Workday Adaptive Planning / Adaptive Insights Demo

Watch a 20-minute demonstration of key features

Tired of repeating the same budget cycle over again? Need more business collaboration rather than leaving the budget to the finance team? Want to change the way you plan and give it real meaning?

Workday Adaptive Planning is a market-leading cloud enterprise planning solution that enables finance teams to plan more accurately and dynamically, driving better business decisions. To showcase how the solution works, QMetrix Principal Consultant, David Huynh, has put together a 20-minute demo which provides an overview of its key features.

Workday Adaptive Planning Demo – click play

The above video provides examples that demonstrate how Workday Adaptive Planning enables you to achieve these:

  • Review performance on interactive dashboards and drill down into the detail
  • Perform what-if scenario modelling and see direct impacts to the financials (P&L, BS and CF)
  • Drill through to underlying budget assumptions and transactions from dashboards, reports or input sheets
  • Ability to both plan and analyse using the interface of your choice including Excel
  • Integrate with source systems so you always have the latest data on hand – connect and import from spreadsheet, cloud or on-premise data sources such as with GL, ERP or CRM applications
  • Re-forecast with speed without compromising on the detail
  • Plan from the bottom up or top down
  • Integrate with Microsoft Office to create customised management and board reporting packs


Workday Adaptive Planning makes enterprise planning easy, powerful and fast.

Easy. Powerful. Fast
Market-leading cloud planning solution

Take budgeting and planning to the next level.
Learn how these organisations did it.

QMetrix is a Certified Partner of Workday Adaptive Planning, providing end-to-end solutions from analysis to design and delivery

Is Workday Adaptive Planning the solution for you?

Let’s take a deeper dive. Talk to us about the challenges, possibilities and pricing, see a personalised demo or undertake a proof of concept.

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