Overview
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…
TrustRadius Insights
Anaplan: Transforming Planning Processes and Driving Business Excellence
Highly Recommended Planning and Forecasting Tool
Anaplan fan
Adapting to Client Needs with Ease
Flexible planning tool that scales with your organization
Anaplan is worth the money for any enterprise level planning
You don't need to wait until your data is clean to provide insights
Anaplan is a flexible tool that can be built for most business processes
Zero Code Cloud Native Planning & Forecasting Tool
Anaplan for Connected Planning
Anaplan Review
Anaplan, a highly flexible tool for planning
One of the most flexible modeling solution
Anaplan is the go-to for any planning process
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Flat file integration (281)9.595%
- Forecasting (282)9.393%
- Scenario modeling (284)9.292%
- Management reporting (283)8.383%
Reviewer Pros & Cons
Pricing
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…
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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What is PlanGuru?
PlanGuru is budgeting, forecasting and financial analytics software for SMB's, Nonprofits and the Accountants/ Advisors that work with them.
Product Demos
Financial Consolidation demo
Anaplan Demand Planning Demo
See the Future Clearly by Planning Demand with Anaplan
Features
BI Standard Reporting
Standard reporting means pre-built or canned reports available to users without having to create them.
- 6.4Pixel Perfect reports(1) Ratings
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
- 9Customizable dashboards(182) Ratings
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
Ad-hoc Reporting
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
- 9.1Drill-down analysis(2) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
- 9.1Formatting capabilities(2) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
- 9.1Report sharing and collaboration(2) Ratings
Report sharing and collaboration is the ability to easily share reports with others.
Report Output and Scheduling
Ability to schedule and manager report output.
- 9.1Publish to Web(1) Ratings
- 8.8Publish to PDF(188) Ratings
- 9.2Report Versioning(163) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
- 8.3Report Delivery Scheduling(3) Ratings
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
Data Discovery and Visualization
Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.
- 9.1Pre-built visualization formats (heatmaps, scatter plots etc.)(2) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
- 9.1Location Analytics / Geographic Visualization(2) Ratings
Location analytics is the visualization of geographical or spatial data.
- 6.4Predictive Analytics(2) Ratings
Predictive Analytics is the ability to build forecasting models based on existing data sets.
Access Control and Security
Access control means being able to determine who has access to which data.
- 9.1Multi-User Support (named login)(2) Ratings
Named model access means that users have access based on name and password.
- 9.5Role-Based Security Model(192) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
- 9.1Multiple Access Permission Levels (Create, Read, Delete)(2) Ratings
Multiple access permission levels means that different levels of users have different rights.
- 9.4Report-Level Access Control(45) Ratings
Report-level access control means that the type of report determines who has access to it.
- 9.1Single Sign-On (SSO)(2) Ratings
Allows users to use one set of login credentials to access multiple applications
Mobile Capabilities
Support for mobile devices like smartphones and tablets.
- 8.7Responsive Design for Web Access(173) Ratings
Web design aimed at producing easy-to-read sites across a range of different devices.
- 8.2Mobile Application(162) Ratings
A dedicated app for iOS and/or Android.
- 8.3Dashboard / Report / Visualization Interactivity on Mobile(169) Ratings
In-app dashboard reports and data visualization.
Budgeting, Planning, and Forecasting
These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning
- 9.4Long-term financial planning(268) Ratings
3-5 year financial plan with cashflow.
- 9.6Financial budgeting(273) Ratings
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
- 9.3Forecasting(282) Ratings
Combining actuals and budgets, rolling forecasts, driver-based models.
- 9.2Scenario modeling(284) Ratings
Financial or operational modeling of alternate future states and planning for each.
- 8.3Management reporting(283) Ratings
Budget vs. actual or forecast, P&L’s, performance over time, between products etc.
Consolidation and Close
Consolidation of data from multiple entities with currency management, reporting and audit trails.
- 8.7Financial data consolidation(229) Ratings
Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.
- 7.2Journal entries and reports(187) Ratings
Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.
- 6.2Multi-currency management(11) Ratings
Ability to handle foreign currency conversions during consolidation.
- 6Intercompany Eliminations(8) Ratings
Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.
- 6Minority Ownership(7) Ratings
Consolidate financials full or partial ownership of subsidiaries, equity pick-up.
- 8.5Local and consolidated reporting(216) Ratings
Ability to report against individual business entities and the consolidated umbrella entity.
- 8.2Detailed Audit Trails(229) Ratings
Tracing changes to data and processes that were run.
Financial Reporting and Compliance
Financial statements and regulatory filings
- 8.8Financial Statement Reporting(245) Ratings
Creation and production of balance sheets, income statements, cash flows, other schedules
- 8.4Management Reporting(257) Ratings
Tools facilitating creation of internal ad hoc or standard reports.
- 8.1Excel-based Reporting(236) Ratings
Ad hoc or formatted reports using MS Excel.
- 9Automated board and financial reporting(13) Ratings
Tools to help automate creation of regulatory reports such as SEC filings and board books.
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
- 8.6Personalized dashboards(280) Ratings
Create custom dashboards and reports without the help of IT or administrators.
- 8.8Color-coded scorecards(264) Ratings
Track and analyze performances with interactive, color-coded balanced scorecards.
- 9.1KPIs(19) Ratings
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
- 9.2Cost and profitability analysis(242) Ratings
Cost and profitability analysis provides data for business decision making.
- 9.4Key Performance Indicator setting(253) Ratings
Ability to set key performance indicators for measuring progress towards goals.
- 9.1Benchmarking with external data(13) Ratings
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Integration
Ability to integrate with external applications.
- 9.5Flat file integration(281) Ratings
Integration of flat files like text documents and comma separated files
- 8.4Excel data integration(263) Ratings
Ability to integrate directly with Excel data.
- 8.6Direct links to 3rd-party data sources(242) Ratings
Integration with external applications like ERP, CRM, HCM
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Anaplan?
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
Anaplan Videos
Anaplan Competitors
Anaplan Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Mobile Web |
Supported Countries | All countries |
Supported Languages | Multi-lingual support |
Anaplan Downloadables
- The Anaplan Platform Explained
- Anaplan for Sales: Predictive Sales Planning
- Anaplan for Finance: Planning, Budgeting & Forecasting
- Anaplan for Supply Chain: Supply Planning
- Anaplan for HR and Workforce: Agile Workforce Planning
- Anaplan for HR and Workforce: Workforce Planning
- CHRO strategies: Delivering what the CEO wants
Frequently Asked Questions
Anaplan Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 0% |
Mid-Size Companies (51-500 employees) | 10% |
Enterprises (more than 500 employees) | 90% |
Comparisons
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Reviews and Ratings
(479)Community Insights
- Business Problems Solved
- Pros
- Cons
Anaplan has been implemented in various industries to address a wide range of business challenges. Users have found that the software replaces duplicate spreadsheets and simplifies reporting processes, resulting in one version of the truth. Anaplan's inbuilt version control and access controls have improved forecasting accuracy and simplified forecasting processes. It has also helped standardize forecasting and reporting approaches across different asset classes, benefitting functions such as HR, Finance, Accounting, and Management Controlling.
The flexibility of Anaplan allows users to customize the software to meet their specific business needs. It supports a multitude of use cases including financial planning and analysis, customer success, collections, capex forecasting, opex forecasting, headcount and personal spend forecasting, balance sheet forecasting, cash flow forecasting, P&L forecasting, collections forecasting, and management reporting. Multiple users can input forecast assumptions in real-time, enabling dynamic results. Furthermore, Anaplan allows for faster implementations by providing a single platform and source of truth for multiple planning use cases.
Anaplan's powerful calculation engine enables users to run multiple scenarios in seconds, facilitating what-if analysis and scenario comparison during budgeting and forecasting processes. The software is widely used in sales performance management for functions like territory management, account planning, quota allocation, and incentive compensation planning. In addition to its extensive use cases in finance and sales planning, Anaplan is employed across various industries including real estate development, insurance, telecommunication infrastructure, and banking. The platform empowers organizations by providing scenario planning and sensitivity analysis capabilities that enable informed decision-making. With its user-friendly interface and real-time calculations, Anaplan assists businesses in centralizing data and maintaining a golden source of truth for better planning outcomes.
Highly scalable and flexible data integration and modeling capabilities: Reviewers have praised the Anaplan platform for its highly scalable and flexible data integration and modeling capabilities, allowing for easy evolution from simple calculations to complex formulas. Many users have highlighted this as a major strength of the platform.
Real-time data capabilities enabling informed decision-making: The real-time data capabilities of Anaplan have been widely praised by reviewers for enabling informed decision-making based on up-to-date information. Several users have mentioned that this feature has greatly contributed to their ability to make agile decisions in a fast-paced business environment.
User-friendly interface contributing to high end user adoption: The user-friendly interface of Anaplan has been consistently highlighted by reviewers as a key strength of the platform. Users appreciate the intuitive design, which resembles Excel and allows for quick task completion. This ease of use has contributed to high end user adoption and overall positive feedback from customers.
Limited storage: Some users have found the limited storage in Anaplan to be a hindrance in efficiently managing their data. They have expressed difficulties in storing and organizing large amounts of information, which can impact their ability to effectively utilize the software.
Expensive: Several reviewers feel that Anaplan is expensive and could be more cost-effective considering its features and capabilities. This pricing structure may make it less accessible for smaller businesses or organizations with budget constraints.
Glitches with the interface: Users report experiencing glitches with the interface, causing difficulties in navigating and performing tasks smoothly. These issues can disrupt workflow and decrease efficiency for users.
Attribute Ratings
- 9.4Likelihood to Renew25 ratings
- 8.7Availability6 ratings
- 9Performance6 ratings
- 8Usability16 ratings
- 7.7Support Rating18 ratings
- 9Online Training4 ratings
- 8.4In-Person Training4 ratings
- 8.5Implementation Rating21 ratings
- 9Configurability4 ratings
- 9.4Product Scalability6 ratings
- 9.1Ease of integration2 ratings
- 4.7Vendor pre-sale3 ratings
- 7.3Vendor post-sale3 ratings
Reviews
(1-3 of 3)Anaplan- a great tool
- Flexibility.
- Scalability.
- Cloud experience.
- Access management
- Hearing community.
- Multi purpose usage
- Long-term financial planning
- 90%9.0
- Financial budgeting
- 100%10.0
- Forecasting
- 90%9.0
- Scenario modeling
- 90%9.0
- Management reporting
- 90%9.0
- Financial data consolidation
- 90%9.0
- Journal entries and reports
- 70%7.0
- Local and consolidated reporting
- 80%8.0
- Detailed Audit Trails
- 90%9.0
- Financial Statement Reporting
- 80%8.0
- Management Reporting
- 80%8.0
- Excel-based Reporting
- 80%8.0
- Personalized dashboards
- 90%9.0
- Color-coded scorecards
- 80%8.0
- Cost and profitability analysis
- 90%9.0
- Key Performance Indicator setting
- 80%8.0
- Flat file integration
- 100%10.0
- Excel data integration
- 80%8.0
- Direct links to 3rd-party data sources
- 100%10.0
- Customizable dashboards
- 80%8.0
- Publish to PDF
- 90%9.0
- Report Versioning
- 80%8.0
- Role-Based Security Model
- 90%9.0
- Responsive Design for Web Access
- 80%8.0
- Mobile Application
- 80%8.0
- Dashboard / Report / Visualization Interactivity on Mobile
- 90%9.0
- Customer satisfaction was much improved.
1. Strong developers
- Budgeting
- Headcount planning
- Financial reporting
- Master data management
- Model analysis
- Cloud Solutions
- Scalability
- Ease of Use
- Implemented in-house
- Lack of experienced builders
- No Training
- Calculations
- Formulas building
- User management
- Building dashboards
- Alteryx
- File import/export
- New functionalities
- Expansion of features
Anaplan - Your Planning Guru !!
- 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 plannning
- user administration and ALM
- Pages and boards
- hierarchy management and flexibility in hierarchy management
- comments Sections
- Long-term financial planning
- 100%10.0
- Financial budgeting
- 100%10.0
- Forecasting
- 100%10.0
- Scenario modeling
- 100%10.0
- Management reporting
- 100%10.0
- Financial data consolidation
- 100%10.0
- Journal entries and reports
- 100%10.0
- Local and consolidated reporting
- 100%10.0
- Detailed Audit Trails
- 80%8.0
- Financial Statement Reporting
- 100%10.0
- Management Reporting
- 100%10.0
- Excel-based Reporting
- 90%9.0
- Personalized dashboards
- 100%10.0
- Color-coded scorecards
- 100%10.0
- Cost and profitability analysis
- 100%10.0
- Key Performance Indicator setting
- 100%10.0
- Flat file integration
- 100%10.0
- Excel data integration
- 100%10.0
- Direct links to 3rd-party data sources
- 100%10.0
- Customizable dashboards
- 100%10.0
- Publish to PDF
- 100%10.0
- Report Versioning
- 100%10.0
- Role-Based Security Model
- 100%10.0
- Responsive Design for Web Access
- 100%10.0
- Mobile Application
- 100%10.0
- Dashboard / Report / Visualization Interactivity on Mobile
- 100%10.0
- One system for various planning within the organization
- easy to manage the models for business teams
- Planning and reporting within single platform
- sales
- finance
- supply chain
- user managment
- reporting
- workflow
- Product Features
- Product Usability
- Product Reputation
- Prior Experience with the Product
- Implemented in-house
- change management, last minute requirement changes
- Online training
- pages
- running actions
- user setup
- searching actions by names
- importing saved views from other models (takes time in scrollings)
- Excel
- tableau
- File import/export
- API (e.g. SOAP or REST)
- ETL tools
- Comments
- Time stamp
We have also just implemented a Long Range Plan that is allowing each individual region to plan for long-term goals and objectives. Growing Revenue, COGS, and expense at specific rates and drivers.
- Adaptation - It is pretty easy to make minor changes to the hierarchies and calculations within the system. Be aware that major changes could be quite difficult, but the minor changes are so much easier in this system and that of Hyperion or like systems
- Formula modeling - Anaplan thrives on automating a lot of calculations that would normally be done in excel.
- Consistency - The beauty of Anaplan compared to modeling in Excel is that you are guaranteed that everyone is using the same basis for calculations. You can create a corporate standard for modelling that is used throughout the company instead of having each region doing their own thing. This forces you to learn more about the other regions, and allows you to be much more consistent.
- Cloud - having the platform accessible nearly anywhere is a huge benefit for employees that are on the go.
- Model Sizing - Anaplan doesn't make use of sparse data, as it uses the same amount of space for an empty "cell" in a cube as it does for a full one. A product like Hyperion can ignore an empty cell and have it not count towards the size. When you are paying by size, this can cause a huge problem
- Shared Hierarchies - when you have multiple models sharing the same hierarchy, the process is to change it in one place, then you have to import those changes into other models. This is cumbersome to do, and allows the potential for errors if you do not update all hierarchies. There needs to be a global hierarchy option, along with local hierarchies only used in that model
- Ad-Hoc reporting - If it isn't in a dashboard right now, it is difficult to find. This creates problems for ad-hoc reporting, and spotting issues that may not show up on one of your canned dashboards
- Dimensionality and relational - in the Anaplan world, an alternate hierarchy of the same dataset uses an extra dimension in the module. This makes the size larger, and the navigation clunky. Properly integrating alternate hierarchies and hierarchy property sorting, summing, and filtering would go a long way
Make sure you know what you are paying for with size. A "small" model could scale exponentially when you factor in dimension sizes and reporting requirements.
- Long-term financial planning
- 90%9.0
- Financial budgeting
- 90%9.0
- Forecasting
- 90%9.0
- Scenario modeling
- 80%8.0
- Management reporting
- 50%5.0
- Financial data consolidation
- N/AN/A
- Journal entries and reports
- N/AN/A
- Multi-currency management
- N/AN/A
- Intercompany Eliminations
- N/AN/A
- Minority Ownership
- N/AN/A
- Local and consolidated reporting
- N/AN/A
- Detailed Audit Trails
- N/AN/A
- Financial Statement Reporting
- N/AN/A
- Management Reporting
- 50%5.0
- Excel-based Reporting
- 40%4.0
- Automated board and financial reporting
- 40%4.0
- Personalized dashboards
- 50%5.0
- Color-coded scorecards
- 50%5.0
- KPIs
- 60%6.0
- Cost and profitability analysis
- 80%8.0
- Key Performance Indicator setting
- N/AN/A
- Benchmarking with external data
- N/AN/A
- Flat file integration
- 80%8.0
- Excel data integration
- 60%6.0
- Direct links to 3rd-party data sources
- 60%6.0
- 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
What Anaplan really lacks is the ad-hoc ability that is in Hyperion. You can't identify your dimensions and find the data sitting in that spot, the data just isn't setup that way in Anaplan. This makes answering some detail questions more difficult than it would be in Hyperion. for that reason, we are using Anaplan for the modeling, and Hyperion for the data storage. It would be nice to be able to sunset Hyperion though....
Human Resources
Sales
Operations
some minor programming skills
Understanding of the business objectives and goals
- Workforce Planning
- Long Range Planning
- Budgeting
- Capacity Planning
- what-if scenarios
- Capacity Planning
- Sales quota and comp
- Project planning
- Price
- Product Features
- Product Usability
- Third-party Reviews
- Implemented in-house
- Professional services company
- weak 3rd party consulant knowledge
- learning curve of workspace and model design
- change management
- Online training
- In-person training
- Self-taught
The key points are to centralize a data hub to handle your integrations and data transformation, flatten your ragged hierarchies where possible, and use consistent organization throughout your models to allow anyone to come in and understand them.
- Hierarchical aggregations...using lists to aggregate is very easy
- sumif and vlookup type formulas
- alternate hierarchies
- data linking between modules
- data integration
- formatting
- complex nested formulas
- HFM
- Snowflake Data Warehouse
- Ultipro HRIS
- File import/export
- New charting capabilities
- centralized security and user management
- predictive analytics
- more charting capabilities
- new dashboard grid