Accelerate Cycle Time and Engage Managers With Intuitive, Cloud-Based Planning Software

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One Complete Corporate Performance Management Solution

The Adaptive Suite is a cloud-based Corporate Performance Management(CPM) software that delivers incredibly intuitive planning, forecasting, reporting, and dashboards. Designed for business users and accessible from anywhere, our Corporate Performance Manaement (CPM) software helps you visualize performance, plan effectively, and monitor your results.

With Adaptive Planning’s centralized, web-based solution, you no longer need to manage multiple versions of spreadsheets and complex consolidations of data, or worry about departments using the current version of your budgeting plan. By eliminating many of the low-level tasks associated with spreadsheet-based planning, your team can focus on strategic analysis and higher-level business decisions – turning a low-value process into a true competitive differentiator.

The Adaptive Suite empowers companies to enhance the strategic value of their finance organizations and elevate their CPM cycle.


Key Functionality Overview

One Consolidated Planning Source

Flexible planning software that centralizes actuals, plans, forecasts, calculations, and cell notes to ensure integrity—from summary to detail. Adaptive Planning establishes a common data foundation that fuels trust and accountability, and ensures that your planning processes scale with your business. Broken calculations and excessive spread sheets are a thing of a past.

Integrated Business Planning

From budgeting expenses to creating financial statements and forecasting revenue, Adaptive Planning accommodates all types of modeling—workforce, capital, and revenue—across all industries and sizes. Financial and currency logic eliminates the complexities of departmental and global planning. It’s integrated planning that drives transparency throughout the organization.

Continuous Planning and Rolling Forecasts

Adaptive Insights forecasting software enables rolling forecasts with integrated driver-based scenarios that you can tune in real time. With the latest actuals, assumptions, and modules always at hand—and truly responsive calculations and reports—Adaptive Planning lets you proactively manage change, model outcomes, and course-correct at the pace your business demands.

Intuitive and user-friendly Excel-Like Experience

Adaptive Planning’s incredibly intuitive, web-based planning sheets make it simple to move from manual planning in Excel. It’s a familiar look and feel, without the familiar overhead. Adaptive sheets provide centralized data entry, instantly calculated results, organizational security, and workflow, eliminating duplicated effort and time wasted consolidating the plan.

Reporting and Visual Dashboards

Enrich your planning process with dynamic, interactive reports and visual dashboards—no coding required. Get a view of the entire company—corporate metrics, operational performance, functional KPIs—and immediately adjust plans and forecasts based on visual exceptions and trends.

Track Task and Workflow Management

Built-in workflow allows managers to review and approve plans, and finance to see what’s been submitted and approved – in real time. Track common planning tasks, use discussions and cell notes to collaborate, and monitor changes and issues with a powerful audit trail.


tickComplete Set of Planning Elements – Plan personnel, expenses, capital spending, sales, assets, liabilities and equity.
tickIntegrated Financial Statements – Link elements to create a complete set of dynamic financial statements, including P&L, Balance Sheet, and Cash Flow.
tickDriver-Based Planning/Operational Metrics – Use drivers or metrics such as headcount, units, prices, square footage, etc. to plan.
tickUnlimited Custom Dimensions – Create unlimited number of customized dimensions to categorize data, e.g., departments, business units, projects, products, etc.
tickAutomated Consolidation & Rollups – Automatically consolidate and rollup data across all dimensions into the total company model.
tickGlobal Assumptions – Create centralized assumptions that can be managed in one place and used across the organization.
tickDynamic Formulas – Easily create formulas with the point-and-click Formula Assistant Reference data and assumptions from anywhere in the model, subject to user security.
tickWorkflow – Automatically manage the plan submission and approval process.
tickNotation – Use notation throughout the application.
tickAudit Trail – Search to find changes to data, filtering on such fields as users, time ranges, departments, accounts, custom dimensions, etc.
tickMultiple Currencies – Use multiple currencies in planning, integrating data from other systems, and reporting, with automatic currency conversion. Use multiple languages.
tickWeb Based Access – Access the application anywhere, anytime, using web browsers. No new software, hardware, or IT support is required.
tickDocument Repository – Collaborate with other users by storing and sharing documents (e.g., MS Office files) related to budgeting, forecasting, and other corporate performance management activities.


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White Papers

Adaptive Planning Datasheet


NetSuite Discovery Enterprise Datasheet


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