Case Study: HubSpot achieves 15–20% faster, more accurate financial forecasting during rapid expansion with Workday Adaptive Planning

HubSpot manages rapid expansion with cloud-based planning

HubSpot, a Cambridge, MA–based growth platform serving over 60,500 customers worldwide, was growing roughly 30% year over year and had expanded to $500M+ in revenue and 2,500+ employees. That rapid scale strained finance: ad hoc forecasting, manual data entry, time-consuming consolidation, and cumbersome report generation left the team spending days on spreadsheets instead of providing timely, accurate analysis and secure role-based access for new entities and users.

By adopting Workday Adaptive Planning (with partner Carlson Management Consulting), HubSpot moved to cloud-based, automated planning that streamlines allocations, global benefits, payroll tax assumptions, and user provisioning. The finance team now completes forecast cycles 15–20% faster, benefits from intuitive self-service reporting across departments, and reclaims time for higher-value analysis thanks to built-in automation and immediate, accurate forecasts.

HubSpot​​

Pamela Mertine

Vice President