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Adaptive Insights vs Plotly comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Mar 4, 2025

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Adaptive Insights
Ranking in Reporting
12th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Business Performance Management (8th), Financial Performance and Strategy Management (3rd), Data Visualization (11th), ESG Reporting Software (4th)
Plotly
Ranking in Reporting
18th
Average Rating
7.6
Reviews Sentiment
6.8
Number of Reviews
3
Ranking in other categories
No ranking in other categories
 

Mindshare comparison

As of April 2025, in the Reporting category, the mindshare of Adaptive Insights is 0.4%, down from 0.6% compared to the previous year. The mindshare of Plotly is 1.2%, down from 1.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Reporting
 

Featured Reviews

Andrew Rosenberg - PeerSpot reviewer
Adaptive scales well, simple to create new budget versions and models
For the organization I used to work at, it streamlined the process of creating budgets. It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday. So that made it easy. Reporting was pretty easy to set up as well. It streamlined the amount of time it took to do the budget as well as kind of making it simple to implement a rolling forecast process. So, it really was more just a productivity increase and time shortening for the budgeting and forecasting process.
Hassan Kamkar - PeerSpot reviewer
An interactive and easy-to-use solution that can be used to create dashboards
The solution cannot be deployed on the website and shared with others through its own platform. We need a third-party platform to share the application that we develop. In Tableau and Power BI, we can simply share the website with others as long as we use the paid version. However, for Plotly, we need to deploy our app on a cloud-based service like AWS or other third-party websites to share with others.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools."
"We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization."
"It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday."
"The integration with our payroll system to complete staff modeling during our budget and forecast processes."
"Forecasting changes that instantly flow through all financial statements."
"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
"It helps develop a more unified work format throughout the company."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"It is a scalable solution. Scalability-wise, I rate the solution a nine to ten out of ten."
"When reviewing and interpreting data, I typically examine it in a tabular form to understand its structure. However, when explaining or presenting the findings to others, I often use visualization tools such as Plotly. These tools allow me to create visual representations of datasets."
"The level of interactivity that the product provides is valuable to me."
 

Cons

"It's a Workday product; they could do a little bit better to integrate a pure-play integration with Workday, which really doesn't do that."
"Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS and Tableau. E.g., sorting by amounts in column charts and page slicers to control all visuals."
"The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up."
"Better user interface (UI)."
"Users continue to become more advanced and are looking for more advanced solutions."
"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"Their customer support team is slow to respond and not extremely confident."
"Adaptive Insights has a limit of 1,00,000 rows for HTML reports. It should be improved because we will have multiple dimensions that need to be populated to enhance the image."
"The solution cannot be deployed on the website and shared with others through its own platform."
"The tool needs to improve its pie charts. Regarding Plotly, I find the online documentation somewhat challenging to navigate, especially when dealing with many parameters. Searching through thousands of parameters can be a tedious and less straightforward process. While the documentation is available online and serves its purpose, I often encounter difficulties in finding the information."
"I believe that the prices of the tool's paid services could be on the premium side, so the pricing model can be considered for improvement."
 

Pricing and Cost Advice

"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"Adaptive Insights' pricing is relative to its peer competitors. It's certainly competitive compared to a spreadsheet template that you build in Excel. It can be expensive if you need to have 100-500 budget holders giving input and building financial plans. However, in that case, it becomes an extremely good bargain. Compared to its competitors, it offers an excellent value."
"Adaptive Insights' pricing is reasonable."
"It's affordable."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"Ensure that you have the proper pricing plan in place."
"Everything is negotiable, but this solution is low cost compared to others."
"Pricing is in line with other cloud-based EPM tools. It is a subscription-based model based upon the number of users and site type if it's an admin or end-user type thing."
"I only use the free tier of the product."
"It is an open-source tool. My company hasn't explored Plotly's premium services yet, but I believe the prices could be on the premium side."
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Top Industries

By visitors reading reviews
Computer Software Company
15%
Financial Services Firm
10%
Real Estate/Law Firm
9%
Healthcare Company
6%
Financial Services Firm
17%
Manufacturing Company
13%
University
7%
Computer Software Company
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
 

Questions from the Community

What do you like most about Adaptive Insights?
It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday.
What is your experience regarding pricing and costs for Adaptive Insights?
12 years ago, it was very affordable. Workday has definitely increased its price since it acquired Adaptive a few years ago. So, it's affordable. But there are other more affordable solutions that ...
What needs improvement with Adaptive Insights?
The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up. So, there could be room for just improving the integrations, making it easier to integrate outside sys...
What do you like most about Plotly?
It is a scalable solution. Scalability-wise, I rate the solution a nine to ten out of ten.
What is your experience regarding pricing and costs for Plotly?
It is an open-source tool. My company hasn't explored Plotly's premium services yet, but I believe the prices are on the premium side. I rate the product price as five or six on a scale of one to t...
What needs improvement with Plotly?
I believe that the price of the tool's paid services is on the premium side, so the pricing model can be considered for improvement.
 

Comparisons

 

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
No data available
 

Overview

 

Sample Customers

1. Cisco Systems 2. Coca-Cola Bottling Co. Consolidated 3. Deloitte 4. DocuSign 5. Dropbox 6. Electronic Arts 7. Fender Musical Instruments Corporation 8. Fitbit 9. Fossil Group 10. Groupon 11. Hilton Worldwide 12. HP Inc. 13. Intuit 14. Johnson & Johnson 15. LinkedIn 16. Lyft 17. McAfee 18. Medtronic 19. Netflix 20. Oracle 21. Pandora 22. PayPal 23. Pinterest 24. Red Hat 25. Salesforce 26. ServiceNow 27. Slack Technologies 28. Spotify 29. Symantec 30. Tableau Software 31. Twitter 32. Workday
Google, Goji, VIT, Smpl Bio, U.S. Air Force, C12 Energy, New York University
Find out what your peers are saying about Adaptive Insights vs. Plotly and other solutions. Updated: April 2025.
848,207 professionals have used our research since 2012.