Adaptive Insights Reviews & Pricing

Key Features

• Modeling: Anticipate the future with a wide variety of planning and forecasting tools. Perform fiscal modeling using business milestones such as the fiscal calendar, funding schedules, academic calendars and revenue recognition schedules. Some of the supported models include forecasting revenue, workforce planning, budgeting expenses, sales planning, SaaS account modeling and capital planning. Employs Elastic Hypercube Technology, which uses model dependencies to determine whether results need to be recalculated or not when information changes or stays the same.
• Active Planning: Connects the finance department with other intercompany workflows to increase transparency and rates of success while also reducing communication errors and inefficiencies. Active planning itself is a method of continuously planning and updating plans using shared and updated data that’s visible across an organization. Enables active planning via a Process Tracker, which provides real-time visibility of individual tasks and planning processes within a company. Develop step-by-step guides for specific user roles, along with links to the location in the system where input is needed.
• Dashboards and Analytics: Explore data through interactive and personalizable visualizations and dashboards. Within the financial dashboard, conduct period-over-period analysis, find variances from waterfall charts, look at how the budget compares to actual spending and analyze performance trends. Visualize KPIs and share dashboards to help ensure that goals are met.
• Management and Financial Reporting: Gain deeper understanding through advanced financial and sales technology. Pivot dimensions, select parameters and report on variances. Add annotations and create “point-in-time” snapshot reports so that information can be shared and retained. Drill-down capabilities are available for transactional reports and planning sheets.
• Board and External Reporting: Connects to business tools such as Microsoft Excel, Word and PowerPoint to help format data in one click. Create income statements, balance sheets, P&Ls, board packs, narrative reports and presentations. Automatically uses refreshed data in existing calculations and formatting as changes are made. Designate static and dynamic elements. The Cell Explorer tool provides visualization of source data and formulas that are used to calculate any given metric in a report.
• Cloud Integration: Automates data flows so that source data from a company’s various software systems are easily accessible. Work with data that comes directly from the source, with less worry about typos or other accidental manipulations of data that could alter calculations. More than 2,000 integrations are possible with vendors such as Oracle, SAP, MS Dynamics, Salesforce, Plex, Epicor and Workday. 
• Financial Consolidation: Automates processes such as currency translations, reporting and reclassifications. Define and automatically calculate ownership percentages and minority interest. Conducts financial consolidation in real time and with no long-running processes and no batch jobs, granting full visibility. 

Suite Support