Anaplan Reviews

215 Ratings
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Score 7.9 out of 100

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Reviews (1-25 of 85)

Matthew Kuo | TrustRadius Reviewer
February 22, 2019

Using Anaplan at Tableau

Score 9 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

  1. Have a clear single source of truth for the data in our business critical process.
  2. Be able to update and make drastic changes to our business processes, as this is the environment we work in.
  3. Allow several users to collaborate at once, without any questions about who input which value and who has access to what.
  4. Be able to load and export data from the system quickly, efficiently, and transparently.
Read Matthew Kuo's full review
Anonymous | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

The budget set-up process has, in the past, taken several weeks or months to set up and often left the users confused, frustrated, and irritable because it was so involved. The worst part was it was only done once a year, so at the beginning of the process each year, a good day or two would be spent just trying to remember how to even do it. With Anaplan, the system basically remembers for us and will expedite the process for all of the users. When we do our monthly projections, it's the same thing. Everything is automatically exported in for us and broken down to the levels we need, which saves us time and prevents potential errors.
Read this authenticated review
Szilvia Havasreti | TrustRadius Reviewer
November 10, 2017

Excel on steroids!

Score 7 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

  1. The time it takes for the sales letter to be prepared and given to the sales representatives reduced significantly, as a result, sales can truly focus on selling.
  2. The vision is to have a real cloud based quota and planning tool, with users as business managers & business planners, not operational users who are just importing & exporting to Anaplan.Anaplan as a strategic tool, that can provide meaningful analytics in real-time.
Read Szilvia Havasreti's full review
Christopher Pope | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

We want to have enterprise wide integrated business planning. We want to dramatically reduce the planning cycle times across the business and have the ability to see how the business is shaping up on a much more frequent basis so that we can anticipate problems and address them rather than be reactive.
Read Christopher Pope's full review
Dan Shuwarger | TrustRadius Reviewer
May 24, 2017

SaaS FP&A Review

Score 10 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

I'd eventually like to see business partners involved in the budgeting process with Anaplan (entering data) and HR managing headcount, instead of FP&A. I'd also like to see more integration with systems. I've used Anaplan at four different companies and have never seen a successful integration. I've seen it get close with Mulesoft or Anaplan Connect, but I have never seen one actually work. I've always used flat files, which does work well. Lastly, although the Dashboards have improved significantly over the years, I'd love to see them at a level where Anaplan could be used as a BI tool with analytics similar to Domo.
Read Dan Shuwarger's full review
Matthew Cantwell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

We really hope to have an integrated BI and IT data strategy in place within the next year. We feel Anaplan will be the main source of taking that data (whether it is financial data or operational data) and modeling it into a form that can be consumed within a reporting tool (Tableau or VizMosaic). Anaplan is at the center of what we want to do from a BI and Analytics standpoint moving forward.
Read Matthew Cantwell's full review
Chris Friederich | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

BI - We are using Anaplan to help us drive more detailed insights into what is happening in our business. Because Anaplan makes integrating data from multiple systems so easy, we are on the path to using it as our go-to BI tool.

Sales forecasting - we will use Anaplan to drive consistency and accountability in this process

FP&A - we will continue to expand out competencies here to improve and streamline our planning and forecasting process.

Commission planning - a potential future use case where we can see Anaplan greatly improving the process by providing consistency in plan construction and the ability to connect it to sales forecasting and FP&A to get a better understanding of how plans will perform in specific situations.
Read Chris Friederich's full review
Tara Kirby | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

We hope to improve accuracy and efficiency in all levels of the organization by eliminating shadow activities and standardizing the collection and analysis of data. We see this platform as something that has endless possibilities given its flexibility and power. In addition, by giving us one version of the truth we see Anaplan as a tool in improving the reliability and accuracy of our reporting.
Read Tara Kirby's full review
Michael Lauer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

The business outcomes we would like to see vary by the business problem we are solving with Anaplan. On a high level we would like to reduce the time it takes our analysts to conduct planning work such as target. Typically this was all done in Excel. We want to minimize the need for Excel to free our analysts up to contribute value in more impactful ways. In addition, we want to provide sales managers consolidated views of data that can help them make better business decisions.
Read Michael Lauer's full review
Maggie Palumbo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

We hope Anaplan allows us to better analyze data for better planning of our account coverage models. We hope to also better understand the potential impact of account moves through better analysis using the tool. Having incentive compensation in Anaplan will allow better collaboration between sales operations and sales incentive and see the mutual impact between both groups of account moves and compensation changes.
Read Maggie Palumbo's full review
Sharon Kam | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

We hope to eventually build out most all models, particularly those consumed by the business in Anaplan. For Opex, I've been active in seeing it be our source of truth and platform for dialogues with multiple stakeholders and the primary data storage and calculation hub. In time, as our demand model becomes more sophisticated, we could build out a full on revenue / long range plan to inform our goals for the horizon beyond the immediate annual period.
Read Sharon Kam's full review
Baehan Babakan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

The main goal is to get an accurate forecast. Once the team is able to able to complete an accurate forecast, the next steps is to be able to do a robust analysis. I still use Excel when I want to provide analysis, and know that anaplan's goal is to get FP&A out of that mode, however I think when you want to do one time things it's still not as easy as I would like.
Read Baehan Babakan's full review
Ramandeep Garcha | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

I hope Anaplan will allow me to move away from having to play systems admin more than I should have to. I hope that it will work for me, so to speak, and allow me the capability to focus more on analyzing data and be of strategic value-add to my business partners. Often times, as we adopt more technology, it can be easy for the technology to become a full time responsibility on top of the work we are using it to do. Thus, I look forward to being able to rely on Anaplan to fully power and drive our monthly processes.
Read Ramandeep Garcha's full review
Changiz Talamroud | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

Save time and prevent mistakes. Be able to build on top of the existence model and expand on the model that's been built.

For example, our Sales Finance team does their own Target Setting Model, and our Business Strategy and Marketing team does their own Target Setting Model, so there is a lot of man hours being used to set these targets, to me it makes sense to have One Master Target model in Anaplan and each team has their own Sub target model in Anaplan which they can tweak per their business needs.

Read Changiz Talamroud's full review
David John | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

We hope to achieve more of an enterprise approach to a wide variety of our modeling and analysis. In the current environment, there are a lot of disparate models with differing methodology, data, and assumptions and it is difficult to connect the lines between them. Anaplan has the structure, computing power, and collaboration features to create larger and more functional enterprise tools.
Read David John's full review
Jeffrey Perkes | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

It's going to affect our budgeting process.

Our sales team is very excited because it will make the sales budgets more accurate, more detailed, and more efficient.

The executives will be able to see, in real time, how the budget is coming along.

Read Jeffrey Perkes's full review
Dan Ossmann | TrustRadius Reviewer
May 08, 2017

Anaplan Fan

Score 9 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

reduce clerical effort, achieve independence from spreadsheets, produce quick turn solutions for new questions and problems.
Read Dan Ossmann's full review
Steven Cox | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Desired Business Outcomes

  • Ability to deploy our global sales team and drive a more productive outcome for each sales team member.
  • Clarity for leadership and the sales team on what accounts are targeted and what the expected revenue we should be attaining.
  • Reduce errors and manual rework as we are all entering and managing data in a single tool.
Read Steven Cox's full review

Feature Scorecard Summary

Customizable dashboards (3)
7.6
Publish to PDF (3)
8.3
Report Versioning (3)
7.9
Report Delivery Scheduling (3)
7.0
Responsive Design for Web Access (3)
7.3
Long-term financial planning (76)
7.2
Financial budgeting (79)
8.6
Forecasting (90)
8.9
Scenario modeling (92)
8.3
Management reporting (95)
8.2
Financial data consolidation (56)
8.9
Journal entries and reports (32)
7.5
Multi-currency management (11)
6.2
Intercompany Eliminations (8)
6.0
Minority Ownership (7)
6.0
Local and consolidated reporting (48)
8.0
Detailed Audit Trails (51)
8.6
Financial Statement Reporting (60)
9.0
Management Reporting (70)
9.0
Excel-based Reporting (65)
5.1
Automated board and financial reporting (13)
8.7
Personalized dashboards (90)
7.1
Color-coded scorecards (77)
6.8
KPIs (17)
7.0
Cost and profitability analysis (61)
7.0
Key Performance Indicator setting (68)
6.7
Benchmarking with external data (12)
7.1
Flat file integration (91)
8.6
Excel data integration (81)
7.3
Direct links to 3rd-party data sources (63)
8.8

About Anaplan

Anaplan aims to be the leader in Connected Planning. According to the vendor, the software—powered by their patented Hyperblock engine—enables dynamic, collaborative, and intelligent planning. Large and fast-growing companies worldwide use Anaplan to connect the people and data required for trusted plans and accelerated decisions essential to leading in their markets. The company is based in San Francisco, and is privately held with 20 offices, 175 expert partners, and more than 850 customers worldwide.

Anaplan Features

Budgeting, Planning, and Forecasting Features
Has featureLong-term financial planning
Has featureFinancial budgeting
Has featureForecasting
Has featureScenario modeling
Has featureManagement reporting
Consolidation and Close Features
Has featureFinancial data consolidation
Has featureJournal entries and reports
Does not have featureMulti-currency management
Does not have featureIntercompany Eliminations
Does not have featureMinority Ownership
Has featureLocal and consolidated reporting
Has featureDetailed Audit Trails
FInancial Reporting and Compliance Features
Has featureFinancial Statement Reporting
Has featureManagement Reporting
Has featureExcel-based Reporting
Does not have featureAutomated board and financial reporting
Does not have featureXBRL support for regulatory filing
Analytics Features
Has featurePersonalized dashboards
Has featureColor-coded scorecards
Does not have featureKPIs
Has featureCost and profitability analysis
Has featureKey Performance Indicator setting
Does not have featureBenchmarking with external data
Integration Features
Has featureFlat file integration
Has featureExcel data integration
Has featureDirect links to 3rd-party data sources
BI Standard Reporting Features
Does not have featurePixel Perfect reports
Has featureCustomizable dashboards
Does not have featureReport Formatting Templates
Ad-hoc Reporting Features
Does not have featureDrill-down analysis
Does not have featureFormatting capabilities
Does not have featurePredictive modeling
Does not have featureIntegration with R or other statistical packages
Does not have featureReport sharing and collaboration
Report Output and Scheduling Features
Does not have featurePublish to Web
Has featurePublish to PDF
Has featureReport Versioning
Has featureReport Delivery Scheduling
Data Discovery and Visualization Features
Does not have featurePre-built visualization formats (heatmaps, scatter plots etc.)
Does not have featureLocation Analytics / Geographic Visualization
Does not have featurePredictive Analytics
Does not have featureSupport for Machine Learning models
Does not have featurePattern Recognition and Data Mining
Does not have featureIntegration with R or other statistical packages
Access Control and Security Features
Does not have featureMulti-User Support (named login)
Does not have featureRole-Based Security Model
Does not have featureMultiple Access Permission Levels (Create, Read, Delete)
Has featureReport-Level Access Control
Does not have featureTable-Level Access Control (BI-layer)
Does not have featureField-Level Access Control (BI-layer)
Does not have featureSingle Sign-On (SSO)
Mobile Capabilities Features
Has featureResponsive Design for Web Access
Does not have featureDedicated iOS Application
Does not have featureDedicated Android Application
Does not have featureDashboard / Report / Visualization Interactivity on Mobile
Additional Features
Has featureAdministration via Web Interface
Has featureText Files (CSV, etc)
Has featureSalesforce
Has featurePixel-perfect reports
Has featureOutput raw supporting data
Has featureMultiple pre-built visualization formats (heatmaps, scatter plots, etc.)
Has featureMultiple access permission levels (Create/Read/Delete)
Has featureDashboard/Report/Visualization mobile interactivity
Has featureMicrosoft Office integration
Has featureUser defined modeling/configuration
Has featureOut of the box data integration

Anaplan Screenshots

Anaplan Integrations

Salesforce

Anaplan Competitors

Pricing

  • Does not have featureFree Trial Available?No
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional

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/

Anaplan Customer Size Distribution

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

Anaplan Support Options

 Free VersionPaid Version
Social Media
Video Tutorials / Webinar
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase

Anaplan Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:All countries
Supported Languages: Multi-lingual support