Workday Adaptive Planning Features

Based on 152 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Based on 152 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Based on 152 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Based on 114 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Based on 127 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Scours data for actionable insights.

Based on 145 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.

Based on 129 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Based on 130 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Based on 146 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Based on 134 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Based on 88 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.

Based on 21 Workday Adaptive Planning reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

As reported in 20 Workday Adaptive Planning reviews. Define budget structure elements and how they are linked hierarchically

As reported in 20 Workday Adaptive Planning reviews. Keeps track of all versions of a budget and allows users to compare versions

As reported in 21 Workday Adaptive Planning reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses 21 reviewers of Workday Adaptive Planning have provided feedback on this feature.

As reported in 21 Workday Adaptive Planning reviews. Users can customize standard budget periods (3, 9, or 12 months)

As reported in 20 Workday Adaptive Planning reviews. Consolidate multiple budgets from different departments or business entities

As reported in 20 Workday Adaptive Planning reviews. Users with administrative access rights can modify budgets

Based on 19 Workday Adaptive Planning reviews. Workflows are used to define the steps required to alter budgets and who needs to approve changes

Forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 19 Workday Adaptive Planning reviews.

Ability to recreate forecasts to include new information that may impact budgets This feature was mentioned in 19 Workday Adaptive Planning reviews.

Based on 19 Workday Adaptive Planning reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year) 19 reviewers of Workday Adaptive Planning have provided feedback on this feature.

Based on 18 Workday Adaptive Planning reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

As reported in 19 Workday Adaptive Planning reviews. Project out as the year progresses to accommodate trends that affect key business drivers.

As reported in 19 Workday Adaptive Planning reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data 19 reviewers of Workday Adaptive Planning have provided feedback on this feature.

Based on 71 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Based on 87 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets.

Based on 83 Workday Adaptive Planning reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution.

As reported in 11 Workday Adaptive Planning reviews. Manages quantitative and qualitative data for environmental, social, and governance activities

Combines data from multiple sources such as software solutions, public websites, and spreadsheets 11 reviewers of Workday Adaptive Planning have provided feedback on this feature.

Uses data from third party sources such as Bloomberg and DowJones

Provides ratings to rank companies based on their ESG programs This feature was mentioned in 10 Workday Adaptive Planning reviews.

Generates reports for existing investors or to attract financing

Creates reports that can be shared with the public, employees, customers, and partners

Integrate with GRC software such as GRC Platforms, Audit management, and Policy management

Integrate with financial solutions such as accounting and ERP systems This feature was mentioned in 12 Workday Adaptive Planning reviews.

Integrate with EHS software such as Environmental Health and Safety and Quality Management Systems (QMS)

Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting This feature was mentioned in 10 Workday Adaptive Planning reviews.

Provides overview of planning and prediction for current and future employee headcount 11 reviewers of Workday Adaptive Planning have provided feedback on this feature.

Based on 11 Workday Adaptive Planning reviews. Outputs reports on headcount and budgeting analytics

Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits This feature was mentioned in 11 Workday Adaptive Planning reviews.

Based on 11 Workday Adaptive Planning reviews. Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS

Provides overview of salaray ranges in relation to job levels This feature was mentioned in 11 Workday Adaptive Planning reviews.

Offers the ability to rearrange company hierarchy and employee details in a chart format 10 reviewers of Workday Adaptive Planning have provided feedback on this feature.

Based on 10 Workday Adaptive Planning reviews. Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders

Facilitate communications with various stakeholders on ESG initiatives

Help users identify ESG related risks to proactively address them

Evaluate the impact of ESG related risks on the company and its ecosystem

Define and implement strategies to improve ESG initiatives

Provide ESG benchmarking data and competitive analysis functionality

Deliver action items to improve ESG initiatives based on historical data

Use AI or GAI technology to optimize ESG management and reporting

Monitor the performance of Environmental, Social and Governance (ESG) initiatives over time

Build reports around specific compliance requirements and directives such as CSR and CS3D.

Provides ability to score accounts based on potential revenue to prioritize accordingly.

Provides ability to structure topline revenue goals.

Segment accounts based on ideal customer profile and business objectives.

Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

Forecast sales data for sales teams, individual reps, territories, or products.

Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.

Abilty to create and run "what-if" scenario modeling to inform business decisions.

Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.

Define territories to ensure optimized market coverage and allocate resources appropriately.

Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.

Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.

Design quota targets based on factors such as account size, rep performance, and pipeline needs.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives