Workday Adaptive Planning

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Workday Adaptive Planning

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Enable business analytics, planning and forecasting

Workday Adaptive Planning specialises in corporate performance management systems and offers a set of cloud-based business analytics, planning, and forecasting solutions.

Activating Workday Adaptive Planning

Step 1:

To activate the integration, go to Integrations and change the Workday Adaptive Planning slider to Active.

Step 2:

Enter necessary details such as the username, password, instance code, version name, sheet name, plan or actuals, and then click Connect to integrate Workday Adaptive Planning.

Step 3:

With the Workday Adaptive Planning integration enabled, you can update your reporting at any frequency and with any data you want.

Step 4:

Extracted data points will be shown on the overview page that can be accessed by navigating to Integrations > Workday Adaptive Planning > Details about exports.

Step 5:

When data is transferred to Workday Adaptive Planning, you will be able to analyse your performance through AI-generated visuals and build forecasts.

Please note: This integration can be personalised based on your company’s needs. For more information on the Workday Adaptive Planning integration and its setup, please feel free to contact us via

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