Collaborative Budgeting Planning, Forecasting, and Reporting

Overview

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The Adaptive Planning application is a complete solution for budgeting, forecasting – planning of all kinds – plus reporting and analysis. It’s a powerful, flexible, and intuitive application that includes a proven financial modeling engine, with fully integrated financial statements, unlimited dimensions, automated data roll-up, workflow, audit trail, and currency exchange.

Use it to integrate data from all your other enterprise systems, including transaction detail, then slice and dice and drill-down into the data from reports, charts, and dashboards. Put easy-to-use drag-and-drop reporting in the hands of your finance and business managers, so they can answer their own questions.

Turn the stale annual budgeting process into a user-driven, fact-based continuous rolling forecast cycle. Transform your finance team by freeing them from having to manage multiple versions of spreadsheets and complex consolidations of data, and from worrying about broken links and version control.

Transform your business users by providing them with self-service reporting, and the tools they need to tell you what they know about their businesses – past, present, and future. Give them planning tools that make it easy for them to collaborate and contribute jointly, in a secure environment with minimal coordination from finance. Your business plans will never be the same.

Benefits

  • Complete Set of elements:Personnel, Expenses, Capital spending, Sales, Assets, Liabilities and Equity, Projects…and more
  • Integrated Financial Statements (Income Statement, Balance Sheet, and Cash Flow)
  • Support Rolling Forecasts
  • Dramatically reduce budgeting and forecasting cycle times – by up to 90%
  • Simplify and standardise data collection across the organisation
  • Decrease errors and improve accuracy by eliminating broken links and formulas
  • Enable timely and thorough what-if analyses

Features

Budgeting and Forecasting

  • Reduce budgeting and forecasting cycle times by up to 90%
  • Decrease errors and improve accuracy
  • Produce timely reporting and analysis, including what-if scenarios
  • Deliver frequent and rolling forecasts
  • Make faster, more informed, and better business decisions

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
  • Customise data entry sheets for different end-users
  • Control permissions and access rights of users

Personnel Planning

  • Use configurable sheets to help you plan headcount your way
  • Provide business users with intuitive data entry interface
  • Plan groups of people in aggregate or by individual headcount
  • Split headcount across departments, projects, funds, etc.
  • Import personnel data from your HR system as often as needed

Sales & Revenue Planning

  • Use unlimited dimensions, e.g., product, customer, fund
  • Use multi-dimension cube sheets; change views with drag and drop
  • Utilise driver-based planning to drive revenue, cost, etc.
  • Use lookup tables to automatically calculate revenue recognition
  • Integrate pipeline and actual sales data from CRM or other systems

Capital Asset Planning

  • Use configurable sheets designed by you to capture what’s important
  • Provide business users with intuitive data entry interface
  • Drive capital spending into the P&L, balance sheet, and cash flow
  • 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 & Cash Flow Planning

  • Use driver-based planning to link together different planning elements
  • Create integrated financial statements – P&L, Balance Sheet, Cash
  • Minimise data entry and improve accuracy with an integrated plan
  • Create a comprehensive and reliable cash flow forecast
  • Improve forecasting with what-if analyses to predict impact on cash

Rolling Forecasts

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

Workflow

  • 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 organisations
  • Gain visibility into approval status across entire organisation structure
  • Use email alerting when plan status changes

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

Resources

eBook

Read the Adaptive Planning eBook
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Datasheet

Get all the information on Adaptive Planning
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Adaptive Planning Demo

See Adaptive Consolidation in Action
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Customer Highlights Video

View this customer highlights short video and hear why so many customers choose Adaptive Insights for the Budgeting, Forecasting and Reporting needs.
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