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List of Workday Adaptive Planning for Sales Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Acquia Professional Services 150 $30M United Kingdom Workday Workday Adaptive Planning for Sales Sales Performance Management 2019 n/a
In 2019, Acquia implemented Workday Adaptive Planning for Sales to establish a Sales Performance Management capability for interactive, scenario-driven sales planning. The deployment focused on enabling planners and sales leaders to adjust core drivers in real time, using the full Workday Adaptive Planning for Sales application to surface forecast changes during meetings and planning sessions. Users can change a growth percentage or number of headcount on the fly and immediately see the results, then have a conversation about the right direction for the business, demonstrating the application is operating as an active decision support tool. Configuration prioritized stable formula handling and scenario modeling so planners could focus on driving the planning process rather than troubleshooting calculation errors, and the implementation supported collaboration between sales planning and commercial stakeholders.
Acquia Professional Services 1400 $435M United States Workday Workday Adaptive Planning for Sales Sales Performance Management 2019 n/a
In 2019 Acquia deployed Workday Adaptive Planning for Sales to centralize sales planning, scenario modeling, and version-controlled forecasts. This deployment addresses Sales Performance Management and was positioned to reduce manual spreadsheet overhead across sales operations and FP&A. Workday Adaptive Planning for Sales was configured to capture planning inputs such as headcount, ramp speed, quota assignments, attrition, and top-down target bookings while preserving formula integrity. Prior to the deployment, in 2018 building the Excel model required a month of work; the new implementation produced a pre-populated model at kickoff so planners could focus on inputs rather than formula maintenance. Operational coverage centers on the sales operations team and FP&A, and the application is used during leadership review workflows to run what-if scenario analysis in real time. Version control and model state preservation were implemented to allow iterative changes without losing prior work and to make planning versus actuals variance analysis explicit during reviews. Governance shifted toward clear model ownership, controlled versioning, and moving validation effort away from manual formula checks to business analysis. According to the Senior Manager, Sales Planning and Analytics, the team can now focus on driving the planning process and not worrying that a formula might break, and they gained the ability to conduct real-time what-if scenario analysis during presentations.
Blackbaud Professional Services 3200 $1.1B United States Workday Workday Adaptive Planning for Sales Sales Performance Management 2019 n/a
In 2019, Blackbaud implemented Workday Adaptive Planning for Sales as its Sales Performance Management application to centralize sales and territory planning activities. The initiative was led from the Application Portfolio function and focused on configuring Workday Adaptive Planning for Sales to support quota modeling, territory design, and consolidated sales forecasting workflows. The implementation included design and build work to create Sales and Territory planning modules inside Workday Adaptive Planning for Sales, aligning planning data structures with company sales processes and forecast rollup logic. Project ownership included a team of business analysts who coordinated configuration, testing, and user enablement for sales and finance stakeholders. Integration strategies were developed in parallel with other Workday projects, specifically to align Adaptive Planning with Workday financial and HR master data and with FinancialForce integrations that had been planned to calculate percent complete for time and materials and fixed price engagements. These integration efforts were framed to ensure sales plans could be informed by project and financial data, and to preserve data consistency across Workday and connected financial systems. Governance for the rollout leveraged cross-functional program leadership, with collaboration between application management, senior leadership, and domain teams supporting P2P, taxes, HR, IT and security. The governance model emphasized coordinated process changes and consolidated support for Workday-related planning workflows, while the project team executed phased build, integration, and adoption milestones.
Circana Media 6400 $1.7B United States Workday Workday Adaptive Planning for Sales Sales Performance Management 2021 n/a
In 2021, Circana implemented Workday Adaptive Planning for Sales to address spreadsheet-driven constraints in its sales planning process, deploying the Workday Adaptive Planning for Sales application within its commercial finance and sales planning workflow. The initiative targeted the Sales Performance Management category to bring scalable analytics, consistent sales data aggregation, and dashboard-driven discussions into routine revenue reviews. The deployment focused on standard Sales Performance Management capabilities, including centralized dashboards for pipeline and forecast monitoring, aggregated sales data models, and collaborative goal setting. Workday Adaptive Planning for Sales was configured to enable self-service reporting for sales teams, reduce manual reconciliation between client sales and product teams, and to surface up-to-date forecasts during local revenue calls. Operational coverage extended across sales representatives, commercial finance, product-aligned planning groups, and leadership who rely on a single source of sales planning data. The implementation emphasized bringing shared visibility to sales data so teams could easily aggregate results and measure progress against targets, supporting routine review cadences and decision-making conversations. Governance and process changes accompanied the technical rollout, shifting ownership of routine reporting from central finance to business users, and establishing collaborative planning workflows where finance and sales set goals together and integrate those goals into company plans. Configuration work emphasized automated aggregation and standardized dashboards to minimize spreadsheet edits, reduce reconciliation friction, and speed the availability of current data for leadership. Explicit results from the implementation include self-service reporting that allows salespeople to monitor pipeline and forecasts without relying on finance, collaborative planning between finance and sales for goal alignment, and access to near real-time data so teams can track performance against plans and provide timely status reports to leadership. These outcomes align with the Sales Performance Management objective of improving forecasting accuracy, planning cadence, and cross-functional visibility through Workday Adaptive Planning for Sales.
Rubrik Professional Services 3200 $887M United States Workday Workday Adaptive Planning for Sales Sales Performance Management 2021 n/a
In 2021, Rubrik implemented Workday Adaptive Planning for Sales as an extension of its enterprise planning foundation. Rubrik, a global provider of cloud based data management and protection solutions experiencing rapid headcount growth, had relied on spreadsheet based strategic planning that fragmented data and constrained collaboration, which impeded organizational agility. The deployment expanded Workday Adaptive Planning beyond initial financial planning into the Sales Performance Management domain while also covering workforce and demand planning. Workday Adaptive Planning for Sales was configured to produce a full balance sheet and income statement with continuous quarter over quarter data flows, and to centralize workforce expense planning by headcount, to be hired, travel and expenses, bonus and fringe calculations, and merit increase modeling. Rubrik developed third party integrations with Workday Adaptive Planning to automate planning data across finance, operations, sales, demand, workforce, and IT. These integrations enabled continuous data feeds to support visualization and what if analysis, including a GeoMap view to visualize territories down to the ZIP code level and to slice by attributes such as total addressable market for territory design. Governance and process restructuring accompanied the technical implementation, finance teams instituted consistent Quarterly Business Reviews and tightened close cadence, first reducing quarterly closings from three months to seven days and later meeting the CFOs demand for three day closings. Centralized planning and improved version control addressed invalid data issues, increasing inventory visibility so operations could monitor inventory levels and run monthly, quarterly, and annual forecasts for demand and inventory planning. The combined deployment of Workday Adaptive Planning for Sales and its integrations created secure, real time companywide planning and enabled cross functional collaboration from finance to product operations. Planning became more efficient and accurate, territory design and sales operations gained immediate scenario visibility, and demand planning and inventory monitoring became highly visible to operational teams.
Professional Services 55 $13M United Kingdom Workday Workday Adaptive Planning for Sales Sales Performance Management 2018 n/a
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FAQ - APPS RUN THE WORLD Workday Adaptive Planning for Sales Coverage

Workday Adaptive Planning for Sales is a Sales Performance Management solution from Workday.

Companies worldwide use Workday Adaptive Planning for Sales, from small firms to large enterprises across 21+ industries.

Organizations such as Circana, Blackbaud, Rubrik and Acquia are recorded users of Workday Adaptive Planning for Sales for Sales Performance Management.

Companies using Workday Adaptive Planning for Sales are most concentrated in Media and Professional Services, with adoption spanning over 21 industries.

Companies using Workday Adaptive Planning for Sales are most concentrated in United States and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Workday Adaptive Planning for Sales across Americas, EMEA, and APAC.

Companies using Workday Adaptive Planning for Sales range from small businesses with 0-100 employees - 16.67%, to mid-sized firms with 101-1,000 employees - 16.67%, large organizations with 1,001-10,000 employees - 66.67%, and global enterprises with 10,000+ employees - 0%.

Customers of Workday Adaptive Planning for Sales include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Workday Adaptive Planning for Sales customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Sales Performance Management.