Adaptive Insights enables budgeting, forecasting, and reporting through its active planning process. It supports workflows for financial planning and analysis, including creation of dashboards for graphical representation of financial data and KPIs. Users access sheets for data entry, assumptions for global parameters like salary increases, and reports for column-and-row formats. The system allows building waterfall charts, scenario planning, and drilling into data points across sheets. It integrates with over 200 systems and provides selectors for chart manipulation and image downloads. Login occurs via adaptiveplanning.com with customizable welcome screens and hamburger menu navigation.
Provides real-time data access for collaboration on dynamic financial models.
Simplifies report creation with drag-and-drop interface.
Supports integration with ERP, CRM, and HR systems for data consolidation.
Enables rolling forecasts over static annual budgets.
Phased rollout may delay full functionality access.
Relies on predefined time strata and hierarchies for data display.
