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Adaptive Insights vs Yellowfin comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Jan 1, 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
Ranking in Data Visualization
11th
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), ESG Reporting Software (4th)
Yellowfin
Ranking in Reporting
30th
Ranking in Data Visualization
26th
Average Rating
8.0
Reviews Sentiment
7.5
Number of Reviews
2
Ranking in other categories
BI (Business Intelligence) Tools (42nd), Embedded BI (13th)
 

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 Yellowfin is 0.3%, up from 0.3% 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.
it_user86469 - PeerSpot reviewer
Very scalable design and easy to implement. It can reside alongside more complex enterprise systems.
I have been involved with the implementation of many BI products; many products are expensive, require complex and difficult implementations, and once installed it is only the start of a lengthy consulting engagement to get the installation to where the customer wants it to be. Yellowfin is the antithesis of this; it installs easily, the configuration is done quickly, and the user can come up to speed quickly (especially if they have used other BI products). As an implementer, this changes how we operate, because we can focus on providing the customer what they want, not just on technical wizardry to get the product operational.

Quotes from Members

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

Pros

"The most valuable feature of the solution is its dashboard."
"Forecasting changes that instantly flow through all financial statements."
"Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools."
"Automated reporting."
"It's very stable."
"The important feature is integration with source data. It connects to various ERP systems, including Workday, Intact, and others. It can also import actuals and compare them to PlanPoint quite easily."
"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."
"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
"It reduces time to reproduce reports, provides easy access to organisational data, and has the ability to generate a wide range of reports and analysis."
"It is able to create information dashboards for various users' throughout."
"It is a central source of up-to-date data and information."
 

Cons

"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"The upload feature exists, but isn't terribly useful."
"Users continue to become more advanced and are looking for more advanced solutions."
"Being able to drill down when using OfficeConnect needs work."
"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."
"Adaptive Insights could improve the data designer interface to make integrations easier to set up."
"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."
"The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up."
"It needs more presentation/charting capabilities and integration with GIS."
 

Pricing and Cost Advice

"It's affordable."
"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."
"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."
"Adaptive Insights' pricing is reasonable."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"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."
Information not available
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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%
Computer Software Company
28%
Educational Organization
13%
Government
10%
Insurance 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...
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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
NCS, Universitat Konstanz, AT&T, PG&E, SingTel, InternetStores
Find out what your peers are saying about Adaptive Insights vs. Yellowfin and other solutions. Updated: April 2025.
848,207 professionals have used our research since 2012.