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What is Workday Adaptive Planning?

Enhance the development of accurate planning models, reduce errors, and improve decision-making prowess. In light of the constantly changing landscape of your business, it is crucial that your planning and forecasting tools embody this fluidity. This is why Workday Adaptive Planning is designed with remarkable scalability, speed, and flexibility in its modeling and forecasting capabilities. Employ cutting-edge modeling approaches to stay ahead in areas such as finance, sales, and workforce planning. Foster seamless teamwork and quickly adapt to changes with built-in collaboration features. Improve business outcomes using interactive dashboards, clear data visualizations, and easy-to-create customizable charts that can be shared effortlessly. Take advantage of intuitive management, financial, and sales reporting software that is readily accessible in the cloud. Generate impressive, up-to-the-minute management reports with the Microsoft Office Suite and OfficeConnect, ensuring that your data is consistently up to date. Additionally, experience seamless integration with ERP, HCM, CRM, and various other data sources to enable quick, reliable, and accurate business planning, empowering you to make well-informed decisions with confidence. By leveraging these innovative tools, you can not only enhance your operational efficiency but also drive sustainable growth for your organization.

What is PivotXL?

Elevate the capabilities of your financial planning and analysis spreadsheets by incorporating our Corporate Performance Management software, which offers seamless integration with Microsoft Excel. Enhance your data organization and automate tedious tasks to optimize both operational and financial planning workflows. The intuitive interface allows for the creation of cubes, which can encompass various dimensions, dimension members, and measures, making data management more structured. You can effortlessly link Excel cells to any cell within a cube, ensuring a smooth flow of information. Our innovative Microsoft add-in enables the straightforward uploading and downloading of data from the cloud directly into your spreadsheet templates. Leverage Pivot tables alongside other business intelligence tools to analyze your data in diverse ways that suit your needs. Furthermore, the built-in workflow manager allows for the crafting of complex tasks and the attachment of templates, streamlining task completion and approval processes without the hassle of manual steps. Customize alerts and notifications to keep users updated on critical information. If you often find yourself sending Excel files back and forth or depending on a Corporate Performance Management system only to return to Excel for formatting needs, it may be the perfect opportunity to explore PivotXL for a more streamlined approach. By utilizing PivotXL, you can revolutionize your data management practices and achieve a significant boost in productivity while ensuring your team works more efficiently together.

Media

Media

Integrations Supported

Microsoft Excel
Bindbee
BlinkSwag
Data Sentinel
Espressive Barista
GoodHabitz
Immedis
Imprint Engine
Informatica Intelligent Cloud Services
Mercateam
Motivosity
Novisto
Peaka
Projectmates
Rippling
Salesforce Data Cloud
Scientrix
Toucan
Tungsten InvoiceAgility
Versori

Integrations Supported

Microsoft Excel
Bindbee
BlinkSwag
Data Sentinel
Espressive Barista
GoodHabitz
Immedis
Imprint Engine
Informatica Intelligent Cloud Services
Mercateam
Motivosity
Novisto
Peaka
Projectmates
Rippling
Salesforce Data Cloud
Scientrix
Toucan
Tungsten InvoiceAgility
Versori

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workday

Date Founded

2005

Company Location

United States

Company Website

www.workday.com/en-us/products/adaptive-planning/overview.html

Company Facts

Organization Name

HealthPlotter

Date Founded

2013

Company Location

United States

Company Website

www.pivotxl.com

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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