Anaplan Reviews

215 Ratings
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Score 7.9 out of 100

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Reviews (1-25 of 103)

Kris Sircar, MBA | TrustRadius Reviewer
December 17, 2019

Anaplan: an overview

Score 9 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

It is being used by the FP&A team. We use it to track headcount and SG&A. In addition to that, we also track technical income that allows business users access to update forecasts and budgets based on changes and trends made to actuals. Actuals are updated on a quarterly basis.
Read Kris Sircar, MBA's full review
Matthew Kuo | TrustRadius Reviewer
February 22, 2019

Using Anaplan at Tableau

Score 9 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

At Tableau, we use Anaplan for our Sales Planning function. For our company, this encompasses the functions of Workforce Planning, Territory Assignment, Compensation Plan Administration, and Quota Setting. Sales Planning was Tableau's first Anaplan use case, and since adopting the platform, we've also had use cases in Finance, Marketing, and IT. Anaplan helps us address both collaboration and version control issues. For some use cases, the key benefit is having a primary data source that can be iterated upon several times by a number of different stakeholders. For other use cases, the key benefit is having a significant number of collaborators, who can all rely on one single source of truth. Overall, Anaplan provides our company with the data integrity we need while still remaining flexible enough to update quickly to accommodate our rapidly changing environment.
Read Matthew Kuo's full review
Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

Anaplan is being used by the Finance Team of about 35 professionals for budgeting, forecasting, reporting, and visualizations. It's not yet being used by our Accounting, Investor Relations or any other team at the company. Its primary use case is a single-source-of-truth for budget, actuals and as a forecasting tool. It has really helped us get a handle on our financials.
Read this authenticated review
Andrew Paston | TrustRadius Reviewer
September 05, 2018

7 Years with Anaplan

Score 10 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

We use Anaplan for financial reporting, planning and customer reporting.

Anaplan allows us to spend time on value added instead of spending time consolidating planning results in Excel. We can look at reviewing key trends. Forecasts are broken down into smaller tasks and distributed to the business resulting in less pressure on the FP&A team during forecast/budget rounds.

The reporting timeline is shorter as dashboards can be used for users to login and see their areas results which means we dont have to send out manual reports.

Anaplan allows very complex business modelling but without any of the complex language used in other tools and can be run by the users themselves. Results are recalculated on the fly with no wait time to run the recalc process.
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Szilvia Havasreti | TrustRadius Reviewer
November 10, 2017

Excel on steroids!

Score 7 out of 10
Vetted Review
Verified User
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Use Cases and Deployment Scope

Anaplan is used across the whole organization, at WW level. The key problem was to remove offline spreadsheets for sales quota planning, deployment, and ensure automatic, real-time coverage analysis for the sales teams.
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Steve Ridgley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

I purchased Anaplan to perform complex modeling of potential changes to our sales incentive programs. In addition to our usage, our finance team is beginning to explore the use of the tool for sales forecasting. With a sales organization in excess of 5000 people, it is critical to be able to adjust multiple variables across lines of business and understand the impact on each of our operating areas. Anaplan allows us to model multiple "what if" approaches simultaneously, perform side-by-side scenario analysis, and convey to our executive team what the specific tradeoffs are between options. Our responsiveness has been accelerated by orders of magnitude, and our conclusions are rooted in data.
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Christopher Pope | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

The corp FP&A team is using it for financial budgets. The revenue planning team is using it for revenue planning. One of our units is using it for demand planning. The customer service org is using it for returns modeling. It's primarily a finance footprint but that footprint is growing outside finance.
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Dan Shuwarger | TrustRadius Reviewer
May 24, 2017

SaaS FP&A Review

Score 10 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

We have two Anaplan instances. Sales Ops uses it to manage headcount and for capacity planning. They have users and viewers of their headcount reporting.

I manage the FP&A instance which is used to plan headcount, expenses, capex, and COGS. We also use it for reporting for various cuts of the P&L, headcount, and balance sheet. This instance is only being used by FP&A, but we hope to role it out to business partners later in the year.
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Matthew Cantwell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

Currently we are using Anaplan for Planning and Budgeting. We are looking to begin using it for a forecasting and consolidation of data (Data Hub) and performance reporting models. The main business problem it has helped us with is the consolidation and ability to report on multiple dynamic hierarchies across a wide range of businesses. It has also being the driving force for process change within our organization.
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Chris Friederich | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

We currently use Anaplan for FP&A - essentially having modeled out entire business on the platform. We use it in most all planning and forecasting discussions. Because of its flexibility, ease of use and ability to scenario test, it allows us to quickly and accurately make decisions that have a financial impact that would otherwise take days or weeks to make.

We are currently in the process of rolling out Anaplan for sales forecasting to increase accuracy and accountability in our sales forecasts.

Lastly, we are in the early stages of planning to use Anaplan for our business intelligence reporting capabilities. It will be used as our one source of truth for business metrics and results - something we desperately need and that Anaplan will work perfectly for.
Read Chris Friederich's full review
Tara Kirby | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

Our road map is to implement Anaplan globally to connect all departments and all levels of the organization for end to end planning, management reporting and analysis. Our initial phases focused on seamlessly connecting orders reporting and forecasting to revenue and gross margin forecasting. Anaplan allows all levels of the organization to have one version of the data and was the catalyst for rolling out consistent forecasting processes across all regions and functions. Anaplan will bring efficiency to our organization by eliminating shadow finance activities, improving data integrity and allowing consistent on demand analytics.
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Michael Lauer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

We currently use Anaplan as a quota and territory management tool focused around our yearly target process. As of right now we only use it for the US business unit. However we are looking to expand this use case to Canada as well. Our goal is to then add additional use cases such as Compensation and pipeline/forecasting.
Read Michael Lauer's full review
Yang Liu | TrustRadius Reviewer
August 01, 2017

Anaplan Modeling on HR

Score 6 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

Right now, we are using Anaplan for workforce planning modeling. We use the historic attrition and internal movement data to forecast future hiring needs. It seems that other functions in my company are exploring Anaplan but as of now only HR has implemented two models using Anaplan.
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Maggie Palumbo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

Currently we are using Anaplan for account ownership and territory planning. We are about to role out Anaplan for incentive compensation. Our current use saves us tons of time from our Excel planning and allows us to see the impact of proposed changes without trying to manipulate a large Excel file and worry about version control. An additional benefit from our implementation is quick and easy reporting on account ownership. Having incentive compensation in Anaplan will allow us to integrate the two instances and see the impact of account moves to compensation and vice versa see the impact to sales reps pay based on their books of potential compensation changes.
Read Maggie Palumbo's full review
Sharon Kam | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

We use Anaplan to sync our data across demand and supply and then layer our financial assumptions to build out our financial forecast. Anaplan addresses business needs of synchronized, timely data tied to one source of truth, as well as scalability within the organization. Also relevant is the fact that it can refresh in seconds what would take Excel days or weeks to complete. The ability to build cube logic is great for financials requiring build outs of multiple SKUs, reorgs, etc.
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Baehan Babakan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

We use Anaplan within our FP&A oOrganization. The goal is to get to make this a robust tool and also have our deal desk be linked into the system to help with synergies. Currently, FP&A is the only team using the tool in the organization. The problem that Anaplan helps us address is getting out of Excel and being able to have a single place for our forecast to be held.
Read Baehan Babakan's full review
Ramandeep Garcha | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

Anaplan is used primarily within finance and strategy for financial planning and analytical purposes. It provides the team with the capability to merge and work with operational data sourced from multiple systems into one world. Thus, not only are we able to dissect data with greater dexterity, we are able to utilize multi-disciplinary data in conjunction with Anaplan's forecasting models to plan with greater precision.
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Changiz Talamroud | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

I've implemented Anaplan for two different departments in our company:

1. Sales Finance - Anaplan was used for weekly forecast process and I was part of the team that implemented Anaplan.
2. Business Strategy and Marketing Team - I implemented Anaplan for this team for our annual target setting.

Both experiences had positive outcomes and each model was implemented and currently being used.
Read Changiz Talamroud's full review
Todd Kavanaugh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

Currently, Anaplan is being used to calculate incentive compensation and workforce management. It is being used to replace slow legacy and Excel systems. It is also being used as a data hub for current and future use cases.
Read Todd Kavanaugh's full review
Meki Garvey | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

Anaplan is currently used as our annual budgeting and monthly forecasting tool. The budget owners are given access to view their respective department budget. We also use the Anaplan Excel add-in function to help with the reporting aspects. Anaplan has reduced the planning/forecasting turn around time; increased efficiency, and most importantly data integrity (vs. previously done in Excel). It also provides visibility of the detail behind the budget/forecast.
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David John | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

We use Anaplan as a free-form modeling platform. It is an alternative to our old Excel based models. We are leveraging its ability to calculate massive amounts of data in a highly structured yet flexible model. It is currently being used to forecast future medical and drug claims to arrive at the total monthly premiums charged to our customers for the Retail ACA lines of business. We are currently building prototypes internally and looking to expand to other use cases.
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Cody Guymon | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

We use Anaplan within sales ops and across our sales teams for territory planning. It is used by 3 members of our sales operations team, 5 region leads, and 15 team leads. We use it for "What-if" analysis in territory design. It allows reps to be able to see the impact of changes before they actually happen.
Read Cody Guymon's full review
Максим Шилиманов | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

Currently Anaplan is used mostly in supply chain planning processes, but company is looking optimisticly towards implementing it widely in many other departments to make Sales and Operation Planning process more cross-functional. It has already been implemented in several countries, but not globally. Since Anaplan is mainly designed for planning, it is now seen as an addin for SAP APO, which is too complex to be operated by wide range of specialists across different departments.
Read Максим Шилиманов'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