ENTERPRISE PERFORMANCE MANAGEMENT SYSTEMS
Adaptive Planning

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.
Planning, Budgeting and Forecasting Software
Revenue Planning & Sales Forecasting Software
Administration
Personnel Planning
Capital Asset Planning
Allocation Planning
Balance Sheet Forecasting & Cash Flow Forecasting Software
Rolling Forecasts
Workflow
Process Tracker
Multiple Currencies
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.
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