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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
26th
Ranking in Data Visualization
20th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Business Performance Management (10th), Financial Performance and Strategy Management (4th), ESG Reporting Software (15th)
Yellowfin
Ranking in Reporting
24th
Ranking in Data Visualization
21st
Average Rating
8.0
Reviews Sentiment
7.5
Number of Reviews
2
Ranking in other categories
BI (Business Intelligence) Tools (36th), Embedded BI (14th)
 

Mindshare comparison

As of March 2026, in the Reporting category, the mindshare of Adaptive Insights is 1.5%, up from 0.4% compared to the previous year. The mindshare of Yellowfin is 1.2%, up from 0.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Reporting Mindshare Distribution
ProductMindshare (%)
Yellowfin1.2%
Adaptive Insights1.5%
Other97.3%
Reporting
 

Featured Reviews

Andrew Rosenberg - PeerSpot reviewer
Adaptive Planning Manager at Alight
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.
AC
‎IS Executive at SAINS
It is a central source of up-to-date data and information, but needs more charting capabilities
Management information Reporting Statistics Data analysis It reduces sending copies of different report/spreadsheet versions over email, which makes it difficult to access the right report. It is also able to create information dashboards for various users' throughout.  All management…

Quotes from Members

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

Pros

"Forecasting changes that instantly flow through all financial statements."
"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."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"The integration with our payroll system to complete staff modeling during our budget and forecast processes."
"Automated reporting."
"The most valuable feature of the solution is its dashboard."
"It's very stable."
"It is a central source of up-to-date data and information."
"It is able to create information dashboards for various users' throughout."
"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."
 

Cons

"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"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."
"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."
"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 upload feature exists, but isn't terribly useful."
"Users continue to become more advanced and are looking for more advanced solutions."
"The product's configuration process could be faster."
"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."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"Everything is negotiable, but this solution is low cost compared to others."
"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."
"Ensure that you have the proper pricing plan in place."
"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."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
Information not available
report
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Top Industries

By visitors reading reviews
Computer Software Company
12%
Financial Services Firm
11%
Real Estate/Law Firm
8%
Healthcare Company
7%
Educational Organization
16%
Healthcare Company
10%
Financial Services Firm
10%
Transportation Company
9%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise6
Large Enterprise10
No data available
 

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: March 2026.
884,873 professionals have used our research since 2012.