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Workday® Adaptive Planning

Companies need to keep pace with the changing business environment by
investing in a planning platform that can help them adapt and take advantage
of opportunities. But in most organizations, a slow and static manual planning
process inhibits the kind of informed, rapid decision-making needed to quickly
course-correct as business conditions change. And with business drivers often
spread across multiple, disconnected systems, business models are often
incomplete, reflecting a fragmented view of the enterprise.

With Workday® Adaptive Planning, you gain a holistic view of the business,
with a planning platform that is flexible, scalable, and easy to use. No matter how data intensive or complex the models
are, you can plan for what’s next. And with the built-in integration framework,
you can connect to data from any ERP, HRIS, CRM, or other transactional
system with out-of-the-box integration—no need for any third-party tools.


Financial Planning

Produce accurate budgets quickly and easily with confidence. Get more insights faster.


Workforce Planning

Execute with speed to deliver dynamic head-count and skills-based plans that drive better business results.


Sales planning.

Quickly optimize sales resources, increase performance, and improve


Operational planning

Operational capacity planning, marketing demand generation modeling, project-based planning—you can model it all.


Financial Planning

Budgeting & forecasting

Use our world-class budgeting, forecasting, and planning solution to keep up with today’s ever-changing business landscape.

Scenario planning

Leverage our nimble and data-driven financial modeling capabilities for deeper insights that guide smarter strategy and better planning.

Analytics and reporting

Report faster and more accurately with tailored reports and dashboards, interactive data visualizations, and numbers you can trust.

Strategic planning

Drive business forward with strategic planning tools that empower finance to seize new opportunities and mitigate risks as they arise.

Vendor Selection
Vendor Selection

Boost collaboration

Empower managers to collaborate easily using self-service reports and interactive dashboards.

Make decisions based on data, not instincts

Embedded AI and machine learning (ML) let you make smarter decisions faster by eliminating mundane tasks and providing recommendations.

Mitigate risks and seize opportunities

Easily create and test models using advanced analytics so you can immediately spot risks and opportunities.

Move beyond limitations of outdated systems

In-memory calculations mean that every plan, report, and dashboard continuously updates with the latest information.


Workforce Planning

Headcount and cost

Easily link workforce plans to financial models with up-to-date headcount plans and related costs. So you can keep your hiring plans on target and on budget.

Workforce capacity planning

Optimize your people resources to meet current business demand by allocating the right people at the right time across operating units and projects.

Talent planning

Model skills capacity by location, ramp time, cost of workforce, and more. Then compare multiple what-if scenarios to pinpoint the best mix of talent.

Strategic workforce planning

People are your greatest strategic asset. Match your future workforce composition to your strategic goals and business initiatives with integrated workforce planning.

Skills Planning
Workforce Planning

Model your workforce dynamics

Model hiring, transfers, and retention plans with driver-based assumptions and see the cost impact instantly. Factor in global or local business drivers that can affect your staffing plans.

Align your workforce plans with your business goals

Identify how best to attract, hire, and retain top talent. You can also see how to close skills gaps across business units and functions. Then collaborate to turn your workforce plans into actions.

Keep a pulse on your talent needs

Monitor costs, view open positions, and analyze your workforce by any number of dimensions—then quickly course-correct as business conditions change.


Sales Planning

Quota planning

Match sales goals with available market opportunities to ensure equitable assignments that boost productivity.

Territory planning

Match sales goals with available market opportunities to ensure equitable assignments that boost productivity.

Sales capacity & headcount

Improve sales performance with sales capacity and headcount modeling that incorporates ramp, attainment, and more.

Analytics and forecasting

Forecast demand across customers and geographies; blend forecast data with pipeline analytics and funnel metrics—all in one platform.

Vendor Selection
Vendor Selection

Plan with agility and confidence

Quickly spin up models to distribute quotas, design territories, and plan headcount to align sales resources to revenue targets.

Design a robust, scalable sales planning process

Adjust your sales plans on the fly. Our flexible sales planning platform can handle the needs and complexities of your business.

Automate complex, time-consuming tasks

Seamlessly import and incorporate CRM and customer enrichment data, so you can streamline complex planning processes.

Improve cross-functional alignment

Align sales plans to finance and HR with a unified data core and the same set of planning assumptions.


Operational Planning

Demand & supply planning

Deliver what your customers want, when they want it, while driving efficiency and profitability for your business.

Project planning

See how your projects impact financial and operational plans so you can make informed decisions and optimize your investments.

Marketing planning

Evaluate your campaign mix, align to sales, and get the most out of your marketing budget.

Vendor Selection
Vendor Selection

Increase forecast accuracy

Build more reliable forecasts by applying unique business factors and assumptions.

Model changes as they happen

Market conditions are constantly shifting. You need a planning platform that empowers you to adjust your models in real time.

Collaborate across the organization

Link models among finance, HR, sales, marketing, IT, and operations to keep everyone aligned.