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Recent Reviews

Anaplan for Finance

8 out of 10
July 06, 2022
Currently, we have two models in Anaplan: (1) group financial reporting, and (2) subscription modeling. The group model has enabled the …
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Anaplan - Time to Automate!

10 out of 10
April 01, 2022
Anaplan is evolutional.

In additional to connected planning and scenario analysis, it almost fully automate companies accounting process. …
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Anaplan review

9 out of 10
March 07, 2022
Anaplan allows faster implementations and therefore allows providing a ready-to-use product in less time. Moreover, Anaplan allows having …
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Forecasting (202)


Scenario modeling (203)


Personalized dashboards (201)


Management reporting (201)


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What is Anaplan?

Anaplan is a transformative way to see, plan, and run your business. Using its proprietary Hyperblock™ technology, Anaplan lets you contextualize real-time performance, and forecast future outcomes for faster, confident decisions. Anaplan enables connected strategy and planning across your…

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What is Workday Adaptive Planning?

Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.

What is SAP Analytics Cloud?

The SAP Analytics Cloud solution brings together analytics and planning with integration to SAP applications and access to heterogenous data sources. As the analytics and planning solution within SAP Business Technology Platform, SAP Analytics Cloud supports trusted insights and integrated planning…

Features Scorecard

BI Standard Reporting


Ad-hoc Reporting


Report Output and Scheduling


Data Discovery and Visualization


Access Control and Security


Mobile Capabilities


Budgeting, Planning, and Forecasting


Consolidation and Close


Financial Reporting and Compliance


Analytics and Reporting




Product Details

What is Anaplan?

Anaplan is a transformative way to see, plan, and run your business. Using its proprietary Hyperblock™ technology, Anaplan lets you contextualize real-time performance, and forecast future outcomes for faster, confident decisions. Anaplan enables connected strategy and planning across your enterprise to move your business forward. Based in San Francisco, Anaplan has over 200 partners and more than 2,000 customers worldwide.

Anaplan Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Customizable dashboards

Report Output and Scheduling Features

  • Supported: Publish to PDF
  • Supported: Report Versioning

Access Control and Security Features

  • Supported: Role-Based Security Model
  • Supported: Report-Level Access Control

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Mobile Application
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Anaplan Screenshots

Platform: The Anaplan platform is a unified cloud-based solution that connects people, data and plans to enable complex scenario modeling and drive growthOpEx Planning: Review revenue-target-setting goals by brand, season, and capacity all on one, unified, highly-visual dashboardSupply Planning: Break down costs across assembly production to project profitability and align your supply chain to market opportunitiesTerritory and Quota Planning: Keep track of sales goals and quotas across territories and industries to optimize sales performanceHeadcount Planning: Easily align workforce plans with your strategic plans and quickly see where the best qualified talent resides to fit your organization’s staffing needsMarketing: Eliminate spreadsheets to drive efficiency across planning and manage budget against planned activity

Anaplan Videos

The Anaplan platform supports detailed hyperscale models that can see a business from edge to edge, and plan with signals down to the transactional level.

Watch Anaplan transforms the way users see, plan, and run their businesses, to move forward with confidence in a complex and changing world.

Anaplan Downloadables

Anaplan Integrations

Anaplan Competitors

Anaplan Customer Size Distribution

Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)10%
Enterprises (more than 500 employees)90%

Anaplan Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesAll countries
Supported LanguagesMulti-lingual support


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Frequently Asked Questions

What is Anaplan's best feature?

Reviewers rate Role-Based Security Model and Forecasting and Flat file integration highest, with a score of 9.3.

Who uses Anaplan?

The most common users of Anaplan are from Enterprises (1,001+ employees) and the Computer Software industry.


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July 06, 2022

Anaplan for Finance

Score 8 out of 10
Vetted Review
Verified User
Review Source
Currently, we have two models in Anaplan: (1) group financial reporting, and (2) subscription modeling. The group model has enabled the consolidation of budget and forecasts for each of the business units, including functionality such as payroll FTE/headcount reporting, cost allocations, and FX scenario modeling. The subscription model allows the forecast of volumes and consequently subscriptions revenue and costs by using high-level assumptions, for example, renewal rates based on the subscription type.
  • Dynamic planning
  • Auditability
  • Scenario modelling
  • Replication of Excel functions
  • UX reporting and graph functionality
  • Multiple users in model at once
  • Model performance using functions such as rank
  • Model support
  • Excel and Google Sheet Add Ons
Anaplan is well suited to the finance environment when looking at a cloud-based solution to replace existing processes in legacy systems such as Excel. Furthermore, it is a bespoke solution that can be used for most business processes and has been very effective in supply chain and capacity planning solutions.
Score 10 out of 10
Vetted Review
Verified User
Review Source
I consult using the Anaplan platform, with project implementations ranging from incentive compensation to supply chain management. Prior to consulting I was an Anaplan end user that leveraged the platform for budgeting and forecasting in the FP&A space. Each case helped address disparate connectedness, inconsistency, or slow planning processes spread across multiple teams.
  • Flexibility in its capabilities
  • Powerful yet easy to stand up
  • Product support & updates
  • Scalability
  • More visible product roadmap
It is best suited for connected planning or modeling use cases. Instances where there would be a better from either standardizing a process (regardless of complexity), or to connect several siloed processes together in a seamless way.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Anaplan is being leveraged as a consolidation engine to facilitate financial planning and forecasting across our entire finance organization. This allows our corporate FP&A team to capitalize on a leveraged model, gathering inputs from business-aligned Finance teams within a structured environment. This tool helps us to empower collaboration and data integrity and has massive calculation power for large data sets. We had stretched Excel to its capacity so it was critical that we shift to a more robust solution.
  • Calculation: In real time
  • Security: Highly customizable down to the cell level of input.
  • Flexibility: Very configurable to the requirements of any given use case. Not a list of canned options.
  • History log Mining: Data exists but not always in a highly usage fashion.
  • Formula auto-complete functionality similar to Excel.
  • Native model to model integration has improved but I would like to see more options for workflow.
Really an excellent tool for highly detailed and complex planning activities such as personnel planning at the position level. Has the ability to bring together inputs from multiple data sources that feed to a unified calculation that can then be reviewed and adjusted at a rolled-up level for end users. Less well suited for gathering large volumes of manual inputs, often these are gathered in Excel and then uploaded into the tool.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Anaplan is evolutional.

In additional to connected planning and scenario analysis, it almost fully automate companies accounting process. It is able to connect to the upstream data source via ETL tools, perform multi-dimensional calculation without the worries of excel crushing, and send the result back to the same or downstream data source. There are so many cases that Anaplan saved hundreds of professional hours each month.
  • connected planning
  • multi-dimensional modeling
  • easy to learn
  • full UX experience
  • expand more features
Anaplan is well suited for FP&A, Accounting monthly closing, complex calculation Less appropriate for procedure not connected to other information source. Anaplan is an expensive choice
Score 9 out of 10
Vetted Review
Verified User
Review Source
We help customers implement Anaplan across their organizations. We've really found the tool to be extremely flexible and able to adapt to many use cases.
  • Flexible
  • Easy to use
  • The structure it provides keeps planners in the bounds the corporate wants.
  • Better reporting functionality
  • more user-specific functionality
  • better collaboration in regards to in-tool communications
Anaplan is a fantastic planning software - it's a blank sheet, so you can really build any model you need. Anaplan has made good progress over the past couple of years enhancing the reporting functionality, but there are other tools better suited for data visualization. The other aspect of the software that is 100% custom (nothing out of the box) is workflow.
March 07, 2022

Anaplan review

Score 9 out of 10
Vetted Review
Verified User
Review Source
Anaplan allows faster implementations and therefore allows providing a ready-to-use product in less time. Moreover, Anaplan allows having a single platform and a single source of truth connecting several planning use cases (Connected Planning). Anaplan is capable to support advanced planning needs with real-time calculations and a user-friendly interface.
  • Supporting planning processes
  • Connecting different planning processes
  • Real-time calculation
  • Data sparsity management
  • Notifications management
  • Cells attachments/comments management
Depending on the specific requirements there are areas in which some tools perform better than others or are more adequate than others. For example, Anaplan doesn’t offer the on-premises solution being a natively cloud SaaS; instead, Anaplan allows real-time calculations and refresh of the entire model with the possibility to fully drill down the results. Therefore, a preliminary software selection would be desirable to select the software that best fits the requirements. Anaplan is capable to support and connect very well any planning process, instead, it is not the most appropriate tool for use cases like detailed transactions storage.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We've been able to save clients time, money and energy [by eliminating the hassle of] complex spreadsheets [with the help of] Anaplan. The [implementation of Anaplan's platform makes for] straightforward modeling which is auditable [and] logic-driven, with a modern cutting-edge user experience. We've found that processes that were taking our client's days can now be completed [within] minutes, [in] particular facilitating collaboration between departments. The platform goes from strength to strength with every update [along with the] quantity and quality of [both] the user [and] community support. [The] learning material has made our life a breeze [with the ability] to enable and upskill our customers on how to get the best out of their investment. The best thing is that the team listens to what [the] customers, users and partners say and incorporates that into the roadmap. There aren't many systems out there that have the capability and flexibility that Anaplan does, all while being delivered inside a robust [and] secure environment.
  • Forecasting
  • Modelling
  • Processing
  • Logic Development
  • Listen to Customer Feedback
  • Platform enhancements
  • Training Material
  • Managing of sparsity (but a lot of this can be solved by build methodology / expertise)
  • Flexibility around titling (i.e. disconnect line items to front end management reporting titles)
[If you need a spreadsheet] where you might have a specific tab for a department, and subsequently many tabs for multiple departments, or a multi-step calculation that a spreadsheet might struggle with, Anaplan can handle [all this] with ease. [Perhaps] you have a system that is currently being managed with protected sheets or passwords and you need better security; or you need a system that is more suitable for multi-user concurrency [requiring] proper security rules built into it which also allows [for] real-time collaboration. With Anaplan such things are already built into the platform making your work secure and user compliant.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Anaplan for Financial Planning & Analysis [as well as] Customer Success & Collections. There are 25+ active models addressing different business use cases. To name a few, Capex forecasting, Opex forecasting, Headcount & Personal Spend forecasting, Balance Sheet forecasting, Cash flow forecasting, P&L forecasting, Collections forecasting, Management Reporting, etc.
  • Empowers business users to reduce dependency on IT teams
  • Cloud native product
  • Short implementation time
  • Excellent training content for self-paced online training
  • Enable robotic process automation features
  • Sizing becomes an issue for newbie model builders
Well suited for Financial Planning & Analysis, Territory & Quota, Commissions, Collections, etc. Not so good for financial closing, costing, Bill of materials planning, Routing, etc.
Score 7 out of 10
Vetted Review
Verified User
Review Source
Prior to Anaplan, the firm has used Excel spreadsheets that had to be cleaned up regularly so that the users were even able to open them. After the data collection and build phase, we are currently in the time-consuming, yet rewarding process, of replacing spreadsheets with Anaplan models. Anaplan helped us with standardizing the forecasting and reporting approach to all asset classes. Thanks to all assets being already in the single standardized framework, we are able to run additional ad-hoc analytics required by the business as well as start expanding the model into additional areas.
  • Industry and use case agnostic.
  • Powerful engine.
  • User friendly audit trail and history.
  • Focus on expertise in use cases outside FP&A and Supply Chain.
  • Management reporting.
  • Workflow.
Anaplan is best suited for sizable standardized cases (units, departments, products) that require collaboration among multiple people - e.g. budgeting or forecasting as well running ad-hoc stress analysis of the uncertain economic environment. Anaplan is not appropriate for organizations with unclear business processes, which have to be defined and agreed upon prior to the implementation start. Additionally, given that Anaplan's success within the organization depends greatly on the business users' involvement, the end-users have to be willing to commit time to implement and test the solution.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Anaplan for core Financial Planning & Analysis needs to create annual budgets, quarterly forecasts, as well as intra-quarter projections. We also utilize the tool to plan and forecast position level personnel expense and headcount. I personally oversee the creation and maintenance of the platform for these needs. I was involved in the creation of all 5 models as a model builder, as well as an end user of all models as a Financial Analyst. The tool has been a great asset to our FP&A activities with it's ability to plan and forecast at the most granular of levels and provide a consolidated location for all data. We have reduced our usage of excel and passing spreadsheets back and forth because of Anaplan, which has been a huge time saver and great way to connect all teams.
  • Flexibility - the tool can be built the suite the company's needs. It allows for maximum customization for even the most complex business models.
  • Data Integrations - the tool has the ability to connect to many different data sources so that data can be passed seamlessly.
  • Connected Planning - the tool allows for teams across the organization to pass information and data back and forth between models, enhancing the ability to do connected planning
  • Anaplan struggles with hierarchies where children list items have multiple parents. In our organization, we like to slice and dice the data many different ways as the solutions we sell don't fit just 1 single product hierarchy. You cannot assign more than 1 parent to a list item, which means you have to create duplicate list items and map them together in order to achieve your desired goal of looking at the single piece of data in different hierarchies.
  • Speed can sometimes we an issue. If we have too many users in the model at the same time, there can be some lag in saving data inputs. Also, structural changes, such as updating a formula, can sometimes take several minutes to save if there are other processes running within the model at the same time. This makes it difficult to have more than 1 model builder making structural changes at the same time.
  • Anaplan doesn't do a good job of conditional formatting. I find the functionality very limited and hard to use in a way that pleases our end users. The color options are less than ideal as well.
Anaplan is well suited for financial planning use cases. It can easily conquer the creation of annual budgets and quarterly forecasts and then share them across different models. It does a great job at allowing you to create multiple iterations of a scenario and then compare them against one another. However, if you have large hierarchies and multiple lists that you need to pull into a single module for calculations, it can consume a considerable about of size and processing power.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Anaplan to centralize our sales data and hierarchies within our department. This core data is used for Planning and Forecasting across the business.
  • Centralize Data
  • Standardized Hierarchies
  • Quick Implementation
  • Easily accessible
  • Bugs are apparent for new features
  • Planned Maintenance times are frequent some times of the year
  • High learning curve
Anaplan is well suited to replace legacy excel based practices - particularly for planning and forecasting. It is also ideal to centralize data and best practices (Anaplan Way) for rolling out Anaplan appropriate projects. Anaplan is not ideal for unstructured data processes - for example being management of text-based data at a highly complex level - due to size constraints.
Score 10 out of 10
Vetted Review
Verified User
Review Source
I have used Anaplan for the following use cases: Workforce Planning (e.g. headcount, compensation, non-compensation) Cost of Goods Sold Distribution Expense Price Mix Analytics Production Planning and Scheduling Inventory Management Statistical Volume Forecasting Anaplan is an ideal planning tool because it allows the creation of a single source of truth. For example, Anaplan's leading practice is to create a Data Hub to maintain all lists and metadata. Rather than having disparate users pull data on their own to generate their forecasts and reports in Excel, end-user can simply reference the Data Hub. Also, Anaplan allows multiple users to view and input forecast assumptions and dynamically see the results of their inputs in real-time.
  • Transparency. Anaplan allows end-users to drill into individual cells to see the underlying assumptions and/or calculations. End users can also see inputs provided by other end users.
  • Security. Anaplan allows administrators to set up selective access and/or dynamic cell access to control what end users are able to read and/or write throughout the model.
  • Connected Planning. Anaplan allows hundreds, if not thousands, of users to interact with a model in real-time. Anaplan can also handle various use cases. For example, a company can create an FP&A model and a Workforce Planning model and be able to enhance communication and transparency between Finance and Human Resources.
  • Sparsity. Anaplan presently has size constraints. Customers do have an option to purchase Hyper models. Overall, size constraints are a constant challenge in Anaplan. Typically to mitigate size constraints models have to be built using flat/concatenated logic which can result in overly complex models to implement and ultimately for end-users to adopt.
  • Security. Anaplan has very robust security capabilities but is related to the sparsity issue, if models are built using flat/concatenated logic then it can lead to overly complex solutions to enable security.
  • Perception. This is more so related to customers' understanding of Anaplan. There's a tendency to assume that Anaplan should replace everything, which is often not the case. There's also a tendency to underestimate the time and/or a number of resources required to successfully implement Anaplan.
Historically Anaplan has been successfully implemented for FP&A, Workforce Planning, and Supply Chain use cases such as Production Planning and Scheduling. A common pitfall is for customers to want to forecast at extremely granular levels of detail. Often customers can have a very accurate forecast at more aggregate levels. Anaplan is capable of forecasting at granular levels of detail but often the model is overly complex for end-users to adopt and maintain.
Score 10 out of 10
Vetted Review
Verified User
Review Source
I am implementing Anaplan at a wide range of different customers. I have done financial planning, financial consolidation, workforce planning, demand planning, supply planning, the list goes on and on.

The product help my customers save time on coming up with the plan, meaning they can spend more time analyzing and coming up with action plans.
  • Connect people
  • Connect processes
  • Simulations and scenarios
  • User interface
  • Optimization
  • Statistical tools
Anaplan is excellent for true integrated business planning. However, there are specific areas where the tool might not be a perfect fit. One such example is detailed production planning where the tool is lagging because of it is limited linear optimization capabilities. As of right now, Anaplan only support linear optimization.
Score 10 out of 10
Vetted Review
Verified User
Review Source
As an Anaplan implementation firm, I support businesses in their implementation of the Anaplan software to solve business issues. We support a wide range of business cases, from financial planning and analysis to sales performance management to supply chain and operations planning. The use cases within each can range from standard, which all companies may see in their business, to business-specific. Overall, the flexibility of Anaplan allows each business to standardize when available, yet customize when necessary.
  • Financial Planning & Analysis
  • Sales Performance Management
  • Sales & Operations Planning
  • Connected Revenue Forecasting
  • Executive and Management Reporting
  • Hierarchy flattening
  • Connection between back-end modules and front-end apps/dashboards
  • Segmented revision management
Anaplan is well-suited to businesses that know what questions they need to be answered and are willing to work to the optimal solution for scalability, feasibility, and usability. This includes specific processes that need transfer out of a legacy system, as well as new problems that the team is willing to invest time and effort to solve. Anaplan is less appropriate for companies that are looking for completely out-of-the-box solutions that would fit any company. The flexibility and customization is an immense asset to Anaplan, so if it is viewed as a hindrance then the solution may not be the right fit.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Anaplan adresses HR, Finance, Accounting and Management Controlling business cases. Everyone of those business cases usually involve a few users at first (around 100) and can grow to several hundred of users, for exemple Financial Controllers, Management Controllers, Accountants, Accounting directors, HR Controllers ect...
  • Anaplan calculations within a single model are real time.
  • The platform's felxibility allows to adress many uses cases
  • Anaplan's functionalities are always improving and updated.
  • The volumetric and space impacts needs to be weighed in before choosing an option for every new development
  • Model to model communications are not real time.
  • Imports from outside systems into Anaplan can be improved
Anaplan is very well suited to adress real-time reporting needs and budgetary planning and rolling forecasts needs. It is not as much appropriate when the users' primary concerns are the beauty of the visualization, although it has improved.
Score 7 out of 10
Vetted Review
Verified User
Review Source
Use Cases: Reserves Reporting, Forecasting, Cost Management, and planning. For all use cases, we had multiple spreadsheets that no one person fully understood. By implementing Anaplan we have removed duplicate spreadsheets, simplifying reporting processes and ensuring one version of the truth. We have also improved forecasting accuracy and processes leveraging inbuilt version control as well as general controls [functions] such as access controls and model deployment via application lifecycle management.
  • Multidimensional modelling
  • Forecasting and Planning
  • Realtime calculations
  • Large datasets
  • Flexible solution, can be adapted
  • Sparcity- Anaplan should be able to discount unused cells from storage usage
  • Licence type management - currently difficult to keep tabs of this
Any Financial planning and analysis model is suitable for Anaplan, therefore; most excel models can be captured in Anaplan. That said, excel is still best for any ad hoc analysis. If you are looking for a controlled excel-like environment then Anaplan is the way forward.
December 31, 2021

Powerful EPM Tool!

Score 9 out of 10
Vetted Review
Verified User
Review Source
Anaplan is used for multiple used cases like 1. Financial consolidations 2. FP&A Reports 3. Demand Planning 4. Procurement It helps users avoid wasting time in data collection & use their time in solving business problems efficiently.
  • Powerful engine
  • Ease of development and implementing subsequent changes
  • Few customizations needed in New User Experience are missing
  • The automated mail notification feature is missing
  • One cannot build BI reports without increasing the model size
Well suited for a huge amount of data, a large number of users Not suited for complex workflow management, automated mail notification
Score 10 out of 10
Vetted Review
Verified User
Review Source
Anaplan is a tool we use to build business applications for our clients. It starts as a blank (empty) model that is then developed into a fully-fledged app that meets the needs of a business process. Specific use cases we have recently implemented are: - Budget planning - Meeting complex disclosure requirements (15c, IFRS 16) - Performance management (cost allocation & profitability analysis).
  • Planning, budgeting & forecasting.
  • Cost allocation.
  • Data cleansing.
  • Ad-hoc analysis of large data sets.
  • Native data integration capabilities could be improved (and are being improved with Cloud Works).
  • Slice and dice reporting is possible but can be a bit constrained compared to other OLAP tools, particularly if multiple large hierarchies are used at once. There are good reasons for this (it is an inherent part of why it is very good at performing other tasks), but should be considered if Anaplan is to take over all analytical capabilities for an organisation.
- Great for planning & forecasting - you can quickly and easily build a custom planning process for your organisation with complete flexibility, planning one part of your business in one way and another in a completely different way before bringing all the parts together in a consolidated forecast. - A good use case is a complex cost allocation processes. You can set it up to add processes controls and support reporting to make the processes clear, auditable & efficient. - Really strong for building data cleansing/master data management.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Anaplan for a variety of use cases in-house as well as support the implementation of Anaplan at our clients for many other use cases. In-house we use Anaplan to support our Talent organization thinking about resource supply and demand planning as well as recruiting tracking and reporting. For our clients we help implement any use case that Anaplan can support from Agile Development tracking to corporate finance and sales planning.
  • Modeling
  • Collaboration
  • Calculating
  • Reporting
  • Charting
  • Workflow
Anaplan is well suited in it's flexibility to adapt and change for virtually any business scenario. It is dynamic and collaborative allowing multiple use cases. It is powerful and can calculate on the fly with minimal processing time. It can continue to develop it's reporting / charting capabilities as there are still some gaps.
Sai Bandaru | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Anaplan is used as part of sales and financial planning systems. Anaplan makes business decisions easier by making it live for most business users involved in planning and as well the dashboards and pages make it easier for users to navigate thru multiple planning
  • Dashboarding and Reporting
  • Hierarchy creation
  • Deployment made easy
  • Scenario planning is made easy
  • administration by business users made easier
  • Tool Bar on Pages
  • Workflow capability needs to be updated
  • Managing Actions needs to be improved for developers and as well the size of the columns in actions sections needs to be flexible
Scenario-based planning is best in Anaplan and easy to learn development and managing the administration
  • Online training
easy to contact and get help
Score 9 out of 10
Vetted Review
Verified User
Review Source
As an implementation partner I have designed and implemented Anaplan models for clients issues around Integrated ​Financial Planning, Financial Planning & Consolidation, Operation Planning & Budgeting, Incentive Compensation Management, Territory Quota Planning, Account Planning, What-If Scenarios for Quota and Pricing, Workforce planning, Order-to-cash Planning, Demand Planning, Warehouse Management. These solutions have added benefits like Reduction in Planning time, Increase in Accuracy, Reduction in Audit time, Better Visibility into performance, Increase in Productivity of Staff/Managers, and Reduction in manual efforts
  • Connected planning: All business processes and departments can plan on the same solution to enable a single source and version of the truth
  • Easily auditable syntaxes make it easy for all users to review formulas and to drill down an output/value
  • It is flexible enough to meet most use cases; Ease of use for end-users & model builders
  • The minimum member in Time Dimension is Day. So Data in Anaplan can not be captured/stored at the Date timestamp level unless we use a custom dimension using the timestamp.
  • Reporting is also not a strong suit for Anaplan. Creating reports often presents challenges unless users are admins
  • Workflow: The current workflow setup is basic
Anaplan is a quick and easy implementation tool compared to other EPM tools for many business scenarios. It delivers rapid time to value. It is designed to solve challenges with clarity and collaborative power, and the platform makes it possible for companies to succeed at any scale of complexity. Anaplan is an ideal solution for quickly developing what-if scenario analysis to reduce uncertainty and promote smarter forecasting.
Score 10 out of 10
Vetted Review
Verified User
Review Source
As an Anaplan consultant, I have implemented more than 5 use cases on the Anaplan platform ranging from Finance budgeting and planning to Supply Chain including Demand and Supply Planning, Forecasting and inventory optimization. Prior to Anaplan, my clients were using Excel, and the planning process would take long hours just for consolidating multiple versions of the file. By using Anaplan with real-time calculation and multi-dimensional modelling has enabled my clients to make better decisions in a matter of minutes instead of hours and has increased the accuracy in the from the planning process.
  • Real-Time Calculation Engine
  • Cloud based platform enabling access anywhere in the world
  • High ease of roll outs with Scalability
  • Built in customizable dashboards
  • Time based dimensions
  • Workflow feature will be a great addition
  • Selective ALM deployment is needed
Statistical forecasting is a great feature with multiple forecasting models in Anaplan and optional feature using AWS forecasting model. Drastically reduces consolidation period for reporting purposes. Using pivots for reporting and analysis. With the help of multidimensional modeling, Anaplan allows the users to slice and dice between various lists and hierarchies.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Anaplan is used heavily to model new sales go-to-market strategies, determine sales territories and quotas, Sales performance management, and territory and quota planning.
  • Strong customization.
  • Real time collaboration.
  • Instant calculations.
  • Average user access management.
  • Single code branch deployments.
  • Development timeouts.
Anaplan is very well suited for sales performance management, territory, and quota modeling. With constantly changing go-to-market strategies, Anaplan has much faster development turnaround times.
Score 9 out of 10
Vetted Review
Verified User
Review Source
At Okta, we use Anaplan for complex modeling and financial planning (budgeting and forecasting). With the NUX feature, the users can use it comfortably. The FP&A team can plan and forecast very effectively to actual data. We also use Anaplan in sales ops for managing sales commissions and sales representatives' details.
  • Very powerful and extremely efficient product for FP&A planning purposes
  • The NUX dashboards with time filters and user filters
  • Much better than its competitor products for planning purposes
  • Formula not inundated and unable to use extensions line A+ for easier readability in new model experience
Anaplan is well suited where complex levels of data modeling and multiple dimensioning of data is needed. For example, workforce planning (headcount planning for every intersection of cost center/department, country). Another example is cost center budget report (this reporting done by cost center, GL account, country, versions and currency (fx rate)). It is very less appropriate where data modeling and multidimensioning is not needed.
Score 9 out of 10
Vetted Review
Verified User
Review Source
At Aviva we use Anaplan for multiple user cases across FP&A and Asset Management. [The software is used by] Aviva investors to help streamline asset management and enable a collaborative planning experience. Anaplan has [alleviated] a process that used to take up 100+ Microsoft Excel files and [ran a] high risk of errors into one system. Dashboards allow for end-users to see real-time data and manipulate [said] data to serve their needs live in sign-off meetings.
  • Real time data
  • Clear User Experience
  • Agile implement: easy to learn for developers.
  • Anaplan doesn't have a job scheduler. To implement an interface, Anaplan requires other solutions to kick the Anaplan Connect batch.
  • Today()
  • Summaries are difficult with out top item present
[Our] asset management. We were able to take a model that was already developed and adjust it to take into account different assets classes. Anaplan was really well suited for this type of use case because a lot of the calculations that were required are already built into Anaplan (IRR etc).