What users are saying about
213 Ratings
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Score 7.9 out of 101
66 Ratings
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Score 8.9 out of 101

Likelihood to Recommend

Anaplan

Well Suited
  • Any process that you expect to change frequently.
  • A process within a dynamic environment, such as high tech / the startup world, where you expect significant business process changes.
  • Any process that requires a significant number of collaborators.
  • Any process where you intend for users to update logic with Excel-like formulas.
  • Any process where using Google Docs has failed to accommodate your needs for data integrity.
Less Appropriate
  • Data visualization - Anaplan has capabilities here, but other tools are more focused on this.
  • Data storage - Anaplan is not a data warehouse and has limits on what you can store.
Matthew Kuo profile photo

InsightSquared Sales Analytics

If all of your data isn't consolidated in one place, this product is less appropriate. If your company or team structure isn't yet developed to the point where you have well defined sales targets based on historical data and accurate forecasting, many of the benefits of Insight Squared's data analysis could be lost on you. Ask yourself first if your sales team is at the point where you're ready to utilise data analytics to scale your sales effectively.
Henry Hayes profile photo

Feature Rating Comparison

BI Standard Reporting

Anaplan
6.8
InsightSquared Sales Analytics
Customizable dashboards
Anaplan
6.8
InsightSquared Sales Analytics

Report Output and Scheduling

Anaplan
7.0
InsightSquared Sales Analytics
Publish to PDF
Anaplan
7.9
InsightSquared Sales Analytics
Report Versioning
Anaplan
7.3
InsightSquared Sales Analytics
Report Delivery Scheduling
Anaplan
5.8
InsightSquared Sales Analytics

Mobile Capabilities

Anaplan
6.3
InsightSquared Sales Analytics
Responsive Design for Web Access
Anaplan
6.3
InsightSquared Sales Analytics

Budgeting, Planning, and Forecasting

Anaplan
8.1
InsightSquared Sales Analytics
Long-term financial planning
Anaplan
6.9
InsightSquared Sales Analytics
Financial budgeting
Anaplan
8.3
InsightSquared Sales Analytics
Forecasting
Anaplan
8.8
InsightSquared Sales Analytics
Scenario modeling
Anaplan
8.2
InsightSquared Sales Analytics
Management reporting
Anaplan
8.3
InsightSquared Sales Analytics

Consolidation and Close

Anaplan
7.0
InsightSquared Sales Analytics
Financial data consolidation
Anaplan
8.3
InsightSquared Sales Analytics
Journal entries and reports
Anaplan
6.9
InsightSquared Sales Analytics
Multi-currency management
Anaplan
6.2
InsightSquared Sales Analytics
Intercompany Eliminations
Anaplan
6.0
InsightSquared Sales Analytics
Minority Ownership
Anaplan
6.0
InsightSquared Sales Analytics
Local and consolidated reporting
Anaplan
8.2
InsightSquared Sales Analytics
Detailed Audit Trails
Anaplan
7.8
InsightSquared Sales Analytics

FInancial Reporting and Compliance

Anaplan
7.0
InsightSquared Sales Analytics
Financial Statement Reporting
Anaplan
8.9
InsightSquared Sales Analytics
Management Reporting
Anaplan
8.9
InsightSquared Sales Analytics
Excel-based Reporting
Anaplan
1.6
InsightSquared Sales Analytics
Automated board and financial reporting
Anaplan
8.7
InsightSquared Sales Analytics

Analytics

Anaplan
6.3
InsightSquared Sales Analytics
Personalized dashboards
Anaplan
6.0
InsightSquared Sales Analytics
Color-coded scorecards
Anaplan
6.0
InsightSquared Sales Analytics
KPIs
Anaplan
7.0
InsightSquared Sales Analytics
Cost and profitability analysis
Anaplan
6.0
InsightSquared Sales Analytics
Key Performance Indicator setting
Anaplan
5.7
InsightSquared Sales Analytics
Benchmarking with external data
Anaplan
7.1
InsightSquared Sales Analytics

Integration

Anaplan
7.8
InsightSquared Sales Analytics
Flat file integration
Anaplan
8.4
InsightSquared Sales Analytics
Excel data integration
Anaplan
6.4
InsightSquared Sales Analytics
Direct links to 3rd-party data sources
Anaplan
8.6
InsightSquared Sales Analytics

Pros

Anaplan

  • 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

InsightSquared Sales Analytics

  • The dashboard is amazing: easily customize your view so you can view all the data that is most relevant to you at a glance
  • Sales metrics: see how you are comparing to your peers, from every possible angle. InsightSquared gathers all the data you need to know, want to know, and didn't even know you wanted!
  • Predictive statistics and the likelihood of a deal to fail or succeed is quite useful in a sales environment where time efficiency is key. Need to know what deals to focus on? You can see exactly what deals need more TLC, which ones are likely to close, and which ones to stop wasting time on.
Mona Trabelsi profile photo

Cons

Anaplan

  • Performance - in the case of complex business cases, the size of Anaplan is increasing drastically, and even a simple click would take more than it should.
  • UI - The User interface needs to be improved: group/expand hierarchy, "Ctrl " + select option to allow multi selection, Content page clean up, easier "Drag & drop" when customizing or building exports.
  • Review & enhance the type of security user roles.
Szilvia Havasreti profile photo

InsightSquared Sales Analytics

  • I know this is something they have in process, but I would love to be able to customize reports myself. The support team is always super responsive and makes sure that we're taken care of. But, it would be great to just be able to log in and change the small things myself.
  • I recently downloaded the InsightSquared app to my phone, and I'd like to see more functionality there. Currently. You are only able to see dashboards that have a already been created.
Amanda Matczynski profile photo

Likelihood to Renew

Anaplan

Anaplan 8.2
Based on 3 answers
I don't think we could function without the collaboration capabilities built into Anaplan that replaced disparate Excel files in the workforce planning model
Joe Bradbury profile photo

InsightSquared Sales Analytics

InsightSquared Sales Analytics 8.5
Based on 25 answers
InsightSquared is an excellent product, but without sufficient user adoption it can only do so much for your organization. We only recently implemented InsightSquared (in the past six months or so). We will need to see over time how it actually meets our reporting needs, affects our pipeline management activities, and improves our overall business decisions
Meghan Butler profile photo

Usability

Anaplan

Anaplan 8.2
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

InsightSquared Sales Analytics

InsightSquared Sales Analytics 8.2
Based on 2 answers
lots of data available and very easy to change filters. it is very intuitive. The dashboards are great quick indications of where you, the team and and the company
Kerstin Barthelmes profile photo

Reliability and Availability

Anaplan

Anaplan 10.0
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

InsightSquared Sales Analytics

InsightSquared Sales Analytics 8.4
Based on 3 answers
Every time I go to use InsightSquared it has been available and fully functional
Alex Unruh profile photo

Performance

Anaplan

Anaplan 9.0
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

InsightSquared Sales Analytics

InsightSquared Sales Analytics 9.1
Based on 1 answer
Josh Costello profile photo

Support

Anaplan

Anaplan 8.1
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

InsightSquared Sales Analytics

No score
No answers yet
No answers on this topic

In-Person Training

Anaplan

Anaplan 3.0
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

InsightSquared Sales Analytics

No score
No answers yet
No answers on this topic

Online Training

Anaplan

Anaplan 5.0
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

InsightSquared Sales Analytics

No score
No answers yet
No answers on this topic

Implementation

Anaplan

Anaplan 6.7
Based on 12 answers
Agile methodology and breaking the work down into sprints was very helpful. Implementation required a deeper dive into our data than expected for the consultants to be able to construct the data model. But once it was in place, the focus on knowledge transfer enabled us to be able to use the product effectively after the team rolled off.
Steve Ridgley profile photo

InsightSquared Sales Analytics

InsightSquared Sales Analytics 9.1
Based on 1 answer
No answer on this topic is available.

Alternatives Considered

Anaplan

Anaplan was an easy choice because two other divisions in our company used it in limited ways - either only sales ops or financial reporting. In addition, it was the hands down best choice given the complexity and size of our organization. We operate in a highly matrixed organization across the globe therefore, we needed a powerful and flexible platform; not all options allowed for this flexibility nor were they suited for large multi-national companies.
Tara Kirby profile photo

InsightSquared Sales Analytics

We selected InsightSquared because of the ease of use when it comes to retroactive reporting. Also being able to see our data in helpful charts and graphs allows for a quick, high level overview of the business. InsightSquared takes the information from these different platforms and applies them to hundreds of reports at a time.
Sarah Mayer profile photo

Scalability

Anaplan

Anaplan 7.0
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

InsightSquared Sales Analytics

InsightSquared Sales Analytics 8.2
Based on 1 answer
No answer on this topic is available.

Return on Investment

Anaplan

  • I'm sure the impact is positive. We have streamlined many processes and created capacity for our finance team.
  • It's great to have "one source of truth" and know that everyone is looking at the same metrics.
Kelley Haghighi profile photo

InsightSquared Sales Analytics

No answers on this topic

Pricing Details

Anaplan

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Anaplan Editions & Modules

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/

InsightSquared Sales Analytics

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

InsightSquared Sales Analytics Editions & Modules

Modules
Financial Data (QuickBooks)Contact Us
Support Data (Zendesk)$502
Telephony Data (Synety)$102
  1. Per User per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Anaplan
7.6
InsightSquared Sales Analytics
9.5

Likelihood to Renew

Anaplan
8.2
InsightSquared Sales Analytics
8.5

Usability

Anaplan
8.2
InsightSquared Sales Analytics
8.2

Reliability and Availability

Anaplan
10.0
InsightSquared Sales Analytics
8.4

Performance

Anaplan
9.0
InsightSquared Sales Analytics
9.1

Support

Anaplan
8.1
InsightSquared Sales Analytics

In-Person Training

Anaplan
3.0
InsightSquared Sales Analytics

Online Training

Anaplan
5.0
InsightSquared Sales Analytics

Implementation

Anaplan
6.7
InsightSquared Sales Analytics
9.1

Scalability

Anaplan
7.0
InsightSquared Sales Analytics
8.2

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