BUDGETING AND FORECASTING

Budget, forecast, and model everything.

Workday Adaptive Planning target vs plan company summary dashboard.

WHAT YOU CAN DO

Free your plans.

Workday Adaptive Planning removes the constraints of siloed, static systems and frees you to plan, budget, and forecast with agility.

KEY CAPABILITIES
  • Rolling forecasts
  • Top-down and bottom-up budgeting
  • Incremental and zero-based budgeting
  • Driver-based expense planning
Workday Adaptive Planning Functional P&L sheet.

Budgeting and forecasting. Now with fewer headaches.

Run multiple scenarios.

Create and compare multiple what-if scenario models that incorporate real-time financial and operational data and can handle your organization’s complexity.

Plan across any time horizon.

Build daily forecasts, monthly or quarterly budgets, as well as long-term plans so they fit within your fiscal calendar.

Budget the way you want.

Our easy-to-use web-based interface delivers an Excel-like experience with all the advantages of a cloud modeling platform.

Increase collaboration and adoption.

Take advantage of one source for data, common user security, and integrated workflows that enable collaboration and increase adoption of your budgets and forecasts.

Connect all your systems.

Seamlessly integrate with other back-end enterprise solutions to quickly bring in your ERP data and keep your models up to date.

“Workday Adaptive Planning has allowed us to increase engagement and significantly reduce the time spent on the budget process. It’s simpler, people are more involved, and it takes a lot less time.”

It’s time for better budgets and forecasts.

Rolling forecasts.

Unlike fixed quarterly forecasts, rolling forecasts give you a continuous picture of the business so you can identify variances and respond in real time.

Top-down and bottom-up budgeting.

Set top-down targets based on executive guidance or build detailed bottom-up operational plans with cost center managers.

Incremental and zero-based budgeting.

Build plans based on historical data using intelligent planning capabilities or start from scratch for the next fiscal year.

Driver-based expense planning.

Plan for expenses using approaches that work with your business. And perform expense allocations using our built-in rules engine.


See Workday Adaptive Planning in action.

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Get in touch.