What users are saying about
Top Rated
207 Ratings
Top Rated
207 Ratings
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Score 8.4 out of 101
4 Ratings
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Score 9 out of 101

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Likelihood to Recommend

Anaplan

Anaplan is great for Sales Ops, FP&A, and basically anything that is heavy Excel-based. It's great at summarizing large amounts of data, like pivot tables. It's also great for crunching Salesforce data. I don't have a need for SQL, but I'm sure it would great for any kind of database summarization use case.
Dan Shuwarger profile photo

Aviso Insights

It is great if you are working in a sales environment where you need to keep track of your deals and sales pipeline. It's not an application for a company that only has a small sales force, where deals can be tracked manually.
Dan Ronatay profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

Anaplan
7.5
Aviso Insights
Long-term financial planning
Anaplan
7.4
Aviso Insights
Financial budgeting
Anaplan
8.1
Aviso Insights
Forecasting
Anaplan
7.7
Aviso Insights
Scenario modeling
Anaplan
6.5
Aviso Insights
Management reporting
Anaplan
7.7
Aviso Insights

Consolidation and Close

Anaplan
6.5
Aviso Insights
Financial data consolidation
Anaplan
7.7
Aviso Insights
Journal entries and reports
Anaplan
6.5
Aviso Insights
Multi-currency management
Anaplan
6.2
Aviso Insights
Intercompany Eliminations
Anaplan
5.9
Aviso Insights
Minority Ownership
Anaplan
6.0
Aviso Insights
Local and consolidated reporting
Anaplan
7.2
Aviso Insights
Detailed Audit Trails
Anaplan
6.0
Aviso Insights

FInancial Reporting and Compliance

Anaplan
7.6
Aviso Insights
Financial Statement Reporting
Anaplan
7.0
Aviso Insights
Management Reporting
Anaplan
8.3
Aviso Insights
Excel-based Reporting
Anaplan
6.9
Aviso Insights
Automated board and financial reporting
Anaplan
8.3
Aviso Insights

Analytics

Anaplan
6.7
Aviso Insights
Personalized dashboards
Anaplan
5.4
Aviso Insights
Color-coded scorecards
Anaplan
6.0
Aviso Insights
KPIs
Anaplan
7.0
Aviso Insights
Cost and profitability analysis
Anaplan
7.0
Aviso Insights
Key Performance Indicator setting
Anaplan
7.5
Aviso Insights
Benchmarking with external data
Anaplan
7.1
Aviso Insights

Integration

Anaplan
8.3
Aviso Insights
Flat file integration
Anaplan
8.4
Aviso Insights
Excel data integration
Anaplan
8.3
Aviso Insights
Direct links to 3rd-party data sources
Anaplan
8.2
Aviso Insights

Pros

  • Anaplan is great for headcount reporting. We have reports by dept, office location, and subsidiary that is great for planning and also for full company reporting.
  • Although they can be complicated to set up, Anaplan is also great for setting up complex P&L views. For example, setting up a P&L with a combination of subs/depts., that still needs to consolidate to the total P&L.
  • Systems-wise, I like that it's impossible to #REF the model! Anaplan shows you where everything is referenced, so it's very difficult to break anything.
  • I also like that formulas copy across, so there is no chance of pointing to the wrong cell, like in Excel
Dan Shuwarger profile photo
  • It is very accurate in predicting the outcome of our sales numbers.
  • It is useful when doing deal reviews with our sales agents, we can see which deals are needed to prioritize and our next action item.
  • It integrates seamlessly with our CRM, it pulls data from it that we use for deal and pipeline reviews.
Dan Ronatay profile photo

Cons

  • I'd like to see a back button. While there is restore from backup, it is a long process that only Admins can perform. And all users lose changes of course.
  • As an Admin, my #1 request is: why can't we select multiple list members with check boxes? For example, if I have a list of depts., and want to see HR + Recruiting (two list members). Yes, I can build a line item that does that. But every combination of list members must be custom built.
  • Another one that I get asked for are hierarchies for line items. For example, if I have a List on pages, there will be "+" to group items. For example, I might have Finance, HR, and Recruiting, all in "G&A" which I could then open the "+" to expand and collapse (G&A) to show the detail. If I am pivoted on a Line Item on pages, this isn't possible.
  • Another big one I get asked for, is "why can't I save views?!" Of course Admins can, but I think users would really appreciate it this one. Please consider it!
Dan Shuwarger profile photo
  • It would be great if we are able to customize it fully, there is more information from our CRM that we can use to have more insights on our pipeline reviews.
Dan Ronatay profile photo

Likelihood to Renew

Anaplan8.2
Based on 3 answers
We rely on it heavily. The only way we wouldn't renew is if the price got significantly higher.
Maggie Palumbo profile photo
No score
No answers yet
No answers on this topic

Usability

Anaplan8.2
Based on 2 answers
There is a dependency in this rating - in that I find Anaplan extremely easy to use, but I've spent the necessary time developing a strong understanding of the platform. Once you understand how to use it, the platform is flexible, easy to use, and fun to use.
Chris Friederich profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Anaplan10.0
Based on 1 answer
In nearly 3 years, I have only had 1 issue of being unable to access my model for an unplanned maintenance. Even planned maintenance windows are handled during low traffic hours on the weekend.
Joe Bradbury profile photo
No score
No answers yet
No answers on this topic

Performance

Anaplan9.0
Based on 1 answer
Everything is calculated in memory in the cloud. It's nearly instantaneous updates when you make changes. The only time things get a little slow is when you have a massive model with very intricate calculations...but "slow" for Anaplan is not what I would call "slow" for something like Hyperion. We used to have Hyperion calcs that ran for 60 mins before you could use data. The equivalent would be 60 seconds in Anaplan.
Joe Bradbury profile photo
No score
No answers yet
No answers on this topic

Support

Anaplan8.1
Based on 2 answers
I feel like the support team is a little lacking in product knowledge. Several times I have contacted them to get help, and ended up finding a solution to my own problem before the team could get back to me with anything useful. I have also submitted a few bugs, and never got updates to when they were fixed in later releases.
Joe Bradbury profile photo
No score
No answers yet
No answers on this topic

In-Person Training

Anaplan3.0
Based on 1 answer
The in-person training is simply not worth the cost. After a few weeks of playing in Anaplan, I went to the basic training and knew more than the person teaching it. a year down the road, I was the first person to complete the advance training, and again could have been teaching the class better than the person running the session. Spend some time on your own trying out different things and you will get all the understanding you need to be successful.
Joe Bradbury profile photo
No score
No answers yet
No answers on this topic

Online Training

Anaplan5.0
Based on 1 answer
I'm giving this a 5 simply for the anapedia outline of calculations. The online videos and trainings leave a lot to be desired, but having anapedia around to help you understand calculations has been helpful. The drawback to anapedia is the depth they go into for calculations, it is lackluster at times. Because of that, I have been working through a much more in-depth look at each calculation on my website for users to reference: http://www.anaplanguru.com/formulas/
Joe Bradbury profile photo
No score
No answers yet
No answers on this topic

Implementation

Anaplan6.7
Based on 12 answers
Implementation using Anaplan's internal customer success team left much to be desired. We've found much better success with outside consultants
Christopher Pope profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

In my opinion, Anaplan is on a completely different level than any other CPM system. In looking at other systems, the ability to model doesn't even come close to what Anaplan can do. Reporting and BI is made better through synchronization. There is just really no comparison. If you want to have your planning really connected to your actual business, then Anaplan is the only way to go.
Chris Friederich profile photo
We were using Aviso and were approached by Clari. We reviewed Clari and went through a POC but still decided to stay with Aviso due to their flexibility in working with the data from Salesforce. Clari required us to create specific fields within Salesforce in order to push the data into the application. Whereas with Aviso, it did not matter what Salesforce object the data was on, they were able to pull the data in to the application without any customization in Salesforce itself.
Katherine H. profile photo

Scalability

Anaplan7.0
Based on 1 answer
It's going to handle most of what you can throw at it. The problem lies in the sparsity of some datasets. When you have over 5ish dimensions of sparse data, the size of the model gets bloated for not much value. In several cases, I have had to adapt my model to account for sparsity in a way that minimized use of space, but also made interacting with the data more cumbersome.
Joe Bradbury profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Workforce Planning efficiency - so much easier than excel to maintain sensitive information planning
  • Long range plan lead time - the old excel model took weeks to update. The Anaplan model takes hours
Joe Bradbury profile photo
  • Positive impact: better visibility on the stages of our deals, more accurate forecasting of sales numbers.
  • Negative impact: we have another tool to use together with our CRM instead of keeping it all in one place.
Dan Ronatay profile photo

Pricing Details

Anaplan

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Additional Pricing Details
Request a personal demo: https://www.anaplan.com/request-demo/ Free trial for existing customers for any app in the App Hub: https://apphub.anaplan.com/

Aviso Insights

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details