive Planning data sheet.
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