Modeling and Forecasting
Shorten Cycle Times and Engage Business Users With Powerful Modeling for Budgeting, Forecasting, and Planning
Stop wrestling with static spreadsheets and their siloed planning, brittle links, and broken formulas. Move off your legacy on-premise planning app and its complexity, reliance on endless spreadsheets, and total dependence on IT for changes to models, reports, and analytics. Our Business Planning Cloud centralizes plans, actuals, forecasts, calculations, and cell notes to ensure integrity. Work from a common data foundation that builds trust and accountability, and ensures that your finance, sales, and operations planning processes scale well.
Finally, a Consolidated Source of Truth
Stop wrestling with static spreadsheets and fixing broken calculations and formulas. Our flexible FP&A software centralizes budgets, actuals, plans, forecasts, calculations, and cell notes to ensure integrity–from summary to detail. Work from a common data foundation that builds trust and accountability, and ensures that your finance, sales, and operations planning processes scale with your business. That means you and your team will spend more time analyzing the business and working with stakeholders and less time tracking down the cause of a dreaded #N/A, #NAME?, or #REF! in their models and reports. Our built-in cell explorer provides a complete audit trail, so you can see the source behind any value, formula or assumption.
The Power to Plan Anything
From budgeting expenses to creating financial statements and forecasting revenue, Adaptive Insights accommodates all types of modeling: expenses, workforce, capital, revenue, sales capacity, quota, and territory management. We give users the power to flexibly model planning domains specific to their function, industry, or geography. Examples include workforce, project, and operations.
The platform core has a highly scalable, flexible in-memory engine for modeling, reporting, and analytics. Our engine enables you to build and maintain very large, complex multidimensional models with an easy drag-and-drop interface and no special scripting languages. In addition to enabling classic multidimensional models such as revenue models, the platform natively enables modeling of tabular data, e.g., personnel with multiple dimensions.
Our innovative technology delivers fresh data on demand every time. Older technologies require manual running and batch processing of multidimensional models. Our platform core also includes a tabular data store optimized for high volumes of historical details and a columnar data store optimized for analytics. Our platform’s in-memory engine enables seamless and easy interaction with all the data needed in the active planning process for modeling, reporting, and analytics.
Flexibly Model With Any Calendar
We let you easily set up your own standard or custom calendar to follow break periods and rollups that better match your business. For example, higher education plans might use semesters or trimesters while retailers might have a 13-period calendar or roll-up from weeks to periods to seasons. It’s up to you. While alternative vendors might offer time granularity, their static calendars are inflexible and hard-coded into their systems.
Plan each facet of your business at a different time scale, whether that’s daily, weekly, monthly, bi-annually, or annually. Model expenses monthly and plan for daily or weekly bookings, events, and campaigns. Engage operational teams that plan week by week or day by day to create more continuous planning cycles. Plan at the time granularity you require for the business, but roll it all up for a unified view.
Continuous Planning and Rolling Forecasts, Top-Down or Bottom-Up
Our planning and forecasting software enables rolling forecasts with integrated driver-based scenarios that you can tune in real time. With the latest actuals, assumptions, and modules always at hand–and truly responsive calculations and reports–Adaptive Insights lets you proactively manage change, model outcomes, and course-correct at the pace your business demands. This intuitive experience will let you scale your planning processes across your entire organization.
Industry-Leading Ease of Use
Everyone plans. So a successful planning solution has to be easy enough for everyone to use. To achieve business agility, planning must include people closest to the business, on the front lines, so business planning process needs to be collaborative and broadly adopted. Creating products that people really can and will use is our priority. Whether you are building models or consuming data, our products are owned and managed by business users. Our ease of use results in rapid time to value with a relatively small professional services requirement.