Adaptive Planning

Cloud Corporate Performance Management · Budgeting & Forecasting Software 

Adaptive Planning is the leading cloud corporate performance management application, automating budgeting, forecasting, reporting, and analysis. It combines a proven financial modeling engine with powerful, flexible features and an easy-to-use interface with drag-and-drop functionality. 

  •  Budgeting and Forecasting Software - Reduce budgeting and forecasting cycle times by up to 90% 
  • Administration - Create business models with no programming required 
  • Personnel Planning - Provide business users with intuitive data entry interface 
  • Sales & Revenue Planning - 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 
  • Allocation Planning - Simplify with intuitive interface, and rules instead of complex formulas 
  • Balance Sheet & Cash Flow Planning - Use driver-based planning to link together different planning elements 
  • Rolling Forecasts - Continuously optimize decision-making with frequent rolling forecasts 
  • Workflow - Make it easy for managers to submit, approve, and reject plans 
  • Multiple Currencies - Reduce complexity of multi-national planning and reporting 


If you would like to learn more about our corporate performance management software including Budgeting & Forecasting and Sales Forecasting & Analysis and how Adaptive Insights can help improve your Business Intelligence ROI contact us today.