Adaptive Planning: Corporate Performance Management


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.