Financial Planning

Active financial planning
for a more agile business.

Budget dashboard showing sample budget and a table for expenses.

What You Can Do

Turn FP&A aspirations into reality.

Only an active planning process can keep up with ever-changing business conditions.

Workday Adaptive Planning delivers the flexible tools and data-driven insights you need to make more informed, faster decisions.

  • Scenario modelling
  • Variance analysis
  • Budgeting and forecasting
  • Rolling forecasts
  • Revenue planning
  • Strategic planning
  • Financial and management reporting

Meet our new interactive visual dashboards.

Three people in squares passing data.

Model every scenario and quickly respond to change.

Don’t leave financial and operational modelling to static spreadsheets.

Workday Adaptive Planning allows you to build strategic plans for everything from budgeting expenses to forecasting revenue.

Plan continuously.

Rolling forecasts with integrated scenarios keep you a step ahead at all times. Quickly understand your models with visuals that dynamically update.

Plan with confidence.

Don’t react to change – manage it. Our enterprise planning platform lets you analyse variances and course-correct at the pace business demands.

Plan for all outcomes.

Our breakthrough Elastic Hypercube Technology allows you to model just about everything. Leverage virtually unlimited amounts of data, dimensions and scenarios.

Report in less time, with greater accuracy.

A finance dashboard of showing expenses.
Tailored reports and dashboards.

Run customised reports on KPIs. Workday Adaptive Planning automatically connects to Microsoft Excel, Word and PowerPoint, creating highly formatted reports.

Interactive visualisations.

See numbers and charts side by side, as well as variances in a waterfall chart.nbspAnd when you update the data, the visualisation reflects your changes instantly.

Numbers you can trust.

Get greater visibility into business performance, make data-driven decisions and increase buy-in and accountability throughout the organisation.

All your data, together at last.

We integrate source data from Workday and other systems for you. This allows you to spend more time analysing data and making better plans.

Populate models with Workday and other data for a full picture.

Export data to external systems with the cloud loader.

Automate data flows for reliable data access.

Connect to cloud, on-premise and data warehouses.

Process tracker dashboard showing tasks and overall progress.

Planning takes a team.

Manage, assign tasks and track progress at the individual or cross-functional level. And with role-based access to models, everyone can take part in the planning process.

“One of the most important things for us is empowering those operating partners with financial and performance metrics.”

Get to know Workday Adaptive Planning.

Ready to talk?
Get in touch.