Revenue Planning

Learn about best practices for revenue planning. Tips include leveraging advanced analytics to identify business performance metrics, incorporating external market indicators, and continuously fine-tuning KPIs that drive revenue models.

Workforce Planning

For any business, personnel costs can be the largest operational expense, requiring decision making from the CEO, CFO, and HR. These four pillars of personnel planning can help ensure the process directs resources to the right investments.

Expense Planning

Simplify and accelerate expense forecasting, planning, and analytics.  Adaptive Insights helps you more accurately budget costs, identify cost reduction areas, and get a complete view of total company spend

Capital Planning

Plan and model capital asset acquisitions, automate depreciation methods, and gain complete visibility into the impact of capital on your financial statements.


Balnace Sheet & Cash Flow Planning

The concept of fully-integrated financial statements becomes especially important when planning Balance sheets and Cash flow statements. This is because many balance sheet items are driven from P&L accounts, e.g. Accounts Receivable from sales, Accounts Payable from spending, Fixed Assets from capital expenditures, etc. And a cash flow statement is typically completely formulated to reflect changes in balance sheet accounts, or vice-versa.