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Adaptive Insights - Budgeting Demo

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)

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