Adaptive Insights Review

Reports are allowed to be edited for aesthetic purposes

What is most valuable?

The reporting tools are what I gain the most benefit from. Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools. The "processes" portion of Adaptive is also pretty nifty, allowing for you to set up a task list for others so they can put in their forecasts on-time.

How has it helped my organization?

  • Standardized monthly reporting
  • Quick and easy for ad hoc requests
  • Interfaces with other data warehouses

What needs improvement?

The planning functionalities are the weakest part of Adaptive Insights. Everything that is automatic is done by formulas and there is only so much logic which you can build within these formulas. The upload feature exists, but isn't terribly useful.

For how long have I used the solution?

Personally, seven months.

What was my experience with deployment of the solution?

I wasn't around for the initial phases.

What do I think about the stability of the solution?

We had an issue where our reports weren't refreshing because our daily data pull was stuck in limbo. We called customer support and they were able to fix it within a couple hours.

What do I think about the scalability of the solution?


How is customer service and technical support?

Customer Service:

Great, we have our own personal contact that we reach out to if we have questions.

Technical Support:

Great, no issues so far.

Which solutions did we use previously?


How was the initial setup?

I wasn't around for the initial deployment.

What was our ROI?

Not applicable.

What's my experience with pricing, setup cost, and licensing?

Ensure that you have the proper pricing plan in place. I believe ours is per user, so whenever we add an account for anyone (no matter how often they use it), we incur a cost.

Which other solutions did I evaluate?

Not sure.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
1 Comment
Jaynee TolleConsultant

I have been a user since we implemented Adaptive Insights in August, 2014. The reporting tool is more robust than our accounting software. The reporting tool greatly increases my ability to analyze budgets from year to year, rolling forecasts, monthly/YTD variances, etc. To go a step further, when used with Office Connect, the possibilities in reporting are endless.

04 September 18

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