ENTERPRISE PERFORMANCE MANAGEMENT SYSTEMS

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Adaptive Planning
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Adaptive Planning provides comprehensive Budgeting, Planning, and Forecasting that’s proven to reduce cycle times by up to 90%. With an incredibly intuitive “Excel-like” interface, it’s easy to collaboratively plan and forecast revenue, expenses and headcount, create rolling forecasts, and more. It’s the perfect solution to drive enterprise performance management.

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.



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​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
• Customise 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
• Minimise 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 optimise 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 analyse performance and what-if scenarios
• Combine bottom-up and top-down sales 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
• Visibility into approval status across entire organisation 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 organisation

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

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