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…
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- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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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
(51-75 of 303)Anaplan - Partner Review
- User Experience
- Real time insight
- Scalability
- Business Owned
- legacy workspace is currently restricted to 130gb. They have now built in hypermodels that increase this but comes at a high cost
- 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 Leading Business Planning Initiatives
- Business Planning
- Single Source of Truth
- Intuitive Data Reporting
- Integration with legacy systems is complex and resource intensive
- Highly complex models require performance and workspace efficient approach
- ALM sync process involves movement of all changes together and doesn't support individual change release
Anaplan for Higher Ed - Highly Recommend!
- Integrated Planning
- Flexible Building
- End user experience
- License Management for large user bases (1,000+)
- Syncing only certain features instead of the full model
- Reporting on App Administration
That being said, Anaplan is not a data warehouse. I would not recommend using it to store or translate large sets of data.
- Multidimensional modelling
- Forecasting and Planning
- Realtime calculations
- Large datasets
- Flexible solution, can be adapted
- Outer year modelling
- Self documenting
- Auditable
- Application lifecycle management, controlled deployments
- Sparcity- Anaplan should be able to discount unused cells from storage usage
- Licence type management - currently difficult to keep tabs of this
- More flexible pricing model
- Pre built stat forecast model
- Budgeting and planning
- Optimization
- In Memory calculations
The biggest benefit of Anaplan is it helps to connect finance and supply chain planning on a single platform and it is highly customizable.
Anaplan, A Review
- Flexibility in how the models can be designed/work
- Ease of new development, allowing the business to make changes or further deploy more models as needed
- Allow for scalability as the solutions or business grows
- Provide insights tailored to the various levels of the organization/leadership
- Easier access to user activity metadata (tenant level reports)
- More concrete product roadmap
- More visibility / trainings into newly released features (outside of just the newsletter)
"Quick and dirty" - why we chose Anaplan
As the product and its value were understood, the implementation of S&OP planning, marketing block and Cash-Flow started. In the end, Anaplan allowed some of the functions to be tied together, although there was still some manual input and planning outside of the system.
The main problems that Anaplan solved were:
- Role model and data protection.
- No need to bring different Excel versions together and update parts of them (consolidation)
- A single approach and version of truth (some Excel is heavily tied to specific users)
- Flexibility of the model (compared to other systems) - easy to make changes.
- Primary & fast reporting.
- Process work-flow - process and data status.
- Speed of performance. The data from ERP is loaded into the system quickly enough and the model is recalculated instantly. A simulation environment was implemented for the CFO, where he could change macro parameters and analyze the data.
- Flexibility and speed of setup. We don't have a large IT department to allocate and maintain servers. We didn't have several months to work out the methodology. We needed to implement several models using Agile and quick feedback. Anaplan allows us to maintain the highest speed of implementation and deployment of the solution.
- It can be used in different cases: finance, logistics, marketing. Sometimes it may not be very efficient, but if you have licenses, the extra cost is sometimes negligible.
- Multi-user reporting. You can make individual filters, but if you need different people to compare different versions, then you have to complicate the architecture and waste cloud space (not always efficient). This limits your analysis capabilities.
- There is a lack of some visualizations. The addition of the bubble chart was very timely, but even years later Donat differs from Pie only in the presence of a "hole". It is impossible to make two Donat in each other for comparison. Sometimes there is not enough flexibility in text formats.
- The basic integration tool Anaplan Connect has no visual interface and it is difficult to get adequate load logs with it. Its configuration is chosen from the general logic of the ease of working with Anaplan. You will probably need help from IT to set up the integration, access certificate, and so on.
Anaplan Rocks.
- Anaplan continues to innovate and does a good job of incorporating Anaplan customer and partner feedback into their roadmap.
- Anaplan offers a flexible and agile product that allows plans to be agile and adapt quickly to changing business needs.
- Anaplan continues to champion their community and hosts great events to promote knowledge transfers that benefit the entire Anaplan ecosystem.
- Anaplan account executives champion their accounts and want to help them succeed.
- Anaplan has a host of middleware connectors.
- Management reporting in Anaplan has come a long way, but there is still room to grow here. Already leaps and bounds above where it was even the last year, but still not as flexible reporting as other tool built specifically for reporting.
- Anaplan support is not always the most responsive.
- Anaplan is inefficient with extremely granular data.
Anaplan: Streamlining Business Operations with a Powerful Planning and Performance Management Platform
- Scalable and user friendly (flexibile)
- Real -time & Collaborative
- Data Integartion
- Advanced Analytics
- Modelling & Simulation
- Email auto trigger - Notifications
- Reporting & Dashboard
- data integration
- complex formulas
- very good scalability
- modular building: start simple, evolve to complex calculations
- Reporting: cannot accept more than 3 dimensions in Rows/Columns area
- Reporting: dynamic show/hide columns (for non-numeric line-items)
- Reporting: difficulty to create flexible dependent filtering criteria (Filter A to show only values for Filter B and vice-versa)
Having an "in-memory" calculation engine, the users can see the effect of the modifications without the need to push any additional calculation.
Anaplan is less appropriate for finance consolidation use-cases, where the "parent" calculation is not the arithmetic sum of the children. However, there are some nice tricks to implement in Anaplan in order to have different calculations at parent level than as child level
Digital Connected Planning for the modern age
- Flexible
- Data Processing
- Customization
- Integration
- Current Date Capability
- Native Workflow
- Additional Integration Connectors
Anaplan, a truly connected planning tool
Sales planning,
Operational costs planning,
Capital expenditure planning,
Monthly rolling forecasting,
Budgeting,
Long range financial planning and forecasting,
Production of financial statements,
Performance analysis and reporting.
Mainly for financial planning right now but aiming to extend to other areas of the business such as Sales operation planning, Workforce planning, Inventory planning etc
- Multidimensionality
- Fast calculation engine
- Realtime data
- Flexibility
- Connectedness
- Agility
- Rollback
- Concurrency
- Inbuilt AI/ ML
Anaplan is an amazing dimensional modeling tool
- Guidance to implement Best practice.
- Provide expert solution to solve bottleneck issue.
- Communicate Product update on timely basis
- Currently freeze whole model when one user run any process. this can be improvise.
- provide more functionality to use concurrent user selection based filter and update data without impacting size.
- NUX bug should be fixed.
Powerful CPM Tool
- Phenomenal performance of multidimensional data structures
- Easy data modeling
- Beautiful data presentation and visualization
- Smooth user interaction on a single planning platform
- Clunky interfaces with source systems (although improved with Cloudworks)
- Slow data loads
- No drill down to source systems
Less suited: transactional and semi-transactional planning activities, such as account assignments, employee transfers, and promotions (especially in large volumes)
Anaplan for Business
- Financial Reports
- User Management
- Real time calculations
- model size constraints
- workflow capability needs to be updated
- support
Powerful Solution for Collaborative Planning at an Enterprise Level
- Multi dimensionality, easy integration with other systems help to establish connected planning at [an] enterprise level
- Complex business logic including many variables can be modeled and results can be reviewed almost in real-time
- Easily auditable syntaxes make it easy for all users to review formulas to drill down an output/value to track underlying business rules
- Highly flexible and Scalable to expand or roll out models to different geographies or to add new features
- Fast evolving and ambitious product development that includes more and more features
- Very strong in developing a model in driver based scenario/what-if analysis
- Considering a collaborative platform, workflow features need to be more sophisticated to handle event-based triggers.
- ALM governance is tedious in multiple developers set up, as it does not allow to migrate changes by each developer rather forces to migrate at a model level that includes all changes by all developers.
- Reporting ability is still limited, many times dependency on other reporting tools is unavoidable.
- Time referencing (e.g. default today's date) is not possible without engaging an integration interface.
- NUX pages are rich in features but building pages for DEV/UAT and PROD are not straightforward.
Anaplan is the best financial planning tool out there
- Scalability. Anaplan is designed in a way that allows for seamless growth as the dimensions within a model grow.
- Flexibility. Anaplan allows you to model for almost anything you could need to.
- Community. Anaplan does an amazing job of bringing all partners and customers together in order to push the product forward.
- Reporting is Anaplan's biggest weakness, however they have improved in some aspects over recent years. Additionally, it is not meant to be a pure reporting tool and it does integrate nicely with other platforms better suited for it.
- Formula editing. This has improved from 0 formatting previously to some now. Large models completely break and need to reset if a formula is incorrectly entered - this seems like something that could be avoided by not allowing the formula to be put through first
- Workflow. New workflow functionality launching soon should hopefully solve for this. As of now, there is not much you can do.
Anaplan is a flexible tool that allows for creativity
- Extremely useful for taking in multiple sources of data and manipulating it for your business needs
- Useful for solving complex problems
- Connected Planning
- NUX is not yet up to par with the old UX in terms of some basic functionality or ease of user experience
- The new modeling experience, while an improvement in many ways, still has small things that be kept be improved to ensure continuity and conversion over from the old modeling experience
- It would be really useful to have some sort of Today function
Standardized Modeling at its finest
- Standardization
- Collaboration
- Complexity Mitigation
- Time-to-insights
- Visibility
- Integration Options
- Technical Learning Curve
- Pixel Perfect Graphics
Anaplan is great
- Connect Plans
- Aggregate Data
- Quickly calculate complicated logic
- Advanced Reporting
- AI
- ML
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
New age of Cloud Computing!
- User Management
- Cloud Computing
- Financial Reports
- Security and Maintenance
- Handling of Big Data
- Bugs and Fixes
- Support
- Integration
Anaplan is Super Agile and User Friendly
- Agility
- user interface
- Don't need to be a coder to build in Anaplan.
- There is size constraints/limits. That being said, Anaplan is already addressing that concern.
- Difficult to compare native versions. Anaplan has a workaround but it is not ideal.
Anaplan review
- modern UX
- on the fly calculation
- short lifecycle implementation
- in the new UX it would be great to have more flexibility in terms of layout design
- multirole for user
- admin cockpit to check performance of the model