How Adaptive Uses Its Own CPM Software and Salesforce To Model Growth And Scale

Adaptive Planning cloud cpm software corporate performance management business budgeting software budgeting and forecasting visual analytics financial reporting softwareAdaptive Planning Founder Rob Hull likes to say that he’s Adaptive Planning’s longest-term customer.

“We take full advantage of all the possible uses of our application,” he often says. “Many of our new feature ideas have resulted from our own experience with the product and our desire to do more and more with it.”

Here at Adaptive, we don’t just sell our CPM software suite. We depend on it ourselves.

As a team, we use our own planning, budgeting, and forecasting software to manage internal growth and scale as a business. From sales and revenue planning to reports and dashboards, we do it all.

Here are four specific ways Adaptive Planning teams internally use the company’s own solution.

1. General Overview

Adaptive Planning is a well-known advocate of making cloud application integration easier for all businesses. Automatic integration with NetSuite brings over actual data and transactions. The forecast is updated multiple times per month and we model a complete set of integrated financial statements (P&L, balance sheet, and cash flow). All employees with budget responsibility have access and are accountable for their department figures.

2. Multiple Instances

We use three instances to manage our planning and forecasting.

–          The Sales Forecasting instance is integrated with Salesforce and planning is done at the sales rep level. This integration feature is extremely popular, and is one of the many reasons why Salesforce recently decided to make an investment in Adaptive Planning.

Adaptive Planning cloud cpm software corporate performance management business budgeting software budgeting and forecasting visual analytics financial reporting software

Adaptive Planning uses Salesforce to integrate revenue plans and forecasts, and you can too! Click on the banner to learn how you can integrate your Adaptive Planning and salesforce.com instances!

 

–          The HR instance is used to track PTO, option grant, and compensation by employee.

–          The Core Financial Planning instance consolidates data from the sales forecasting and HR instances and contains additional expense details and the integrated financial statements.

3. Sales & Revenue Planning

Adaptive Planning cloud cpm software corporate performance management business budgeting software budgeting and forecasting visual analytics financial reporting softwareOur sales forecasting instance is embedded in Salesforce. We pull detailed opportunity data weekly and the VP of Sales makes top-down adjustments for the next two  quarters. For the longer-term plan, we forecast bookings, which are then automatically spread into revenue. We plan by product, channel, and sales territory, and we track sales rep performance – what they’ve booked and what they’re paid.

Reports and Dashboards

The monthly board reports book is automatically sent to PowerPoint. Ongoing variance reports are also generated and waterfall charts show the change in metrics over time. Executives and LOB managers view dashboards with operating metrics and KPIs in Discovery. Budget managers track trends, then update the forecast accordingly.

Follow Shauna Steib, @ShaunaSteib, and Adaptive Planning, @AdaptivePlans, on Twitter for the live updates from Dreamforce ’13, in San Francisco.

 

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