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ADAPTIVE PLANNING

Adaptive Planning offers the leading cloud-based revenue planning, budgeting and forecasting software for cash flow projection, sales planning and balance sheet forecasting. Adaptive Planning’s cash flow forecasting and sales forecasting software combines a powerful financial modelling engine with an easy-to-use, drag-and-drop interface.

REVENUE PLANNING & SALES FORECASTING

  • Unlimited dimensions (e.g. product, customer) for sales planning
  • Use multi-dimension cube sheets; change views with drag and drop
  • Driver-based sales forecasting, revenue planning, cash flow forecast
  • Use lookup tables to automatically calculate revenue recognition
  • Integrate pipeline and actual sales data from CRM or other systems
  • Fully integrated with Salesforce

PERSONNEL PLANNING

  • Configurable sheets to do personnel planning your way
  • Easy data entry interface for planning, budgeting and forecasting
  • Personnel planning by individual or groups
  • Split headcount across departments, projects, funds etc
  • Import personnel data from your HR system as often as needed

CAPITAL ASSET PLANNING

  • Configure sheets to show what’s important to your cash flow projection
  • Provide business users with intuitive data entry interface
  • Integrated P&L, balance sheet forecasting, cash flow forecasting
  • Drive new assets from other planned events, such as new hires
  • Use lookup table to automatically calculated depreciation

ADMINISTRATION

  • Interact with easy-to-use yet sophisticated modeling environment
  • Create business models with no programming required
  • Easily create and modify departments, accounts, and dimensions
  • Customize data entry sheets for different end-users
  • Control permissions and access rights of users

WORKFLOW

  • Make it easy for managers to submit, approve and reject plans
  • Control who can modify plan data, and when it can be modified
  • Use powerful group level approvals in complex organisations
  • Visibility into approval status across entire organisation structure with planning, budgeting and forecasting software
  • Use email alerting when plan status changes

PROCESS TRACKER

  • Define deliverables, assign them to users, monitor their status and track their closure
  • Expedite creation of repetitive processes like fiscal period close with the task copy function
  • View up-to-the minute process status, progress, and task completion with at-a-glance graphs
  • Increase accountability, involvement, and collaboration in any process in your organisation

ALLOCATION PLANNING

  • Simplify with intuitive interface, and rule instead of complex formulas
  • Improve accuracy with allocations that are always in balance
  • Streamline effort with the ability to manage rules in one place
  • Adapt to chang with date-effective rules
  • Enforce checks and balances by seeing everything in one place

ROLLING FORECASTS

  • Continuously optimise decision making with frequent rolling forecasts for better sales planning
  • Use event-driven planning to adapt to changing business climates
  • Automatically and frequently import actual data from other systems
  • Use multiple versions to analyse performance and what-if scenarios
  • Combine bottom-up and top-down sales planning

MULTIPLE CURRENCIES

  • Reduce complexity of multi-national planning and reporting
  • Integrate actual data and plan in local currencies
  • Save time and improve accuracy with automatic conversion
  • Use multiple exchange rate types, including historical
  • Simplify with automatic Cumulative Translation Adjustment

BALANCE SHEET FORECASTING & CASH FLOW FORECASTING SOFTWARE

  • Driver-based planning, budgeting and forecasting
  • Integrated P&L, balance sheet forecasting, cash flow projection
  • Minimise data entry and improve accuracy with an integrated plan
  • Comprehensive and reliable cash flow forecasting software