Reduce Input Time & Maximize Output
Forecasting and CPM from Adaptive Insights provides a cloud-based and real-time platform for creating, maintaining and collaborating on budgets. Your team gets familiar Excel-like functionality and a central repository for all versions old and new. Direct integration to your ERP system allows for fast and effective import of existing budgets, and comparisons to actual performance.
When your departments and teams collaborate on the budgeting process in real time, accuracy is improved, and your company budgets become something that helps drive decisions throughout the fiscal year.
“What If” You Could See Around Every Corner?
Behind every solid budget lies the ability to ask, “what if…?”. Our forecasting and CPM tools enable your departments to build flexible planning models for revenue planning, cash flow projection, sales planning, balance sheet forecasting, personnel planning and any other model you create.
Inject uncertainty, plan for any case and do it all in real-time, across all departments and while collaborating with your entire finance or budget team. CPM and forecasting from Adaptive Insights can help you see around corners and be ready for any opportunity.
Reporting by Users, for Users
Budgeting has traditionally been the domain of the spreadsheet: flat, complex and hard to visualize. Reporting and graphing tools often require database engineers to operate. But with cloud-based CPM and Budgeting tools, it’s business users who call the shots (or at least the charts).
Our solutions provide visual analytics and data visualization tools that can be used by executives, line-of-business managers, and finance, without the help of IT. Users can create dashboards, add data and drill down into data ad hoc and do “what-if” scenarios with no programming expertise. It’s business intelligence software for business users.
See the Difference with Adaptive Insights
Trajectory Brings Product and Reporting Expertise
Our Professional Services and Support team brings deep product expertise, best practices knowledge, and practical real-world budgeting, forecasting and reporting experience that is a real asset to our customers. We offer accounting and finance expertise, and can integrate CPM and Budgeting tools into your existing systems.
We use the same rational and scalable methodology and approach for all projects, ensuring your solution is well designed and deployed, your users are well trained and empowered and that your organization is receiving the highest possible ROI from day one.