Planning and Analytics

Workday Adaptive Planning: See tomorrow's numbers today

Q: What core features should financial forecasting software include?

Forecasting software should offer powerful modelling capabilities with an easy formula editor, granular planning by product or customer, integrated financial models (P&L, Balance Sheet, Cash Flow), and real-time formula links without batch processing.

Q: Does Workday Adaptive Planning software easily integrate historical sales data?

Yes. Workday Adaptive Planning supports detailed multi-dimensional sales data and includes demand planning functionality for forecasting by dimensions such as channel, salesperson, and product SKU.

Q: What are the advantages of being cloud-based?

Cloud-based planning software is easier to manage than on-premise solutions, requires less specialist consulting, and offers rich functionality with out-of-the-box features instead of complex code-heavy models.

Q: Does Workday Adaptive Planning software accommodate complex revenue models?

Yes. Workday Adaptive Planning handles complex business rules such as billing, revenue recognition, and scenarios involving volumes, rates, and product mix.

Q: Is Workday Adaptive Planning the same as Adaptive Insights?

Yes. Adaptive Insights was acquired by Workday in 2018. Workday invests heavily in product development, with around 30% of profits reinvested to continuously improve the platform.

Cloud-based planning solutions show you where you're heading, not just where you've been. Model scenarios without the spreadsheet gymnastics that take away your weekends.

Think fast, move first, stay agile.

Business agility is critical in a fast-paced commercial environment. Having data that tells you a clear and informative story is the key to making informed decisions quickly, that keep you ahead of the game.

Workday Adaptive Planning for Corporate Performance Management is a born in the cloud modular solution ideal for business decision-makers that can be easily owned by its users to produce powerful modeling, reporting, and analytics.

Simple Yet Powerful Structure for a Fast Realisation of Value

Get up and running quickly with a user-friendly interface and intuitive tools that deliver immediate impact and faster results.

World-class reporting tools that are flexible and responsive

Build, customise, and adapt reports easily to suit your needs—enabling real-time insights and faster, more confident decision-making.

Robust Version Management and Scenario Comparison Functionality

Compare multiple planning versions and scenarios side-by-side to understand the impact of decisions before you act.

Clear and Precise Auditability and Change Tracking

Maintain transparency with built-in tracking that shows who changed what and when—supporting compliance and accountability at every step.

Business forecasting just got easier with Workday Adaptive Planning & Fusion5

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With Workday Adaptive Planning, we can offer you access to the powerful CPM reporting and forecasting tools you need to manage your budgeting and forecasting. All the while, ensuring you remain firmly in control of the administration and evolution of your solution.

With the financial results connected deeply into the various business domains, you can drill down to the budget drivers, business segments, and assumptions behind the numbers and ask the right questions.

With the planning, budget projection and analysis process deployed to budget holders, the people who are closest to the numbers in your business can add more quality and insight to your data.

Plan faster, smarter, and without the spreadsheets

Ditch slow, manual spreadsheets and outdated on-prem systems.

Workday Adaptive Planning empowers you to:

Plan continuously using real-time data from across your business
Boost productivity by 70%+ by eliminating manual processes
Access your plans anytime — on the web, in Excel, or on mobile

Forecast, analyse, and adapt in real time

Move from static planning to dynamic, data-driven decisions.
With Workday Adaptive Planning, you can:

Integrate budgeting, forecasting, and sales planning in one platform
Use rolling forecasts and real-time dashboards to stay ahead
Model sales capacity, quotas, and territory assignments on the fly

Scale with ease and take control of your planning

Designed to grow with your business — and keep you in the driver’s seat.

Easily scale across multiple ERPs, business units, and revenue models
Own your system with full enablement and in-house control
Make changes without waiting on consultants — save time and money

Closing the loop between planning & execution for successful business outcomes

We recognise that a planning implementation does not solve all your problems in one go. A planned journey is needed to deliver successful business outcomes at each stage.

We plan a personalised journey with you that considers:

Your internal capacity
The highest time-to-value for you
Ensuring successful chunks of scope are delivered in each phase
Achieving the desired business results

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Frequently asked questions

What core features should financial forecasting software include?

Most people use spreadsheets to create a financial projection or forecast. So, forecasting software needs to do a much better job than Excel for starters! To achieve this, the software must:

Have a powerful modelling capability to create calculations that are flexible with a powerful and easy formula editor.
Allow planning with high granularity of data such as product, customer, or contract.
Have a financial model (P&L, Balance Sheet and Cash Flow).
Provide formulae which link throughout the model in real-time with no batch process to run.

Does Workday Adaptive Planning software easily integrate historical sales data?

Yes, it does! Workday Adaptive Planning takes in detailed multi-dimensional sales data:

Demand planning functionality is available in Workday Adaptive Planning for sales forecasting
Workday Adaptive Planning is often used for demand planning which is the forecasting of sales by dimensions such as sales channel, salesperson, and product SKU

What are the advantages of being cloud-based?

Cloud-based planning software is far less complicated than traditional on-premise installed planning software. It's easier for finance administrators to manage and own without specialist consulting. Modern cloud planning software is also functionally rich, taking code-intensive reliant models to out-of-the-box functionality in the cloud.

Does Workday Adaptive Planning software accommodate complex revenue models?

It sure does. Workday Adaptive Planning is a powerful business modelling tool. It takes the most complex business rules found in typical revenue models such as billing, revenue recognition rules and scenarios around volumes, rates and product mix, into the equation.

Is Workday Adaptive Planning the same as Adaptive Insights?

Yes, Adaptive Insights was acquired by Workday in 2018 (for $1.5b). Workday invests heavily in continuous improvement — in fact, 30% of their profits are invested back into product development!

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