---
title: "Workday Adaptive Planning Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of Workday Adaptive Planning. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Workday Adaptive Planning is a good fit for you!"
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---

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Workday Adaptive Planning Reviews

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# Workday Adaptive Planning User Reviews

## Reviews summary

- Overall rating: 4.5/5
- Total reviews: 235

### Secondary ratings

- Ease of use: 4.2/5
- Customer support: 4.4/5
- Value for money: 4.3/5
- Functionality: 4.4/5

### Rating distribution

- 5 stars: 130 reviews (55%)
- 4 stars: 90 reviews (38%)
- 3 stars: 13 reviews (6%)
- 2 stars: 2 reviews (1%)
- 1 star: 0 reviews (0%)

### Most mentioned pros

- Workday Adaptive Planning is a reliable tool that automate and streamline the process of financial planning, budgeting and forecasting.
- Overall this is a great product. Once you adapt to it or just bookmark the pages you need and store them on your custom view for easy locating, the software makes HR items and manager requests a breeze.
- In a nutshell, it saves alot of time, its easy to use and the flexiblity it allows make for more efficient model building.

### Most mentioned cons

- A little bit of inflexibility with some of the reporting features (Vol, Rate analysis not possible outside downloading to Excel and QTD values not easily pulled without backend edits to saved reports).
- I did not have a good experience with Adaptive and chose to replace it with another systems due to lack of enhancements, difficult close process, and lack of clean dashboards
- The user interface is a little confusing at first and navigating the site isnt the easiest.

## Workday Adaptive Planning customer reviews

Showing reviews 1-25 of 235 (page 1).

### Workday Works for Me!

- Overall rating: 5/5
- Reviewer: JanetStar V.
- Verified reviewer: Yes
- Industry: Education Management
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: April 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

I love work day and since a lot of businesses use it, I have gotten a lot of experience using it, which has been a benefit for me.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

I like how organized it is. I like how the system puts together forms very professional and instantly.

#### Cons

There is nothing I don't like about it. Maybe they can add some tutorial videos on how to locate things one might have a hard time finding.

---

### Finance Manager

- Overall rating: 4/5
- Reviewer: Emily P.
- Verified reviewer: Yes
- Industry: Retail
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: November 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I am a big fan of Adaptive - I have implemented it in two different companies now and have seen the results first hand, seeing before-and-after financial process impacts.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

We can turn around our financial results so much faster than we previously could, and then use those values to project out a rolling forecast easily once the initial formulas are set up. It's nearly automatic now.

#### Cons

A little bit of inflexibility with some of the reporting features (Vol, Rate analysis not possible outside downloading to Excel and QTD values not easily pulled without backend edits to saved reports).

#### Reasons for choosing Workday Adaptive Planning

I have used it in the past and was hired on my current role specifically to implement an automated reporting and budgeting platform, and Adaptive was my preference.

---

### I love using Adaptive compared to the other systems I've used

- Overall rating: 5/5
- Reviewer: Tim B.
- Industry: Computer Software
- Company size: 1001-5000 employees
- Product usage: Used daily for less than 12 months
- Reviewed: February 2018
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

It is a great system and the company is putting a lot of work into the product.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 4/5

#### Pros

I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works.

#### Cons

They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.

---

### Adaptive has fallen behind in the FP&A software race

- Overall rating: 3/5
- Reviewer: Pat D.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 201-500 employees
- Product usage: Used daily for less than 2 years
- Reviewed: April 2025
- Review source details: This review was submitted organically. No incentive was offered

I did not have a good experience with Adaptive and chose to replace it with another systems due to lack of enhancements, difficult close process, and lack of clean dashboards

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 3/5
- Customer support: 1/5
- Functionality: 2/5

#### Pros

It has all of the key integrations making the data reliable and in sync with major accounting systems

#### Cons

The product has not developed after being acquired by Workday. It is stale and other platforms have much better functionality and are easy to use.

---

### A Powerful and Unparalleled Financial Planning Solution.

- Overall rating: 5/5
- Reviewer: Nancy N.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Workday Adaptive Planning is a reliable tool that automate and streamline the process of financial planning, budgeting and forecasting. Again, this tool offers powerful financial reporting and analytics features.

#### Cons

Ever since I started working with Workday Adaptive Planning, the process of financial planning has been smooth and effective thus leaving me with nothing to dislike about it.

---

### Ease of front end unser interface

- Overall rating: 5/5
- Reviewer: Anna C.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 1001-5000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: January 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

In a nutshell, it saves alot of time, its easy to use and the flexiblity it allows make for more efficient model building.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I like working with the front and back end interface. The sheets are intuitive and the formula / syntax building is also easy to understand. More importantly, I enjoy the traceability of a questionable value to the source model. I can easily troubleshoot when something looks off.

#### Cons

There is size / capacity limitation for each version. So during the build , one has to ensure that the formulas are written to optimize performance.

#### Reasons for switching to Workday Adaptive Planning

Not sure, I was not here at the time but I think it had to do with the overall Workday ecosystem.

---

### Easy to use

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Retail
- Company size: 201-500 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: August 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

I used Workday for schedule management on a biweekly basis. I also used Workday to manage PTO, request days off, and schedule shift changes.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I enjoyed that Workday allowed me to easily see my schedule and to submit requests for PTO, schedule adjustments, etc.

#### Cons

Sometimes it was a little difficult to understand how to sign up with my soecific organization and access my organization's portal.

---

### Workday Program

- Overall rating: 5/5
- Reviewer: Vincent O.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: January 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall very simple to use, very affordable . Employees also like this program. needs better reporting selections.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Very easy to use as a user and as an employee.Excellent security and exceptional customer support. Great value.

#### Cons

Should have better reporting capabilities. Needs more reporting selections. Better breakdowns with scheduling and actual hours.

---

### Great software for forecast and planning

- Overall rating: 4/5
- Reviewer: Jessica H.
- Verified reviewer: Yes
- Industry: Arts and Crafts
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: August 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Great for forecasting and planning but not super helpful for everyday use for most businesses. There are definitely more affordable options

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 2/5

#### Pros

Workday was a great way to forecast and try to plan out using existing data and prepare for different scenarios

#### Cons

It takes a long time to get used to and get set up with. There is a steep learning curve with being fluid with this program

---

### Does what it needs to do.

- Overall rating: 5/5
- Reviewer: Adashia F.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used monthly for more than 2 years
- Reviewed: February 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

I have heavily used this platform in past years for various employers. Workday did what it needed to do.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 3/5
- Functionality: 5/5

#### Pros

VALUE FOR MONEY SECURITY CUSTOMER SUPPORT FINANCIAL MANAGEMENT FINANCIAL REPORTING REPORT GENERATION ACCOUNTANT AND TAX

#### Cons

I have no complaints or cons about using this platform. Keep up the good work, looking forward to using other products by this company.

---

### Workday makes it easy

- Overall rating: 5/5
- Reviewer: Julie R.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 51-200 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: March 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

It was easy for me to go in and train and schedule my associates to do training specific to what was being focused on in a regional setting.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It is easy to schedule training. All our associates training is scheduled in workday.

#### Cons

I liked the everything about workday adaptive planning.

---

### Workday great tool, not so easy to use

- Overall rating: 5/5
- Reviewer: Dori O.
- Verified reviewer: Yes
- Industry: Consumer Services
- Company size: 5001-10000 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: January 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall this is a great product. Once you adapt to it or just bookmark the pages you need and store them on your custom view for easy locating, the software makes HR items and manager requests a breeze.

#### Ratings breakdown

- Ease of use: 2/5
- Functionality: 4/5

#### Pros

Everything you need is right there. Great all in one software. View time off taken, time off requests, paystubs, taxes, ect. Everything is at your fingertips.

#### Cons

Everything is at your fingertips if you can figure out where it is. The user interface is a little confusing at first and navigating the site isnt the easiest.

---

### Simple to use

- Overall rating: 5/5
- Reviewer: Terence Z.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 501-1000 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: December 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall Workday Adaptive Planning is good and works as expected. It is reliable for me to use as a performance management software for budgeting.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The biggest pro about Workday Adaptive Planning is the easy to use dashboard as it offers a drag-and-drop functionality. This helps with making the dashboard easy to use for people with limited technical expertise.

#### Cons

The only con that I would say is that the advance features within Adaptive Planning have a deep learning curve and can take time to learn.

---

### Good platform for planning

- Overall rating: 5/5
- Reviewer: Nynke S.
- Verified reviewer: Yes
- Industry: Computer & Network Security
- Company size: 51-200 employees
- Product usage: Used monthly for less than 6 months
- Reviewed: January 2025
- Review source details: This review was submitted organically. No incentive was offered

So far, so good. Handy platform to book time off. Possibly only request would be to receive an email notifcation

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

This was a new platform for me, I loved how easy it was to navigate ands start booking time off

#### Cons

No cons found yet, everything seems pretty straight forward.

---

### Workday planning

- Overall rating: 4/5
- Reviewer: Ashkan K.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 10000+ employees
- Product usage: Used monthly for more than 2 years
- Reviewed: September 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

I liked its very helpful ui system and its various options regarding companies Intregation

#### Cons

Its password protection. It can be change to receive otp

---

### For adaptive work planning.

- Overall rating: 5/5
- Reviewer: Kefiloe M.
- Verified reviewer: Yes
- Industry: Staffing and Recruiting
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2024
- Review source details: This review was submitted organically. No incentive was offered

In my department it has made it easy to plan work engage teams and also in creating reliable accounting functions.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It is simple in work plan follow up of tasks and team work engagement. Accurate accounting and bank reconciliation. Proper prediction and budgeting.

#### Cons

No drawbacks for a while now and it keeps improving.

---

### Planning Adaptive Way

- Overall rating: 4/5
- Reviewer: Vatan Y.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 1001-5000 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: July 2022
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

It has been good, however need to bring in drastic changes to compete in market

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

Reporting is good, and also the ease to run the report.

#### Cons

Metadata maintenance is a bit complicated, and also customisation is also not at par. UI and admin features can improve.

---

### Consistency and savings through use of Adaptive Planning

- Overall rating: 5/5
- Reviewer: Rob G.
- Verified reviewer: Yes
- Product usage: Used unspecified for unspecified
- Reviewed: March 2016
- Review source details: This review was submitted organically. No incentive was offered

When I started in my role as Manager of FP&A with an agricultural inputs company, one of my first tasks was to move our planning and forecasting processes away from Excel workbooks. Trying to manage P&L's for 200+ retail locations and departments, combined with nearly 2,000 employees, during a high-growth period proved to be challenging, to say the least. Adaptive Planning has streamlined our planning and forecasting cycles and helped us to standardize metrics, reporting and analysis. Through the use of multiple versions, we have the ability to compare plans, forecasts and actuals across the organization. My only regret related to Adaptive Planning was the timing of our implementation. We started our implementation in late-July and finished in October, which coincided with our annual planning cycle. We survived, but I would not recommend this timeline! Pros: 1) Implementation was relatively quick (even though we implemented during our annual planning cycle). 2) Affordability compared to other SAAS and on-site alternatives. 3) Flexibility allows us to mold portions of the product to our needs. 4) Customer support is excellent and timely. 5) Tool can be maintained by Finance; IT involvement is not required for installation or maintenance. 6) Ongoing product enhancements continue to improve this product. 7) Office Connect allows for creation of templates in Excel, Word and PowerPoint. Updating with current results is a simple refresh button-click. 8) Attributes and dimensions allow for unlimited slicing/dicing of organizational data. Cons: 1) Only a single organization structure is currently available in a single-instance installation. This has caused some headaches, especially in the window of year-end close and progressing into a different organization structure in the new year. We have worked around this issue by utilizing level attributes to view our data in multiple structures. 2) The reporting side of the tool could be improved, including automating linkage to standard distribution/reporting platforms. For example, we use SharePoint for distribution of standard reports, but publishing reports from Adaptive to SharePoint is currently a manual process.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5

---

### Amazing planning software for non-profits!

- Overall rating: 5/5
- Reviewer: Claire P.
- Industry: Non-Profit Organization Management
- Company size: 501-1000 employees
- Product usage: Used daily for less than 12 months
- Reviewed: September 2016
- Review source details: This review was submitted organically. No incentive was offered

Implementing Adaptive Insights has made me feel like a kid on Christmas morning. Every new feature or discovered capability is a wonderful gift giving me my time and sanity back. I am the only FP&A for a mid-size company. We had outgrown Excel but had a hard time finding a planning software that could handle the allocations fundamental to non-profit accounting. We found Adaptive Insights and haven't looked back. The sales team is amazing, They are not only no pressure, but extremely helpful. We wanted to make sure our entire management team would be on board with new software. AI sales came out and did a personal demonstration for us and answered all of their questions. They also introduced us to great implementation consultants to help us set the instance up.We just finished our first year of planning in Adaptive and it was easy and user-friendly. I love Adaptive and will use it throughout my career.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The user-friendly interface, customization, regular updates and wealth of support and information. Reporting is also easy to use and very powerful. One of our main challenges is accurately planning and reporting our allocations. AI makes it easy.

#### Cons

There is nothing I dislike about this software but there are a few things to be aware of. Unless you have 2 people exclusively working full time to set up the instance it will take you much longer than you think. Allow yourself a few months to set it up and know that a full, complete roll-out will probably take a full budget cycle.

---

### Great product for your business

- Overall rating: 5/5
- Reviewer: Evan K.
- Verified reviewer: Yes
- Industry: Retail
- Company size: 1001-5000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: January 2021
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

I have complete control over my data using this software.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

Workday makes it super easy to manage all aspects of my job from scheduling to time off and payment elections and tax withholdings anywhere at anytime.

#### Cons

The task workflow process seems a bit drawn out and unclear for some things. There are a lot of options that still appear even if not enabled by the administrators.

---

### Adaptive Planning Review

- Overall rating: 4/5
- Reviewer: Sam P.
- Industry: Information Technology and Services
- Company size: 501-1000 employees
- Product usage: Used daily for less than 2 years
- Reviewed: August 2016
- Review source details: This review was submitted organically. No incentive was offered

Overall we have been pleased with Adaptive Planning. We originally transitioned to Adaptive from excel based reporting due to increasing data allocation requirements. After several months of implementation we were able to start populating our weekly financial reports entirely from data exported from Adaptive. The end result has been a significant decrease in reporting time, even though we now splice our data by more dimensions than we have looked at in the past. This would not have been possible in excel, and we now have more time to analyze our information instead of being stuck in the reporting cycle.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 4/5

#### Pros

The best part of the software for me is the ability to quickly create reports based on any selected dimensions, levels, and timeframes. This is something that historically would have taken us a significant amount of time and is now done in minutes.

#### Cons

My least favorite parts about the software are the difficulty in navigating the data sheets and the inability to lock formulas and values in historical versions while updating formulas going forward. I would love to see greater functionality to search in data sheets by specific columns.

---

### AI Review

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Medical Devices
- Company size: 1001-5000 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: February 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

This is a solid software base that my firm uses to consolidate forecasting data and pull those forecasts for board review. It is a great platform to use for data warehousing and to pull massive subsets of data. Those pulls can then be used and pasted into Excel or whatever template that you need to generate the proper metrics.

#### Cons

The functionality is not as user friendly as you would like. The customized reporting is complex and hard to understand. I would recommend sitting in on a seminar or tutorial before committing to it. It isn't quite user friendly and, for us, we don't use it for anything but generating massive paste fills to be dumped into our reporting templates.

---

### Review

- Overall rating: 5/5
- Reviewer: Aaron Daniel E.
- Verified reviewer: Yes
- Industry: Outsourcing/ Offshoring
- Company size: 51-200 employees
- Product usage: Used daily for less than 12 months
- Reviewed: July 2022
- Review source details: This review was submitted organically. No incentive was offered

My experience of using Workday Adaptive Planning is very good since my work is related to analyzing data's of financial planning's etc.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Workday Adaptive Planning is very convenient to use especially when it comes to financial planning solutions and enterprise planning, they really provide it.

#### Cons

I don't see any downside or lack of this product and that is why I rated it 10.

---

### Improved Reporting

- Overall rating: 4/5
- Reviewer: Carrie C.
- Industry: Higher Education
- Company size: 1001-5000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: October 2016
- Review source details: This review was submitted organically. No incentive was offered

Our Budgeting and Forecast process has significantly improved and can be identified through the additional value added to each of our departments through customized, timely, accurate and flexible reporting. Additionally our Financial Analysts (system end users) have increased their capacity to provide more in-depth timely analysis to the organization and their support department especially with the drill down capabilities and customizing reports.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 3/5
- Functionality: 3/5

#### Pros

The System is easy to use, developer friendly and customizable

#### Cons

Reporting functionality within the system could be enhanced. We currently use templates created in excel to house formating or additional formulas that are not available in Adaptive but are requried for our reporting.

---

### Adaptive Planning is 100 times better than an Excel Spreadsheet

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Research
- Company size: 501-1000 employees
- Product usage: Used unspecified for less than 2 years
- Reviewed: February 2016
- Review source details: This review was submitted organically. No incentive was offered

Prior to Adaptive Planning, my company used 100's of complex spreadsheets for our annual budgeting process. The system is configured to do everything our spreadsheets did for us and more. No more formatting spreadsheets for each of our 90 depts...

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5

#### Pros

Add assumptions one time and all applicable areas are updated.

#### Cons

Version protection could be better. Some changes in assumptions aren't version specific, therefore previously locked versions are affected. This is not good for companies that use prior budget versions for benchmarking purposes. The reporting module could be a little more robust but can give you some nice basic reports.

## More reviews

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Workday Adaptive Planning Reviews, Pros and Cons - 2026 Software Advice