Total Bookings
—
Year actuals
vs Plan Target
—
Actuals vs PoR
Quota Attainment
—
Bookings / Quota
Net Income
—
Bookings − Cost
Plan Target
—
Plan PoR target
YoY Bookings
—
vs prior year
Monthly Bookings — Actuals vs Quota vs Plan
Bars = Actuals · Line = Quota · Dashed = Plan Target
Quarterly Summary
Actuals vs Plan by quarter · click for detail
Regional Bookings Contribution Bridge
How each region builds to WW total · sorted by contribution
Quarterly Detail
Bookings, Quota, Plan and attainment by quarter
| Quarter | Bookings | Quota | Plan Target | Quota Att% | vs Plan% |
|---|
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Bookings by Region
Sorted by total bookings · click for detail
Quota Attainment by Region
Bookings ÷ Quota · click for detail
Regional Performance Detail
Actuals vs Quota vs Plan Target · sorted by bookings
| Region | Seg | Bookings | Quota | Plan Target | Cost | Quota Att% | vs Plan% |
|---|
Quota vs Bookings — Monthly Trend
Actuals (bars) vs Quota (line) · click for month detail
Attainment % by Month
Bookings ÷ Quota · 100% line = on-plan · click for month detail
Quota Attainment by Region
Worst attainment first · click row for detail
| Region | Persona | Bookings | Quota | Att% | Gap to Quota |
|---|
Total Bookings
—
Actuals revenue
Total Cost
—
Expected cost
Net Income
—
Bookings − Cost
Net Margin
—
Net ÷ Bookings
P&L Bridge — Bookings → Cost → Net Income
How expected cost converts bookings to net income · sorted by region
Monthly Bookings vs Cost vs Net Income
All values in $M · click bar for month detail
Monthly Margin % Trend
Net Income ÷ Bookings · 0% line · click for month detail
Net Income by Region
Bookings − Expected Cost · click for detail
Profitability by Region
Bookings, Cost, Net Income, Margin · click row for detail
| Region | Bookings | Cost | Net Income | Margin% | Plan Cost | Cost Variance |
|---|
Actuals
2025 Plan (PoR)
2026 Plan (PoR)
2026 MYR
Annual Bookings — All Versions Compared
Grouped bars: Actuals · 2025 Plan · 2026 Plan · MYR · click for detail
Target Comparison (Targets/Top-Down)
Plan 2025 vs Plan 2026 vs MYR 2026 · click for detail
ASP by Version
Average Selling Price comparison · click for detail
Scenario Summary Table
Annual totals by version and year · click row for detail
| Scenario | Bookings | Target | Cost | Net Income | vs Target% | Quota Att% |
|---|
Why This Dashboard Wins
Built directly on Workday Adaptive Planning live data — no exports, no connectors, no lag.
vs Workday Adaptive Planning (Built-in Reporting)
✓ THIS DASHBOARD
Cross-filtered drill-down
Click any region → monthly chart instantly filters to that region's data. AP reports are static grids.
✓ THIS DASHBOARD
Regional contribution waterfall
See exactly how each region builds to the WW total. AP can't produce this view from its own data.
✓ THIS DASHBOARD
AI Analyst with full AP context
Ask questions in plain English. The AI knows your account codes, version logic, and region structure. AP has no AI layer.
✓ THIS DASHBOARD
Click-through everywhere
Every tile, chart, and row opens a detail panel. AP reports require separate report runs to drill down.
vs PowerBI + AP Connector
✓ THIS DASHBOARD
Zero setup — live SOAP API
No connector, no data model, no scheduled refresh. Data pulls directly from AP v33 at page load. PowerBI requires days of setup and ETL.
✓ THIS DASHBOARD
AI that understands AP semantics
PowerBI Copilot is generic. This AI knows that bookings = quota_att, understands completedThru, and knows your 11 leaf regions by name.
✓ THIS DASHBOARD
Single workflow — no tool switching
Analyze data and ask the AI in the same tab. With PowerBI you switch between the report and a separate AI tool manually.
✓ THIS DASHBOARD
Multi-version comparison native
Actuals vs 2025 PoR vs 2026 PoR vs MYR in one chart. PowerBI would need manual version management in the AP connector.
Only Possible Here
⚡
Streaming AI answers
Responses stream token-by-token like a conversation. No waiting for a report to run.
🎯
Purpose-built layout
Designed for this exact planning structure — Exec, Regional, Quota, Cost, Scenarios in one flow.
🔄
No stale data
Pulls live from AP at every page load. No scheduled refresh, no export lag, no version drift.
What's our 2025 quota attainment WW?
Which regions are below plan?
Compare 2025 Plan vs 2026 Plan targets
What is the net income for each region?
Show me monthly bookings trend for 2025
Which region has the best net income margin?
✦
Ask anything about the DEMO_AC_SALES tenant — bookings, quota, cost, scenarios, regional performance.