Adaptive Insights - Budgeting Demo

Описание: Stephen Leung, a consultant at Trajectory, demonstrates the key features of Adaptive Insights and how they can help accountants and financial controllers with their budgeting and forecasting process.

Adaptive Insights is a cloud-based on-demand business reporting and financial analytics for companies of all sizes and verticals. Learn more about Adaptive Insights at www.adaptiveinsights.com.

For more information about Adaptive Insights and other business solutions, contact us [email protected] or visit our website at www.trajectoryinc.com

1:00 - Financial Statement Sheet Overview
5:27 - Version Control Features
10:33 - Forecasting and Allocating Expenses
14:04 - Notes, Assumptions, and Split Label Features
17:16 - Basic Sheet Overview
19:19 - Adding a New Employee for Payroll with Real-time Visibility
25:25 - Revenue and COGS Planning with Role-based Dashboards
27:10 - Cube Sheet Overview
28:59 - Multi-currency Features
29:58 - Multi-subsidiary Features
32:09 - Capital, Asset Classification, and Amortization Features
33:40 - Matrix Reporting Tool
37:30 - Balance Sheet Overview
39:18 - Creating or Modifying a Report
42:25 - Dashboards and Graphs)
43:38 - Adaptive Discovery (Adaptive Insights' Business Intelligence Tool)