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Anaplan

Anaplan

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…

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Recent Reviews

TrustRadius Insights

Anaplan has been implemented in various industries to address a wide range of business challenges. Users have found that the software …
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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

View all 45 features
  • Flat file integration (281)
    9.5
    95%
  • Forecasting (282)
    9.3
    93%
  • Scenario modeling (284)
    9.2
    92%
  • Management reporting (283)
    8.3
    83%

Reviewer Pros & Cons

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Pricing

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N/A
Unavailable

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
For the latest information on pricing, visithttps://www.anaplan.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Financial Consolidation demo

YouTube

Anaplan Demand Planning Demo

YouTube

See the Future Clearly by Planning Demand with Anaplan

YouTube
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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

7.7
Avg 8.0

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

9.1
Avg 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

8.8
Avg 8.2

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.

8.2
Avg 7.6

Access Control and Security

Access control means being able to determine who has access to which data.

9.2
Avg 8.7

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

8
Avg 8.0

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

9.1
Avg 8.3

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

7.2
Avg 8.0

Financial Reporting and Compliance

Financial statements and regulatory filings

8.6
Avg 8.2

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

9
Avg 8.0

Integration

Ability to integrate with external applications.

8.8
Avg 8.3
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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

Screenshot of Platform: The Anaplan platform is a unified cloud-based solution that connects people, data and plans to enable complex scenario modeling and drive growthScreenshot of OpEx Planning: Review revenue-target-setting goals by brand, season, and capacity all on one, unified, highly-visual dashboardScreenshot of Supply Planning: Break down costs across assembly production to project profitability and align your supply chain to market opportunitiesScreenshot of Territory and Quota Planning: Keep track of sales goals and quotas across territories and industries to optimize sales performanceScreenshot of Headcount Planning: Easily align workforce plans with your strategic plans and quickly see where the best qualified talent resides to fit your organization’s staffing needsScreenshot of Marketing: 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 Integrations

Anaplan Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesAll countries
Supported LanguagesMulti-lingual support

Frequently Asked Questions

IBM Cognos Analytics, Oracle Hyperion, and Prophix are common alternatives for Anaplan.

Reviewers rate Financial budgeting highest, with a score of 9.6.

The most common users of Anaplan are from Enterprises (1,001+ employees).

Anaplan Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)10%
Enterprises (more than 500 employees)90%
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Comparisons

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Reviews and Ratings

(479)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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

Reviews

(1-25 of 303)
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Andris Ingiļāvičus | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Version comparison
  • Multi use-case implementations
  • Speed and scalability
  • Development speed and flexibility
  • Integration and data loads
  • Complex business problem modeling
  • Anaplan Community (a well established user forum and training centre)
  • User license management
  • Master settings from field formats (Model building related)
December 14, 2023

Anaplan fan

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Multiple native features (Pivot, filter etc.) in dashboard page to help end user customize their analysis.
  • Single source of truth for data, and real-time calculation
  • Flexible for future maintenance
  • Diagram to visualize the whole workflow process.
  • A summary to show like saved view is used in which action, module or saved view is published in which NUX page etc... More efficient for technical leader to review and refine the implementation.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Adapts to any company's processes thanks to great flexibility
  • Handles big amounts of data
  • Actualization is easy thanks to switchover functionality
  • Fully interactive dashboards can be created with very few clicks
  • Granular security controls
  • Performance handling sparse data sets
  • Not flexible in handling of dimensions
  • Many features behind paywalls
Score 10 out of 10
Vetted Review
Verified User
  • Forcing structure and auditability to processes that used to exist in spreadsheets
  • Strong calculation engine that can account for many dimensions
  • Formula Syntax that is not overly complicated and can be learned by the business in order to have ownership of their models internally
  • UX pages are not as customizable as most users would like
  • Anything that needs to be interacted with by different users simultaneously must be “dimensioned” by user. I understand this is the way the engine is set up and cannot be changed but it makes a huge challenge keeping the size of the models smaller
  • If you enter in a formula incorrectly, the model can “break” for minutes for all users
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Ingest and integrate disconnected datasets and sources that speak different "languages"
  • Flexible security and user-oriented customization of dashboards and datasets
  • Smart architecture allows creative license to connect planning processes that have different time horizons and granularities
  • Real-time ("live") collaboration is particularly useful for globally spread teams in different time-zones
  • The "new" UX front-end offers a lot of modern and intuitive features, but it lacks the ability to view multiple "tabs" of dashboards and reports. The "classic" dashboard had this feature but now with the UX, you need to be really smart about how to design a single page where the users won't get "lost".
  • Lacks the ability to "wrap text" (similar to excel) and auto-size grid rows
Score 8 out of 10
Vetted Review
Verified User
  • Anaplan is flexible, meaning it can be built to accommodate almost all business use cases
  • Implementations are quick - delivery of MVP products and phased enhancements is ideal
  • The UX is user friendly and Finance users enjoy the similarity of features to excel (like pivot, filter, etc)
  • Anaplan continues to enhance its product and listen to its customers / community
  • Audit Reporting - it's currently difficult to use / read the audit reports
  • Security - security is not centralised & too broad (actively being worked on)
  • Data Integration / Management - data management and orchestration could be centralised (actively being worked on)
Score 10 out of 10
Vetted Review
Verified User
  • Empowers business users to reduce dependency on IT teams
  • Cloud native product
  • Short implementation time
  • Excellent training content for self-paced online training
  • Zero code
  • Enable robotic process automation features
  • Sizing becomes an issue for newbie model builders
Score 10 out of 10
Vetted Review
Reseller
  • Full integration with source systems providing one source of truth.
  • Real time calculations.
  • Connecting planning across your organisation.
  • Secure and transparent.
  • User friendly.
  • Flexible.
  • Adding the TODAY function
  • Ability to add sub-totals or totals on selections
  • Management Reporting is a great addition but could still be improved
December 08, 2023

Anaplan Review

Score 9 out of 10
Vetted Review
Verified User
  • Anaplan provides flexibility to develop any planning use case and organizations that leverage this end up using connected planning efficiently
  • Easy integrations to ensure upstream data retrieval and downstream reporting
  • Quick turnaround in terms of implementations and bug fixes
  • Better Reporting
  • Sub-totaling functionality to enable reviewing totals irrespective of hierarchy
  • Templates for initial build
Score 9 out of 10
Vetted Review
Verified User
  • Cloud based tool that can be access from any web browser and even mobile devices.
  • Can store billions of data records and helps centralize and standardize the data that users can view.
  • Has native security and user access management.
  • Has native Data Integration capabilities with using CloudWorks
  • Initial implementation can be tricky for teams that don't have an Anaplan expert.
  • Licensing can be an issue if many users need to access the tool.
  • Reporting capabilities are not the best in the industry.
Score 10 out of 10
Vetted Review
Verified User
  • Collaboration between business functions
  • Performance of complex calculations
  • Version control and scenario planning
  • The workflow functionality could be improved
  • Plan IQ (AI based functionality) could be more flexible
  • Platform Support could be a bit more responsive
Nik Amin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Customer driven financial modelling
  • Sales and quota planning, HR and supply chain planning
  • Intuitive analytics and dashboarding
  • New UX can be further improved to make it more fluid
  • Workflow and approval process can be simplified
  • Simpler drag and drop functionality/engines for predictive analysis within pages
Score 10 out of 10
Vetted Review
Verified User
  • Connected Planning
  • Real-time calculations and insights
  • Easy-to-use interface
  • Auditability of line items can be improved by adding extra features like saved views references, filter references, UX page references etc.
  • Native support for allowing input/breakback and calculation logic in the same line item can be added to further boost platform adoption in Retail Planning use cases.
  • Model locking/freezing during concurrent action runs.
November 20, 2023

Master Anaplanner Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Automation
  • Data Hub
  • Connected Planning & Processes (Breaks down Business Silos)
  • Configurability
  • Ease of Learning (don't need to be a coder)
  • Multi-Select Capability for Dashboard Selectors (ex. select more than one product and see the results of both on a dashboard)
  • Numbered list actions in New User Experience dashboards (currently only available in classic dashboards).
  • Easy summary of which modules are used on what dashboards.
  • Anaplan being able to run its own integrations (no middleware).
November 20, 2023

AnaPLAN for Success!

Alexander Jackson, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Connected Planning that allows a company to work together.
  • Multi-dimensionality that allows users to plan at many different levels.
  • An UX that allows ease of access.
  • "Toasting of the model" that freezes the model
  • Added flexibility with UX
November 20, 2023

Efficient Planning tool

Score 9 out of 10
Vetted Review
Verified User
  • Transparency of drivers
  • Consolidation
  • Multi dimensional reporting
  • Sync data from model to model
  • Built in Integration tool (cloudworks)
  • Unlimited dimensionality - Polaris - cost impact
  • Built in connector with more options e.g. Snowflake
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